financial advisor resumes 5
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Manager Sales

... Implementing PPP (Public Private Partnerships) Feasibility Studies Business Plans Financial Advisor Indicative Clients 1 CV George Kourtis – August 2014 Municipality of Oropos Municipality of Piraeus Municipality of Dionysos Vafeiadis S.A. ... - Aug 29

Sales Financial

Miami, FL
... • Guide investors to help them achieve their financial goals. Merrill Lynch/Bank of America – Palm Beach Gardens FL (January 2013 – January 2014) Financial Advisor • Identify prospective clients through referrals and networking with existing clients ... - Aug 28

Customer Service Active Directory, Remedy, Tivoli, SQL server mgmt

Houston, TX
... Fill out the SLA Relief Multiple Request Form and submit 01/09- 12/1 Primerica Financial Services, Dallas, TX Financial Advisor Sold financial products to clients as a independent rep/business owner. Created financial portfolios and the sales of ... - Aug 28

Sales Manager

Schenectady, NY
... career in the financial services industry to present a complete, unique perspective in the fields of Management, Business Entrepreneurship and Finance as it relates to the present day. EMPLOYMENT HISTORY: Valic/AIG– Financial Advisor – November ... - Aug 27

Manager Management

Denver, CO
... and play a key role in leading financial analysis that influence key financial business matters. . Led efforts to secure project financing with four Korean banks. Coordinated all meetings between the Financial Advisor at Rosemont and Korean Bank ... - Aug 27

math teacher

San Jose, CA
... that matches their financial needs with life insurance, annuities and investment products offered through Foresters, and joining volunteer team to support Foresters events. Aug, 2003 to Mar, 2004 AXA Advisors ---Financial Advisor Description: ... - Aug 26

Manager Accounting

Afghanistan, Kabul, Kabul
... FINANCIAL ADVISOR AND INTERNAL AUDIT CONSULTANCY ASSIGNMENT OF KARRAKURRAM COOPERATIVE BANK LIMITED . Review current chart of accounts of the bank and make recommendations to make sure the chart of accounts is in line with best International ... - Aug 26

Software Engineer Developer

India, Mumbai, MH
... Link: Lincoln Financial Advisor- Jan 2014 Lincoln Financial is an advisor app for Financial purposes where the advisor can store his/her clients details about client's policies, premium ... - Aug 26

Assistant Financial Advisor

India, Kolkata, WB
... PERSONAL INFORMATION CAREER PLANS: As I'm Having Sound knowledge of Accounts and Taxation, so I am ready to accept any challenging assignment related in those fields, my present field of studies and I also want to see myself as an Financial Advisor ... - Aug 26

Pvt Ltd Sales

India, Hyderabad, Telangana
... Worked for ING VYSYA LIFE INSURANCE as a (Financial Advisor) Sep 2010-July 2011. ING VYSYA GROUP is a top company in fortune 500 companies of the world, . Assisted the customers in advising the right policy which suits them the best after a clear ... - Aug 24

Customer Service Manager

San Diego, CA
... Served as chief local financial advisor to Vice President of Customer Care Center and Customer Care Center senior team. Reported on regional results to reflect trends and ensure required variance analyses were produced for regional department heads ... - Aug 22

Customer Service Administrative Assistant

Wichita, KS
... Edward Jones Investments Branch Office Administrator ● Administered and organized the functions of financial advisor’s office. ● Assisted customers in achieving personal goals by actively listening and understanding their financial needs ... - Aug 21

Customer Service Administrative Assistant

Atlanta, GA
... deposits • Process IRA Distributions and RMD’s • Open new accounts and update client information • Manage schedules of Financial Advisor’s • Assist in creation of new filing system for Red Compliance Files and maintain all client and regulatory ... - Aug 21

Business Management

Encinitas, CA
... billing, payroll, inventory, invoicing, and accounts payable and accounts receivable Work Chronology 20 Lounge ( Location Operations Manager 2013-2014 Financial Controller 2010-2014 Wells Fargo ( San Diego, CA Financial Advisor 2009-2010 VIDP, Inc. ... - Aug 20

Financial Sales

Sacramento, CA
... of branch personnel Wells Fargo, Financial Consultant 7/08-5/10 Provided financial planning services to branch clients and mentored in training and licensing of branch personnel Wachovia Securities, Financial Advisor 2/07-7/08 Built teams to cross ... - Aug 20

Sales Manager

Chicago, IL
... prior to promotion the team was 15th out of 16 the previous quarter • Independently directed the development of custom financial plans for clients obtained through referrals and marketing • Acquired and developed a trusted advisor relationship with ... - Aug 20

Financial Advisor

Jacksonville, FL
... Strengths include: Risk Analysis (Financial and Operational); Project Management; Business Continuity and Exemplary Communication Skills. Professional Profile Financial Advisor, Edward Jones St. Johns, Fl, September 2012 to Current -Identify and ... - Aug 18

Senior User Experience Designer and Business Analyst

Croton-on-Hudson, NY
... Projects for American Express, CEC, IBM, Jackson Insurance (Financial Advisor dashboards for Book of Business, Account Management and Trading Tools), Nestle, TD Ameritrade, Time Warner Cable (website, CMS, ecommerce, self-care portal), Unilever ... - Aug 15

Sales Insurance

Bethlehem, PA
... a new position in the financial industry, willing to start from the bottom and work my way up. Currently a highly accomplished and results driven Financial Advisor with an excellent track record of attracting and acquiring new clients and business. ... - Aug 15

Customer Service Data Entry

United States
... Customer Service/Financial Advisor Brachfeld & Associates - Houston, TX - April 2006 to April 2007 My duties consisted of giving financial advice to consumers that had judgments placed against them due to negligence of finances. My other duties were ... - Aug 15