financial advisor resumes 5
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Sales Representative

Marietta, GA
... GE FINANCIAL ADVISOR, Atlanta, GA 2002 - 2004 Financial Services Representative Financial Planning, Variable Life and Annuities and Retirement Planning. Worked with both individuals and small businesses. Utilized GE's Employee Services Group to ... - Apr 14

Management Sales

United States
... Investment 2012 Employment Lockey Wealth Management, Dallas, TX Present President/Financial Advisor 1. Management of private practice accountable for soliciting businessfor new accounts and developing strategic alliances with clientele. 2. Develop ... - Apr 02

Sales Real Estate

FL
... 09/2003 - 2004 Merrill Lynch Lakeland, Fl, USA Financial Advisor Recruited into the Financial Advisor Training Program 3. Secured series 7 lic. 4. Secured series 66 lic 5. Successfully completed all pre-sales training. 6. Decided to take sales ... - Mar 16

Customer Service Representative

United States
... Financial Advisor Catamaran/Hospiscript Pharmacy Technician 2013-2013 . Pharmacy Claims . Customer Service . Medication Profiling . Hospice Contacting Suntrust Bank, Orlando, FL 2012- 2012 Customer Service Representative . Explain procedures to ... - Mar 12

Sales Manager

Dallas, TX
... Finance 2005 – 2005: School Prep (831) ***-**** 2001 – 2004: AIG/ Financial Advisor 1997 – 2000: MedImpact/ Accountant 1991 – 1996: B.S.B.A. Finance **********@*******.*** Monterey, CA 93940 Career 360 Degree - ****** Experience Google Specialist ... - Mar 11

Sales Management

Nutley, NJ
... specialized in identifying appropriate HNW investment vehicles, Financial Planning, insurance and all items related to HNW Wealth Management. Wachovia Securities Inc. Financial Advisor 2002-2008 White Plains, NY Director of Sales & Marketing; ... - Mar 10

Management Manager

India, New Delhi, DL
... Infratech Xervices Pvt Ltd Resume Summary Key Skills Performance Management, Industrial Relations, Investment Banking, Financial Advisor Category Financial Services, Customer Relations, Interior Designing and Construction Objectives CEO / COO ... - Mar 04

Real Estate Sales

Sacramento, CA
... 60 hours/week Senior Associate/Financial advisor. WMA, Securities, Inc., Santa Clara, CA.95054 Ernie Solis, (408) ***-**** 1995 to 1999. 60 hours/week; Financial Advisor. American Express Fin. Adv.; 1999 Bascom Ave,Campbell, CA 95008 Garry Gassman, ... - Feb 28

Sales Management

Houston, TX
... 06/2009 - 04/2012 Freelance Recruiter - Housto, TX Financial Advisor Recruiter Researched and recommended new sources for candidate recruiting.Built social networks to fnd qualifed candidates.Identifed prospective reps using lead generating methods ... - Feb 27

Construction Management

Fort Lauderdale, FL
... EDUCATION MBA-Financial Management Hofstra University BBA-Accounting, Finance University of Cincinnati C.P.A.-New York-Non-Practicing BOARDS-ORGANIZATIONS Member-Construction Financial Management Association Financial Advisor-Village at Lake ... - Feb 23

Customer Service Sales

Kansas City, MO
... 2009 JPMorgan Chase Financial Advisor Card Bank 2011 Framing Skills Include: 2006 T Mobile Wireless Customer Service Rep Operating the Wizard, heat press, USA 2009 Glass cutting machine, Miter saw. Senior Representative Extremely careful attention ... - Feb 20

Sales Manager

Spokane, WA
... 99204 509-***-**** Objective: A position in the Financial Services Industry, which will enable me to use my experience to help clients attain financial independence. Experience: MorganStanley SmithBarney Spokane, WA. Financial Advisor 11-15-2010 to ... - Feb 19

Sales Manager

Orangevale, CA
... Oppenheimer, Putnam, Transamerica leaders (1993-1998) Earned Sales Leader’s Award(2003) with Eaton Vance as Financial Advisor with Placer/Sierra bank (2004) #1 Gross Sales Glendale/ Telluride sales contest 1998, entire state (80 plus brokers ... - Feb 18

Project Assistant

Winston-Salem, NC
... Taught project-based lessons to first grade students at Roswell North Elementary Intern at AXA Equitable May 2011 - August 2011 (4 months) Assisted Senior Financial advisor Jan Williams by organizing company files, researching potential company ... - Feb 18

Customer Service Medical Billing

Las Vegas, NV
... Resume: ********* O'Donnell **** ******** *** #**** *** Vegas 89102 (702) *** **** ***Relocated to Las Vegas Nevada due to spouse employment transfer *** Patient Account Representative / Denial Analyst / Financial Advisor 08/2013 Present Job Agency ... - Feb 15

Customer Service Sales

San Antonio, TX
... Processed payments (credit cards, checks or internal transfers), made payments arrangements, closed accts (if ness.) JpMorgan Chase, San Antonio, TX 3/2008 4/2009 Financial Advisor/Customer Service I provided quality service to customers w/ their ... - Feb 13

Customer Service Sales

Canada, Calgary, AB
... work related software packages * Proficient in written and spoken English, Hindi, Urdu and Punjabi RELEVANT WORK EXPERIENCE Independent Financial Advisor EDC Jan 2012 - Present * Built up a mutual fund portfolio of over $6M in 14 months, * Wrote…. ... - Feb 09

Sales Financial

Houston, TX
... marketing tools to boost sales up Made recommendations related to relocation, branding, niche marketing July06/July07 Financial advisor assistant Afric consulting, Abidjan, Cote d’Iivoire Maintained an accurate update of customer accounts as ... - Feb 06

Data Entry High School

Detroit, MI
... October 2005 to October 2006 DGB (Designed By God) Southfield, MI Registration Clerk Registered visitors in computer to enter Rock Financial Showplace. April 2004 to October 2007 Primerica Financial Services Detroit, MI Financial Advisor Helped ... - Feb 06

Administrative Assistant Management

Eugene, OR
... EDWARD JONES – Springfield, Oregon October 2006 – October 2008 Branch Office Administrator Provided the primary support to the financial advisor with responsibilities including opening new client accounts, transferring in outside accounts/assets, ... - Feb 05
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