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financial advisor resumes

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All Skills

Sales Financial

Springfield, MA
... RELATED EXPERIENCE Maffee Financial Group Glastonbury, CT Financial Advisor Establish face to face meetings with people and analyze their financial needs and provide them with solutions which will enhance their portfolios to help achieve their goals ... - 2013 May 31

Customer Service Manager

Austin, TX
... Orchard Harvest LIS) Interacted with vendors to order, manage and maintain laboratory inventory 409-***-****•abwtsg@r.postjobfree.com Karen Eshliman Jan 2002 to Sept 2003 Beaumont, TX UBS Financial Services Financial Advisor Maintained existing ... - 2013 May 31

Quality Assurance Financial

Hollywood, FL
... Assisted with the management of anti-money laundering, bribery, corruption and sanctions risks across all businesses lines at the firm Financial Advisor, July 2006 - August 2006 Merrill Lynch (Coral Springs, FL) . Effectively on-board new clients ... - 2013 May 28

Assistant Executive

bayside, NY
... Responsible for generating and correcting patient reports, accountable for communicating "STAT" results via fax and phone to referring physicians Cowan Financial Group, New York, NY Executive Assistant/Financial Advisor October 2003-July 2004 . ... - 2013 May 22

Administrative Assistant Sales

Poplar Grove, IL
... Liaised with multiple departments to address borrower needs and inquiries AMERICAN EXPRESS FINANCIAL ADVISOR Staten Island, New York Assistant to Financial Advisor 4/2005-9/2005 . All duties of a financial advisor clerical position with knowledge of ... - 2013 May 21

Human Resources Technician

Big Bear Lake, CA
... 2010 Bachelors of Science California State University Fullerton Business Associate of Science May 2007 Fullerton College With Honors EXPERIENCE: 1/12 – present Independent Capital Management Carlsbad, CA Financial Advisor Develop my own client base. ... - 2013 May 10

Sales Vice President Management Skills Experience

Minneapolis, MN
... ***.***.**** ● **** Buchannan St NE, Colombia Heights ● *************@*****.*** PROFESSIONAL EXPERIENCE Financial Advisor, Ameriprise Financial September 2012- May 2013 • Understanding of financial market and industry • Conduct analysis and trending ... - 2013 May 09

Management Development

Allentown, PA
... Analysis 100 Course Professional Experience: 2010 - Present Financial Advisor First Niagara Investment Services Coaching and mentoring a team of financial associates to provide a high level of service to existing investment and insurance clients. ... - 2013 May 07

Manager Sales

Fort Worth, TX
... Experience Me r r ill Lynch 5/2012- P resent F ort Worth, TX Financial Advisor / Administrative Support for Sr. Vice President and Sales Manager • Series 7 and 66 Licenses; NMLS ID #1048155 • Financial Planning for individuals, families, small ... - 2013 May 06

Management Sales

India, Pune, MH
... New Distributors and working with existing independent financial advisor fraternity to increase distributors satisfaction Project Details: Empanelment process of an independent financial advisor with an Assets management and • distribution Company. ... - 2013 Apr 30

Sales Management

Webster, NY
... E xeter Advisors, Fairport, New York, Workplace Financial Advisor (2008-2009) Developed and implemented the workplace financial advisor model at M anning & Napier A dvisors Exeter Advisors subsidiary. P rovided 401k education focusing on ... - 2013 Apr 27

Life Insurance Financial

Irvine, CA
... *** **** OVERVIEW Skilled financial professional with18 years of financial services industry expertise and practice management experience. Currently employed as a financial advisor of a privately held investment firm, managing $ 2 billion in assets. ... - 2013 Apr 17

Sales Customer Service

Los Angeles, CA
... Financial Advisor January 2008 to January 2009 Morgan Stanley Santa Ana Private, $100K-$750K, financial portfolio management: Custom- design of private investment retirement plans and risk management products to private clients Developing and ... - 2013 Apr 17

Customer Service Quality Assurance

Los Altos, CA
... ‘09 Financial Advisor Internship • Verified and processed new account and compliance processing for branch Vice President Financial Advisor. • Communicated with clients and organizations to further build an effective relationship with the company. • ... - 2013 Apr 14

Human Resources Management

Indianapolis, IN
... manage and approve all fiscal transactions including the IU, the IU Foundation accounts, and any sponsored program administration ensuring that funds are spent according to mission of the school -Financial Advisor - Analyze and assist with SLIS ... - 2013 Apr 11

Manager Sales

SLC, UT
... to veterinary community • 12% Shareholder of SentrX Animal Care Morgan Stanley 3/2006 - 9/2007 Senior Vice President/Financial Advisor • 200 MM in assets • 1 MM trailing 12 UBS/Paine Webber 9/2000 – 3/2006 Senior Vice President/Financial Advisor • ... - 2013 Apr 04

Customer Service Sales

Las Vegas, NV
... David G Thomas **** ***** ******** #**** *** Vegas NV 89032 abqxv3@r.postjobfree.com Tel: 702-***-**** Financial Advisor Trainee Ameriprise Financial(June-2012 - Sept-2012) (702) ***-**** My role in this position was a financial advisor in training. ... - 2013 Mar 29

Customer Service Human Resources

Gulfport, MS
... WORK HISTORY Tester, Triton Systems, Long beach, Mississippi 2011-2012 Assembler, Emerson Networking Power Systems, Lagrange, Georgia 2005-2010 Financial Advisor, First USA Bank, Bayshore, New York 1999-2001 Customer Service Sales, Sears, Bayshore, ... - 2013 Mar 28

Management Control

Undefined, New York, NY
... an effective product controller • • Merrill Lynch January 2010 – May 2010 Wealth Management Intern Worked under senior Financial Advisor analyzing mutual funds using Morningstar • Education Fordham University, Gabelli School of Business Bachelor of ... - 2013 Mar 26

Customer Service Sales

Easton, PA
... Covenant Financial May 1996 to June 19998 Financial Advisor . Developed personalized Debt Consolidation programs and managed the process of approving applications for mortgages and refinancing. Merrill Lynch September 1976 to January 1985 ... - 2013 Mar 26

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