financial advisor resumes 5
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Financial Service Representative

Canada, Mississauga, ON
... EDUCATION • Seneca College for Computer Networking and Technical support, 2011-2014 • Brampton Centennial Secondary School, OSSD 2008 EMPLOYMENT EXPERIENCE TD Canada Trust Bank, Financial Advisor 2012-Present • Successfully closed sales and assisted ... - Sep 11

Producing Branch Manager

Rockville Centre, NY
... PORTFOLIO MANAGER / FINANCIAL ADVISOR Tasin & Co. / Weatherly Securities / Erankrantz King Nussbaum, New York, NY 1996- 20 04 Conservatively managed numerous investment Accounts for local and global investors. This involves buying and selling all ... - Sep 11

BS in Mechanical and Administration Engineering

McAllen, TX
... 2011-Present ORAL & CRANIOFACIAL CENTER PLLC (Edinburg, TX, USA) Part time Financial Administrator for Oral & Craniofacial Center PLLC Financial Administrator, Treasurer and Accounting for OCF clinic, and personal financial advisor for owner surgeon ... - Sep 10

Manager Sales

Buffalo Grove, IL
... • Experienced with high net-worth individuals in management of assets, as a financial advisor. KMBE TRADING, L L C, Chicago, Illinois 2003 to 2005 Proprietor E * T RADE F I N A N C I A L C O R P ., C h i c a g o, I l l i n o i s 1990 to 2003 Manager ... - Sep 10

Real Estate Appraiser

Gambrills, MD
... Additional Experience American Express Financial Advisors Financial Advisor 1997-1998 Call potential clients to arrange in person meetings to evaluate their financial goals, conduct personal meeting with potential clients, monitor clients portfolio ... - Sep 09

Maintenance Technician

Manitowoc, WI
... 920-***-**** • Curt Gesell RP Bartlett Nuclear • Jason Weier Financial Advisor Country Financial 920-***-**** • PK Owner Innovative Motor Sports 920-***-*** ... - Sep 09

Financial Advisor

New York, NY
... #** New York City, New York 10031 (317) ***-**** Dear Hiring Manager: I am writing this letter to be considered for the Financial Advisor position at your firm. I am confident that my professional background in education and ... - Sep 07

Manager As

United States
... 1994-1998 Financial Advisor, Ford Motor Credit Company Omaha, NEAssisted customers with auto finance rebate methods on lease and purchase contracts. Served as liaison to enhance customer-dealership negotiations. Collected 30-45 day delinquent ... - Sep 06

Customer Service Project

Somerville, MA
... reservation system for a financial company. With the help of this application, the user can create, update, and delete any reservations of a particular product. This application has a flow of process such that first, a financial advisor can create a ... - Sep 05

Vice President

Charlotte, NC
... to high net-worth private clients • Built client base Edward Jones (London) June 2003-Dec 2003 Trainee Stockbroker & Financial Advisor Barclays Bank plc (United Kingdom) May 2002-May 2003 Premier Client Account Manager Connecticut State Legislature ... - Sep 04

Sales, Marketing, Retirement, Investments, Public Speaking, FINRA

Tampa, FL
... Proven record of success in maximizing revenue, increasing market share, and expanding advisor base within competitive markets. FINRA registered principal with broad understanding of global financial markets,portfolio strategy, product positioning, ... - Sep 04

Real Estate Project

San Marcos, CA
... David James Lavelle ***** **** **** *** San Diego, California 92131 ****-** ********** ** *** Diego School of Business Professor (Adjunct)/Financial Advisor ****-** ***** & Youngberg, Managing Director Investment Banking 1982-06 Lehman Brothers, ... - Sep 03

Sales Management

Oakland, CA
... MERRILL LYNCH, Charlotte, NC, 2005 – 2006 FINANCIAL ADVISOR Designed / presented complex investment portfolios to diverse clients, resulting in a high degree of adoption. Grew assets to $30M, capturing a higher percentage pace than any other advisor ... - Sep 03


United States
... Financial/Managerial Accounting, Advanced Accounting, Income Tax Fundamentals & Financial Statement Analysis WORK EXPERIENCE Volunteer Income Tax Assistance Tax Preparer September 2013- Present - IRS certified tax volunteer Cetera Advisor ... - Sep 03

Quality Testing

Cramerton, NC
... Work with Retirement plan enrollments and validated in all downstream applications like Individual web, financial advisor, Retirement portal. Validated various mutual funds and fund flow from Omni to web applications. . Identified test data specific ... - Sep 02

Sales Manager

... EXPERIENCE Mar 2012 to present- SUNLIFE FINANCIAL ADVISOR • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. ... - Sep 01

Sales Office Assistant

New York, NY
... turnover < Refurbishing devices (iPhone, iPad, Android, ect.), and trained staff Mass Mutual Financial Group, Buffalo, NY 04/12 - 04/14 Financial Advisor < Generated leads through Personal Network, Referrals, and Cold Calls < Majority of sales ... - Aug 31

B Sridhar_Finance

India, Hyderabad, Telangana
... Period of Experience : August 2011 to Till Date Designation : Executive Job Profile: 3 years of experience as Financial Advisor in development of projects in Tourism, Urban Infrastructure, Transportation and Real Estate Sectors. Key Expertise: • ... - Aug 31

Project Manager Financial

Plainsboro, NJ
... Financial Advisor to Unsecured Creditors' Committee of Endicott Interconnect, the former PCB manufacturing unit of IBM. Worked with Debtor's FA and re-negotiated APA in asset sale. Guided China- and Taiwan-based creditor representatives through the ... - Aug 30


New Port Richey, FL
... Thank you for considering me as a candidate I wish for the Recruitment Team to know that this is not just an attempt to try out a job, but that I have been committed and dedicated to becoming a financial advisor for quite some time. I have learned ... - Aug 30
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