financial advisor resumes 5

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

Sales Executive Management

... I am also been involved in implementation, financial advisor, quality initiatives, process improvements India Polyroads Private Limited, Sales Executive Duration: Jan 2012 – June 2012 I have been involved in interacting with clients, analyzing the ... - Feb 01

Customer Service Office

United Kingdom, Bristol, City of Bristol
... assistance to customers and financial advisors for personal pension Policies Tasks as varied as change of address to resolving complex issues with policy such as non or late payment, liaising with financial advisor and on occasion customers. ... - Jan 31

Manager Sales

High Point, NC
... Apt # 5 Greenville, NC 27858 Primerica Financial Services (PFS Investments Inc.), Greenville, North Carolina Internship/Financial Advisor East Coast Interior Design, High Point, North Carolina Supervisor/Construction Employee Wallburg Recreational ... - Jan 20

Customer Service Sales

Howell, NJ
... temporary customer service positions at Home Depot and Parts Authority and studied for Java Certifications 2004 - 2005 Financial Advisor Merrill Lynch, New York, NY Prospected for customers by cold calling 300 prospects a day Recommended investments ... - Jan 19

Customer Service High School

Austin, TX
... Ruiz Financial Group Regional Loan Officer & Office Manager - TX LO License # 57283 4/2004 – 5/2007 311 Cheatham St, San Marcos, TX Have experience in Loan processing, loan origination, marketing, advertising, telemarketing, assist financial advisor ... - Jan 17
Previous 1 2 3 4 Next