financial advisor resumes 5


Smithtown, NY
... HSBC Securities Inc- Financial Advisor Aug 2008- Dec 2010 Left to re- establish career after medical leave Managed a client base of $25mm in brokerage assets and $80mm in Consumer Deposits. By second month, was doubling previous advisors production ... - Aug 02

Sales Marketing

Chesterfield, MO
... financial services to manufacturing and mortgage lending. Professional Experience First Allied Securities, Inc., 2010 to Present VP, Advisory Consulting Group • Spearheaded advisory programs and initiatives for 600+ registered Investment Advisor ... - Aug 01

Service Representative Sales

Overland Park, KS
... Provider 2007-2009 Owner-operator, supervised 3 employees, provided care and meals for children from birth – 12 years Financial Advisor Primerica Financial Services, Financial Advisor, Life and Health Insurance licensed, Security 6 and 62 licensed ... - Jul 31

Sales Insurance Agent

Phoenix, AZ
... MICHAEL HALE **** **** ********* ***** • Phoenix, Arizona 85083 • H: 623.***.**** • C: 206.***.**** PROFILE Licensed financial advisor and insurance agent with more than 19 years of proven success in producing annualized ... - Jul 31

Customer Service Manager

United States
... March 2006- February 2007 Elite Financial Financial Advisor I would call customers that had called in to get information on refinancing there home or get a mortgage loan. I would go through the process to get all of there information and run a ... - Jul 31

Receptionist/Administrative Assistant

New York, NY
... 'Trust Advisor" brochures . Maintained logs, travel and entertainment (T&E's ), expense transmittals, and prepared check requests . Arranged domestic and international corporate travel . Prepared weekly 'Top Ten Names" for financial advisor . ... - Jul 31

Customer Service Administrative Assistant

Doylestown, PA
... research, faxing, Fed-ex, UPS, typing, Pitney Bowes stamp machine Randstad Employment Agency 1/04 - 4/04 Merrill Lynch Financial Advisor Call Center Investor Service Advisor assistant V Maintained highest level of privacy while being a attentive ... - Jul 29

Manager Account Executive

Menifee, CA
... Patton Account Executive Fisher Investments 916.***.**** 733 Round Hill Drive, Merced CA 95348 Thomas Coughlan Financial Advisor Morgan Stanley Wealth Management Tel 707.***.**** Fax 707.***.**** ... - Jul 28

Quality Control Sales

College Park, MD
... 2013-2013 Modern Woodmen Meridian, Idaho Financial advisor/ Sales Representative 39. Highly skilled in conducting in-depth view of clients’ financial circumstances and future aims. 40. Hands on experience in designing and implementing individually ... - Jul 27

Sales Insurance Agent

Carrollton, TX
... FINANCIAL ADVISOR SERVICES REP, 1ST GLOBAL 2008 • Responded to inquiries from financial advisors, cpa’s and attorneys. • Educated advisors about alternative investments including REIT’s and limited partnerships along with various types of annuities. ... - Jul 26

Sales Life Insurance

India, Faridabad, HR
... and Teacher at Kerala Model School in Vemulawada, Karimnagar District, Andhra Pradesh Part Time - Financial Advisor (Insurance Agent) of ICICI Prudential - Along with Dish TV job I managed to collect personal Life Insurance Policy from Individuals. ... - Jul 25

Customer Service Staff

... Reason for leaving: Change environment Company name: Prudential Assurance Company 2005-2006 (9 months) Industry: Finance and Wealth Management Position: Financial Advisor / Personal Assistant Responsibilities: - Cold calling, conduct surveys, ... - Jul 23


Burrillville, RI
... PROFESSIONAL EXPERIENCE: NEW YORK LIFE INSURANCE, Providence, RI Financial Advisor December 2013 - Present Conduct sales and collections, oversee budgets and forecasts, and research market analysis. Analyze call logs and sales numbers for compliance ... - Jul 23

Financial Analyst Years Experience

Stony Brook, NY
... the annual financial reports of the Ford Motor Company, taking the industry and macro economic situation into consideration, predict its stock price in 2014. Interns Corporation: Ever Bright Bank of China 9/2011-11-2011 Position: Financial advisor A ... - Jul 22

financial markets, research analysis

... I studied English, Social Studies, Math's, Hindi,Science and secured Ist Division with76% marks WORK & LEADERSHIP EXPERIENCES [METLIFE] [NEW DELHI] [INDIA] [FINANCIAL ADVISOR] [1ST JUNE'10 - 30TH NOVEMBER'10] As an intern in the company, I had two ... - Jul 22

Customer Service Quality Assurance

Arlington, TX
... Handled financial advisor emails, maintenance items and day to day monitoring of work requests. Worked with various departments to solve outstanding issues. Effectively coached new phone staff. Consistently recognized by advisors as delivering ... - Jul 22

Sales Manager

Chicago, IL
... 2013 Greenwich, CT Assist Chase Private Client financial advisor with $275M in AUM. • Partner with the advisor to identify client needs, analyze customer information, define investment goals, and build plans to achieve client objectives while ... - Jul 21

Customer Service High School

Overland Park, KS
... Kagy Financial Group October 2006 to December 2011 Seminar Coordinator for financial advisor and office administrator. Set up seminars at various locations, made the appointments at the seminars. Followed up with the client. Maintained files and ... - Jul 21

Sales Company

Brooklyn, NY
... – Joint Bookrunner on $531mm IPO, Joint Placement Agent on $251mm Pre-IPO Convertible Note Offering Telx – Exclusive Financial Advisor on $213mm S ale to GI Partners Cerberus Capital Management – Joint Bookrunner on $48bn LBO of BCE (Withdrawn) ... - Jul 20

Marketing Financial

Brick, NJ
... Morgan Stanley January 2005-January 2006 Financial Advisor Toms River, NJ . Reviewed clients' portfolios and made recommendations based upon the data. . Built up a book of business of new clients and organized a team effort with agents on marketing ... - Jul 17
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