financial advisor resumes 5

Accounting Management

Terrace Park, OH
... Develop and update long term financial expenditure plans for substantial business capability initiatives. Financial advisor to USAF Logistics Leadership. Lead Financial Expert for the ECSS PMO, provided strategic oversight for the USAF Budgeting, ... - Aug 09

Manager Management

Canada, Montreal, QC
... Then he acted as financial advisor for a major financial services company. In June 1973, Mister Cote joined IBM Canada as a system engineer (SE) and later as an advisory marketing representative, part of the Quebec government marketing team. Out of ... - Aug 08

Project Manager

Orlando, FL
... Track KTM (Key Task Milestone), document KPI's (Key performance indicators), monitored Financial Advisor (FA) applications on-line transaction processing system (OLTP) and assigned resources to resolve platform issues . Utilize Merrill Lynch in ... - Aug 08

Sales Accounting

United States
... ACTIVITIES Financial Advisor: Provide financial advisor to friends and family ranging from tax returns, Managing profit and loss expenses and helping develop new small businesses. SKILLS Microsoft Office Excel including Solver, Word, PowerPoint, ... - Aug 07

Customer Service Administrative Assistant

Miami, FL
... Administration Assistant Banking Financial Advisor Receptionist Inspector/Investigator Recruiter Teacher Assistant/Tutor Customer Service/Sales Consultant Trainer Professional Experience: Gloria's Consulting Services Miami, FL (01/13 temporary). ... - Aug 07

Insurance Agent Sales

Norcross, GA
... AMERIPRISE FINANCIAL, Plymouth Meeting, PA 2001 - 2010 Financial Advisor My mission was to help clients reach their financial goals through a personal relationship based on knowledgeable financial advice. I developed new client relationships and ... - Aug 06

Customer Service Sales

Rockville Centre, NY
... Financial Advisors and Mortgage Specialists to achieve branch goals. • Prospected for financial services customers through face to face conversation and phone calls. The Toronto – Dominion Bank TD Bank, Queens, NY 2007 - 2009 Financial Advisor – ... - Aug 05

Customer Service Sales

Orlando, FL
... MCR Equity Financial Group Orlando, FL 07/ 2007 -05/2009 Sr. Financial Advisor, Management - Obtained verifications of personal, employment and financial information. - Exceptional superior abilities to help individuals examine their long term and ... - Aug 05

Staff Accountant, Payroll, Benefits, Taxes, Bookkeeping, AR, AP, Finan

Atlanta, GA
... Federal and State taxes, Wage verification, financial record keeping, banking (general bank reconciliation), finance, etc. References: Inquire about Regina (Gainey) Willcox Constance Woods, Financial Advisor, Morgan Stanley & Co Inc., 706-***-****, ... - Aug 05

Sales Account Executive

United States
... Negotiated client contract pricing and terms for new clients and renegotiated all existing contracts upon renewal UBS FINANCIAL SERVICES -New York, NY -Financial Advisor Oct 2007 to Sept 2009 . Completed first year of New Financial Advisor Program ... - Aug 04

Sales Representative

United States
... ******, Fl 32720 Cell ( 305) ***-**** Financial Advisor and Investment Advisor Representative with outstanding marketing and communication skills. I have 17 years of experience in the financial services field and a proven ... - Aug 02


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
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