Customer Service Sales Management Manager Project

Wethersfield, CT
... by providing faster more efficient customer service • Managed the cashiers HRVATSKA BANKA, Labin, Croatia, 1999-2001 Financial Advisor • Highly proficient in issuing cashier’s checks, saving bonds, and traveler’s checks • Appointed to handle various ... - Feb 02

Chief Accounting Officer

United States
... Jon Miller II (757) ***-**** • abn705@r.postjobfree.com EXECUTIVE SUMMARY Executive level financial advisor to the CEO and Senior Management with experience serving in the capacity of Controller while performing the duties of Chief Financial Officer ... - Feb 02

Chief Accountig Officer

United States
... Jon Miller II (757) ***-**** • abn704@r.postjobfree.com EXECUTIVE SUMMARY Executive level financial advisor to the CEO and Senior Management with experience serving in the capacity of Controller while performing the duties of Chief Financial Officer ... - Feb 02

Business Management Developer Sales Manager Development

New York, NY
... Clients and financial advisor will now have the ability to view all accounts in one location and manage their portfolio more efficiently > Built a highly competent and productive team that is highly responsive to the business needs and technical ... - Jan 31

Insurance Call Center Customer Service Real Estate

New Haven, CT
... 10-2002 AMERICAN SKANDIA ADVISOR FUNDS: Instrumental in launching Inbound Call Center. Series 6 & 63 Licensed for Mutual Funds. Targeted, tracked and recovered Incoming Rollover Transfers of Retirement Accounts from other Financial Institutions. ... - Jan 31

Management Manufacturing Manager Customer Service

DE
... Thrivent and Lincoln Financial Advisors Companies _ 1994-1998 Position: Business and Estate Financial Advisor PlayWorld Recreational Systems, Inc., New Berlin, PA _ 1979-1994 Positions: Operations Manager (1986-94), Sales Manager (1982-1986), Design ... - Jan 31

Insurance Business Financial Consultant Management

Rogers, AR
... both insurance and financial planning guidance at the same time incorporating risk management - Conduct financial education seminars providing retirement planning and tax legislation CREWS AND ASSOCIATES 2006 Investment Advisor (Bella Vista, AR) - ... - Jan 31

Customer Service Call Center Quality Assurance

Tarrytown, NY
... Processed and coordinated appraisal reports, desktop underwriting services and credit scoring data Liaison with attorneys, real estate agents and title companies 08/01 - 04/02 M & T Bank Financial Advisor Sold insurance products and annuities ... - Jan 31

Management Project Sales New York Manager Marketing

Greenvale, NY
... York 11548 (215)***-**** ***************@*****.*** OBJECTIVE Recent college grad seeking a full time coordinator or account support role at a firm that would best mesh previous work experience as a stockbroker/ financial advisor and event planner. ... - Jan 31

Sales Marketing Management Experience Vice President

Bozrah, CT
... Assistant Vice President, Financial Advisor Merrill Lynch, Stamford, CT (1994-2000) Member of Winners Circle Completed ML Professional Development Program (Acquired $10Million in assets over 2 yr. period) Earned Series 7, 63, 65 and Life Health ... - Jan 30

Sales Business Project Manager Human Resources

Pennington, NJ
... of over 20 associates placing focus on mentoring, coaching, training, business support structure, problem resolution, and service efficiencies in order to support financial advisor sales organization and increase its ability to market itself. ... - Jan 30

Management San Antonio Customer Sales Business

Helotes, TX
... ************ 210.***.**** Page 2 Professional Experience USAA Financial Planning Services 2011-2012 Financial Advisor, San Antonio, Texas J. P. Morgan Wealth Management 2010-2011 Vice President, San Antonio, Texas Frost Bank 2004-2010 Vice President ... - Jan 30

Customer Service Sales Executive Services Business

Houston, TX
... Services (ICSL) Lagos FINANCIAL ADVISOR: - Introduced different Unitrust plans to prospects - Help customers to choose plans based on needs - Provide sale and rendered customer service AUG’03-SEPT’04 Christian Commercial College kwara Teacher. ... - Jan 29

Project Manager Marketing Sales Business Services

Raleigh, NC
... Developed an investing Web site with my twin brother targeting young investors Site was acquired by the #1 independent financial advisor in the nation, according to BarronsNew Media Consultant, i360Gov (2009-2010) Launched and oversaw company's ... - Jan 28

Sales Customer Service Financial Business Insurance

Memphis, TN
... 2 IFS Equity Inc., Memphis, TN 2000-2011 Financial Advisor Deliver trusted financial advice and high levels of customer value by matching products and services to customer needs and goals. Proactively cross-selling existing customers; managing and ... - Jan 28

Management Systems Administrator Office Experience

Acworth, GA
... * Responsible for allocating shares based on financial advisor production. * Assist Document Controller in transfer of funds between accounts and in procuring checks as needed for client distribution. * Support Cashier with client requests. * Assist ... - Jan 28

Manager Maintenance Developer Design Web Executive

Greensboro, NC
... Gourmet Chef, Nurse, Chauffeur, Resource Librarian, Teacher K-12, Guidance Counselor, Therapist, Creative Director, Financial Advisor, Accountant, Day Care Provider Education: Continuing Education, Guilford Technical Community College, 2003-2005 ... - Jan 28

Customer Service Management Manager New York Marketing

New York, NY
... Worked under the direct tutelage of a seasoned Financial Advisor/Money Manager with a track record for closing highly complex deals . Specialized in MTA/COSI programs as well as FHA loans - successfully closed loans that ranged between $200,000 - ... - Jan 28

Business Design Marketing Experience Designer

Boise, ID
... References: Alexander Parris, Financial Advisor Financial Securities Services, LLC 600 E. Jefferson St., Suite 312 Rockville, MD 20852 301-***-**** *******@***************************.*** www.FinancialSecuritiesServices.com Gennady Krochik, SEAGULL ... - Jan 27

Manager Customer Service Financial Insurance General

North Canton, OH
... Waddell and Reed Financial Services One Monroe Center Monroeville, PA. 15146 Position: Financial Advisor Duties: Solicit Clients, build financial plans, develop Wrap accounts for qualified clients. American Express Financial Advisors 970 Windham ... - Jan 25