Burleson, TX
... Financial Advisor 01/2013 to 10/2013 Edward Jones – Little Rock, AR Grew assets to over $200,000 in 4 months Utilized most up-to-date investment information, coupled with active listening to determine client suitability. Direct Sales Manager 05/2006 ...
- May 07
Akron, OH
... • Oversee banking, financial planning and performance. • Ensure all work order and repair requests are processed in a timely ... and enforcing a healthy and infectious disease free environment 2018 – February 2019: Sales Advisor, The Landing of Stow; ...
- May 07
Pretoria, Gauteng, South Africa
* * CURRICULUM VITAE PERSONAL DETAILS Surname : Ndzima First Names : Christopher Cwaka Marital Status : Single Date of Birth : 10 January 1982 Identity Number : 820***-****-** 5 Nationality : South African Home Address : 1137 Hanau Street Mountain...
- May 07
San Francisco, CA
... banking, M&A deals, and strategic partnerships with financial institutions. Dependable advisor to multinational brands and founders on GTM strategies, investment portfolios, corporate finance, digital growth, market analysis, and due diligence. ...
- May 06
Dover, DE
... A record of consistently achieving significant financial results. Key Achievements: Consistently developed high performing ... As your Advisor, Mentor or Coach – I can help your businesses grow to its fullest potential. Collaborated with Franchise ...
- May 06
Lake Forest, CA
... Outreach Lead – Promoted the project to potential financial sponsors and developed media coverage UC Irvine - Center for Investment and Wealth Management (06/2018 - 04/2020) Administrator/Resident Advisor – Facilitated the Financial Literacy Program ...
- May 06
Pensacola, FL
... WESTPOINT FINANCIAL MASS MUTUAL• Indianapolis, IN • 2010 – 2015 A leading policyholder-owned financial advisory firm. Financial Advisor Grew financial advisory accounts, selling 401K and 403B plans to individuals and small-to-medium-businesses (SMBs ...
- May 06
Glenview, IL
... ) (1973-1977) Senior-Audit Department Financial Advisor/Insurance Agent 2002-Present AMERIPRISE, AIG, ACSIA Prepare financial plans and provide financial advice and investments to clients Provide long term care planning for individuals and spouses. ...
- May 06
Oklahoma City, OK
... Financial Advisor – Legacy Planning Partners, Oklahoma City, OK Oct. 2015 – July 2016 Made daily outbound phone calls to set and have meetings with potential clients. Then worked closely with a team of advisors to prepare customized solutions for ...
- May 06
Fort Wayne, IN, 46802
... Successfully teaching a new generation of business leaders as an Adjunct Professor of Business, financial principles, team ... Participate in the Innovation One competition as the faculty advisor for six years. Produce students that were awarded first ...
- May 06