Financial Sales, business management, financial planning
Resume:
ELIZABETH SAMPSON
**** ****** **** ***** #*** Marina Del Rey, CA 90292
*************@*****.**
OBJECTIVE
To use my vast lifelong sales, communication and management skills to bring success to a new position.
SKILLS & ABILITIES
A self -starter, not only do I possess vast knowledge of finance and insurance, but from my many years of counselling and advising business-owner clients, I have developed great knowledge of their many different fields, such as image consulting, manufacturing, entertainment, accounting, medicine, and. Service. My clients were business owners,,cpas, lawyers and physicians. I helped them envision their lifetime goals, and then showed them how to grow and improve their financial position to achieve whatever they wanted...As their lead advisor, I showed them how to maximize their life and business potential.. At this time in my life I would like to use my years of experience to enhance someone else. I possess exceptional people skills in person, by phone and by email.
EXPERIENCE
EJS FINANCIAL AND INSURANCE SERVICES 1990-present
President 1990-C
EDUCATION
University of Pennsylvania, Philadelphia, BA
Certified Financial Planner
Chartered Financial Consultant
Chartered Life Underwriter
for many years possessed a series 7 and 63 securities licenses
COMMUNICATION
I am an outstanding communicator and know the value of asking the right questions. At one time I hosted the nationally syndicated PBS tv series, “The Financial Advisors”. Have been quoted and mentioned in Dow Jones Investment Advisor,The Los Angeles Times, and Los Angeles Magazine.
LEADERSHIP
I am and have been on the boards of charities. I have great interest in helping children and the sick.
REFERENCES
DAVE NADEL CPA 818-***-****
SAMUEL MOSES, CPA 310-***-****
CHARLES LEDERMAN, MARINA CITY REALTY 310-***-****
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