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Objective Financial

Location:
77096, United States
Salary:
open
Posted:
March 21, 2011

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JULIUS MATHIAS JR.

**** ******** ** ***. **** Houston, TX 77096

(832)***-**** at8ru2@r.postjobfree.com

OBJECTIVE: A position as an Investment Advisor.

EDUCATION: B.S. Finance, University of North Carolina at Wilmington, 1999

LICENSES: Series 65 and Group 1.

EXPERIENCE:

Primerica, Houston, TX

Financial Representative 2006-present

• Developing financial strategies that suit client objectives

• Assisting clients in obtaining retirement goals

• Formulating methods of debt reduction for clients

US Fidelity Mortgage, Houston, TX

Loan Officer 2005-2006

• Processed and submitted loan applications to lenders

• Verified loan documentation

• Prospected for potential clients

Merrill Lynch, Houston, TX

Intern (Commercial Banking) 2004-2004

• Analyzed financial statements for leverage

• Reviewed credit to determine lending decisions

• Made recommendations to grant commercial loans to small businesses

SKILLS: Microsoft Excel, Word, and Power Point



Contact this candidate