Occupation:Personal Financial Advisor |
Location:Houston, TX |
Education Level:Bachelor |
Will Relocate:YES |
Description
I have secured many positions in the accounting and financial fields since receiving my degree in Economics in 2002. They have prepared me with the experience to be a well-rounded, well-prepared financial planner and advisor.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 7/2006 - Present |
Accomplishments
Highlights:
Ranked 1st in Sales Competition, Aug '03; Employee of the Month, Dec '04; received Performance Based Incentive 3 straight quartersCompanies I like:
Fidelity; Prudential; TD Waterhouse; Goldman Sach's; CBOE
Keywords
Responsibilities
Overseeing some of the largest and most complex accounts; Training a team of 8 processors to facilitate the transferring of payment operations from one city to another.