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Gregory M

Veteran financial services professional

Occupation:

Financial Services Sales Agent

Location:

Cary, NC

Education Level:

Master

Will Relocate:

No

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Sales & recruiting professional with excellent interpersonal skills; results driven

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COMPANY POSITION HELD DATES WORKED

Charles Schwab & Co (Confidential) 4/2006 - 6/2007
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SCHOOL MAJOR YEAR DEGREE

The American College Financial Services 1998 Master Degree
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Highlights:

Regional Vice President with several major financial services companies. Fee and commission based financial planner in metro NYC area.

Companies I like:

Wachovia, Fidelity Investments, , Lincoln Financial Group.

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CollapseResponsibilities

Excellent communicator and problem solver.Top 50 client service rep with Charles Schwab & Co.
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