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Online Resumes with "General Securities Principal"



General Agent

To bring a positive mindset enabling growth, effeciency, and profitability.

Tags for this Online Resume: General Agent, Financial Planner, Principal, General Securities Principal, Agent, Manager

Featured Profile

Program Manager - 11 Years of Experience - Near 07643

Digital Project Manager with in depth expertise with digital marketing, enterprise enablement, and website development projects in the insurance and financial services industry. Expertise in Agile (Scrum, Kanban) and Waterfall project management methodologies in order to produce high quality deliverables. Areas of expertise include issues management, risk management, requirements documentation, conflict resolution, regul...

Tags for this Online Resume: PMP, Project Manager, Series 24, CSM, digital, marketing, Scrum, Financial Services

Sales Manager - 17 Years of Experience - Near 33410

"richard.charette@live.com" FA production growth of 45.16%. Ranked #1 in the region and #3 in the country for year over year growth 2007. Growth of total production from $6mm to $10mm in two years. 2005 profitability growth of $541,000 or 66% year over year. Increased Average FA production from 93,476.22 to 285,000.00 in 18 months. Increased average advisors recurring revenue from 26% to 49%. * Visionary, Strategy Execution...

Tags for this Online Resume: Management, Financial, Legacy, Wealth Management, Financial Services, Services, Change Management, Commodities, Due Diligence, Futures