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Online Resumes with "Omega Captial Raymond James"
Senior Investment Specialist
I am currently assisting a Financial Rep with Northwestern Mutual. I am responsible for all customer service aspects. I handle all of the trading and help with Investment decisions. I use my 20+ years of background to be a valuable employee.
Ideal Companies: REI, US Bank, Robert W Baird
Tags for this Online Resume: Customer service skills, Series 7, Series 66, mentor, initiative, compassion, calm demeanor, Microsoft Excel, Morningstar, Performance reporting
