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Online Resumes with "SERIES 63"
Software Sales Representative - 16 Years of Experience - Near 20152
Summary * Veteran Financial Professional * Successful Entrepreneur * Experienced in Enterprise Software * Energetic and driven with a proven track record of meeting and exceeding sales quotas and company revenue targets in competitive markets for nearly 20 years * Methodical territory management and targeted pipeline generation activities * Adept at questioning, qualifying and delivering value based messaging and attaching ...
Tags for this Online Resume: Business Plan, Sales, Automation, Financial, Securities, Series 6, Series 63, Software, Summit, Enterprise Software
Sales Representative - 19 Years of Experience - Near 20152
Summary * Veteran Financial Professional * Successful Entrepreneur * Experienced in Enterprise Software * Energetic and driven with a proven track record of meeting and exceeding sales quotas and company revenue targets in competitive markets for nearly 20 years * Methodical territory management and targeted pipeline generation activities * Adept at questioning, qualifying and delivering value based messaging and attaching ...
Tags for this Online Resume: Sales, Automation, Financial, Securities, Series 6, Series 63, Software, Enterprise Software, Finance, Mortgage, Leadership, Consultative Sales, Customer Engagement Methodologies, sales, outside sales, business development, inside sales, account executive
Manager
SUMMARY I provide Superior Service to my clients. I guide them through the process of preparing for retirement. Because I am a financial professional I have the skill and knowledge to give sound financial advice. ACCOMPLISHMENTS Have been growing my book of business from $200,000 to $750,000 in one and a half years. I have retained a number of clients that I services with Prudential that followed me to Providential Partners...
Tags for this Online Resume: Insurance, Life Insurance, Services, Book of business, Financial, Series 6, Series 63
Sales, marketing, management and underwriting of financial services and products
Tags for this Online Resume: Training, Underwriter, Data Processing, Health Insurance, Insurance, Management, Series 6, Series 63, Series 7
PM - BA - UATCoordinator
QUALIFICATIONS: * IT and Operations Professional with significant expertise in all facets of project management, project life cycle, business analysis, UAT coordination and release management within financial markets. * Highly adept in stock records, accounting, income collection, settlements, clearance proofs, client onboarding and technical responsibilities. * Comprehensive background in information technology and back-of...
Tags for this Online Resume: Information Technology, Commodities, Custody, Derivatives, Equities, Integrate, SEC, Securities, Securities and Exchange Commission (SEC), agile
Sales Representative - 20 Years of Experience - Near 60515
I with generating enough new business that I was awarded Partner for my contributions to the profits of the Chicago office. I trained 12 personnel to achieve higher grades of employment with solid understanding of compliance regulations. sold my company to Raymond James & Company and became the office manager in Chicago managing 15 employees. Along with optimizing profits and controlling P & L. and compliance regulations. 1...
Tags for this Online Resume: Derivatives, Benefits, P&L, High Net Worth, Series 63, Series 7, sales, outside sales, business development, sales representative, inside sales, account executive, account manager, compliance, regulatory, derivative execution, problem solving, customer service
Not Listed - 20 Years of Experience - Near 60540
PROFESSIONAL SUMMARY Detail oriented securities professional with experience in financial markets, sales, trading, operations and compliance in a broker dealer environment. Seasoned professional with experience in bond trading and working with institutional, high net worth and retail clients in providing customized portfolios to meet each client's financial goals.
Tags for this Online Resume: High Net Worth, Sales, Bonds, Financial, Retail, Compliance, Fixed Income, Government, Problem Solving, Securities, stocks, finra series 7, finra series 63, finra series 65, muni trading
Financial Services Sales Agent - 20 Years of Experience - Near 94565
More than Twenty three of experience in banking and trade
Tags for this Online Resume: Banking Industry, Documentation, English Language, Hindi Language, Microsoft, Microsoft Excel, Microsoft Word, Networking, Referrals, Series 63, Banking
Director - 5 Years of Experience - Near 85326
Summary of qualifications 13yrs Customer Service Experience 7yrs inbound/outbound Sales Experience 11yrs Account management 5.5yrs Supply Chain, Purchasing & Demand Planning 5yrs banking & cash handling experience 2yrs Logistics & warehouse experience
Tags for this Online Resume: Insurance, Life Insurance, Securities, Series 63, Logistics, Pricing, Customer Service, Account Management, Advertising, Banking Industry
Financial Analyst - 1 Years of Experience - Near 11355
Tags for this Online Resume: Social Media, Statistics, Billing, C++ Programming Language, English Language, Java Programming Language, Lotus Notes, Marketing Management, Microsoft Excel, Microsoft Office, finance, series 63, life and health
Personal Financial Advisor
PROFESSIONAL SUMMARY Experienced, Licensed Professional looking to join a company that offers opportunities for growth and advancement. Excellent Customer Service Skills Sales Experience through previous jobs CORE QUALIFICATIONS Series 7, 63, 65, Life Health Excellent Communicator Variable Annuity Licenses Proven results by cold calling and meeting clients face to face Excellent customer service skills Sales experience thro...
Tags for this Online Resume: Cold Calling, Financial, Annuity, Customer Service, customer service skills, Sales, Series 63, Series 7
Branch Operations Manager - 20 Years of Experience - Salem, OR
AREAS OF EXPERTISE * Wealth Management Operations * Goal Setting & Achievement * Customer Service & Satisfaction * Relationship Management * Up - to - Date Market Knowledge * Reporting and Analysis * Transaction & Data Management * Effective Communication * Creative Problem Solving
Tags for this Online Resume: Wealth Management, Goal Setting, Management, Sales, Sales Support, Securities, Statistics, Support, Project Management, Series 63
