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Online Resumes with "SERIES 63"
Financial Specialist - 12 Years of Experience - Near 08879
Tags for this Online Resume: series 7, series 24, series 55, series 63, pershing , net exchange 360, trade desk , new accounts
Financial Specialist - 10 Years of Experience
An experienced and licensed professional with very strong skills looking for a long term career with in a reputable financial establishment to fully utilize diverse experience in building client relationship, identifying clients’ needs, conducting research and analysis, assessing needs and suitability strategies for case design and recommendation, as well as assisting clients through the stages of implementation and periodi...
Tags for this Online Resume: Financial Planner, Protection planning expert, Series 7, Series 63, Series 66, B. S. in Accounting , Life Insurance License
Insurance Sales Representative - 7 Years of Experience - Near 37220
To create long term value for my clients and my organization by asking the right questions at the right time, delivering timely proactive service and solutions while leaving a legacy of impact and significance
Tags for this Online Resume: NASD Series 6, NASD Series 63, NASD Series 65, Investment Planning, Insurance Planning, Estate Planning, Risk Management, Portfolio Managment
Administration, Operations, All Around Go To
An experienced operations and administration management professional with a solid background in strategic marketing and start-up operations. With executive level sales experience and customer relations skills, my credentials include the head function of human resource management and the supervision of 8-20 staff members.
Ideal Companies: Google, Yahoo, Federated, Chick-Fil-A, Coca-Cola
Tags for this Online Resume: research, editing, writing, administration, operations
Financial Planner - 12 Years of Experience - Near 19475
Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments wh...
Tags for this Online Resume: Retirement, Mutual fund, Insurance, Series 7, CFP, Series 63, Philadelphia Area, Series 6
Insurance Sales Manager - 20 Years of Experience - Near 74102
Financial services sales with 20+ years of experience in both retail and wholesale sales positions. Aiming to use my sales and communications skills and my knowledge of advanced estates planning strategies in a high level financial sales situation. Possess an MBA in finance and hold Life, Annuity and Health insurance licenses, along with securities licenses Series 7, Series 24, Series 63, Series 65.
Tags for this Online Resume: Mid-west, Series 7, Series 24, Life Insurance, Variable Annuity, Series 65
Broker/Business Development Director/Partner - 8 Years of Experience - Near 60611
Dynamic professional possessing a proven track record of superior performance, seeks to utilize expertise in Business Development and Sales, Financial Analysis/Modeling, Commercial Real Estate Brokerage & Development, Contract/Lease Negotiations, Property Management, Accounting/Tax Advisement, Manufacturing Consulting, Law, or Valuation to drive key initiatives/profitability within a progressive organization.
Ideal Companies: Dow Jones, Goldman Sachs, William Blair, The John Buck Company, Duke Real Estate, Jones Lang LaSalle, Apartments.com, Landmark Dividend, Assemblers, Transwestern, Golub, Magellan, AMLI, CoStar, Equity, OMD, Tishman Speyer, BP, CME Group, Wrigley, Sidley Austin, Fidelity Title, Stewart Title, JP Morgan, JP Morgan Chase, Neuberger Berman, FactSet, Robert Half, CBRE, NAI Hiffman, SalesForce
Tags for this Online Resume: Chicago, Microsoft Office, Business Development, CRM, Attorney, Consultant, Account Executive, Director, Partner, Tax, Broker, Sales, Writing, Excel, Word, PowerPoint, Outlook, Cold Calling, Social Skills, Networking, B2B Sales, C-Level Executives, Land Development, SalesLogix, ACT
Personal Financial Advisor - 17 Years of Experience - Near 40014
Tags for this Online Resume: CFP, Series 7, Series 63, Series 65, Health
Elite Athlete looking for new opportunity
2 Super-Bowls and 10 years of elite level competition develops the ability to respond positively in high stress environment. Working in team environments enhances the ability to communicate and relate to individuals with diverse backgrounds. An unrivaled work ethic and innate desire for competition paired with a genuine regard for people, are attributes that led to championships.
Ideal Companies: USAA, Charles Schwab, Oracle, Google, Apple, IBM, Wellsfargo Advisors, bank of america
Tags for this Online Resume: Sales, Entry level
Account Executive - Business Development - 15 Years of Experience - Near 45069
I want a demanding/rewarding opportunity where I can make my mark. I am looking to fully immerse myself in a situation which will require maximum effort and challenge me to raise my bar. My focus is not so much starting salary but total compensation; I want to be able to shoot for six figures.
Tags for this Online Resume: Cincinnati, innitiator, highly intelligent, integrity, CompTIA Project , writer, communicator, relationship builder
Annuity Sales Desk Service Cordinator for Major US Insurance Company
In addition to special project management and consulting on product, sales and service, the Distribution Relations and Logistics Coordinator is responsible for the daily coordination and correction of expedited service related issues on individual annuity contracts.
Ideal Companies: Google, LPL, AXA, John Hancock, Hartford, Lincoln National, Jackson National
Tags for this Online Resume: annuity sales
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
