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Were you looking for SERIES-63 job results?
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Online Resumes with "SERIES 63"
Sales Manager - 7 Years of Experience - Near 94596
Tags for this Online Resume: series 6, life insurance, series 63
Marketing manager - 20 Years of Experience - Near 29201
Dear Madam or Sir: I am in search of a senior marketing program management opportunity with an aggressive large or small financial organization.
Ideal Companies: Bank of America, Washington Mutual, JP Morgan Chase, Wells Fargo
Tags for this Online Resume: banking, product development, marketing, project management, six sigma green belt
Finance/Banking/Investment - 11 yrs exp - 100k+
To continue my career with a company that will utilize my leadership, management and administrative skills as well as sharing my years of experience and abilities in the financial industry effecting mutual employee and employer growth and success.
Ideal Companies: Wells Fargo, Citibank, Charles Schwab, Merrill Lynch, Fidelity, Morgan Stanley, US Bank, Vanguard
Tags for this Online Resume: Management, Finance Manager, Client Manager, Banker, Private, Investments, Wealth, Business, Specialist, Auditor, Commercial, Loans, Mortgage, Line of Credit, Credit, Sales, Relationship Manager, Relationship Banker, Relationship, Financial, Audits
Financial Manager - 10 Years of Experience - Near 07670
MBA graduate and investment banker with experience in wealth management, retirement planning and educational funding for high net worth individuals. Experience with annuities, mortgages, equities, and asset liability management.
Tags for this Online Resume: series 7, series 63 , life insurance license NY, Health insurance license NY, life insurance license NJ, health insurance License NJ, Insurance, Health Insurance, Long Term Care, Real Estate, Series 63, Series 7, Asset Backed Securities, Asset Management
Financial Specialist - 7 Years of Experience - Near 53803
Proven ability to build and maintain relationships, providing excellent customer service through strong negotiation, probing, problem solving skills. Ability to identify and facilitate issue resolution in a positive and productive manner with a customer-focused mentality. Consistently receive “highly satisfied” scores and remarks on annual internal and external customer satisfaction surveys.
Tags for this Online Resume: Relationship manager, Account manager, series 6, series 63, customer service, HR, retirement, Defined Contributions
Operations Manager - 17 Years of Experience in complex manufacturing environments- Indianapolis
Seasoned, versatile and performance-focused professional, offering extensive experience in lean manufacturing management, business processes optimization, employee development, and client relationship. Resourceful problem solver with the ability to conceptualize cost-effective solutions to challenging situations. Highly effective leader and team builder, with outstanding communication, negotiation, and organizational skills...
Ideal Companies: RR Donnelley, UN Communications
Tags for this Online Resume: Effective Communicator, Lean MFG, Budget/Risk Management, Quality Assurance, Visionary Leadership, Champion of Safety Initiatives, Talent evaluator and developer, Results Driven
Managing Director - 20 Years of Experience - Near 21212
Experienced Institutional Equity Sales Trader with long standing relationships among top tier asset managers, state pensions, hedge funds and corporations. Proven skills at finding answers, identifying solutions, and executing the desired plan that preempts broader market reaction. Accomplished at monitoring policies and procedures and implementing changes that fulfill management philosophies and customer investment objecti...
Tags for this Online Resume: senior sales trader, institutional sales trading, Risk Management, Capital Markets, Series 7, Series 55, Series 63
Sales Representative - Near 35244
Tags for this Online Resume: Financial, Securities, Client Communications, Communications, Scheduling, Insurance, Recruiting, Series 63
Senior Manager for Client Services
PROFILE ? A dedicated professional with 20+ years combined experience as a client services/account manager in customer service, insurance and advertising environments. ? Thirteen years experience in customer service, call center operations, business process outsourcing (BPO). ? Self-starter manager and a team player with experience in leadership, management, team management (people development, succession planning), ...
Ideal Companies: Fortune 500 companies
Tags for this Online Resume: Profit and Loss, Team Leadership / Motivation, Process Improvement, Account / Territory Management, Customer Service, Performance Management, Financial Management, Coaching, Workforce, Service Level Agreements, Continuous Process Improvement, Change Management, Quality Monitoring, Disaster Recovery Testing, Vendor Management, Project Management
Relationship Manager with AML/KYC Interest - 7 Years of Experience - Near 11235
PROFESSIONAL SUMMARY * Over 11 years experience in professionally developing, maintaining and growing client relationships in the finance/sales field. * Proactively took on additional responsibilities to rise from a personal banker to a private client banker in a span of 4 years. * A self motivated sales professional, dedicated to exceeding customer satisfaction using excellent planning and analytical skills honed over the ...
Tags for this Online Resume: Sales, Aml (Macro Lang), Documentation, KYC, Management, Retail, MS Office, Analytical Skills
Financial Manager, Branch or Department - 7 Years of Experience - Near 11378
To get a stable job and develop my skills. Financial analyst area is my preference. Trying to get avoid commission only positions.
Tags for this Online Resume: MBA, SERIES 6, SERIES 63, SERIES 56, Policies and Procedures, Banking Industry, Insurance, Financial, Financial Statements, Private Client, Referrals, C++ Programming Language
