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Online Resumes with "SERIES 6"
Innovative Leader in Financial & Sales Management
To obtain a financial analysis or financial management position fully engaging my strong analytical and quality management skills with opportunities to provide key details in increasing revenue, reducing expenses, strengthening controls, and presenting performance reviews to understand trends and drive sales thoroughly.
Ideal Companies: Morgan Stanley, Citigroup, Wells Fargo, Robert Half, PNC, Santander, Bank of America, Bloomingdales, Fisher Investments, Allstate, Geico, Goldman Sachs, American Express, GE Capital, T. Rowe Price, Susquehanna International Group, The World Bank, MasterCard, Visa, ING Direct, Standard Chartered Bank, Fidelity Investments, PwC, Capital One
Tags for this Online Resume: Revenue, Expenses, Controls, Customer Service, Business Planning, Leadership Development, Financial Management, Sales, Financial Consultancy, Sales Financial Coaching, Banking Project Management, Customer Satisfaction Scores, Improving Levels of Daily Banking Activities, Series 6, Series 63, Life and Health, Profiling and Discovery
Senior Executive and Financial Planner
I am a financial professional with five years experience in the financial services industry. I am series 6 and 63 licenses along with life and health licensed in Illinois. I have specialized training in working with families with children and adults with special needs. Before moving into this field I have 30 years experience in high level executive positions in the health care field at regional, state, and national level...
Tags for this Online Resume: association management, Insurance, healthcare, financial planning, strategic planning, entrepreneur
Business Analyst Consultant
Ideal Companies: Google, Microsoft, Garmin, Apple, Yahoo
Tags for this Online Resume: Business Analyst, Application Analyst, Human Factors, Web Site, Usability, Project Management, Design
Employee Benefits & Insurance Consulting - 24 years experience - Dallas
Since 1990, I have sold, designed, priced, underwritten, negotiated and managed group health, life, accident, disability, voluntary and executive benefit plans for over 60 Fortune 500 companies. Responsible for over $1,000,000,000 (billion) in annual premium throughout my career. Experience includes highly customized and unique benefits such as Executive Benefits, Retiree Life Buy-Outs, Group Universal Life, and Group Var...
Tags for this Online Resume: employee benefits, business development, dallas, executive, vice president
Financial Planning and wealth management
I am experienced working with all ages of clients. I educate clients as to all options available to them and build trust throughout the sales process.
Tags for this Online Resume: financial planning, licensed series 6 & 63, Hard worker, closer, honest
Broker Investment Professional
Tags for this Online Resume: tampa , series 7, scottsdale, seris 6 63, honolulu
Senior Internal Sales Consultant - Licensed Series 6, 63 & MN Life and Health
Tags for this Online Resume: Minneapolis , Relationship Sales Management , Series 6, Series 63, FINRA, Annuities , Annuity , wholesaler
Insurance Sales Representative - 15 Years of Experience - Near 84004
Objective Statement Seeking a career with future of growth and unlimited possibilities and to be of value to my employer and those that we serve, by providing benefits to consumers through the products we provide. Powerful closer, goal oriented that meets and exceeds objectives. Team player, coach and mentor.
Tags for this Online Resume: Microsoft office, Excel, Powerpoint, CDL, Series 6,63,7, P, Insurance Licensed, Analyst
Your next favorite employee
self-motivated, results-oriented, team player, respectful, positive
Ideal Companies: General Electric, Axa, Bank of America, ING, Barclays, DuPont, Comcast, Conectiv
Director/Leader Broker Dealer Services
My objective is to acquire a key position within the financial services industry that will allow me to use the skills that I have acquired, while helping the organization I join reach its set objectives.
Ideal Companies: Fund Companies, broker dealers (Merrill Lynch, Citigroup Fidelity), retirement organizations, banks and transfer agencies
Tags for this Online Resume: project manager, Mutual Funds, Business Analyst, SERVICE manager operations, brokerage Operations, Clearnace and Settlement, DTCC
Senior Managment - Organizational Development - Columbia, SC
An energetic, analytical self-starter with practical experience in: Relationship / Alliance Building Training & Motivating Others Creating Operational Systems & Standard Operating Procedures Project Planning & Implementation Market Research and Analysis Crisis Management Series 6, 63, Life, Health Licensed Capable of directing, planning, and implementing policies, objectives, and challenges of organizations...
Ideal Companies: spirax sarco
Tags for this Online Resume: director, Business Development, Change Management, resourceful, solution oriented, results driven, crisis management, leadership, search engine optimization, seo, smo, social media optimization, problem solver, growth, market share, branding, strategy, communication, cross function
COO or VP of Sales, Los Angeles
Oversee operations of a small company that needs an experienced, well rounded professionsl. I have experience in sales, sales management, recruiting, general management, finance and accounting. Would also be interested in Executive Sales Position. I hold a Series 6/63, am a licensed Life/Health and Accident Insurance license, an MBA in Finance and a CPA (expired).