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Online Resumes with "SERIES 7"
Highly Entrepreneurial Executive with Multi-Industry Experience
I'm looking for an opportunity to have a strong impact on the development of a growth-stage firm or a high-potential department of a larger company (entrepreneur or intrapreneur). I am excellent at situational analysis, strategic planning and execution, and team building. I have no fear of decision-making. Difficult project work in an uncertain environment is welcomed.
Ideal Companies: Highly entrepreneurial companies of any size, from Cisco to Mingle.com. Opportunities in green technologies/renewable fuels/medical or healthcare IT/biotechnology especially interesting. Organizations promoting entrepreneurship and startups (incubators, ...) also an option.
Tags for this Online Resume: Strategic Planning, Communications/Presentations, Project and Program Management, Financial Analysis and Modeling, Team Building, Entrepreneurship, Innovation, Marketing, Operations, Competitive Advantages, Process Reengineering, Management Consultant, Incubator, Start-up Company, Growth-Stage Company, Financial Management
Philosophy Professor looking for mid-career change
I'm willing to work in virtually any area as long as it is a stimulating environment where my strong analytic, research, and writing skills can be put to good use.
Through my work experiences I have learned how to effectively work with, persuade and motivate a diverse array of people, to manage conflict, communicate effectively and to excel in time management. I believe I have developed excellent people skills and
I am looking for an opportunity to grow and develop a role into a career. A platform that always me to set goals and seek out my potential. I'd like to be in an envirnment where my co workers are like friends as well as mentors.
Ideal Companies: Financial Firms, Real Estate Firms, Start Ups
Tags for this Online Resume: Customer Service, Relationship management, Financial Research, Bloomberg, Problem Solver
Financial Reporting and Analysis
Seeking a fast-paced and demanding environment where I can utilize my skills in contributing to organizational growth as well as enhance my skills developed in the field of Finance.
Ideal Companies: Barclay's, Merrill Lynch, Morgan Stanley, Citigroup, Bank of America, HSBC
Tags for this Online Resume: Series 7, Series 63, Hyperion Pillar, Microsoft Excel, Forecast, Budget
Internal Wholesaler 5+ years of financial sales/service/ops experience, series 7 and 66 licensed
Regional Vice President - mutual fund wholesaler
An external sales position where I can utilize my Richardson Sales training and effectively grow my territory.
Tags for this Online Resume: FINRA Series 7, 66, Proficient with Microsoft Excel, extensive public speaking experience, self-motivated, Toastmasters International member
Associate Manager/Financial Advisor - 7,66,Life/Health, CRPC
Looking to work in a position where I am able to maintain my own practice, as well as train new advisors, without alot of corporate agenda.
Tags for this Online Resume: financial advisor, series 7, series 66, sales, manager, investments
Senior Level Retail Banking & Investment Sales Manager - 23+ years experience
I am seeking a senior level sales/program management position with a progressive financial services firm that has the ability to offer a challenging opportunity for an individual possessing a proven track record in developing an effective sales culture within a bank footprint.
Ideal Companies: Wells Fargo/Wachovia, Citizens Bank, JP Morgan Chase, HSBC, RBC
Tags for this Online Resume: Series 7,63,65,24,4,53, Retail, Operations, CFP, Sales, Manager, Insurance, Team, Director, Investments, Coaching, Licensed
Special Asset Manager- Commercail Real Estate
Manage the dispositioon of non-performing commercial real estate assets and residential subdivisons- 25 years experience in commercial real estate underwriting, origination and asset management. Hands on experience in land acquisition and residential development.
Ideal Companies: Real estate investment trust
Tags for this Online Resume: Commercial real estate underwriting, special asset management, land acquisition, property valuation, affordable housing finance, securities license- series 7, business development, sales and marketing oriented, career literate, excellent verbal skills
Financial Services Professional
PAUL ANDREW ALT 9140 East Orchard Lane Charlotte, NC 28210 704-287-4138 Paul_Andrew_Alt@yahoo.com Career Objectives and Goals In January, 2009, I was impacted by a reduction-in-force undertaken by my employer of 5 years, LPL Financial Services, which resulted in the elimination of multiple positions, including my own. Prior to this action I had consistently received very positive feedback on my performance,...
Ideal Companies: GMAC, Wells Fargo, Bank of America, BB&T, etc...
Client Service and Operations Leader
I am seeking a leadership role where I can influence others to act boldly and passionately in their personal development and in support of corporate initiatives. I am looking for such a role in the financial services arena, business process outsourcing, telecom or healthcare fields.
Ideal Companies: Western Union, Trust Company of America, Oppenheimer, TeleTech, StarTek, Cricket Communications, Direct TV, twtelecom, Qwest Communications, Way Out West, Wellpoint, Alpine Access, Educational Sales Group, Convergys, Aurora Bank, Auroa Loan Services, Schwab, Janus, TIAA Cref, Great West Life, Cigna, Kaiser Permanente, Visa, American National Bank, Vectra Bank, Northern Trust, Collect America
Tags for this Online Resume: transition planning, Director, retirement services, call center, customer service, operations, Series 7, turnaround management, mergers and acquisition, budgeting, project planning, program management, communications, trust industry, leadership
Insurance Compliance Administrative Manager
Manager or Director/VP level of influence and challenge requiring ten years of industry experience. Manage external strategic partners and collaborate with internal divisions. Requires Series 7 & 24 and L/H licenses. Home Office setting preferred with a continual learning environment. Base with bonus compensation and no travel.
Ideal Companies: Prudential, Waddell & Reed, Northwestern Mutual, Commerce Bank, VSR, NAIC,
Tags for this Online Resume: Insurance, Financial Services, Compliance, Variable Annuities, Manager, Regulatory, Investigation, Problem Solver, Research, Analysis, Documentation, Supervisory (OSJ)
