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Online Resumes with "Series 63"



I love analytics

I'm looking for a solid company that allows me to be creative and independent. The company must recognize my talents and accomplishments.

Ideal Companies: Investment Analysis.

Tags for this Online Resume: SAP BW, Access, Visual Basics, Excel, Crystal Reports, SQL, Bex Analyzer, UNIX, Salesforce

Experienced Hands On Executive

Highly successful executive with over twenty years of experience in applying technology and business strategies enabling product, service and team breakthroughs that result in increased productivity, revenue, and organizational capability. Demonstrated strong systems implementation and product marketing background in a variety of Internet and financial services environments. Broad sales, product, marketing, communications...

Ideal Companies: Google, funded start-ups, FBI, Credit Unions

Tags for this Online Resume: Product, Marketing, Leader

Assistant Trader

To obtain a position as an assistant trader or in the brokerage operations area

Tags for this Online Resume: series 7, series 55, series 63, excel

Diverse Financial Skills and Capabilities

Maximize the application of my Licenses; Enrolled Agent, Series 6, Series 63

Tags for this Online Resume: Enrolled Agent, Tax Preparation, Analytical, Creative, Personable, Persuasive

interest rate trader and vol.

Highly accomplished Senior Finance Executive with extensive knowledge of Interest Rate Swaps, Cross Currency Swaps, Basis Swaps, CDS, Options, Eurodollar Futures, FX, MBS, Bond Basis, TSY, TIPS, AGCY and REPO. Possesses keen understanding of complex investment strategies with a consistent track record of profitable proprietary trading. Achievement focused with a talent for self-sufficiency in high pressure situations. Demon...

Tags for this Online Resume: Trading, PM, Portfolio Management, Fixed income, Capital Management

Top Performer

Ideal Companies: Companies that manufacture products such as Johnson and Johnson, Smuckers, Procter and Gamble

Featured Profile

PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK

PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...

Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT

Tags for this Online Resume: Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java

Financial Representative

Tags for this Online Resume: series 6, series 63, life, long term care, property casualty, auto

Insurance Sales Manager

Tags for this Online Resume: Series 7, Series 6, Series 63, Series 65, Accredited Asset Management Specialist, Accredited Wealth management Advisor

Series 7 Broker License, Series 65/66 Registered Investmen Advisor Series 63 Insurance License

Part time work to assist clients and prospects with their goals regarding financial independence. Work with clients and prospects in developing comprehensive financial planning. Work with clients and prospects in achieving realistic financial goals. Assist prospects and clients with planning and achieving. Able to relate on all levels with clients and prospects in their goals and accomplish those goals and aspirations.

Tags for this Online Resume: client service, manager, supervisor, invtment advisor, insurance

Licensed Investment and Retirement Consultant with above average client relationship management

Tags for this Online Resume: Investments, Series 6, Series 63, relationship management , stock market, trades and transactions, Investments/fortune 500, Investments/fortune 500/retirement plans

MBA - Finance - 2 years experience

Tags for this Online Resume: Fort Worth, Series 6, Series 63, Variable life insurance license, Masters