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Online Resumes with "Series 7 63 65"



Management, VP, Trainer or Director of Sales

I am an energetic, disciplined, type 'A' personality kind of person. I am a creative, experienced, hard working, leader and team player. I speak and write Spanish and English fluently. I am seeking a position where I may be able to use both languages (though not a requirement), would love to incorporate travel into the position, and be able to manage, train and inspire people to maximize their potential and reach their goals!

Ideal Companies: ATP or WTA, USTA, Google, Coors, Focus on the Family, Goldman Sachs, others

Tags for this Online Resume: Vice President, Director of Sales, Manager, Chief, VP, Trainer, Wholesaler, Management, Bilingual, Spanish

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

Registered Investment Advisor, Asset Manager and Personal Banker, Series 7, 63, 65, 31, 6

Featured Profile

Thoughtful, diplomatic leader

Experienced and seasoned professional with a solid background in several disciplines and international in scope.

Ideal Companies: Forbes, NBC Universal, Time Warner

Investment Banker and Financial Analyst, Series 7, 63, 65, 24, 31 and Life and Health Licensed

Financial Professional Series 7, 63, 65

Tags for this Online Resume: Relationship Manager, Account Manger, Training, Investments, Series 7, Institutional

Private Banker

Goal driven, motivated, experienced, creative sales person with high values and 14 years of investment sales experience.

Ideal Companies: Wells Fargo, Chase.

Tags for this Online Resume: Banking, Sales, Investments

Featured Profile

WEALTH MANAGEMENT PROFESSIONAL

Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...

Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation

Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management

30 years in the insurance and inveatment business.

Looking for a friendly nice environment.

Tags for this Online Resume: Baltimore/DC markets, Intergetty , Series 7,63, 65, Sales, Sales manager, worked in Banks

Featured Profile

Director of Alternative Investment Products - 13 years Experience - Los Angeles

Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in: * Private Equity Portfolio Management * Real Estate Debt Programs * Hedge Fund-of-Funds * Distresse...

Tags for this Online Resume: Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans

Insurance Sales Agent - 12 Years of Experience - Near 33308

I have been employed in the Banking business as a Financial Advisor since 2003. I very much enjoyed that position and I excelled in performing my duties. With the bank meltdown in 2009, my payout was cut dramatically in 2009 (as Citigroup stock dropped to $.98) which forced me to go independent. I was never happy as an independent. I left the industry, and pursued other business models. My Series 7, 63, and 65 lice...

Tags for this Online Resume: Financial Advisor, Series 7, Stock Broker, RIA , Series 65, Insurance