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Online Resumes with "Series 7 63 "
Executive Assistant - 20 Years of Experience - Near 28214
licensed series 7,63 fianancial advisor
Tags for this Online Resume: brokage associate, investment banking, wealth management, executive assistant
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
Senior Level Institutional Business Developer and Salesperson - 20 Years of Experience - Near 80303
To Whom it Concerns: I am interested in a Senior level Business Development position with a growing firm in an exciting industry. Significant International/Domestic Travel is not a negative. Should you call you will immediately discern my exceptional verbal, human and sales skills.
Ideal Companies: Large Financial Companies or other Industries needing Superior Business Development skills
Tags for this Online Resume: Denver/Boulder, Institutional Sales, Senior level, Rainmaker, Trusted, Team player, Self Motivated, Transparent, Professional
RN Educator/Trainor/instructor
I am very much goal oriented and need virtually no supervision. I am detail oriented as well as a person able to establish trusting relationships and get along with just about anyone. I enjoy a challenge and changing environments. I am a RN BSN and also received my Series 7,63 Stockbroker's license and worked as a Stockbroker in NYC. I am in MENSA because I took the LSAT test and scored in the top 2% of all who had taken th...
Financial Analyst - 3 Years of Experience - Near 80204
QUALIFICATIONS M i c r o s o f t O ff i c e ( E x c e l Wo r d P o w e r P o i n t O u t l o o k ) F i n a n c i a l M o d e l i n g Va l u a t i o n D a t a A n a l y s i s Series 7, 63, 86 & 87 F a c t S e t We b C o n t e n t E x t r a c t o r
Tags for this Online Resume: Management, Balance, Balance Sheet, Business Analysis, Construct (App Dev Tool), Equity, Financial, Financial Models
Sales/Marketing/Customer Service Representative - 20 Years of Experience - Near 98075
Profile Dynamic, results oriented sales and customer service professional with excellent communication, problem solving and organization skills.
Tags for this Online Resume: management, POS, Sales, Customer Service, financial, Logistics, Marketing Management, Order Processing
Financial Services Sales Agent - 17 Years of Experience - Near 07726
Self motivated, hard working with a proven track record of fixed income sales and maintaining customer relationships.
Ideal Companies: Bony Mellon, Banko Imi, or citadel.
Tags for this Online Resume: Motivated, Sales, New york, Realtionships , Broker, Trader, Fixed income, Bonds, Spread sheets, Word, Microsoft word
Financial Planner - 20 Years of Experience - Near 06901
Highly experienced results-oriented investment sales executive who has consistently driven revenue and profit growth turned around businesses operations and improved performance of national sales territories in the US Canada and the UK. By creating solutions to customer and market needs and cultivating key account relationships exceeded sales goals led new international initiatives marketed and innovated industry-leading pr...
Tags for this Online Resume: Financial, Mutual Funds, Services, Annuity, Distribution, Financial Services, Management, Product Management, Referrals
Financial Specialist - 15 Years of Experience - Near 42366
Bank Licensed Financial Specialist Series 7, 63 & 65 Health, Life and Variable Life
Tags for this Online Resume: Licensed Financial Specialist
Personal Financial Advisor - 5 Years of Experience - Near 97304
QUALIFICATIONS * Over 11 Years of experience in financial industry * Proven ability to increase sales and revenue * Series 7, 63, 66 licensed. Oregon Life, Health, Variable, Property and Casualty * Highly knowledgeable in all product areas * Proficient in Microsoft Word, Excel, Power Point, Netx360, Thomson One, Smart Office, and NaviPlan
Tags for this Online Resume: Financial, Financial Industry, Marketing Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Sales, Sales Increase, Series 63
Financial Specialist - 20 Years of Experience - Near 66210
Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and exte...
Tags for this Online Resume: Fixed Income, Management, Security, Forecast, Sales, Financial, Financial Management, Insurance, MBS, Planning, finance, TRADER
Lawyer - 20 Years of Experience - Near 10538
SUMMARY OF QUALIFICATIONS Proven Compliance and Regulatory Leader in the securities industry known for providing skillful legal guidance in securities compliance, regulatory, and legal issues. FINRA Series 7, 63 and 24 registered. Industry leading accomplishments include: * Founding co-chair of the Compliance and Risk Committee for the Securities Transfer Association.
Tags for this Online Resume: Compliance, Information Security, Management, Security, Audit, Drafting, Financial, Financial Services, Fixed Income, Legal
