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Online Resumes with "Series 7 "



credit analyst

My objective is to work in a financial environment where I can utilize my credit experience along with people skills. Well trained and have all business license including CPA, L& H , P & C, Mortgage Loan Officer, Series 7 & 63 Speak Spanish & Italian fluently

Tags for this Online Resume: Mt Laurel NJ, Philadelphia Pa, Swedesboro NJ, Cherry Hill NJ

Lawyer - 15 Years of Experience - Near 10706

Project Manager for financial institutions under remediation from agencies or developing new business lines.

Tags for this Online Resume: compliance, KYC/AML/BSA, Excel/MOS, Dodd Frank/Volcker rule, series 7 licensed, Offshore team management, Scrum manager cert, J.D.

Featured Profile

Expertise in Sales, Marketing, Financial Planning, Financial Education and Client Management

Proven financial services professional with expertise in sales, marketing, financial planning, financial education and client management. Demonstrated ability to build strong partnerships leading to high customer loyalty and sales. Skilled negotiator with the ability to articulate added value of brand. Extensive experience identifying customer needs and designing customized solutions. Strong communication and leadership ski...

Ideal Companies: Fidelity, John Hancock, Santander Bank, TD Bank, TD Ameritrade, Ameriprise

Featured Profile

Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC

OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.

Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley

Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management

Sales Manager - 18 Years of Experience - Near 77067

RICH PRIM 12603 Northborough #2709. Houston, Tx. 77067 (832) 701-6827 rich_prim@yahoo.com Date Address Dear Could your organization use an award-winning individual contributor and National Sales Manager to drive dramatic sales growth, develop strategies to increase revenue and build lasting customer relationships? If so, my background will be of interest. With an instinct for what sells, I am...

Tags for this Online Resume: sales, business development, sales manager, account manager, director of sales, sales trainer/developer

Stock Broker/Loan Officer - 30 Years of Experience - Near 33624

Licensed Health, Life & Annuity Licensed Series 7, 8, 24, 63 Licensed Florida Mortgage Loan Officer I cane sell anything!! Numbers, Numbers, Numbers!!!

Tags for this Online Resume: BS degree, Math , Marketing, Sales, Tampa FL, Top Producer, Brilliant, Logical

Featured Profile

Director of Human Resources - 20 Years of Experience - Near 22030

Proven human resources executive with experience leading and managing human capital strategy, functions and teams; In most recent position, presided over a period of 50% growth in staffing level and 60% growth in revenue (1992-2013), as well as strategic initiatives such as right-sizing when appropriate; National and international recruitment and staffing experience; Credited with creating an organizational culture of exce...

Ideal Companies: Non-Profits, Associations, For Profit

Tags for this Online Resume: Compensation, Benefits, Coaching and Counseling, Training , Talent Aquisition, Policy , Northern Virginia, Talent Management, Employee Relations, Human Resources

Financial Specialist - 4 Years of Experience - Near 23693

Tags for this Online Resume: finance, real estate, MBA, series 7, insurance, microsoft

Financial Analyst - 2 Years of Experience - Near 80211

As a critically thinking and creatively minded graduate, I'm excited to gain experience utilizing my bachelor's in business. I plan on sitting for the CFA I in June 2016, and am interested in the series 7, AIF® and AIFA® credentials through fi360.

Tags for this Online Resume: Denver, Excel, Leadership, Bloomberg, C , San Francisco

Financial Manager - 20 Years of Experience - Near 97229

Experienced and accomplished in building and leading successful product management teams that specialize in financial cross-affiliate business development and broker/dealer activities.

Tags for this Online Resume: Series 7, Series 24, Series 63, Product Manager, Sales Management, Business Management, Team Development, Business Collaboration

Financial Specialist - 12 Years of Experience - Near 08879

Tags for this Online Resume: series 7, series 24, series 55, series 63, pershing , net exchange 360, trade desk , new accounts