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Online Resumes with "Series 7 "
series 7 licensed, health , life, relationship builder
I'm a Financial professional with a Series 7, Life and Health license. I am a former supervisor with experience in training, recruiting, interviewing, and hiring. I am excellent at building and maintaining relationships.
Chief Innovation Officer
Seeking to go into Wealth Management Advisor, Hedge Funds, Venture Capital, and emerging technologies. Proven executive management professional with a decadeā??s worth of experience in emerging technologies, business administration and leadership within the Silicon Valley, NY, U.S. Markets, Europe, and Asia. Currently enrolled in a Media & Communications Certification Program at Full Sail University and has also studied Mob...
Ideal Companies: 8VC, Google, Chevron, Andreessen Horowitz, Social Capital, Charles Schwab, Citi Bank, Credit Suisse, PayPal, Square, Formation 8, Instagram, Facebook, Twitter, Apple, Mithril Ventures, Valor Equity Partners, Dynasty Partners, Two Sigma, New Enterprise Associates, Google Ventures, Rothenberg Ventures, SV Angel, Sequoia Capital, First Round Capital, Accel Partners & Co Inc., Lightspeed Venture Partners, Kleiner Perkins Kaufield & Byers LLC, General Catalyst Partners, Sequoia Capital, Founders Fund, Battery Ventures, Bain Capital Ventures, McKinsey, Deloitte, Bain & Capital, Citi Bank, American Express, Matrix Partners, JP Morgan, Deutsche Bank, Spark Capital, Polaris Partners, Khosla Ventures, Canaan Partners, Greylock Partners, Bessemer Venture Partners, 500 Startups, Oracle, Social + Capital Partnership, First Round Capital, Aleph, Genesis Partners, Greenlight Capital, Black Rock, Third Point Management, Snap Chat, Yelp, CalTech, Stanford University, USC Viterbi School of Engineering, Benchmark Capital, Union Square Ventures, Lowercase Capital, Index Ventures, Baseline Ventures, Floodgate, Felicia Ventures, GGV Capital, Foundry Group, Canvas Ventures, Versant Ventures, Greylock Partners, DCM Ventures, Spark Capital, Meritech Capital Partners, Venrock, Norwest Venture Partners, DST Global, True Ventures, Institutional Venture Partners, DFJ Growth, Goldman Sachs, Edward Jones, Blackstone Group, Citi Group, OrbiMed Advisors, Tiger Global Management, Bessemer Venture Partners, Mayfield Fund, Foundation Capital, Harrison Metal, Polaris Partners, Insight Venture Partners, CRV, Meritech Capital Partners, Sapphire Ventures, Flagship Ventures, IDG Capital Partners, DCM Ventures, Oak HC/FT, Scale Venture Partners, Menlo Ventures, Michael Goguen, Norwest Venture Partners, Draper Fisher Jurvetson, General Atlantic, Ernst & Young, Morningside Ventures, FirstMark Capital, Foresite Capital, IDG Capital Partners, Oxford Financial Group, LTD, Chevy Chase Trust Company, Hightower Advisors, LLC, Creative Planning, Oxford Financial Group, LTD, Canterbury Consulting, Comprehensive Financial Management, LLC, AT Investment Advisers, Inc., Plante Moran Financial Advisors, Ehrenkranz Partners, LP, Shepherd Kaplan, LLC, Brownson, Rehmus & Foxworth, Inc.Mariner Wealth Advisors, LLC.Innovest Portfolio Solutions, LLC, Convergent Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, MyCIO Wealth Partners, LLC, Everett Harris & Company, Buckingham Asset Management, LLC, Mercer Global Advisors, Inc., KLS Professional Advisors Group, LLC, World Bank, Wells Fargo, Citigroup, Commerzbank, Silicon Valley Bank, Berkshire Hathaway, Blend Labs, Bank of America, Exxon Mobil, Space X, Tesla,
Chief Financial Officer
SUMMARY EDUCATION Visionary finance executive, analyst, and business develop - ment professional with solid experience managing all levels of multiple upstream oil and gas projects including finance & ac- Financial Analyst Program counting, operations, land management, administration, and The Investment Banking Institute financial systems. Professional in consultative sales and strong Apr 2011 Completion Houston, Texas back...
Tags for this Online Resume: Financial, Securities, Series 7, Accounting, Accredited Pension Representative, Acquisitions, Banking Industry, Consultative Sales, Financial Industry, Financial Systems
Director, Business Development - 20 Years of Experience - Near 90275
Goal-Driven Business Executive who focuses on operational financial performance and return on investment. Achieve value by strategically aligning an organization with ever-changing market conditions, penetrating target markets at the lowest marginal cost, and applying key resources to meet customer needs. Build a workplace culture of excitement and passion for every member on the team while developing employees for professi...
Ideal Companies: BNY Mellon, Wells Fargo, United Capital
Tags for this Online Resume: Management, Sales, Integrate, Investment Management, Leadership, Leadership Development, Wealth Management, Budgeting, Consulting, Financial, Sales Team Management, Financial Services Management, Nonprofit Management, Business Consulting
Financial Analyst - 17 Years of Experience - Near 63038
AREAS OF EXPERTISE: * Problem Analysis & Resolution * Credit/Lending Sales * Office Management * Cost Basis Analysis * Compliance/Risk Management * Developing/Managing Client Relationships * Oral & Written Communications * Proficient with MS Office, Word, Excel & PowerPoint * Held NASD Series 7, 6, and 63 Licenses
Tags for this Online Resume: Management, Sales, Series 7, Wealth Management, Accounting, High Net Worth, Series 6, Sub-ledgers, Compliance, Manager Wealth Management Series 7 Series 6 Series 63 Compliance MS Office
Financial sales/trading/analysis bilingual chinese - Near 11375
QUALIFICATIONS_________________________________________________________ * MBA Concentrate in Finance. Banking and marketing experience in USA and China * Proven bilingual marketing ability in financial institutions. * Sophisticated in MS Excel, Power Point and Bloomberg Terminal. * Licenses include Series 7 and Series 63. Bilingual in English and Mandarin. * Quick learner and exceptional team player.
Tags for this Online Resume: Financial, Banking Industry, Bilingual, Bloomberg, English Language, Financial Industry, High Net Worth, Management, Market Research, Marketing Management, mandarin, financial analysis, sales
Inside Sales Representative - 8 Years of Experience - Near 11801
Tags for this Online Resume: Management, Private Client, Wealth Management, Sales, Series 63, Series 7
Business Analyst - 12 Years of Experience - Near 90250
SUMMARY * Result oriented Technical design developer with 10+ years of experience with Business Intelligence Reporting, Waterfall/Agile Methodologies, Development, Analysis, Testing, and Data Warehousing in IT industry. * Hands on experience of 3.5 years with Cognos 10.2.1, Over 5 years of experience and excellent knowledge in working with Cognos 8 BI Server, 3 years in working with Cognos ReportNet 1.1/1.02, 2 years of exp...
Tags for this Online Resume: Framework, ETL, Microsoft SQL Server, Business Intelligence, Coding, Cognos PowerPlay, Database, Oracle Parallel Server, Cognos, Informatica
Financial Specialist
Tags for this Online Resume: Annuity, Estate planning, Financial, Financial Services, Health Insurance, Insurance, Life Insurance, Planning, Series 63, Series 7
Sales Manager
Tags for this Online Resume: LIS, Microsoft, Securities, Series 6, Series 7
Controller - 20 Years of Experience - Near 30340
Tags for this Online Resume: Controller, Accounting Manager, Assistant Controller, Senior Accountant
Financial Advisor - 20 Years of Experience
Tags for this Online Resume: Securities, Recruiting, Financial, Retail, Management, Sales, Sales Training, Series 7, Training
