CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Series 7"

Series 7 Registered Administrative Assistant/customer relations

Full time - permanent position using Customer Service Skills and Administrative Abilities

Paraplanner/Financial Operations, Portland, OR

Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...

Tags for this Online Resume: clilent service, Excel, trading, planning

Financial Professional

Tags for this Online Resume: Finance, Law Degree, Series 7, Series 66, CFA level 1 Candidate, Sales

Senior Private Banker

Build and maintain a portfolio of highly affluent private banking and wealth management clients to consult and advise with regards to financial needs utlizing my broad wealth of knowledge in a variety of concentrations.

Tags for this Online Resume: private banking, series 7, series 66, wealth management, RIA, banking

Financial Services Sales

Knowledgeable financial advisor with over nine years experience designing financial plans for individuals and business owners to protect them from loss, minimize their tax burden and invest for the future.

Ideal Companies: Wachovia, Bank of America, Suntrust, BB&T, Merrill Lynch, UBS

Trader G

Analylitical trader with strong work ethic.

Ideal Companies: Any company in the business of trading.

Tags for this Online Resume: trading, risk manager, traader

External Wholesaler - Financial Products

To market the Financial Products of a major institution by utilizing my past technical science sales success and my ability to immediately develop a territory.

Tags for this Online Resume: Series7, Series66, Life and Health Ins. Licensed

Stock picker who understands balance sheets as well as charts

Equity analyst who fine tunes fundamental research with timing of technical analysis. Particularly active in healthcare and activist situations.

Ideal Companies: Dow Jones, Fidelity, Vanguard

Tags for this Online Resume: Journalist, Equity Analyst

Creative Problem Solver & Gifted Communicator

Successful Institutional Financial Sales Representative Looking for Opportunities in Capital Introductions, Prime Brokerage Services and Hedge Fund Capital Raising

Ideal Companies: Goldman Sachs, Morgan Stanley, Google, JP Morgan Chase, Lehman Brothers, Merrill Lynch, Barclay's

Tags for this Online Resume: Capital Introductions, Hedge Fund, Institutional Sales, Client Relationship Management, Investor Relations, Strategist, Marketing, Business Development Officer

Looking for something new

Experenced, flexable sales and trading professional, with long standing managerial skills

Ideal Companies: Merrill Lynch Wachovia Bear Stern Gpldman sache

Tags for this Online Resume: Brokerage, management, underwriting municipal debt

Innovator of Intellectuals

Innovative individual who likes to work in a team with "out of the box" ideas. Works very well in close-knit orginizations.

Ideal Companies: Berkshire Hathaway, Google, Dell, BP, Toyota

Tags for this Online Resume: intelligence, international, travel, german, aviation, investment analyst

Financial Sales Manager

Mutual Fund or Variable Annuity External Wholesaler

Tags for this Online Resume: Series 7, 6, 66, 63, able to "think outside the box", enthusiastic, Life, Disability, LTC Insurance, caring, proactive