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Online Resumes with "Series65"
Your next favorite employee
self-motivated, results-oriented, team player, respectful, positive
Ideal Companies: General Electric, Axa, Bank of America, ING, Barclays, DuPont, Comcast, Conectiv
Financial Specialist - 10 Years of Experience - Near 22102
Tags for this Online Resume: series 6, series 65, series 63, ChFc
Insurance Sales Representative - 7 Years of Experience - Near 37220
To create long term value for my clients and my organization by asking the right questions at the right time, delivering timely proactive service and solutions while leaving a legacy of impact and significance
Tags for this Online Resume: NASD Series 6, NASD Series 63, NASD Series 65, Investment Planning, Insurance Planning, Estate Planning, Risk Management, Portfolio Managment
Insurance Sales Manager - 20 Years of Experience - Near 74102
Financial services sales with 20+ years of experience in both retail and wholesale sales positions. Aiming to use my sales and communications skills and my knowledge of advanced estates planning strategies in a high level financial sales situation. Possess an MBA in finance and hold Life, Annuity and Health insurance licenses, along with securities licenses Series 7, Series 24, Series 63, Series 65.
Tags for this Online Resume: Mid-west, Series 7, Series 24, Life Insurance, Variable Annuity, Series 65
Chief Financial Officer - 18 Years of Experience - Near 33431
Tags for this Online Resume: Series 7, Series 24, Series 27, Series 65, ESOP, VBA, Database, Hedge Fund, Fund of Funds, SQL, Quickbooks, Peachtree, Broker Dealer, Back Office, Middle Office, Fixed Income, Trading, Audit, Regulatory, Controls, Compliance, Automation, Accounting, NAV
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
Personal Financial Advisor - 17 Years of Experience - Near 40014
Tags for this Online Resume: CFP, Series 7, Series 63, Series 65, Health
Financial Planner and Advisor
Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor
Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning
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,
Financial Manager, Branch or Department - 20 Years of Experience - Near 07974
Tags for this Online Resume: Certified Financial Planner, FINRA SERIES 65, MBA, Portfolio Management, Management, Retail, Bonds, Gateway, Housekeeping, Purchasing
Financial Manager - 20 Years of Experience - Near 78737
He is an accomplished dynamic wealth management professional with extensive experience in investment consulting operational support management and customer service. He has been recognized by his both supervisors and peers as a confident and capable individual who personifies the traits of integrity and tenacity. He works well in both individual and team-oriented situations and demonstrates the drive and desire to secure the...
Tags for this Online Resume: Finance, Leadership, Management, Marketing Management, Series 65, Sales, Sales Increase, Securities, Series 63, Series 7, Texas Life and Health Ins. Lic.
General - 18 Years of Experience - Near 85097
PROFESSIONAL SUMMARY: Compliance, Sales Supervision and Financial Services professional with more than 18 years of experience. Holds the Series 7, 9, 10, 63,66, Life, Health and Annuity licenses.
Tags for this Online Resume: Compliance, Financial, Policies and Procedures, Insurance, Annuity, Financial Services, CRPC, Sales Supervision, Series 7, SERIES 9 10, SERIES 65, Compliance Officer
