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Online Resumes with "Series65"
Customer Service Manager
Tags for this Online Resume: Series 7, Manager Customer service, Financial Services, Transfer agent, Manager call center, series 65, operation manager, financial services manager
Sales Representative - 15 Years of Experience - Near 32899
Qualifications Summary * Proven skills and accomplishments in the sale of fixed, index, and variable annuities to wirehouses and the broker/dealer community. * Provided the strategic vision and strategy for the turnaround of an abandoned territory leading to a seven-fold increase in territory markets share. * Recognized as a polished and clear communicator with an entrepreneurial mindset and the ability to build new and mai...
Tags for this Online Resume: Sales, Strategic Vision, Territory Sales, Wholesaler, Series 26, Series 63, Series 65, Variable Life and Health License, Management, Budgeting
Account Executive
Outstanding, results-oriented Sales and Operations Executive
Ideal Companies: Siemens, GE, Microsoft, EDS,
Not Listed - 20 Years of Experience - Near 60540
PROFESSIONAL SUMMARY Detail oriented securities professional with experience in financial markets, sales, trading, operations and compliance in a broker dealer environment. Seasoned professional with experience in bond trading and working with institutional, high net worth and retail clients in providing customized portfolios to meet each client's financial goals.
Tags for this Online Resume: High Net Worth, Sales, Bonds, Financial, Retail, Compliance, Fixed Income, Government, Problem Solving, Securities, stocks, finra series 7, finra series 63, finra series 65, muni trading
Vice President
SUMMARY - WALL STREET * 15 years (9 years of equity research/investor relations/investment banking and 6 years of money management) experience covering US and Asian Hardware/Software/Cleantech technology companies * Investor relations experience, helping companies reach out to the sell side and buy side communities * Ranked #3 out of 53 analysts, in the Wall Street Journal of Equity Analysts * Nominated for Institutional In...
Tags for this Online Resume: Outsourcing, Wireless, Management, Equity, Equities, PLD, WLAN, Business Development, Consulting, Hedge Fund
Financial Management
To grow existing assets and bring new assets under management. Experience includes acquisitions, managing large HNW relationships, strong relationship management background.
Ideal Companies: Financial Services, Banks
Tags for this Online Resume: Acquisitions, Ipc, Management, Financial, Financial Industry, Financial Management, Series 63, Series 1, Series 7, Series 65, Series 4
Sales Manager - 17 Years of Experience - Near 33410
"richard.charette@live.com" FA production growth of 45.16%. Ranked #1 in the region and #3 in the country for year over year growth 2007. Growth of total production from $6mm to $10mm in two years. 2005 profitability growth of $541,000 or 66% year over year. Increased Average FA production from 93,476.22 to 285,000.00 in 18 months. Increased average advisors recurring revenue from 26% to 49%. * Visionary, Strategy Execution...
Tags for this Online Resume: Management, Financial, Legacy, Wealth Management, Financial Services, Services, Change Management, Commodities, Due Diligence, Futures
Telecommunications Sales Agent - 4 Years of Experience - Near 77573
To obtain a sales management position with a progressive company. Expertise Highlights 17 successful years in solution sales Outstanding Sales Team Manager Excellent Presentation Skills Excellent Prospecting Skills Excellent Account Management Skills Seasoned Investment Strategist Excellent Market Analyst Excellent Stock Analyst Expert User of MSOffice Suites CCNA, SAP HANA, MCSE, CMSA, Group 1, Series 65 and 7 Natural Sale...
Ideal Companies: CenturyLink, Frontier Communications, NRG
Tags for this Online Resume: Bilingual, Construction, Engineering, Management, Project Management
Financial Specialist - 10 Years of Experience - Near 80017
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
Ideal Companies: Great West, TransAmerica, JP Morgan Chase
Tags for this Online Resume: retirement, series 65, series 6, series 63
Sales Manager - 20 Years of Experience - Near 07704
Resourceful, conscientious, and integrity-driven financial executive with expertise in creating and delivering sustainable sales recruiting, training, and marketing programs, designed to effectively build strong rapport with diverse clientele, secure accounts, driving sales culture, and manage teams and relationships. Strong leader with skills to resolve operational and financial challenges. History of wide-ranging experien...
Tags for this Online Resume: series 24, branch management, series 7, series 65, sales, national accounts, wholesaler, Management, Equity, Compensation
Financial Services Sales Agent - 20 Years of Experience - Near 56560
Secure either financial services or healthcare industry position to assimilate prior employment experiences
Ideal Companies: Medtronic, American Funds
Tags for this Online Resume: communicator, assimilates technical information, connector, relationship builder, FINRA Securities Series 65, 7, 63, SAP MM module, Securities, Business Development
