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Online Resumes with "finra series 63"



Customer and Financial Service professional - 15 years experience - sales/asset retention operations

Acquire employment which will enable me to be in a position to assist others. Exceed expectations of an individual contributor and enhance the overall performance of the team.

Tags for this Online Resume: Finra Series 6 license, Finra Series 7 license, Finra Series 63 license

Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Featured Profile

Broker/Business Development Director/Partner - 8 Years of Experience - Near 60611

Dynamic professional possessing a proven track record of superior performance, seeks to utilize expertise in Business Development and Sales, Financial Analysis/Modeling, Commercial Real Estate Brokerage & Development, Contract/Lease Negotiations, Property Management, Accounting/Tax Advisement, Manufacturing Consulting, Law, or Valuation to drive key initiatives/profitability within a progressive organization.

Ideal Companies: Dow Jones, Goldman Sachs, William Blair, The John Buck Company, Duke Real Estate, Jones Lang LaSalle, Apartments.com, Landmark Dividend, Assemblers, Transwestern, Golub, Magellan, AMLI, CoStar, Equity, OMD, Tishman Speyer, BP, CME Group, Wrigley, Sidley Austin, Fidelity Title, Stewart Title, JP Morgan, JP Morgan Chase, Neuberger Berman, FactSet, Robert Half, CBRE, NAI Hiffman, SalesForce

Tags for this Online Resume: Chicago, Microsoft Office, Business Development, CRM, Attorney, Consultant, Account Executive, Director, Partner, Tax, Broker, Sales, Writing, Excel, Word, PowerPoint, Outlook, Cold Calling, Social Skills, Networking, B2B Sales, C-Level Executives, Land Development, SalesLogix, ACT

Featured Profile

Finance/Banking/Investment - 11 yrs exp - 100k+

To continue my career with a company that will utilize my leadership, management and administrative skills as well as sharing my years of experience and abilities in the financial industry effecting mutual employee and employer growth and success.

Ideal Companies: Wells Fargo, Citibank, Charles Schwab, Merrill Lynch, Fidelity, Morgan Stanley, US Bank, Vanguard

Tags for this Online Resume: Management, Finance Manager, Client Manager, Banker, Private, Investments, Wealth, Business, Specialist, Auditor, Commercial, Loans, Mortgage, Line of Credit, Credit, Sales, Relationship Manager, Relationship Banker, Relationship, Financial, Audits

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