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Online Resumes with "finra series 7"
Highly Entrepreneurial Executive with Multi-Industry Experience
I'm looking for an opportunity to have a strong impact on the development of a growth-stage firm or a high-potential department of a larger company (entrepreneur or intrapreneur). I am excellent at situational analysis, strategic planning and execution, and team building. I have no fear of decision-making. Difficult project work in an uncertain environment is welcomed.
Ideal Companies: Highly entrepreneurial companies of any size, from Cisco to Mingle.com. Opportunities in green technologies/renewable fuels/medical or healthcare IT/biotechnology especially interesting. Organizations promoting entrepreneurship and startups (incubators, ...) also an option.
Tags for this Online Resume: Strategic Planning, Communications/Presentations, Project and Program Management, Financial Analysis and Modeling, Team Building, Entrepreneurship, Innovation, Marketing, Operations, Competitive Advantages, Process Reengineering, Management Consultant, Incubator, Start-up Company, Growth-Stage Company, Financial Management
Regional Vice President - mutual fund wholesaler
An external sales position where I can utilize my Richardson Sales training and effectively grow my territory.
Tags for this Online Resume: FINRA Series 7, 66, Proficient with Microsoft Excel, extensive public speaking experience, self-motivated, Toastmasters International member
Financial Services - Sales & Relationship Management
Results-driven sales professional with strong analytical and relationship building skills. Also have excellent territory management skills, organizational capabilities, and a strong team player.
Ideal Companies: Fidelity, MFS, Eaton Vance, State Street
Tags for this Online Resume: Consultative Sales, Relationship Sales, Relationship Management, Product Development and Launch, Account Management, Territory Management, Market Research and Analysis, Practice Management Best Practices
Compliance Officer
To attain an executive-level position in the field of Compliance.
Ideal Companies: Merrill Lynch, Goldman Sachs, Morgan Stanley,
Tags for this Online Resume: Compliance, Series 7, Series 24, Series 53, Series 66, Series 63, Compliance Officer, Compliance Director, Regulatory Compliance
internal wholesaler or advanced markets
seeking position with growth minded firm, where I can develop new skills, continue to learn the business and eventually lead into management or other position of increasing responsibility
Tags for this Online Resume: Case Design, FINRA Series 6,63, Microsoft Excel, FINRA Series 7, MA Life Insurance License
The Wizard
I like to be challenged and busy. I excel in fast paced, changing environments. I can speak to senior management as well as IT. I am able to focus on the long term strategic vision, while making short term decisions. I am decisive, a strong leader and motivator
Ideal Companies: L'Oreal, Nestle, Banc Paribas, JP Morgan Chase, Bank Santander
Tags for this Online Resume: Product Development, Project Management, Product Management, Business Lead, SaaS, Product Lifecycle, Product Planning and Marketing
Portfolio Specialist/Trader
I want a job where I am part of an investment team where I can utilize my trading and investment experience.
Ideal Companies: Vanguard, Turner Investments, SEI Corporation, Blackrock, Fidelity
Tags for this Online Resume: Investment, Portfolio, trader, performance
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
Exceptional business development specialist
High energy financial services professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal.
Ideal Companies: T. Rowe Price, Financial Engines, ADP, MassMutual, John Hancock, 401(k) Service providers
Tags for this Online Resume: Business Development, Relationship Management, Sales Management
