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Online Resumes with "registered representative"
Sales Consultant - Series 6/63 Registered Representative - Insurance Professional
I'm an insurance specialist with expertise in life insurance, long term care and annuity products currently seeking an opportunity in Greenville, SC in an internal or external business to business sales role.
Sales Manager
Tags for this Online Resume: Registered Representative, Licensed Agent, Medicare, Sales, Annuity, Trainer
Registered Representative
V.P. MUNICIPAL RETAIL SALES & MARKETING
High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Ideal Companies: GOLDMAN SACHS, JPMORGAN CHASE, LEHMAN BROTHERS
Tags for this Online Resume: SALES AND MARKETING, security, armed
Financial Specialist - 20 Years of Experience - Near 11201
Conducted in-depth portfolio analysis to high net worth clients with Municipal assets from $1 million up to $250 million. advised how to manage portfolios and capitalize on technical and fundamental factors impacting the municipal market.
Sales Manager - 20 Years of Experience - Near 43017
Accomplished Sales Management Executive, with extensive senior-level experience in all aspects of account management, business development, compliance, relationship development and revenue generation within the brokerage and investment management industry. Consult effectively with client management to effectively prioritize activities and achieve defined objectives, with the ability to translate client requirements into sal...
Ideal Companies: JPMorgan Chase & Co, PNC Bank, FINRA, SunTrust, Northern Trust, Fidelity, Vanguard, BNY Mellon, Wells Fargo, Franklin Templeton, LPL, Nationwide, American Funds, Federated
Tags for this Online Resume: Managing Director, Director, Sales Manager
Financial Advisor - 16 Years of Experience - Near 14468
Skilled consultative sales professional confident and comfortable working on complex transactions with long lead times. Effective at prioritizing work flow and coordinating multiple players and partners in the field. Polished and well presented. Proficient at identifying opportunity in the market, orchestrating the plan of attack and delivering on-plan results consistently.
Tags for this Online Resume: Account management, Business development, Wholesaler, Registered Representative, Management, Financial Services, sports
Financial Manager - 19 Years of Experience - Near 92620
SUMMARY Sales & Marketing Management Marketing Campaign Dev Expert Negotiator Business Intelligence 5 Active Federal Licenses, 2 Active State Licenses Financial Services Expert Industrial Engineering Fully Bilingual (Eng./Spa.) Sales Tools Development Business Process Management Technical Marketer Policies & Procedures Development PROFESSIONAL HIGHLIGHTS Spearheaded and developed a successful new District in Southern Califo...
Tags for this Online Resume: Principal, Series 24, Investments, VICE PRESIDENT, FUNDRAISING, PLANNED GIVING, MAJOR GIFTS,, FINRA, MANAGER, LICENSED, Sales, Financial, Financial Services, Insurance, Life Insurance, Macro (Predefined Code), Messaging, Mutual Funds
Sales Manager - 15 Years of Experience - Near 53226
Looking to utilize my extensive (11+ years) experience to work with a dynamic company in need of a B2B consultative sales professional.
Ideal Companies: Banks, Mortgage Companies, Insurance Companies, Manufacturing
Tags for this Online Resume: B2B, consultative, experienced, results, achievements, reliable, Profit/Loss
Securities Financial Services Compliance Specialist
LORI KRAMER 17870 Co Rd 34 Norwood/Young America, MN Thank you for reviewing my attached resume which will provide you with a synopsis of my extensive experience in the Securities Industry. Most specifically in the Compliance area, but also in sales/audit & operations, which I believe is an asset when working with registered representatives. As you will see I currently hold the following licenses: NASD Series 7, 24, 51,...
Tags for this Online Resume: Financial Svs, Compliance, FS Auditing, FSvs licensed, Suitability Monitoring, Extensive FSvs knowledge, Former Sales exp, Complaint reviewer
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
Vice President - 20 Years of Experience - Near 66214
Senior executive in a progressive growing financial services firm.
Tags for this Online Resume: chief compliance officer, compliance officer, Investments and securities , Investment Advisor, Registered Representative, r
