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Online Resumes with "series 6 license"
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
Versatile, high-performing professional with securities, accounting, financial analysis, pension fund, and insurance experience in a corporate environment.
I'm currently preparing for the CPA exam and to become a master in the Microsoft Office tool of Excel.
Ideal Companies: U.S. Bancorp, Fiserv, BMO Harris, UBS, Robert W. Baird, Northwestern Mutual
Tags for this Online Resume: Annuity, Financial, Customer Service, Customer Service Rep, Distribution, Management, Benefits, Consulting, Reviews, Securities, Life Pension Plans, Annuity Pension Plans, 403b Plans, SIMPLE Plans, SEP IRA Plans, Roth IRA Plans, Traditional IRA Plans, Group Pension Annuities, Investment Trades, 1035 Exchanges to Pay Long-term Care, 1099R Tax Forms, Fee-Based Annuities, Wealth Management, 403b plan loans
