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Online Resumes with "series 63 "
sales/ management
goal oriented, entrepreneurial, outgoing, motivated and results driven with strong leadership, problem solving, and communication skills.
Ideal Companies: Pharma, alternative energy, medical devide
manager
hard working, integrity, honest, loyal, fast learner, creative, leader, responsible, trustworthy
Ideal Companies: starbucks, amazon, macy's, UPS, Costco
Business Analyst
Business Systems Analyst - Team member involvement in project planning and implementation. Transfer Agent representative for mutual fund name changes and CUSIP changes, coordinating with internal and external business partners to ensure timely and accurate changes across all necessary systems. Reconcile and pay mutual fund dividends, plan administration, revenue sharing, networking, and 12b1 fees, to include balancing these...
Ideal Companies: Financial Services
Tags for this Online Resume: Series 7
Securities Principal
Ideal Companies: Merrill Lynch, Nationwide, Oppenheimer, Waddell & Reed
Tags for this Online Resume: series 6, series 26, series 63, series 51, NASD, mutual funds, 403b, IRA, retirement plans, 529 plans
General Manager
Ideal Companies: Google, Microsoft, McKinsey & Co., IBM, Berkshire Hathaway, GE
Tags for this Online Resume: Sales Manager, Group Vice President, General Manager, Vice President
Business Management and Operations Professional
Finance and Operations Professional
Ideal Companies: Bank, Brokerage, Mutual Fund, Insurance, Industry, Public Utility
Tags for this Online Resume: operations, loan officer, financial
Employable
Series 7 / 63 financial professional with exceptional interpersonal skills and positive work ethic.
Ideal Companies: Lehman Brothers Goldman Sachs
Tags for this Online Resume: Investment Analyst, Financial Analyst, Market Research
Receptionist/Admin Assistance
Strong customer service work ethic; People person; enjoy variety in my work
Ideal Companies: country club, Office environment
Experienced Financial Sales Representative and Big Four Public Accountant
I am looking to get into B2B Outside Sales for a dynamic organization with an international presence. I am looking in the technology and financial services industries.
Ideal Companies: The Hartford, Sun Life Financial, Siemens, Microsoft, IBM, Cisco, Apple
Tags for this Online Resume: Public Accountant, Financial Services Sales, New Client Development, Series 6, Series 63, State Insurance License, SQL, Microsoft Access, Microsoft Office, NAIFA Member
Financial Reporting and Analysis
Seeking a fast-paced and demanding environment where I can utilize my skills in contributing to organizational growth as well as enhance my skills developed in the field of Finance.
Ideal Companies: Barclay's, Merrill Lynch, Morgan Stanley, Citigroup, Bank of America, HSBC
Tags for this Online Resume: Series 7, Series 63, Hyperion Pillar, Microsoft Excel, Forecast, Budget
My objective is to utilize my people-interfacing and profiling skills in this competitive environment to both deepen existing and grow new client relationships.
Team-work environment, flexibility of hours, willing to be trained in knowing company "culture".
Ideal Companies: PROCTOR & GAMBLE
Tags for this Online Resume: Life, Health, Series 6, Series 63, Variable Annuities
Dynamic Project Manager
Energetic and resourceful Project Manager with exceptional communication, leadership, and creative skills. Loyal, ambitious, and extremely hard working.
Tags for this Online Resume: Business Development, Financial, Investments, Project Management