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Online Resumes with "series 66 "
Financial Advisor- Greensboro
Tags for this Online Resume: financial, advisor, series 7, series 66, securties, insurance
Personal Financial Advisor - 10 Years of Experience - Near 45244
To create relationship with my clients to assist with working on the best scenario on accomplishing their financial goal. Examples retirement planning, college savings, etc
Tags for this Online Resume: series 66, adviser, series 7, cfp, series 63, broker, referrals, cincinnati
Insurance Sales Representative - 6 Years of Experience - Near 75001
working with a bank as a registered client associate ,trading service representative
Tags for this Online Resume: enrolled agent candidate, Life Insurance, Series 7, Series 66, Medicare, Bookkeeper
financial Advisor, irvine CA
Tags for this Online Resume: Series 7, Series 66, Insurance Linces
Financial Services Sales Agent
Tags for this Online Resume: Series 7, Series 66, Life accident health, Property and casualty, Annuities, Stocks, Bonds, Options, Sales
Financial Specialist - 10 Years of Experience
An experienced and licensed professional with very strong skills looking for a long term career with in a reputable financial establishment to fully utilize diverse experience in building client relationship, identifying clients’ needs, conducting research and analysis, assessing needs and suitability strategies for case design and recommendation, as well as assisting clients through the stages of implementation and periodi...
Tags for this Online Resume: Financial Planner, Protection planning expert, Series 7, Series 63, Series 66, B. S. in Accounting , Life Insurance License
Account Executive - Business Development - 15 Years of Experience - Near 45069
I want a demanding/rewarding opportunity where I can make my mark. I am looking to fully immerse myself in a situation which will require maximum effort and challenge me to raise my bar. My focus is not so much starting salary but total compensation; I want to be able to shoot for six figures.
Tags for this Online Resume: Cincinnati, innitiator, highly intelligent, integrity, CompTIA Project , writer, communicator, relationship builder
Financiall\Insurance Sales Manager
The ability to take my knowledge and exoeriance to the next level
Tags for this Online Resume: Seies 7 , series 24, texas life and health, series 63, Financial adviser, The financial education organization
Chief Innovation Officer
Seeking to go into Wealth Management Advisor, Hedge Funds, Venture Capital, and emerging technologies. Proven executive management professional with a decadeâ??s worth of experience in emerging technologies, business administration and leadership within the Silicon Valley, NY, U.S. Markets, Europe, and Asia. Currently enrolled in a Media & Communications Certification Program at Full Sail University and has also studied Mob...
Ideal Companies: 8VC, Google, Chevron, Andreessen Horowitz, Social Capital, Charles Schwab, Citi Bank, Credit Suisse, PayPal, Square, Formation 8, Instagram, Facebook, Twitter, Apple, Mithril Ventures, Valor Equity Partners, Dynasty Partners, Two Sigma, New Enterprise Associates, Google Ventures, Rothenberg Ventures, SV Angel, Sequoia Capital, First Round Capital, Accel Partners & Co Inc., Lightspeed Venture Partners, Kleiner Perkins Kaufield & Byers LLC, General Catalyst Partners, Sequoia Capital, Founders Fund, Battery Ventures, Bain Capital Ventures, McKinsey, Deloitte, Bain & Capital, Citi Bank, American Express, Matrix Partners, JP Morgan, Deutsche Bank, Spark Capital, Polaris Partners, Khosla Ventures, Canaan Partners, Greylock Partners, Bessemer Venture Partners, 500 Startups, Oracle, Social + Capital Partnership, First Round Capital, Aleph, Genesis Partners, Greenlight Capital, Black Rock, Third Point Management, Snap Chat, Yelp, CalTech, Stanford University, USC Viterbi School of Engineering, Benchmark Capital, Union Square Ventures, Lowercase Capital, Index Ventures, Baseline Ventures, Floodgate, Felicia Ventures, GGV Capital, Foundry Group, Canvas Ventures, Versant Ventures, Greylock Partners, DCM Ventures, Spark Capital, Meritech Capital Partners, Venrock, Norwest Venture Partners, DST Global, True Ventures, Institutional Venture Partners, DFJ Growth, Goldman Sachs, Edward Jones, Blackstone Group, Citi Group, OrbiMed Advisors, Tiger Global Management, Bessemer Venture Partners, Mayfield Fund, Foundation Capital, Harrison Metal, Polaris Partners, Insight Venture Partners, CRV, Meritech Capital Partners, Sapphire Ventures, Flagship Ventures, IDG Capital Partners, DCM Ventures, Oak HC/FT, Scale Venture Partners, Menlo Ventures, Michael Goguen, Norwest Venture Partners, Draper Fisher Jurvetson, General Atlantic, Ernst & Young, Morningside Ventures, FirstMark Capital, Foresite Capital, IDG Capital Partners, Oxford Financial Group, LTD, Chevy Chase Trust Company, Hightower Advisors, LLC, Creative Planning, Oxford Financial Group, LTD, Canterbury Consulting, Comprehensive Financial Management, LLC, AT Investment Advisers, Inc., Plante Moran Financial Advisors, Ehrenkranz Partners, LP, Shepherd Kaplan, LLC, Brownson, Rehmus & Foxworth, Inc.Mariner Wealth Advisors, LLC.Innovest Portfolio Solutions, LLC, Convergent Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, MyCIO Wealth Partners, LLC, Everett Harris & Company, Buckingham Asset Management, LLC, Mercer Global Advisors, Inc., KLS Professional Advisors Group, LLC, World Bank, Wells Fargo, Citigroup, Commerzbank, Silicon Valley Bank, Berkshire Hathaway, Blend Labs, Bank of America, Exxon Mobil, Space X, Tesla,
Assistant Director - 15 Years of Experience - Near 86442
Career Highlights Financial Advisor Training, Edward Jones company, Bullhead City, AZ 2016 to 2017 Participating in a company training program to learn about securities and gain the knowledge required to pass the required exams by the SEC for trading securities. Series 7 and series 66 as well as Arizona state insurance exam. General Manager, White Horse Golf Club, Kingston, WA 2012 to 2015 * Developed a strategic plan to po...
Tags for this Online Resume: Accounting, Adobe InDesign, Adobe Photoshop, Blueprints, Bonds, Fabrication, Fore, Graphic Design, Housekeeping, Insurance
Loan Officer and Business Development Consultant - 4 Years of Experience - Miami
Andrew is a natural extrovert seeking a role with progression into management where his ability to build relationships and lead can be utilized. His knack for connecting with individuals on a deep emotional and intellectual level allows him to gain rapport and build trust quickly, therefore, he thrives most social circles and networks.
Ideal Companies: PwC, American Express, Google, Nike, Carnival Cruise Lines, Royal Caribbean, Wells Fargo, University of Miami
Tags for this Online Resume: Business Development, Loan Officer, Recruiting, Management, Mortgage, Series 7, Marketing, Public Relations, Finance, Public Speaking, Training, Miami, Sales, Relationship Management, Financial Advisor
Manager - 20 Years of Experience - Near 63304
QUALIFICATIONS PROFILE Efficiency and process flow driven with team work consistently the focus. Proactively work with Team Members to reduce financial risk and meet financial goals. Actively work with others to increase current and future opportunities and remove the barriers to achieve company objectives. Able to perform and welcome the challenges of high volume, high pressure situations to meet Financial Goals Drove * Se...
Tags for this Online Resume: Credit, Analysis, Business Objects, Pricing, Order Entry, Pricing, Management, Credit Analysis, Financial, Financial Statement
