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Online Resumes with "series 7 66"
Sales Manager - 18 Years of Experience - Near 77067
RICH PRIM 12603 Northborough #2709. Houston, Tx. 77067 (832) 701-6827 rich_prim@yahoo.com Date Address Dear Could your organization use an award-winning individual contributor and National Sales Manager to drive dramatic sales growth, develop strategies to increase revenue and build lasting customer relationships? If so, my background will be of interest. With an instinct for what sells, I am...
Tags for this Online Resume: sales, business development, sales manager, account manager, director of sales, sales trainer/developer
Financial Advisor - 15 Years of Experience - Near 34677
I am currently living in Long Island, NY looking to relocate to Oldsmar, FL. I have my series 7 and 66 plus NY Life and Health and Variable annuities licenses. I am a Registered Sales Assistant to a financil advisor with a book of business of $125million plus.I would like to continue on that careeer path. My best contact is either my email address mm4740@aol.com or my cell phone (914)588-8696. Thank you.
Tags for this Online Resume: Oldsmar FL, St Petersburg FL, Tampa FL, Regisered Sales Asst.
fixed income trader - Los Angeles - 6 years experience, licensed
Intelligent, enthusiastic and multi-talented professional, with passion for obtaining further knowledge and experience in portfolio management and investment industry. 8 years of diverse experience in finance, 6 years of portfolio management and trading related experience. MS in mathematics, Level 3 CFA candidate, Series 7 and 66 licensed.
Tags for this Online Resume: fixed income, trader, muni, bonds, portfolio management, analyst, cfa, los angeles
Financial Manager - 20 Years of Experience - Near 33312
Dynamic Financial Planner and Banking Fort Lauderdale and Miami professional with 27 years experience seeking to attain long term executive position delivering Firm value-added management solutions to existing and potential clients. Progressive experience developing strategies and collaborating with high performance teams to enhance sales. Excellent cultivation at partnerships, COI's, and building lasting relationships. Hig...
Ideal Companies: Trust Company, Financial Wholesalers Blackrock,
Tags for this Online Resume: Fort Lauderdale, Miami, Boca Raton , Wealth Planner, CFP, Licensed, Private, Consultant, Manager, VP, Envestnet, Pershing, FIS, Trustdesk, CRM, Salesforce, Plan presentations
Credit and Wealth Management Executive with 20+ years experience in complex credit/ lending structuring, business development and wealth management.
Best fit would be in the banking sector of a wealth management organization considering I am Series 7,66 licensed, structuring complex tailored lending deals.
Tags for this Online Resume: New Business Development, Credit Risk Mitigation, Financial Analysis, Philadelphia, Commercial credit underwriting, leadership skills, negotiation skills, mentoring/coaching experience, cross/selling skills, Business Development
Personal Financial Advisor - 7 Years of Experience - Near 44124
AREAS OF EXPERTISE * Financial Planning * Client Prospecting * Sales Team Leadership Investment Analysis * Sales Analysis & Projection * Business Development Needs Assessment * Financial Solution Design * Project Management
Tags for this Online Resume: Book of business, Leadership, Financial, Management, Planning, Wholesale, Sales, Account Manager, Book of business, Leadership, Financial, Management, Planning, Wholesale, wealth management, account management, securities, lending, insurance, vp, Financial Planning, Investments, compliance
Bookkeeper - 1 Years of Experience - Near 28601
PROFESSIONAL SUMMARY Having been in the financial services industry for over 13 years, predominantly in research and analysis, I have a proven history of delivering concise, accurate and timely information to numerous departments and customers. I have worked on two different continents, earning my Financial Planning Certificate in England, together with my series 7 and 66 here in America. My computer skills are very strong,...
Tags for this Online Resume: Advertising, Billing, Customer Service, Telecommunications, Financial, Financial Services, Services, Estate planning, Help Desk, Help Desk Support
Vice President - 7 Years of Experience - Near 92649
COVER LETTER: Dear Sir/Madam, I would be honored to work at an esteemed investment banking practice or private equity firm catering primarily to the middle market. My name is Nickolas Lanza. I am Series 7, 66, 79 licensed and have seven years of transaction origination, processing, and execution experience in the lower middle market working at Plethora Businesses, a boutique investment banking firm in Orange County, CA. As ...
Tags for this Online Resume: Due Diligence, Valuations, Equity, Financial, Financial Modeling, Financial Statements, Forecasting, Management, Investment Banking, sales, manager
Chef or Head Cook - 10 Years of Experience - Near 02720
SUMMARY As I Financial Adviser, I am responsible for bringing on new clients and managing current client's accounts. I am responsible for the recommendation of certain products and investments to not only grow their portfolios, but protect them in a declining market. I have individual investors and institutional investors, such as 401 (k)'s with companies. My investment licences include Series 7 and 66. I am also licensed i...
Tags for this Online Resume: Chef, Quality, Quality Assurance, Quality Control, apparel, Purchasing, Retail, Financial, Health Insurance, Insurance
Vice President - 15 Years of Experience - Near Salt Lake City
I'm looking for a potential career change with a company that values hard work, experience and performance based opportunities. While working at Goldman Sachs, I have been a top performer. I learned early in my career to work hard, lead by example, be willing to listen, and learn from others (at any level). Above all, I learned to respect, help others, and hold myself accountable. By doing so, I gained the respect of ...
Ideal Companies: Wells Fargo, Key Bank, Zion's Bank, Adobe, Fidelity Investments
Tags for this Online Resume: Project Management, Series 7 and 66, Series 7 and 66, Sales, Sales, Management , Vice President, Vice President, Project Manager , Project Manager , manager, sales, assistant manager, Process Improvement, Communication, Operations, Operations manager, MS Office, Excel, Analysis, Risk Manager, People Manager, Teamwork
Director of Organizational Development and Systems
My goal is to align your entire organization with the corporate vision, engage and empower all employees from the top down, to drive value creation for as long as possible and as consistently as possible. I plan to use tried and tested fundamental approaches to creating constant improvement while everyone enjoys the process.
Tags for this Online Resume: Executive, development, coaching, planning, strategic, training, Series 7 and 66, Series7-66
Financial Analyst - 20 Years of Experience - Near 53151
PROFESSIONAL SUMMARY: Career-oriented professional seeking a position within an innovative and progressive organization that will utilize my comprehensive financial knowledge and experience with: * Financial Services Workplace Management Public Relations
Tags for this Online Resume: Management, Fixed Income, Bloomberg, Equity, Forth Programing Language, Internal Controls, Investment Management, Portfolio Management, Billing, Compensation
