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Online Resumes with "series7"
Series 7 Registered Administrative Assistant/customer relations
Full time - permanent position using Customer Service Skills and Administrative Abilities
Paraplanner/Financial Operations, Portland, OR
Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...
Tags for this Online Resume: clilent service, Excel, trading, planning
Financial Professional
Tags for this Online Resume: Finance, Law Degree, Series 7, Series 66, CFA level 1 Candidate, Sales
Senior Private Banker
Build and maintain a portfolio of highly affluent private banking and wealth management clients to consult and advise with regards to financial needs utlizing my broad wealth of knowledge in a variety of concentrations.
Tags for this Online Resume: private banking, series 7, series 66, wealth management, RIA, banking
Financial Services Sales
Knowledgeable financial advisor with over nine years experience designing financial plans for individuals and business owners to protect them from loss, minimize their tax burden and invest for the future.
Ideal Companies: Wachovia, Bank of America, Suntrust, BB&T, Merrill Lynch, UBS
Trader G
Analylitical trader with strong work ethic.
Ideal Companies: Any company in the business of trading.
Tags for this Online Resume: trading, risk manager, traader
External Wholesaler - Financial Products
To market the Financial Products of a major institution by utilizing my past technical science sales success and my ability to immediately develop a territory.
Tags for this Online Resume: Series7, Series66, Life and Health Ins. Licensed
Stock picker who understands balance sheets as well as charts
Equity analyst who fine tunes fundamental research with timing of technical analysis. Particularly active in healthcare and activist situations.
Ideal Companies: Dow Jones, Fidelity, Vanguard
Tags for this Online Resume: Journalist, Equity Analyst
Creative Problem Solver & Gifted Communicator
Successful Institutional Financial Sales Representative Looking for Opportunities in Capital Introductions, Prime Brokerage Services and Hedge Fund Capital Raising
Ideal Companies: Goldman Sachs, Morgan Stanley, Google, JP Morgan Chase, Lehman Brothers, Merrill Lynch, Barclay's
Tags for this Online Resume: Capital Introductions, Hedge Fund, Institutional Sales, Client Relationship Management, Investor Relations, Strategist, Marketing, Business Development Officer
Looking for something new
Experenced, flexable sales and trading professional, with long standing managerial skills
Ideal Companies: Merrill Lynch Wachovia Bear Stern Gpldman sache
Tags for this Online Resume: Brokerage, management, underwriting municipal debt
Innovator of Intellectuals
Innovative individual who likes to work in a team with "out of the box" ideas. Works very well in close-knit orginizations.
Ideal Companies: Berkshire Hathaway, Google, Dell, BP, Toyota
Tags for this Online Resume: intelligence, international, travel, german, aviation, investment analyst
Financial Sales Manager
Mutual Fund or Variable Annuity External Wholesaler
Tags for this Online Resume: Series 7, 6, 66, 63, able to "think outside the box", enthusiastic, Life, Disability, LTC Insurance, caring, proactive