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Online Resumes with "series7"



Capital Markets - Fixed Income Trader -14+ years Experience - St. Louis

I'm a Capital Markets - Fixed Income veteran with over 14 years of experience in trading and portfolio management. I currently hold my Series 7, 63 and 66 designations.

Tags for this Online Resume: St. Louis, Chicago, Fixed Income Trading, Portfolio Management, Series 7, series 66

Portfolio Administrator

Experienced Portfolio Administrator. Expertise in Equity, Fixed Income and High Yield Securities. Fiserv Checkfree APL proficient. Series 7 and 55

Tags for this Online Resume: Reconciliation, Trading, Trade Discrepancies, Series 7, Series 55, Daily Cash

Client Relationship Manager

Assist Financial Advisor with client relationships.

Tags for this Online Resume: Series 7 Licensed, Client relations

Featured Profile

Director of Development

A “top tier” and experienced economic development expert who is able to build consensus utilizing exceptional communication. Championed international initiatives and influenced businesses in Europe to relocate to Florida, which revitalized the economy of several communities. Identified organizational weaknesses, created process improvements and developed plans encompassing strategy, budget development/administration and pr...

Ideal Companies: Taylor Made, Nike, Wells Fargo, Bessemer Trust, Northern Trust, Universities, Large not-for- profits

Tags for this Online Resume: contact management ACT, Outlook, Consensus Builder, Thinks outside the box, Vice President, VP, Director, Development, Administration, Project Manager, Project Management, Strategy, Banking, Finance, Advisor, Financial Manager, Finance Manager, Executive Director, Executive Vice President, EVP, Chief Financial Officer, CFO

Featured Profile

Financial Advisor, Dallas

To be a dynamic influence on a business through ethical leadership and decision making by utilizing tools attained through education, training and experience

Tags for this Online Resume: consulting, financial, advisor, series 7, series 65, wholesaler

Advertising Sales Agent

Tags for this Online Resume: team oriented, series 7, customer relationship, marketing, adaptive, multi-tasker

Featured Profile

Featured Profile

Business Development, Marketing Excellence

Broad-based business development background, encompassing exceptional work ethic and commitment to organizational objectives within a highly competitive and rapidly changing marketplace. Exceptional verbal, written, presentation and negotiation skills

Ideal Companies: Apple, Cisco, SAP, Experian, Intaact, Visa, Hewlett Packard, IBM, Corelogic, Oracle, FICO, Pitney Bowes, First Data Corp, Western Digital, Corelogic, Equifax, Microsoft, Infosys, FI SERV

Tags for this Online Resume: Account Manager, Sales, Financial, Marketing, Business Development, Software, Telecom, Investment, financial advisor

Financial Services/Compliance - Extensive experience-Securities licenses

Thank you for reviewing my attached resume which will provide you with a synopsis of my extensive experience in the Securities Industry. Most specifically in the Compliance area, but also in sales/operations, which I believe is an asset when working with registered representatives. As you will see I currently hold the following licenses: NASD Series 7, 24, 51, 63, 65 and LHVA. Feel free to contact me with further inquir...

Financial Services, Portland, OR

Join a team environment within the financial services industry where I could use my experience and strengths to add value and grow within a respected organization. Very interested in investment analysis and research. Currently hold Series 7 & 66 licenses as well as OR life and health insurance.

Financial Advisor

Tags for this Online Resume: retirement, investments, series 7, annuities