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Online Resumes with "series7"
investment banking Associate, Boston, MA
Looking for a challenging position in a company that will allow me to grow and utilize my skills.
Tags for this Online Resume: investment banking associate, series 7, municipal bonds, municipal market, bond sales, bond trading
Financial Services Sales Agent
Tags for this Online Resume: Bridgeview Bank, Microsoft Office , Equity Trader , Equity Trader , Excel, Excel, Salesforce, Salesforce, Series 7, Banking
Administrative Assistant - 20 Years of Experience - Near 33467
I have worked as a Series 7 registered sales assistant for 28 years to wealth managers
Tags for this Online Resume: Series 7 sales assistant
General Manager - 15 Years of Experience - Near 00927
Top Performing Lawyer and Creative Producer with over 15 years of experience. Proven Track record in managing law and insurance offices, as well as creating outstanding employee engagement programs. Committed to developing and fostering organizations through training and coaching. Looking for a company where I can impact the results, and the culture of the organization while continuing to grow in responsibilities and scope.
Ideal Companies: NBC, CBS, ABC, HBO, Metlife, Prudential, AIG, Capitol films, Universal Studios, Pixar, MGM
Tags for this Online Resume: Director, Operations, Management, creative, producer, insurance, law, spanish, Advertising, Leadership
VP of Global Client Operations
To obtain a position as a Financial Services Executive with a global presence where I can use my expertise to help the business become more efficient by motivating colleagues, identifying areas that need cost reduction and convincing advisors to grow business in the correct direction to optimize potential. As a professional Financial Services Executive with over 18 years of experience in the field, I feel I am well-positio...
Tags for this Online Resume: Cost Reduction Identification, Minimizing Risk, MBA Graduate , Analyzing Operational Data, Series 7,63,24,4,5,3,&34, Managing & Forecasting Budgets
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
Administration, Operations, All Around Go To
An experienced operations and administration management professional with a solid background in strategic marketing and start-up operations. With executive level sales experience and customer relations skills, my credentials include the head function of human resource management and the supervision of 8-20 staff members.
Ideal Companies: Google, Yahoo, Federated, Chick-Fil-A, Coca-Cola
Tags for this Online Resume: research, editing, writing, administration, operations
President/Financial Planner
I have been a commissioned financial planner for 21 years and have grown from cold calling to President of my own company over those years. I have done just about everything my industry has to offer very well and I am looking to use my two plus decades of industry knowledge in finance, economics, and the biotech world to embark on my next career challenges.
Ideal Companies: Financial venture capital, pharmaceutical or biotech.
Tags for this Online Resume: finance, economics, sales, management, biotech, pharmaceutical, financial modeling/planning
Financial Planner - 12 Years of Experience - Near 19475
Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments wh...
Tags for this Online Resume: Retirement, Mutual fund, Insurance, Series 7, CFP, Series 63, Philadelphia Area, Series 6
Insurance Sales Manager - 20 Years of Experience - Near 74102
Financial services sales with 20+ years of experience in both retail and wholesale sales positions. Aiming to use my sales and communications skills and my knowledge of advanced estates planning strategies in a high level financial sales situation. Possess an MBA in finance and hold Life, Annuity and Health insurance licenses, along with securities licenses Series 7, Series 24, Series 63, Series 65.
Tags for this Online Resume: Mid-west, Series 7, Series 24, Life Insurance, Variable Annuity, Series 65
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.
Vice President - 20 Years of Experience - Near 14094
I am looking for an opportunity to transition from banking/financial services into technology or other industry. I am a seasoned professional with many skills that are outlined in my Executive Summary and Resume. I am excited to find a company I can grow with.
Ideal Companies: Technology, Manufacturing and Service
Tags for this Online Resume: Buffalo, Microsoft, Payroll, Analysis, Sales, Excel, Project, Cloud, Finance, Insurance
