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Online Resumes with "series7"
Financial Manager - 20 Years of Experience - Near 78737
He is an accomplished dynamic wealth management professional with extensive experience in investment consulting operational support management and customer service. He has been recognized by his both supervisors and peers as a confident and capable individual who personifies the traits of integrity and tenacity. He works well in both individual and team-oriented situations and demonstrates the drive and desire to secure the...
Tags for this Online Resume: Finance, Leadership, Management, Marketing Management, Series 65, Sales, Sales Increase, Securities, Series 63, Series 7, Texas Life and Health Ins. Lic.
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
Sales Manager - 20 Years of Experience - Near 72211
Career Summary
Tags for this Online Resume: Procurement, Receivables, Dec, Financial, Insurance, Life Insurance, Long Term Care, Series 7, Accounts Payable, Advertising
Not Listed
Professional Summary Solutions-driven, detail-oriented Analyst, with 4+ years of experience in impacting decision-making with keen understanding of business intelligence, analytics, and data modeling Qualifications * Series 7 & 66 Licensed * SAP Business Objects, SAS, Oracle, MS SQL, MySQL, Sequel Pro, NetSuite, DOW, Morningstar, Bloomberg, WMW, PeopleSoft, Salesforce, Planview, Tableau, Access, Qlikview, TIBCO Spotfire, IB...
Tags for this Online Resume: Business Intelligence, Data Management, Database, Financial Model, SQL, Strategy, Operations, Analyst, Associate, Product, Corporate
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
Controller - 14 Years of Experience - Near 43081
Summary of Qualifications Regulatory Reporting, Risk, Pricing, Banking, Financial and Energy professional with experience producing strong and sustainable results. Experience with Regulatory Reporting for Y-14M and Y-14A. Completed CFA Level II - 2007. CPA Examinations (Kenya). Series 7 and Series 63. Proven background evaluating business operations and introducing efficiency improvements. Solid analytical reporting, invest...
Tags for this Online Resume: Liquidity, Management, Pricing, Structured Query Language, Bloomberg, Credit Information, Documentation, Risk Analysis, Microsoft, Microsoft Office
Sales Representative - 19 Years of Experience - Near 25801
I seek employment with a reputable company with best in class products. I'm interested in opportunities that will enable me to utilize my local market knowledge, educational background, and selling skills to successfully launch and grow new products in innovative markets.
Tags for this Online Resume: Sales, Inventory, Insurance, Pharmaceutical, Series 63, Series 7, Telemarketing, Accounting, Billing, Business Acumen
Financial Manager, Branch or Department - 20 Years of Experience - Near 08096
Professional Summary Professionally licensed FINRA sales supervision individual with a 46 year history of achievement in the Securities Industry with a working knowledge of Rules And Regulations put forth by FINRA and the SEC pertaining to all facets of our industry.
Tags for this Online Resume: Sales, Recruiting, Series 7, Securities, Electronics, FACETS, Forth Programing Language, Human Resources, Management, SEC
Sales VP - 9 Years of Experience - Near 07932
I have been in the financial services industry working as a financial wholesaler for the last 7 years. I am interested in External and or hybrid wholesaling opportunities.
Tags for this Online Resume: Series 7, Wholesaler, New Jersey, Connecticut, Pennsylvania, Regional Vice President, Sales, Territory Sales, Annuity, Lead Generation, 401k, Series 63, Retirement Services
Financial Analyst - 15 Years of Experience - Near 89104
To be of service by contributing my skills to the firm and by developing the skills of my teammates; to share my ample experience with the team in order to create the optimum customer experience of the firm's products and services for maximum shareholder value and longevity of the firm.
Ideal Companies: Gaming, Healthcare, Consumer products, Hospitality
Tags for this Online Resume: Financial Analyst, budget, allocation, skills, policies, profitability, organized, financial reporting, statistics, databases, communication skills, deadlines, problem solving skills, templates, MBA, budgeting software, reporting, quantitative, portfolio, leadership, stakeholder, driven, Sarbanes Oxley, planning, investment, probabilities, SEC, ad hoc, market share, Porter, capital, gaming license, define problems, return on investments, lease versus purchase, documentation, revenue, technical, financial, legal, Spanish, business management, cost estimating, process improvement, CFA, goals, forecasts, GAAP, taxes, feasibility, SQL
Financial Manager, Branch or Department
CAREER SUMMARY * Investment professional with experience which includes compliance, sales supervision, fixed income portfolio management * Developed a database driven process that resulted in a 95% timesaving in uploading portfolios (Mercantile Bank) * Converted MS Excel account reconciliation process to a MS Access system resulting in a 99% time saving (Louisiana School Employees Retirement System)
Tags for this Online Resume: Series 7, Commodities, Database, Futures, Cash Flow, Compliance, ABS, Account Reconciliation, Analytical Skills, Annuity
Managing Director - 20 Years of Experience - Near 11768
Qualifications Summary Analytical and seasoned operations professional with a deep investment banking background that is an expert in financing and hands-on quarterbacking the process of taking companies public through a variety of vehicles such as IPOs, direct listings, mergers and * Middle-market, boutique investment bank with a focus on the U.S. and Greater China * Current Series 7, 24, 63, and 79 securities licenses * S...
Tags for this Online Resume: Banking Industry, Debt, Investment Banking, Accounting, Acquisitions, Due Diligence, Mergers, M&A, Private Equity, Advertising, CFO, Director, Strategy, Fund Management, Casinos & Gaming
