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Online Resumes with "series7"
General - 18 Years of Experience - Near 85097
PROFESSIONAL SUMMARY: Compliance, Sales Supervision and Financial Services professional with more than 18 years of experience. Holds the Series 7, 9, 10, 63,66, Life, Health and Annuity licenses.
Tags for this Online Resume: Compliance, Financial, Policies and Procedures, Insurance, Annuity, Financial Services, CRPC, Sales Supervision, Series 7, SERIES 9 10, SERIES 65, Compliance Officer
Financial Specialist
Tags for this Online Resume: Fixed Income, Futures, Equities, Mutual Funds, Prime, Securities, Bonds, Equity, Series 7
Financial Planner - 20 Years of Experience - Near 06901
Highly experienced results-oriented investment sales executive who has consistently driven revenue and profit growth turned around businesses operations and improved performance of national sales territories in the US Canada and the UK. By creating solutions to customer and market needs and cultivating key account relationships exceeded sales goals led new international initiatives marketed and innovated industry-leading pr...
Tags for this Online Resume: Financial, Mutual Funds, Services, Annuity, Distribution, Financial Services, Management, Product Management, Referrals
Biotechnical Equipment Sales Representative - 9 Years of Experience - Near 60502
A sales and management professional with a track record of resiliency & success * Strategic and tactical business planning to enhance pull through on sales * Transferable sales skillset to district members * Continually out-performing the nation as a sales professional including 4 National President's Club Awards and one Regional Award
Tags for this Online Resume: Consulting, Business Development, Business Planning, Management, Planning, Series 7, Services, Forecasting, P&L, Pharmaceutical Industry
Financial Specialist - 20 Years of Experience - Near 48070
Tags for this Online Resume: Equities, fixed income, Capital Markets, Equity, Fixed Income, Mutual Funds, Series 4, High Net Worth, Financial, Hedge Fund, Series 24, Series 7, Trading, Options Trading
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
Financial Specialist - 8 Years of Experience - Near 60062
Summary of Qualifications Strong Accounting background - Excellent Options knowledge - Financially analyzing Balance and Income Statements - 10q, 10k, 8k Proxy Issue Resolution - Robust Trading History including stock, preferred, debt, and hybrid - Risk System Development for Options Market Making - Algorithm Development for use in Trading and Business - Superb Mathematical skills - Series 7 Renewal Eligibility - Microsoft ...
Tags for this Online Resume: Financial, High Net Worth, Research, Series 7, Valuations, Pricing, A SERIES, Audit, Financial Analysis, Futures
Locomotive Engineer - 20 Years of Experience - Near 03904
SUMMARY OF QUALIFICATIONS Back Office Trading professional with 25+ years of experience in Wall Street industry Series 7 & 63 licensed with in-depth contacts with trading desks and back offices Excellent communicator with strong interpersonal and customer service skills Experienced managing 5 Trade Support Analysts on Boston Stock Exchange Strong analytical and quantitative skills utilized effectively in a fast-paced enviro...
Tags for this Online Resume: Applications, Btam (Telcom Access Methd), Customer Service, Equity, Management, Services, Software, Support, Travel, Communications
Manager - 20 Years of Experience - Near 63304
QUALIFICATIONS PROFILE Efficiency and process flow driven with team work consistently the focus. Proactively work with Team Members to reduce financial risk and meet financial goals. Actively work with others to increase current and future opportunities and remove the barriers to achieve company objectives. Able to perform and welcome the challenges of high volume, high pressure situations to meet Financial Goals Drove * Se...
Tags for this Online Resume: Credit, Analysis, Business Objects, Pricing, Order Entry, Pricing, Management, Credit Analysis, Financial, Financial Statement
Financial Advisor - 20 Years of Experience - Near 02919
financial advisor in bank or credit unions, or salaried position in securities or insurance industry. will consider other teaching or managerial positions. owned several small business.
Tags for this Online Resume: series 7,24,63,9,10, life , owned smal businesses, human relations, teaching, long hours, Securities, Insurance, Operating Room, Series 24, Series 63, Series 7, HARD WORKER
Financial Specialist - 20 Years of Experience - Near 07401
Tags for this Online Resume: Commodities, CT, Derivatives, Equities, Equity, Management, Risk Management, Risk Manager, Series 7
Personal Financial Advisor - 11 Years of Experience - Near 07601
Professional Summary Financial Services Professional successful in supporting world-class sales teams, aligning all initiatives with strategic business goals, operating effectively in demanding environments, and maximizing available resources to attain noteworthy results. Former Army Aviation Officer and construction industry project supervisor who leverages exceptional communication skills to build quality relationships wi...
Tags for this Online Resume: Series 7, Series 66, NaviPlan, Microsoft Office, CRM, Attention to detail, Relationship Management