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Online Resumes with "series7"
Financial Specialist - 15 Years of Experience - Near 42366
Bank Licensed Financial Specialist Series 7, 63 & 65 Health, Life and Variable Life
Tags for this Online Resume: Licensed Financial Specialist
Personal Financial Advisor - 20 Years of Experience - Near 33414
To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.
Tags for this Online Resume: Securities, Annuity, Bookkeeper, Insurance, Series 24, Series 63, Series 7
Personal Financial Advisor - 5 Years of Experience - Near 97304
QUALIFICATIONS * Over 11 Years of experience in financial industry * Proven ability to increase sales and revenue * Series 7, 63, 66 licensed. Oregon Life, Health, Variable, Property and Casualty * Highly knowledgeable in all product areas * Proficient in Microsoft Word, Excel, Power Point, Netx360, Thomson One, Smart Office, and NaviPlan
Tags for this Online Resume: Financial, Financial Industry, Marketing Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Sales, Sales Increase, Series 63
Financial Engineering - 4 Years of Experience - Near 10021
SKILLS SUMMARY * Passed CFA Level 1 December 2015 exam, FINRA Series 7, Series 63, Series 5 and Series 57
Tags for this Online Resume: Equities, Fixed Income, Bloomberg, Investment Opportunities, Macro (Predefined Code), Risk Analysis, Structured Query Language, Universe, Arabic Language, C++ Programming Language
Insurance Sales Representative - 20 Years of Experience - Near 60970
exiting insurance sales after 37 years in the market. remaining in the industry is still an option but not necessarily a preference. I have a successful track record in the business marketplace but am skeptical of the future insofar as brokerage of insurance products (e.g. group health, etc) is concerned. I am more interested in upward mobility than present guarantees.
Ideal Companies: self-employed
Tags for this Online Resume: attitude, communication, punctuality/presence
Personal Financial Advisor - 20 Years of Experience - Near 76006
Desire high level financial advisor position working with multimillion dollar accounts.
Tags for this Online Resume: Dallas finance investments high level, Financial, Annuity, Certified Financial Planner, Insurance, Life Insurance, Planning, Series 7
Financial Specialist - 10 Years of Experience - Near 28226
Progressive and experienced professional with a 10 year background in investment, insurance, banking, lending and retirement/financial planning. I am seeking a position in the Financial Services industry within the areas of account management, compliance, wholesale, portfolio analysis and process improvement.
Tags for this Online Resume: cfp, series 7, wealth , chfc, investment , insurance, clu, territory sales, Consultative Sales, Sales, annuity
Vice President - 20 Years of Experience - Near 83713
SUMMARY Over 25 years of business, financial and sales management experience specializing in the telecommunication industry. I excel at developing, executing and implementing fiber optic and wireless broadband networks, as well as executive presentations, financial planning/projections, budget development/management and working with multiple business units, staff members and organizations. I take great pride in loyalty and ...
Tags for this Online Resume: Bonds, Financial, Insurance, Investment Services, Mutual Funds, Series 63, Series 7, Services, Management, Request for Proposal, Telecommunications, FTTx
Managing Director- 19 Years of Experience - Near 02186
Looking for a management opportunity whereby I can leverage my communication, team building, sales and management skills learned over a nearly 20yr career to take an organization to the next the level. Ready to start energetically a new career path!
Tags for this Online Resume: Back Office, Derivatives, Equity, Management, Risk Management, Science, Series 7, Investor relations, Trading
Financial Specialist - 20 Years of Experience - Near 11787
Tags for this Online Resume: Equity, Fixed Income, High Yield, Microsoft, Microsoft Office, Series 53, Bloomberg, Series 7
Loan Officer - 7 Years of Experience - Near 10589
SUMMARY OF QUALIFICATIONS Self-motivated professional with an eagerness to contribute and put into application the extensive knowledge and expertise acquired in the area of finance and investments. Highly skilled in financial services, new business development, client care and needs assessment, investment research, portfolio management, economics, banking, and business strategies/policies. Proactive leader with refined busi...
Tags for this Online Resume: Management, Real Estate, Services, Banking Industry, Investment Opportunities, Market Research, Referrals, Research, Series 7, Equity
Financial Specialist - 20 Years of Experience - Near 66210
Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and exte...
Tags for this Online Resume: Fixed Income, Management, Security, Forecast, Sales, Financial, Financial Management, Insurance, MBS, Planning, finance, TRADER
