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Online Resumes with "series7"
Financial Advisor
Tags for this Online Resume: financial services, series 7, marketing, consulting, consulting, branding, branding, seminars, seminars
equity trader/sales trader
to find a career as either a buy side equity trader or sell side sales trader
Tags for this Online Resume: manhattan, brooklyn, queens, series 7, latin america
Experienced Client Relationship/Investment Account Manager & Trading Assistant w/ Series 7 License
To find a longstanding relationship with a financial services firm where I can grow and further my skills and abilities within this field. I'm looking to progress furter in a client services/relationship focused career, such as a financial advisor or financial planner where I can build strong relationships not only with my clients, but also with coworkers and colleagues.
Accountant
My career inspiration comes from healthy living, wealth management and relationships, developing life skills, goal planning, traveling
Tags for this Online Resume: Accounting, Executive Assistance, Finance, Quickbooks, Series 7, Brokerage
Senior Investment Specialist
I am currently assisting a Financial Rep with Northwestern Mutual. I am responsible for all customer service aspects. I handle all of the trading and help with Investment decisions. I use my 20+ years of background to be a valuable employee.
Ideal Companies: REI, US Bank, Robert W Baird
Tags for this Online Resume: Customer service skills, Series 7, Series 66, mentor, initiative, compassion, calm demeanor, Microsoft Excel, Morningstar, Performance reporting
Financial / Treasury Analyst
October 18, 2010 Dear Sir / Madam, I am Hal Srinivas, a financial professional with a combined experience of more than 12 years in Treasury/Cash management. I have completed the CERTIFIED TREASURY PROFESSIONAL CERTIFICATE PROGRAM in 2008 from George Mason University and was a GENERAL SECURITIES REPRESENTATIVE (SERIES 7). I am currently seeking a suitable position that ...
Financial Consultant, Philadelphia, PA
I wish to find a role in sales or HR.
Tags for this Online Resume: Series 7, Sales, Benefits, Chartered Financial Consultant, Management, Insurance
Stock Broker
To advise and counsel clients in defining objectives, examine their current financial structure, propose alternatives and implement change to accomplish their goals.
Tags for this Online Resume: Consultant, Wealth Management , Series 7, stockbroker trainee, investment advisor, financial advisor
Love to learn and be able to use it
I love financial services. I really want to be able to help people make intelligent choices that will prepare them for the future.
Ideal Companies: Ameriprise, American Express, Wachovia, Waddell & Reed, Manning & Napier
Tags for this Online Resume: Marketing, Human Resources, Business Development, Financial Services, Financial Advice
Manager Financial Service Prudential Insurance
Manage financial sales and hire and train. Certified Fincial Planner CFP 30+ years in Senior management/Production
Tags for this Online Resume: Senior VP/Sales Manager, Certified Financial Planner , Series 7,6,63,24,VA,Life Health,P&C
The Titan of Trading
Manages fast paced equity trading area. Performs exceptionally under pressure. Workers thrive under my high energy leadership.
Ideal Companies: Any and all.
CFO, Controller, Tax Manager
Results oriented CPA/MBA with demonstrated strengths in devising innovative and creative solutions to complex problems in Tax, Finance, Real Estate, Investments and GAAP accounting. Resourceful and enterprising business leader who excels in developing and maintaining positive and productive relationships with internal and external stakeholders. A strong leader and motivator with solid managerial experience who excels in tra...