Found 89,405 Financial Advisor resume examples
Work Experience:
- Executive Assistant to Financial Advisor/Owner, Burba, Cole & Overstreet LLC, Carlsbad, NM, Feb 2010 - Oct 2011
- Legal Assistant, Office Team, Tulsa, OK, Jun 2008 - Dec 2008
- Legal Assistant, GlassWilkin PC, Tulsa, OK, Apr 2007 - May 2008
- ...
Work Experience:
- Revenue Cycle Organization Financial Advisor, Intermountain Healthcare, Salt Lake City, UT, Oct 2010 - Current
- Medicare Customer Service Rep. and Account Manager, UHG/Bank of America, Convergys, Taylorsville, UT, Oct 2009 - Oct 2010
- Cashier, CheckSmart, Salt Lake City, UT, Jan 2009 - May 2009
- ...
Work Experience:
- Financial Advisor, Wealth Management Group, Wells Fargo Advisors, Waukesha, WI, 2009 - Current
- Senior Client Advisor, Black Rock Capital Partners, Elm Grove, WI, 2007 - 2009
- Officer and Senior Vice President, Institutional Sales, Mutual of America Capital Management, Milwaukee, WI, 2003 - 2007
- ...
Education:
- Master of Business Administration in Finance & Investments, Marquette University, Milwaukee, WI
- Bachelor of Arts, University of Wisconsin, Whitewater, WI
Work Experience:
- Financial Advisor Assistant and Registered Representative, EGFAS / FSC, 2012 - Current
- New York Life Insurance Company & Nylic Securities, 2009 - 2011
- Western Southern, Financial Services Assistant, 2008 - 2008
- ...
Education:
- Bachelors of Science, Osmania University, Osmania University, ANDHRA PRADESH, IN
Work Experience:
- Independent Financial Advisor/Registered Investment Advisor, Raymond James Financial, Colorado Springs, CO, 1995 - 2011
- Senior Investment Consultant, Colorado Springs, CO, 1992 - 1995
- Account Executive, Morgan Stanley, Colorado Springs, CO, 1984 - 1992
- ...
Education:
- B.A. in Business Administration and Economics, St. Ambrose University, Davenport, IA
Work Experience:
- Licensed Life Insurance Agent/ Financial Advisor, National Agent Alliance, Burlington, NC, Dec 2011 - Current
- Moorpark College, Moorpark, CA, Jun 2009 - Current
- Sales representative-Chain Department, Allied Beverages, Sylmar, CA, Jan 2011 - Nov 2011
- ...
Education:
- Bachelors of Science in Criminal Justice, California Lutheran University, Thousand Oaks, CA
- Saginaw Valley State University, Saginaw, MI
- ...
Work Experience:
- Insurance and financial Advisor, AXA company - Morocco, Mar 2010 - Jun 2012
- Customer service representative - Technical assistant, SITEL - Morocco, Oct 2008 - Mar 2010
- Trainer of Communication skills and French language for technician level, IGITA private school, Sep 2008 - Oct 2008
Education:
- Associate in computer systems and networks, Specialized Institute of Applied Technology
- High school diploma, Al Mohammadia High School
Work Experience:
- Financial Advisor, Series 7, 66 Licensed, Morgan Stanley Smith Barney, Menlo Park, CA, Jun 2010 - Current
- Junior Associate/Intern, Merrill Lynch, Menlo Park, CA, Nov 2009 - May 2010
- Business Partnerships Intern, San Francisco 49ers, Santa Clara, CA, Jun 2008 - Aug 2008
Education:
- Bachelor of Science in Economics, The Wharton School, University of Pennsylvania, Philadelphia, PA
Work Experience:
- Financial Advisor, AAMS ( Accredited Asset Management Specialist ), WELLS FARGO ADVISORS, LLC, New York, NY, 2011 - Current
- Owner and President, NYC WINDOW DESIGNS, INC, New York, NY, 2007 - 2011
- Investment Relationship Manager, FIRST REPUBLIC SECURITIES CO., LLC, New York, NY, 2003 - 2007
- ...
Education:
- BA in Political Science, Villanova University, Villanova, PA
- Richmond College, London
Work Experience:
- Financial Consultant, M&T SECURITIES, Harrisburg, PA, 2006 - 2010
- Financial Advisor, MORGAN STANLEY, Lancaster, PA, 2003 - 2006
- Major Account Executive, SPRINT LONG DISTANCE, Camp Hill, PA, 1999 - 2003
- ...
Education:
- BSIE MBA Auto technology in Industrial Engineering Master of Business Admin Automotive Technology, Pennsylvania State University HACC, University Park, PA
- BSIE in Industrial Engineering, Penn State Univerversity, University Park, PA
Work Experience:
- Financial Advisor, Team Leader, Corporate Clients, Merrill Lynch, Omaha, NE, 2011 - 2012
- Vice President of Sales, Manager Private Client Services, First National Bank, Omaha, NE, 2007 - 2010
- Vice President, Private Client Manager, Wells Fargo, Omaha, NE, 2003 - 2007
Education:
- MBA in Finance & Economics, Bellevue University, Omaha, NE
- B.S.B.A. in Business Administration, Bellevue University, Omaha, NE
- ...