Found 89,405 Financial Advisor resume examples
Work Experience:
- Research Associate, UBS Financial Services, Farmington Hills, MI, Feb 2012 - Current
- Credit Analyst, H.J. Oldenkamp Co., Warren, MI, Oct 2011 - Current
- Head Lacrosse Coach, Middle School, Bloomfield Hills, MI, Jan 2011 - Aug 2011
- ...
Education:
- BA in Finance and Natural Sciences, Michigan State University- Eli Broad College of Business, East Lansing, MI
Work Experience:
- Licensed Real Estate Agent - Real Estate Advisor, Affiliated Agent, The Keyes Real Estate Company, Miami, FL, Dec 2023 - Current
- President - Owner, KCS 1022 Corp, Miami, FL, Jun 2019 - Dec 2023
- Vice President, Branch Manager, JPMorgan Chase Bank - Chase Private Client, Miami, Fl, Mar 2011 - Jun 2019
- ...
Education:
- Bachelor of Arts, International Relations, Florida International University
- Executive Certificate in Leadership & Management, University of Notre Dame, Mendoza College of Business
Work Experience:
- Global Investment Services Associate, Bank of New York Mellon, Philadelphia, PA, 2010 - Current
- Portfolio Trading Supervisor, Nuveen Investments, Radnor, PA, 2007 - 2009
- Portfolio Trader, Nuveen Investments, Radnor, PA, 1999 - 2007
- ...
Education:
- B.S. in Marketing, Pennsylvania State University, University Park, PA
Work Experience:
- Financial Aid Leader, Paul Mitchell The School, Jul 2011 - Current
- AIU Houston Campus, Sr. Financial Advisor, Financial Aid, Houston, TX, Jun 2003 - Jul 2011
- Representative, Financial Aid, Dec 1999 - Jun 2003
- ...
Education:
- Bachelor of Science in Business Administration, University of Phoenix
- Diploma, Texas School of Business
- ...
Work Experience:
- Financial Aid Assistant, Johnson & Wales University, Sep 2009 - Aug 2010
- University Tour Guide/Student Assistant, Johnson & Wales University, Miami, FL, Feb 2008 - Aug 2008
- Personal Assistant, Triangolo Professional Group, Inc, City of Sunrise, FL, Jun 2002 - Aug 2006
Education:
- MBA in Marketing & Finance, Johnson & Wales University, Providence, RI
- Sales Associate, Johnson & Wales University, North Miami, FL
- ...
Work Experience:
- Sr. Financial Advisor, Advanced Financial Planning, Spring, TX, Jul 2011 - Current
- Exclusive Financial Specialist - (Registered Representative), Allstate Financial Services LLC, Houston, TX, Jun 2008 - Jul 2011
- Principal, Financial Group, Houston, TX, Apr 2006 - May 2008
- ...
Work Experience:
- Student Accounts/Financial Aid Advisor, National University, Aug 2005 - Nov 2011
- Human Services Grants Coordinator II, Illinois Department of Commerce and Economic Opportunity, Aug 1990 - Sep 2004
- Voucher Coordinator, Mayor's Office of Employment and Training, City of Chicago, Chicago, IL, Feb 1987 - Aug 1990
- ...
Education:
- Bachelor of Science in Science Business Management and Administration, University of Illinois at Chicago, Chicago, IL
Work Experience:
- Senior Financial Analyst, ATLAS AIR, New York, NY, 2009 - Current
- Senior Consultant, ERNST & YOUNG, Barcelona, Barcelona, 2008 - 2009
- Personal Banker, JPMORGAN CHASE, New York, NY, 2005 - 2006
- ...
Education:
- MBA in General Management, IESE BUSINESS SCHOOL, Barcelona, Barcelona
- Bachelor in Finance & Economics, FORDHAM UNIVERSITY, New York, NY
Work Experience:
- Intermediate Accountant/ Financial Analyst, Samuel Strapping Systems, Feb 2012 - Sep 2012
- Financial Planner-P/T, J&R Financial Services, 2007 - 2011
- Management Consultant, J&R Financial Services, 2004 - 2011
- ...
Education:
- CMA in Financial Accounting, Cost Accounting, Business Statistics, University of Calicut
- Bachelor of Commerce in Financial and Management Accounting, University of Kerala
Work Experience:
- Financial Analyst & Business Development, Harding Lane Inc, Boston, MA, Feb 2012 - Current
- Investment Specialist, BNY Mellon Wealth Management, Boston, MA, Oct 2010 - Feb 2012
- Boutique Investment Banking Analyst Intern, Consilium Partners, Boston, MA, Sep 2009 - Mar 2010
- ...
Education:
- Bachelor of Science in Business Administration, University of Vermont, Burlington, VT
- History, University of St. Andrews, St. Andrews
Work Experience:
- Financial Service Representative, SunTrust Bank, Atlanta, GA, Aug 2010 - Current
Education:
- Bachelor of Arts in Political Science , University of Georgia
- Associate of Science in Business Administration, Georgia Perimeter College , Dunwoody, GA