Found 89,405 Financial Advisor resume examples
Work Experience:
- Divorce Financial Planner, Divorce Financial Strategy, Ithaca, NY, Feb 2009 - Current
- Financial Advisor, AVP, Merrill Lynch Global Wealth Management, Ithaca, NY, Apr 2005 - Feb 2009
- Merrill Lynch Global Wealth Management, 2008 - 2008
- ...
Education:
- Sales & Marketing, Hired Ithaca College interns
Work Experience:
- Licensed Real Estate Agent - Real Estate Advisor, The Keyes Company, Miami, FL, Dec 2023 - Current
- President - Owner, KCS 1022 Corp, Miami, FL, Jul 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:
- Financial Aid Coordinator, ACADEMY COLLEGE, 2010 - Current
- Financial Advisor, 2007 - 2010
- Financial Counselor, METLIFE RESOURCES-CITISTREET, 1998 - 2007
- ...
Education:
- Education, Graduate, College for Financial Planning
- sales, Bachelor of University Studies, University of New Mexico
Work Experience:
- Operations Manager and Financial Controller, Rexford Capital , Miami Beach, Florida, May 2014 - Current
- Systems Consultant and Development, A2A Cloud, London, England, Jan 2017 - Current
- Senior Registered Client Associate/Branch Manager’s Assistant, Deutsche Bank Securities, Inc., Palm Beach, Florida, Jun 2010 - May 2014
- ...
Education:
- Associates Degree, Katharine Gibbs School/New York, NY, New York, NY
Work Experience:
- Financial Control Analyst, Florida Office of Financial Regulation, Bureau of Securities Regulation, Fort Lauderdale, FL, Mar 2007 - Current
- Licensed Personal Financial Representative / Personal Banker, Washington Mutual Bank, Washington Mutual Financial Services, Deerfield Beach, FL, Jul 2005 - Mar 2007
- Financial Advisor, Morgan Stanley, Miami, FL, Apr 2004 - Jul 2005
- ...
Education:
- M.B.A., American Intercontinental University, Fort Lauderdale, FL
- B.S.B.A. in Finance, The American University, Washington, DC
- ...
Work Experience:
- Registered Client Associate Wells Fargo Advisors Latin America, WELLS FARGO ADIVSORS LLC, Miami, FL, Jul 2010 - Current
- AML Compliance and Control Manager, CITIBANK NA. TAMPA, May 2010 - Jun 2010
- CITIGROUP, 2000 - Dec 2008
- ...
Education:
- BACHELOR OF SCIENCE in ACCOUNTING, Universidad De Buenos Aires Argentina
Work Experience:
- Investment Financial Specialist, JPMorgan Securities, Mar 2010 - Current
- JPMorgan Securities, San Antonio, TX, 2003 - Current
- Production Manager, JPMorgan Securities, Jul 2008 - Dec 2009
- ...
Education:
- B.S. in Business Administration, University of Phoenix, San Antonio, TX
Work Experience:
- Research Financial Analyst, Baylor Research Institute, Dallas, TX, Nov 2010 - Current
- Business Systems Analyst, Thomson Reuters, Carrollton, TX, Oct 2007 - Nov 2010
- Tax Support Representative, Thomson Reuters, Carrollton, TX, Sep 2006 - Oct 2007
- ...
Education:
- B.A. in Business Administration, New Mexico State University
- Masters of Business Administration in Accounting and Finance, University of Dallas
Work Experience:
- Financial Services Specialist, Mars Chocolate N.A, Hackettstown, NJ, Jun 2008 - Dec 2009
- Wealth Management - Intern, Merrill Lynch, Edison, NJ, Jul 2007 - Mar 2008
- Call Center Representative, Synergy Bank, Matawan, NJ, Jun 2006 - Jul 2007
- ...
Education:
- B.S. in Finance, Rutgers University, Newark, NJ
- A.S. in Business Administration, Middlesex County College, Edison, NJ
Work Experience:
- Chief Financial Officer, C3 Communications, LLC, Suwanee, GA, Aug 2012 - Current
- Financial Advisor, Wells Fargo Advisors, LLC, Duluth, GA, Dec 2010 - Jun 2012
- President/Owner, Southern Substrates & Synthetics, Suwanee, GA, Aug 2003 - Oct 2010
- ...
Education:
- WEGL campus radio announcer
- Bachelor of Science in Finance, Auburn University, Auburn, AL
Work Experience:
- FINANCIAL AID COORDINATOR, Academy College, 2010 - Sep 2011
- FINANCIAL ADVISOR, M&I Wealth Management, 2007 - 2010
- Financial Counselor, Metlife Resources/Citistreet, May 1998 - Oct 2007
- ...
Education:
- Education, Graduate, College for Financial Planning
- Bachelor of University Studies, University of New Mexico