Financial Advisor Resume Samples

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financial advisor  Resume Example
Financial Advisor Resume Samples
Work Experience
  • Business Development Manager, HCL (Oct 2007 - Sep 2008)
  • Senior Product Manager, Microsoft (Oct 2004 - Sep 2007)
  • Account Manager II, Oracle (Jun 2002 - Sep 2004)
  • Financial Services Associate, Prudential (Aug 2009 - Feb 2010)
  • Financial Advisor, Morgan Stanley (Mar 2010 - Mar 2011)
Education
  • MBA, University of San Francisco (Jan 2009 - May 2010)
  • BS Microbiology & Biochemistry, CalPoly San Luis Obispo (Sep 1991 - Jun 1996)
  • High School, St. Ignatius College Preparatory (Sep 1987 - Jun 1991)
senior financial advisor Resume Example
Senior Financial Advisor Resume Samples
Work Experience
  • Senior Financial Advisor, CR & Cie. Schäftlarn, Germany (Jun 2011 - Present)
  • Sales and Marketing Manager And Financial Advisor, FM Downes & Co. Brokers (Feb 2002 - Mar 2010)
  • Various Employments (Jan 1995 - Jan 2002)
Education
  • Professional Diploma in Financial Advice, Life Assurance Association of Ireland (2002 - 2005)
  • §34f GewO. - Financial & Investment Dealing License for Germany, German Chamber of Commerce (Region Stuttgart (Jan 2011 - Jan 2013)
  • ECDL, Private Studies, Ireland (Jan 2004)
financial advisor  Resume Example
Financial Advisor Resume Samples
Work Experience
  • Financial Advisor, Opus Advisory Group, PAS (Jan 2000 - May 2011)
  • Field Manager (Jan 1992 - Dec 1999)
  • Sales Agent (Sep 1990 - Jan 1992)
  • Army/Soldier, United States Military (Sep 1983 - Sep 1985)
  • Financial Advisor, NRL Wealth Creation Strategies ,PAS (May 2011 - Present)
Education
  • Master of Business Administration , St. Thomas Aquinas College (Sep 1997 - Jun 1999)
  • Bachelor of Science in Business (Sep 1988 - Jun 1990)
  • Associate In Applied Science (Jan 1986 - Jan 1988)
financial advisor Resume Example
Financial Advisor Resume Samples
Work Experience
  • Financial Advisor, Hill Financial Group, LLC and Strategic Planning Group (Jun 2010 - May 2012)
  • Financial Advisor, Ameriprise Financial Services, Inc (Oct 2008 - Jun 2010)
  • Financial Advisor, Citi Smith Barney (Jul 2004 - Sep 2008)
  • Global Account Executive/Product Services Manager, The Princeton Review (May 2001 - Jun 2003)
  • Dean of Admission and Financial Aid, Schreiner University (Aug 1996 - Apr 2001)
Education
  • Terry College of Business , The University of Georgia (Apr 2004 - Present)
  • Stetson School of Business and Economics, Mercer University (Jun 1996 - Present)
  • Stetson School of Business and Economics, Mercer University (Jun 1989 - Present)
İndependent accountant and financial advisor  Resume Example
İndependent Accountant And Financial Advisor  Resume Samples
Work Experience
  • İnterviewer, Ipsos (Jan 2012 - Jun 2012)
  • General Service Man, Birlik Plastic İstanbul (Sep 2010 - Sep 2011)
  • İndependent Accountant and Financial Advisor , Gökmen Ardıç  (Nov 2015 - Feb 2016)
Education
  • High School, Kırımlı Fazilet Olcay High School (Sep 2008 - Sep 2012)
  • Lısans, Unıversity of Yalova (Sep 2012 - Sep 2016)
Skills:

Computer Knowlege, English Language level A2 

financial advisor Resume Example
Financial Advisor Resume Samples
Work Experience
  • Mid-Atlantic Sales Representative, Shifman Mattress Company (2005 - 2012)
  • Senior Account Executive, Rockland Industries, Inc (1994 - 2005)
  • Financial Advisor, Chesapeake Securities ()
  • District Sales Mgr/ Account Exec, Rugby Pharmaceuticals (1979 - 1991)
Education
  • Bachelor's, University of Maryland (1973 - 1977)
Skills:

High impact sales presentations, Account Management, Business Development

financial advisor Resume Example
Financial Advisor Resume Samples
Work Experience
  • Financial Advisor, Morgan Stanley (2013 - Present)
  • Consultant, CEL Services (2012 - 2013)
  • Engagement Manager, A.U.S. Inc (2006 - 2012)
  • Technical Analyst/ Engagement Lead, AGM (2003 - 2005)
  • Assistant Project Manager, U.S. Department of Defense (2001 - 2003)
Education
  • EMBA Management, Villanova School of Business (Jan 2011 - Jan 2013)
  • M.Sc, San Diego State University (1998 - 2002)
  • BSc, University of Vermont (1993 - 1997)
financial advisor Resume Example
Financial Advisor Resume Samples
Work Experience
  • Financial Advisor, Edward Jones (2009 - 2009)
  • Senior VP Research Analyst/Head of Financials Coverage, Kaufman Bros., L.P. (2007 - 2008)
  • Partner/Senior Research Analyst, ThinkEquity Partners, LLC (2005 - 2007)
  • Senior Vice President/Senior Research Analyst/Co-Director of Research, Brean Murray & Co., Inc. (2001 - 2005)
  • General Partner and Portfolio Manager, Universal Gateway Fund, L.P. (1999 - 2001)
Education
  • MBA, Seton Hall University ()
  • BA, The George Washington University ()
financial advisor Resume Example
Financial Advisor Resume Samples
Work Experience
  • Financial Advisor, Western Financial Planning Corp (Aug 2010 - Apr 2011)
  • Financial Advisor, Aaron Hungerford, CPA (Apr 2009 - Aug 2010)
  • Financial Advisor, Morgan Stanley (Jul 2008 - Apr 2009)
  • Mortgage Broker/Sales Manager, SouthWest Equity Mortgage (Jan 2006 - Jul 2008)
  • Mortgage Broker/Sales Manager, Citywide Financial Corp. (Nov 2004 - Jan 2006)
Education
  • Bachelor, ITESM Campus Monterrey (Jan 1999 - Dec 2002)
  • Certificate, École des Hautes Études Commerciales (Jun 2000 - Aug 2001)
Skills:

Relationship Sales, Finance, Customer Relations, Real Estate Financing, Relationship Management

financial advisor Resume Example
Financial Advisor Resume Samples
Work Experience
  • Business coordinator, MSU Fallfest Cattle Festival (Oct 2009 - Oct 2010)
  • Financial advisor, Annual Christmas Cheese Sale (Dec 2009 - Dec 2010)
Education
  • Honors , Michigan State University (Aug 2009 - present)
Skills:

Languages

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