Financial Consultant Resume Samples

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financial consultant Resume Example
Financial Consultant Resume Samples
Work Experience
  • Financial Consultant, SKP e-Solution Pvt Ltd. (Nov 2007 - Sep 2009)
  • Account Executive, K V Creation Pvt Ltd. (Oct 2003 - Feb 2005)
  • Audit Executive, Sushil Sharma & Co (Sep 2001 - Sep 2003)
  • Controller, SKP e-Solution Pvt Ltd (Apr 2005 - Oct 2007)
Education
  • Bachelor of Commerce, Pune University (Apr 1998 - May 2001)
  • MBA, IMDR (Aug 2007 - Aug 2009)
financial consultant/account executive Resume Example
Financial Consultant/Account Executive Resume Samples
Work Experience
  • Financial Consultant/Account Executive, Fidelity Investments - Garden City, NY (Mar 2009 - Sep 2015)
  • Designated Financial Planning Consultant (DFPC), Fidelity Investments - Rockefeller Center, NY (Apr 2007 - Mar 2009)
  • Financial Planning Consultant , Fidelity Investments - Rockefeller Center, NY (Nov 2005 - Apr 2007)
  • CSR/Financial Representative (FR1) /Investment Representative (FR2), Fidelity Investments - Rockefeller Center, NY (Apr 2001 - Apr 2005)
  • Senior Service Specialist , Fidelity Investments Institutional Services (FIIS) (Aug 1999 - Apr 2001)
Education
  • B.S. Business Management , University of Rhode Island  (Sep 1995 - Jun 1999)
financial consultant Resume Example
Financial Consultant Resume Samples
Work Experience
  • Financial Consultant, OVB Romania (Jan 2009 - Present)
  • Financial Controller, Kaufland Romania (Aug 2006 - Aug 2007)
  • Training & Development Manager, Kaufland Romania (Aug 2007 - Present)
  • Assistant - Finance & Administration Manager, Kaufland Romania (Nov 2004 - Aug 2006)
  • Multilingual Support Technician, Tech Team Global (Jul 2004 - Nov 2004)
Education
  • Master of Business Administration (M.B.A.), Academy of Economic Studies (Oct 2005 - Sep 2007)
  • Bachelor of Business Administration, Academy of Economic Studies (Oct 2000 - Sep 2004)
  • University - Entrance Diploma, German College "J.W.Goethe" (Sep 1988 - Jul 2000)
Skills:

Romanian, English, German, M.S. Office, French

financial consultant / managing director Resume Example
Financial Consultant / Managing Director Resume Samples
Work Experience
  • Financial Consultant / Managing Director, Integrity Asset Management (Jan 2009 - Present)
  • Managing Director, Smart Money Management Group (Mar 2000 - Dec 2008)
  • District Manager, American Express Financial Advisors (Jun 1993 - Feb 2000)
  • Division Vice President / Managing Principal, American Express Financial Advisors (Jun 1986 - May 1993)
  • Financial Advisor, American Express Financial Advisors (May 1980 - Jun 1986)
Education
  • CFP designation, College for Financial Planning (Sep 1984 - Sep 1986)
  • BA, Washington & Jefferson College (Aug 1967 - May 1971)
  • RFC Designation, Int'l. Ass'n. of Registered Financial Consultants (Feb 2004 - Jan 2005)
Skills:

Senior Compliance Officer

financial consultant Resume Example
Financial Consultant Resume Samples
Work Experience
  • Financial Advisor (2009 - 2009)
  • Financial Advisor and Guided Portfolio Manager (2006 - 2009)
  • VP / Branch Manager (2006 - 2006)
  • Owner / Operator, Grandma's Bagels Inc., A New Generation (2003 - 2005)
  • Analyst (2000 - 2003)
Education
  • MBA, Pace University (1999 - 2003)
  • BBA, Temple University (1990 - 1994)
financial consultant /business consultant  Resume Example
Financial Consultant /Business Consultant  Resume Samples
Work Experience
  • CFO and Head of accounting , Krzno d.d. (Jul 2013 - Jan 2014)
  • President of the MB, Krzno d.d. (2008 - 2013)
  • DELOITTE d.o.o., Audit senior  (2004 - 2008)
  • Financial consultant /business consultant , Adacta d.o.o. (Apr 2014 - Present)
Education
  • ACCA , Association of Chartered Certified Accountants (2009 - Present)
  • BA in Finance , University of Zagreb, Faculty of economics and business, major in Finance  (2004 - 1999)
Skills:

Languages , Social skills and competencies, Organizational skills  and competencies, Technical skills and competencies , Computer skills and competencies 

ceo; independent financial consultant Resume Example
Ceo; Independent Financial Consultant Resume Samples
Work Experience
  • CEO; Independent Financial Consultant, de Munck Investment Consulting (2008 - Present)
  • Business Support Manager, Johnson & Johnson - LifeScan (2004 - 2007)
  • MBA Intern, Honeywell / Deutsche Post World Net / Deutsche Postbank (2002 - 2003)
  • Business Consultant, Computer Sciences Corporation (2000 - 2001)
  • Corporate Controller, Group Credit Agricole (1995 - 1999)
Education
  • International MBA, University of Chicago Graduate School of Business (2004 - Present)
  • Master in Controllership, Vlerick Leuven Ghent Management School (1998 - Present)
  • Master of Business Studies & Commercial Sciences, Lessius Hogeschool (1994 - Present)
financial consultant/account manager Resume Example
Financial Consultant/Account Manager Resume Samples
Work Experience
  • Financial Consultant/Account Manager, AXA (May 2013 - Present)
  • Senior Custom Research Analyst, Rain King Solutions (Jun 2012 - Jun 2012)
  • Global Intergovernmental Affairs Liaison, U.S. Department of State (Jan 2012 - May 2012)
  • Office of the Secretary Associate, U.S. Department of Interior (Aug 2011 - Dec 2011)
  • Corporate Marketing & Communication Intern, APCO Worldwide (May 2011 - Aug 2011)
Education
  • Bachelor's of the Arts Degree, Communication & Music, The George Washington University (Aug 2008 - May 2012)
  • Non-Degree Program, Adelphi University (Sep 2006 - Jun 2007)
Skills:

Microsoft Office, Consultative Sales, Sales Force, Account Management , Business & Corporate Communication

financial consultant Resume Example
Financial Consultant Resume Samples
Work Experience
  • FINANCIAL CONSULTANT, R.S.CONSULTANTS & ENGINEERS PVT LTD (May 2011 - Oct 2011)
  • INTERNSHIP(CHARTERED ACCOUNTANCY), A.K.VARSHNEY & CO. (Oct 2007 - Apr 2011)
Education
  • CPA, AICPA (Jun 2011 - present)
  • CHARTERED ACCOUNTANT, ICAI (Aug 2007 - May 2011)
  • B.COM(H), DELHI UNIVERSITY (Oct 2007 - May 2010)
Skills:

Communication Skill, Computer Proficiency

financial consultant Resume Example
Financial Consultant Resume Samples
Work Experience
  • Financial consultant, CMC Markets (May 2007 - May 2010)
Education
  • Post-graduate Diploma, Red River College (Jan 2011 - present)
  • Bachelor, Beijing Normal University
Skills:

Foreign Exchange Trader

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