Found 89,135 Financial Advisor resume examples
Work Experience:
- Independent Consultant, 2009 - Current
- Financial Advisor, MERRILL LYNCH, 2007 - 2008
- Senior Investment Advisor, PNC WEALTH MANAGEMENT, 2004 - 2007
- ...
Education:
- Bachelor of Science in Finance, University of Rhode Island, Kingston, RI
- MBA in Finance, Rutgers University, Newark, NJ
Work Experience:
- Product Specialist/Beauty Advisor, Atlantic Coast Media Group, Sep 2010 - Current
- Administrative Assistant to SQM Technology Director, Pershing LLC, Sep 2009 - Aug 2010
- Product Associate Assistant in the Marketing/ Alternative Investment Department, UBS Financial Services, Oct 2008 - Jun 2009
- ...
Education:
- Business Administration, Hudson County College
Work Experience:
- INTERNATIONAL SALES ADVISOR (20032005), Education and Healthcare, 2008 - 2008
- UNIVERSITY OF PHOENIX, Fort Lauderdale, FL
Education:
- Bachelor of Science in International Business, Western International University, Phoenix, AZ
Work Experience:
- Advisor, AGGC & ADVISORY, Newport Beach, CA, 2009 - Current
- Vice President, Loan Origination -Senior Business Development Executive, GENERAL ELECTRIC CORPORATION, GE Capital, Irvine, CA, 1996 - 2009
- Product trainer hotline manager, Forbes listed AT&T, 1994 - 1996
- ...
Education:
- Master of Business Administration, Pepperdine University
- Bachelor of Arts in Business Administration, National University
Work Experience:
- Wealth Management Advisor, TIAA-CREF, Austin, TX, May 2007 - Current
- Vice President, Chase Investment Services Corp, JPMorgan Chase, Austin, TX, Nov 2005 - Apr 2007
- Manager, Compliance, Charles Schwab & Co., Inc, Austin, TX, Jul 2004 - Jul 2005
- ...
Education:
- Master's in funding, University of Texas at Austin, McCombs School of Business
- Bachelor's, University of Cincinnati, McMicken College of Arts & Sciences
Work Experience:
- Financial Services Professional/Agent, New York Life, Grand Rapids, MI, Mar 2011 - Current
- Intern, UBS Financial Services Inc, Grand Rapids, MI, Sep 2010 - Mar 2011
- Instructor, Baseline Tennis, Birmingham, MI, Aug 2004 - Aug 2009
- ...
Education:
- Bachelor of Business Administration in Finance, Grand Valley State University, Grand Rapids, MI
Work Experience:
- Senior Corporate Financial Aid Advisor, Dorsey Schools, Madison Heights, MI, 2008 - Current
- Sales Associate, The Home Depot, White Lake, MI, Dec 2003 - Feb 2008
- Internship IT/Business, The Home Depot, Southfield, MI, May 2005 - Aug 2005
Education:
- B.A in History, University of Michigan, Ann Arbor, MI
- General Studies, Oakland Community College, Auburn Hills, MI
Work Experience:
- Financial Consultant/Registered Representative, INVESTMENT CENTER AT CITIZENS BANK, Green Bay, WI, 2011 - Aug 2012
- Financial Advisor/Partner, WAYPOINT FINANCIAL SOLUTIONS, INC, Green Bay, WI, 2008 - 2011
- Financial Advisor/Registered Principal/Investment Officer, BAYLAKE BANK/BAYLAKE INVESTMENTS, Green Bay, WI, 1996 - 2008
- ...
Education:
- BBA in Finance, University of Wisconsin, Oshkosh, WI
Work Experience:
- Personal Banking Advisor, Mashreq Bank, Dubai, Feb 2012 - Current
- Marketing Manger, Central E-Commerce CO, Feb 2011 - Oct 2011
- Event & Development Coordinator, The Children's Museum Jordan, Jul 2010 - Oct 2010
- ...
Education:
- Bachelor in Early Childhood Care, The Hashimate University
Work Experience:
- Client Services, MFS Investment Mgmt, Inc., Phoenix, AZ, Feb 2001 - Apr 2011
- Transfer Agent, State Street Bank & Trust, Quincy, MA, Jul 2000 - Feb 2001
- Account Specialist, Boston Financial Data Services, Quincy, MA, Jan 2000 - Mar 2000
- ...
Education:
- Liberal Arts, University of Massachusetts, Boston, MA
- Computer Programming, Quincy College, Quincy, MA
Work Experience:
- Director, Citigroup Global Markets Inc. - Investment Banking Division, New York, NY, 2010 - 2012
- Vice President, Citigroup Global Markets Inc. - Investment Banking Division, London, 2007 - 2009
- Associate, Citigroup Global Markets Inc. - Investment Banking Division, New York, NY, 2003 - 2006
- ...
Education:
- Master of Business Administration in Finance, UCLA Anderson School of Management, Los Angeles, CA
- Bachelor of Science (summa cum laude) in Accounting, Boston College, Chestnut Hill, MA