Found 89,135 Financial Advisor resume examples
Work Experience:
- Financial Advisor, Allstate Insurance, Warwick, RI, 2008 - 2010
- Vice President, Sales/Business Development, Financial Guidance Solutions, New York, NY, 2007 - 2007
- Training Director/Vice President, Citizens Bank, Providence, RI, 2001 - 2006
- ...
Education:
- MA, University of Rhode Island, Counselor Education, Higher Education, MA
- BA, Secondary Teaching Cert, Secondary Teaching Cert, English, BA
- ...
Work Experience:
- Manager of Financial Systems / Referral Partner Payment Manager, First Data, Melville, NY, May 2008 - Current
- Sales Performance Analyst / Senior Sales Advisor, Bank of America, Melville, NY, Dec 2005 - May 2008
- Personal Banker / Financial Advisor, JPMorgan Chase, New York, NY, Nov 2004 - Dec 2005
- ...
Education:
- Centereach High School
- POH's Institute for Insurance
Work Experience:
- Independent Insurance Agent, OAKWOOD INSURANCE AGENCY, Brooklyn Park, MN, Aug 2007 - Current
- Financial Analyst, CARLSON HOTELS WORLDWIDE, Minnetonka, MN, Feb 2006 - May 2007
- Financial Analyst, MARSHALL FIELD'S, Minneapolis, MN, Oct 2005 - Feb 2006
- ...
Education:
- Graduate Certificate in Management Information Systems, Metropolitan State University, Minneapolis, MN
- MBA in Business Administration, University of Southern Mississippi, Hattiesburg, MS
- ...
Work Experience:
- First Vice-President / Financial Consultant - I, RBC Wealth Management, Conshohocken, PA, Mar 2006 - Current
- Legg Mason, Smith Barney, Blue Bell, PA, Nov 2001 - Mar 2006
- First Vice-President / Financial Advisor, Smith Barney, 2002 - 2003
- ...
Education:
- Business Administration, LaSalle University, Philadelphia, PA
Work Experience:
- Financial Counselor for Survivor Outreach Services of the Army Reserves, Calloway & Associates, Honolulu, HI, Jul 2012 - Current
- Financial Advisor, VALIC, Roseville, CA, Jul 2011 - Jul 2012
- Independent Financial Representative, Modern Woodmen ◇ Sacramento Region, Dec 2010 - Jun 2011
- ...
Education:
- Bachelor of Science in Managerial Economics, University of California - Davis, Davis, CA
- Insurance Licensure, The American College
Work Experience:
- Senior Managing Partner - Chief Financial Officer, JMS CAPITAL MANAGEMENT, INC, Naperville, IL, 2012 - Current
- Private Wealth Management, Wealth Advisor, MORGAN STANLEY SMITH BARNEY, Naperville, IL, 2010 - 2012
- Senior Managing Director, Equity Sales and Trading, MELVIN AND COMPANY, LLC, Chicago, IL, 2008 - 2010
Education:
- BBA, University of Iowa
- BA in Political Science, Liberal Arts and Sciences, University of Iowa
Work Experience:
- Senior Analyst Americas, Deal Desk, VMware, Palo Alto, CA, Jun 2012 - Current
- Financial Analyst, Marketing Operations| Strategic Marketing Organization, Cisco Systems, San Jose, CA, Jan 2011 - Jun 2012
- Business Analyst| Global Services & Support Organization, Cisco Systems , San Jose, CA, Mar 2010 - Jan 2011
- ...
Education:
- B.S. in Business Administration, Finance Concentration, San José State University, San Jose, CA
Work Experience:
- Insurance and Investment Advisor, Sun Life Financial, Fredericton, NB, Jan 2016 - Mar
- Financial Services Representative, CIBC, Fredericton, NB, Nov 2013 - Jan 2016
- Credit Specialist, RBC, Moncton, NB, Mar 2008 - Nov 2013
Education:
- Gerontology, St Thomas University, Fredericton
Work Experience:
- Client Services Relationship Manager , Great West Retirement Services, Milwaukee, WI, Aug 2006 - Jan 2013
- Associate Financial Planner , Financial Planning and Information Services, Inc., De Pere, WI, Sep 2004 - Apr 2006
- Financial Planner, MetLife Financial Services, Green Bay, WI, Feb 2001 - Sep 2004
- ...
Education:
- Business and Accounting, University of Wisconsin, Green Bay, WI
- Juris Doctorate, Marquette University Law School Milwaukee, Milwaukee, WI
- ...
Work Experience:
- Senior Resident Advisor, Moravian College Residence Life, Sep 2012 - Current
- Team Member, Quick Chek, Hampton, NJ, Jun 2011 - Current
- Reeves Library Periodicals Assistant, Moravian College, Sep 2009 - Current
- ...
Education:
- Bachelor of Arts in History, Moravian College, Bethlehem, PA
Work Experience:
- Customer Advisor, NAB, ESK, Sep 2014 -
- Relieving Staff, NAB, IPSWICH, Jan 2012 - Oct 2014
- Assistant Manager, Bendigo & Adelaide Bank, ROSEWOOD, May 2008 - Jan 2012
- ...
Education:
- Springwood State High School, Springwood Queensland