Found 89,135 Financial Advisor resume examples
Work Experience:
- Managing Director, Bluestone Advisors, Downers Grove, IL, Nov 2015 - Current
- Wealth Management Advisor, UBS, Chicago, IL, Apr 2009 - Oct 2015
- Wealth Management Advisor, Merrill Lynch, Chicago, IL, Jan 1999 - Apr 2009
Education:
- Finance, University of Iowa, Iowa City, IA
- Master's Certificate in Financial Markets , Saint Xavier University, Chicago, IL
- ...
Work Experience:
- Financial Crimes Specialist III, Wells Fargo, Tempe, AZ, Apr 2018 - Current
- Loan Advisor III, Bridgecrest Financial, Mesa, AZ, Oct 2016 - Apr 2018
- Customer Service Team Lead, Healthways, Chandler, AZ, Dec 2013 - Oct 2016
- ...
Education:
- High School Diploma, Chandler High School, Chandler, AZ
Work Experience:
- Global Equity Sales Assistant, Credit Lyonnais Securities Asia (CLSA), -
- Institutional Advisor Assistant, Patersons Securities, Feb 2016 - Current
- Key Responsibilities:, -
Education:
- Bachelor of Commerce undergraduate; majoring in Economics and International Relations, Curtin University, Perth, WA
- Core 1 Securities & Managed Investemnts Accrediation RG146, Deakin Prime Corporate Education, Stockbrokers Association Australia
- ...
Work Experience:
- Member Advisor I (Customer Service), Blue Cross Blue Shield of Louisana, Baton Rouge, LA, Jan 2009 - Current
- Scheduling Coordinator Operating, Baton Rouge General Hospital, Baton Rouge, LA, Oct 2006 - Dec 2008
- Front Desk Coordinator , Bright Future Pediatrics, Baton Rouge, LA, Jul 2006 - Aug 2006
- ...
Education:
- Medical Insurance and Coding Program, Belaire High School, Baton Rouge, LA
- Remington College-Baton Rouge Campus, Baton Rouge, LA
Work Experience:
- Assistant Manager / Customer Service Advisor, Jiffy Lube, Florence, SC, Mar 2012 - Current
- 88M - Motor Transport Operator, SC Army National Guard, Florence, SC, Jul 2010 - Current
- Vacation Planner, Sand's Property Management, Myrtle Beach, SC, Jun 2007 - Aug 2010
Education:
- BS in Information Technology, University of Phoenix, Phoenix, AZ
Work Experience:
- PEER ADVISOR/STUDENT AMBASSADOR I, Antonio, Palo Alto, CA, 2010 - 2011
- Floor Manager/Student Chef, Bowdoin College, Maine, 2008 - 2009
Education:
- Palo Alto College, San Antonio, TX
- Bowdoin College, Brunswick, ME
- ...
Work Experience:
- Financial Professional/Planner, New York Life Insurance Company, Glendale, CA, Feb 2013 - May 2013
- Wealth Management Intern, Lifetime Wealth Management, AXA Financial Advisors, Falls Church, VA, Jun 2012 - Aug 2012
- Data Analyst, Massena Macroeconomics, Bethesda, MD, May 2011 - Aug 2011
Education:
- Bachelor of Arts in Economics, Whittier College, Whittier, CA
Work Experience:
- HR Advisor & Client Services Manager, Danone Simpson Insurance Services, Jul 2011 - Jul 2011
- HR Consultant, Antillon Consulting, Pasadena, CA, Apr 2011 - Apr 2011
- Human Resources Manager, Guidance Software, Inc, Pasadena, CA, Nov 2009 - Mar 2011
- ...
Education:
- B.A. in Liberal Arts, Mount St. Mary's College
Work Experience:
- Deputy Chief Financial Officer, Global Communities, Silver Spring, MD, Nov 2008 - Current
- Chief Financial Officer, Crew Cuts, Inc, New York, NY, Jan 2004 - Oct 2008
- Controller/Asst, Institute of Public Administration, New York, NY, Nov 2001 - Dec 2003
- ...
Education:
- Master of Business Administration in Finance/Strategy, University of Maryland, College Park, MD
- Bachelor of Science in Accounting, George Mason University, Fairfax, VA
Work Experience:
- Financial Marketing Specialist, Citi Private Pass, New York, NY, Oct 2015 - Current
- Prime Brokerage Implementation Analyst, Bank of America Merrill Lynch, New York, NY, Jun 2015 - Apr 2016
- Prime Brokerage Documentation Analyst, Bank of America Merrill Lynch, New York, NY, Jan 2015 - Jun 2015
- ...
Education:
- Bachelor of Finance, Brooklyn College, Brooklyn, NY
Work Experience:
- Director of Financial Aid, Sanford-Brown College, Collinsville, IL, Apr 2002 - Apr 2012
- Financial Aid Officer, Lewis & Clark Community College, Godfrey, IL, May 1996 - Apr 2002
- Financial Aid Advisor, Lewis & Clark Community College, 1998 - 2002
- ...
Education:
- Organizational Leadership, Greenville College, Greenville, IL
- Associates of Applied Science in Office Technology, Lewis & Clark Community College, Godfrey, IL