Found 89,135 Financial Advisor resume examples
Work Experience:
- FINANCIAL MANAGEMENT SPECIALIST, USAF - HQ Security Forces Center, San Antonio, TX, Jul 2004 - Feb 2008
Education:
- Associates in Accounting, St Philips College, San Antonio, TX
- Certificates in Financial Management, Community College of the Air Force, Wichita Falls, TX
Work Experience:
- Chief Financial Officer, Grundy Worldwide, Horsham, PA, 2001 - 2012
- Co-founded and President of startup Classic Underwriters, Grundy Worldwide, Oct 2011 - Oct 2011
- Owner-Manager, Padgett Business Services, Harleysville, PA, 1997 - 2001
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Education:
- Accounting, Stonier School of Banking, LaSalle University
- Business Management, Pierce Jr. College
Work Experience:
- CHIEF FINANCIAL OFFICER, FAMILY GUIDANCE & WELLNESS NETWORK, Las Vegas, NV, 2012 - 2013
- VICE PRESIDENT, MUTUAL OF OMAHA BANK, Las Vegas, NV, 2011 - 2012
- Vice PRESIDENT/ PRIVATE BANKER, WELLS FARGO, Las Vegas, NV, 2004 - 2010
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Education:
- MASTER OF BUSINESS ADMINISTRATION, University of Baltimore, Baltimore, MD
- Bachelor of Business Administration, Loyola University, Baltimore, MD
Work Experience:
- Insurance and Financial Representative, Country Financial , Duluth, GA, Sep 2015 - Current
- Insurance Representative , Liberty Mutual , Lawrenceville, GA, Mar 2010 - Sep 2015
- Agent Assistant , Cotton States Insurance , Snellville, GA, 2006 - 2008
Education:
- Bachelors Degree, Devry , Duluth, GA
Work Experience:
- Global Equity Sales Assistant, Credit Lyonnais Securities Asia (CLSA), -
- Sales Assistant, Toyworld and House, Albany WA, Duration, Nov 2004 - Feb 2014
- Key Responsibilities:
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Education:
- 2013-2015: Bachelor of Commerce undergraduate; majoring in Economics and International Relations, Curtin University, Perth, WA
- Bachelor of Commerce Subject Summary
- ...
Work Experience:
- Assistant Team Leader, Saluki Student Investment Fund, Carbondale, IL, Aug 2010 - Aug 2012
Education:
- Bachelor of Science in Finance/Accounting, Southern Illinois University, Carbondale, IL
Work Experience:
- Financial Services Supervisor, Visterra Credit Union, Moreno Valley, CA, Aug 2011 - Current
- Owner and Operations manager, Alston Family Childcare, San Jacinto, CA, Jun 2009 - Aug 2011
- Blood Technician- CPT I, Alston Family Childcare, Palm Springs, CA, Dec 2009 - Jul 2011
- ...
Education:
- CPT, Mission Career College, Menifee, CA
Work Experience:
- Financial Supervisor/ Consultant, Delta Anesthesia PLLC, Flushing, NY, Mar 2010 - Current
- Assistant Vice President/Personal Banker, JP Morgan Chase, Great Neck, NY, Dec 2006 - Feb 2010
- Administrative Assistant, Usha Kirshnamurthy, MD, Syosset, NY, Jun 2001 - Dec 2006
Education:
- BS in Business Management and Sociology, State University of New York at Stony Brook, Stony Brook, NY
Work Experience:
- Principal Financial Data Analyst, ByAllAccounts Inc, Woburn, MA, Nov 2006 - Mar 2013
- Senior Financial Data Analyst, ByAllAccounts Inc, Dec 2008 - Apr 2011
- Financial Data Analyst, ByAllAccounts Inc, Mar 2008 - Dec 2008
- ...
Education:
- BSBA in Finance, Northeastern University, Boston, MA
Work Experience:
- Tax & Accounting Consultant, Financial & Tax Services, Plant City, FL, Nov 2009 - Current
- Financial Officer & Consultant, Financial & Tax Services, Plant City, FL, Dec 2009 - Dec 2010
- Tax Consultant, Deloitte Tax LLP, Chicago, IL, Sep 2008 - May 2009
- ...
Education:
- LL.M in Taxation, University of Florida, Levin College of Law, Gainesville, FL
- J.D. in Research, S.M. Law College Karachi
- ...
Work Experience:
- Director of Financial Aid, HOLY CROSS COLLEGE, Notre Dame, IN, Jun 2006 - Current
- Senior Financial aid Advisor, ANDREWS UNIVERSITY, Berrien Springs, MI, Oct 2000 - Jun 2006
- Manager, Gazebo restaurant, ANDREWS UNIVERSITY, Berrien Springs, MI, Sep 1998 - Sep 2000
- ...
Education:
- MBA in Business Administration, Bethel College, Mishawaka, IN
- MA in Divinity, Andrews University Theological, Berrien Springs, MI
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