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Ishmael W

The Captain Jean-Luc Picard of Financial Services

Occupation:

Accountant

Location:

Jacksonville, FL

Education Level:

Associate

Will Relocate:

No

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Intense, detailed-oriented, and life impacting financial service professional exhibiting exceptional interpersonal, communication, and customer service skills. Creative, Resourceful, Committed.

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COMPANY POSITION HELD DATES WORKED

New York Life Insurance Company (Confidential) 6/2007 - 3/2008
Eagle Wealth Management, Inc. (Confidential) 9/2005 - 2/2006
INTERVEST INTERNATIONAL EQUITIES CORP (Confidential) 9/2005 - 11/2005
H and R Block Tax Services (Confidential) 1/2004 - 4/2004
H and R Block Tax Services (Confidential) 1/2003 - 4/2003
Manpower (GES Merrill Lynch) (Confidential) 7/1999 - 10/1999
United States Navy (Confidential) 6/1979 - 10/1998
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SCHOOL MAJOR YEAR DEGREE

Florida 40-hour Insurance Course Life Insurance, Health Insurance, and Variable Annuities 2007 Specialist Degree
Florida Community College at Jacksonville Financial Planning 2006 Associate Degree
Florida Community College at Jacksonville Financial Para-planner 2005 Trade School Degree
Lakewood Hign School N/A 1979 High School/GED Degree
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Highlights:

AGENT / NY LIFE INSURANCE COMPANY INTERN / EAGLE WEALTH MANAGEMENT, INC INTERN / INTERVEST INTERN'L EQUITIES TAX ASSOCIATE / H&R BLOCK TAX SERVICES CALL CENTER REP / GES MERRILL LYNCH SUPERVISOR█░COUNSELOR█░INSTRUCTOR█░RECRUITER / United States Navy

Companies I like:

Merrill Lynch, Edward Jones, Lincoln Financial Group, Principal Financial Group, Retirement Strategies, Inc

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CollapseResponsibilities

1. Lead all activities to update and verify client information and file reconstruction and completeness. 2. Lead all activites to update client portfolio for the creation, development, and implementation of client financial plans. ning activties
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