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Online Resumes with "Series 24"
Digital Project Manager with in depth expertise with digital marketing, enterprise enablement, and website development projects in the insurance and financial services industry. Expertise in Agile (Scrum, Kanban) and Waterfall project management methodologies in order to produce high quality deliverables. Areas of expertise include issues management, risk management, requirements documentation, conflict resolution, regul...
PROFILE Savvy and skilled financial advisor and insurance agent with over 23 years of experience who provides comprehensive wealth management, investment, and retirement services to individuals, families, and corporate clients. Experienced in alternative investments, fundamental and technical analysis, and risk management using option hedging strategies.
Tags for this Online Resume: Financial Advisor, Series 24, Series 7, Life and Health Insurance, Branch Manager, New York City, Series 65, Alternative Investments, Accounting, Budgeting, Insurance, Bonds, Mutual Funds, Equity, Management, Financial
To lead a team in operations or compliance to exceed assigned goals and grow personally and professionally.
The ability to take my knowledge and exoeriance to the next level
I am a Financial professional who has 20 years experience as a Supervisory Analyst/Series 24 Principal reviewing and creating Communications with the public. I have a diverse background in marketing, compliance and management.
Tags for this Online Resume: Marketing, Research Review, Technical Writing, Supervisory Analyst
PROFESSIONAL SUMMARY LICENCES: FINRA Series 24, 7, 65, 63 and Arizona Life and Health Insurance Analytical and collaborative leader with vision to influence and effectively manage an organization with emphasis on financial results, regulatory adherence and operational efficiency. Diversified background in financial services industry with experience in sales and operations management and comprehensive knowledge and skills in...
Tags for this Online Resume: Equities, fixed income, Capital Markets, Equity, Fixed Income, Mutual Funds, Series 4, High Net Worth, Financial, Hedge Fund, Series 24, Series 7, Trading, Options Trading
financial advisor in bank or credit unions, or salaried position in securities or insurance industry. will consider other teaching or managerial positions. owned several small business.
Tags for this Online Resume: series 7,24,63,9,10, life , owned smal businesses, human relations, teaching, long hours, Securities, Insurance, Operating Room, Series 24, Series 63, Series 7, HARD WORKER
To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.