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Online Resumes with "Series 7 licensed"
I manage 7 people between the New Accounts and Cash Margin Departments as the manager, AVP of a regional brokerage firm.
PAUL ANDREW ALT 9140 East Orchard Lane Charlotte, NC 28210 704-287-4138 Paul_Andrew_Alt@yahoo.com Career Objectives and Goals In January, 2009, I was impacted by a reduction-in-force undertaken by my employer of 5 years, LPL Financial Services, which resulted in the elimination of multiple positions, including my own. Prior to this action I had consistently received very positive feedback on my performance,...
Objective to provide and offer comprehensive financial advise to clients for wealth appreciation and capital preservation. Fulfill clients needs and expectations regarding their income and benefits needs into retirement. Markets: small businesses and individual investors. Have designed over 45 mini categories of portfolios with ETFs (25 securities with 5 ETFs each)
To earn a challenging and rewarding career in the financial industry.
I started my professional career as a top producing sales manager for Household Finance. When the company went out of business, I took the opportunity to relocate to New York City and began working for Bank of America. After about a year there I realized that retail banking was not my passion so I left the company to pursue my Series 7 license. Currently I am day trading for the firm that sponsored my Series 7 exam. Whi...
To find a longstanding relationship with a financial services firm where I can grow and further my skills and abilities within this field. I'm looking to progress furter in a client services/relationship focused career, such as a financial advisor or financial planner where I can build strong relationships not only with my clients, but also with coworkers and colleagues.
Results oriented CPA/MBA with demonstrated strengths in devising innovative and creative solutions to complex problems in Tax, Finance, Real Estate, Investments and GAAP accounting. Resourceful and enterprising business leader who excels in developing and maintaining positive and productive relationships with internal and external stakeholders. A strong leader and motivator with solid managerial experience who excels in tra...
To work in an environment that I can contribute using my skills and experience
Articulate problem solving sales professional with exceptional listening and social skills. Believes that consistant procedures yield consistant results and that profits, employee retention and controlled expenses are a direct result of management managing. Attention to detail is what separates the professionals from the amateurs. Multi-faceted background: auto/mechanical, photography, missionary, forklift sales, investment...
Ideal Companies: shell oil
Financial Advisor in the Southern California area; recently selected as a 5 Star Wealth Manager for Client Satisfaction
To continue in the field of Financial Services and obtain my series 7 license.
Accomplished, multilingual professional consistently recognized for achievement and performance. Proficient in English, German and Slavic languages. Technically proficient in Microsoft Windows, Excel, Access, Word, and PowerPoint. Working towards acquiring Series 7 licensing.