Found 89,135 Financial Advisor resume examples
Work Experience:
- Branch Manager, Woodforest National Bank, San Antonio, TX, Oct 2009 - Jan 2013
- Banking Center Manager II, Bank of America, San Jose, CA, Jul 2008 - Jan 2009
- Branch Manager, Personal and Business Banking, Royal Bank of Canada, Orlando, FL, May 2005 - Apr 2008
- ...
Education:
- B.S. in Business Administration, University of Central Florida, Orlando, FL
Work Experience:
- Private Client Services Investment Counselor, FISHER INVESTMENTS PRIVATE CLIENT SERVICES, Vancouver, WA, Jun 2008 - Jun 2010
- Financial Advisor, JP MORGAN CHASE, Phoenix, AZ, Sep 2007 - Jun 2008
- Licensed Personal Banker, JP MORGAN CHASE, Scottsdale, AZ, Aug 2005 - Sep 2007
- ...
Education:
- Bachelor of Science in Management of Public and Environmental Affairs, Indiana University, Bloomington, IN
- Chinese language, Nankai University
Work Experience:
- Financial Operations Officer, United States Army, Nov 2002 - Current
Education:
- Master, University of Pennsylvania
- Accounting, Saint Francis College, Brooklyn, NY
Work Experience:
- Treasury Trader, HTG Capital, Chicago, IL, Jun 2011 - Nov 2011
- Treasury Trader, Breakwater Trading, Chicago, IL, Sep 2008 - Jun 2011
- Premium Financial Advisor, Fidelity Personal Investments, Fidelity Investments, Cincinnati, OH, Sep 2006 - Jun 2008
- ...
Education:
- Bachelor of Science in Business Administration (Finance), Carnegie Mellon University, Pittsburgh, PA
- University of New South Wales, Sydney NSW
Work Experience:
- Associate Financial Consultant, Charles Schwab, Long Beach, CA, Nov 2009 - Nov 2010
- Wealth Management Analyst/ Financial Advisor, Morgan Stanley, Laguna Hills, CA, Aug 2005 - Oct 2009
- Member Service Representative II, Schools First Credit Union, Long Beach, CA, Jan 2005 - Aug 2005
Education:
- Bachelor of Science in Business Administration-Finance, California State University Long Beach
Work Experience:
- Board Member - Treasurer, THE FEDERATION OF FAMILIES, COLORADO CHAPTER, Denver, CO, Aug 2012 - Current
- Founder and Consultant , GLOBAL NONPROFIT DEVELOPMENT GROUP with LEE M. PETERSON & ASSOCIATES, Littleton, CO, Feb 2008 - Current
- Founder / Financial Advisor, TANCRED FINANCIAL, Englewood, CO, Feb 2008 - Aug 2012
- ...
Education:
- Masters in Nonprofit Management, Regis University, Denver, CO
- Bachelor of Science in Political Economy & Values-Centered Management, Regis University, Denver, CO
Work Experience:
- Insurance and Financial Services Agent, State Farm, Columbia Falls, MT, Jul 2012 - Current
- Personal Banker/Loan officer, Wells Fargo Bank N.A, Kalispell, MT, Dec 2009 - May 2011
- Commercial Banker, Citibank N.A, Chicago, IL, Jan 2007 - Nov 2009
Work Experience:
- Personal Banker, JPMORGAN CHASE, Austin, TX, Oct 2005 - Jan 2011
- Financial Service Representative, FIRST INVESTORS, Houston, TX, Feb 2005 - Jun 2005
Education:
- Bachelor of Business Administration in Finance, University of Houston, Houston, TX
Work Experience:
- Accounting/Financial Analysis Intern, Eenhoorn, LLC, Grand Rapids, MI, Feb 2013 - Current
- Vice President of Finance, Society of Human Resource Management, Jan 2012 - Apr 2013
- Teller I & II - Kentwood and Grand Rapids, PNC Bank, Grand Rapids, MI, Jan 2010 - Apr 2012
- ...
Education:
- Bachelor of Business Administration in Finance and Management, Grand Valley State University, Allendale, MI
- Mott Community College, Flint, MI
Work Experience:
- Financial Planning Assistant, Edelman Financial Services, Jan 2011 - Current
- Registered Administrative Sales Assistant, Franklin Street Properties LLC, Wakefield, MA, Dec 2009 - Dec 2010
- Client Service Associate, Morgan Stanley Smith Barney, Middleton, MA, Apr 1996 - Jan 2000
- ...
Work Experience:
- Regional Wholesaler, James Alpha Management/Ascent Real Estate Securities, Denver, CO, Jun 2011 - Current
- Regional Sales Representative (Hybrid Wholesaler), TRANSAMERICA CAPITAL, Denver, CO, Nov 2009 - Jun 2011
- Sales Desk Manager/Team Lead, OLD MUTUAL INVESTMENT PARTNERS, Denver, CO, 2006 - 2009
- ...
Education:
- M.B.A. in Management/Finance/Entrepreneurship, University of Cincinnati, Cincinnati, OH
- B.A. in Theatre Arts, University of Northern Colorado, Greeley, CO