Found 89,135 Financial Advisor resume examples
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
Work Experience:
- Financial Advisor, Merrill Lynch/Waddell & Reed, Inc., Jacksonville, FL, 2012 - Current
- Business Development Consultant, RIA, Ameritas Investment Corp, Bethesda, MD, 2008 - 2011
- National Accounts Manager, ProShare Advisors, Bethesda, MD, 2001 - 2008
- ...
Education:
- Master's of Business Administration in Management, Loyola College, Columbia, MD
- Bachelor of Science in Business Administration, Towson University, Towson, MD
Work Experience:
- Research Analyst, PENSION CONSULTANTS, INC, Springfield, MO, Mar 2010 - Nov 2012
- Senior Account Service Associate, H&R BLOCK FINANCIAL ADVISORS, Kansas City, MO, Dec 2005 - Feb 2010
- Financial Advisor, WADDELL & REED, Kansas City, MO, Dec 2004 - Dec 2005
- ...
Education:
- Bachelor of Science in Agricultural Economics, CENTRAL MISSOURI STATE UNIVERSITY, Warrensburg, MO
Work Experience:
- Financial Specialist II, PNC Investments, Newark, DE, Sep 2011 - Current
- Financial Advisor, Morgan Stanley Smith Barney, Wilmington, DE, Jun 2010 - Aug 2011
- Wealth Manager Associate, JPMorgan Chase & Co, Newark, DE, Oct 2009 - Jun 2010
- ...
Education:
- Bachelor of Administration in Business Administration, University of Delaware, Newark, DE
- Wilmington University, Wilmington, DE
Work Experience:
- CFO (Interim), Henry Schein, Dental Specialties Group, Carlsbad, CA, Oct 2012 - Jan 2013
- Chief Financial Officer, Yusen Logistics Americas ($900 million revenues, 1800 employees), Long Beach, CA, Jul 2008 - Jun 2012
- Chief Financial Officer, Toshiba America Business Solutions, Inc ($900 million revenues, 2500 employees), Irvine, CA, 2000 - 2007
- ...
Education:
- MBA in Business, Universtity of Southern CA, Los Angeles, CA
- Bachelor of Science in Business - Accounting, California State University, Long Beach, Long Beach, CA
Work Experience:
- Sr. Financial Analyst, Unisource Worldwide, Inc, Atlanta, GA, 2011 - 2012
- Sr. Financial Analyst, Cardlytics, Atlanta, GA, 2010 - 2011
- Analyst- Alternative Investments/Managed Futures, Morgan Stanley, New York, NY, 2007 - 2009
- ...
Education:
- Bachelor in Business and Management, Georgia Institute of Technology, Atlanta, GA
- Georgia All-Star in High School
Work Experience:
- Wealth Management Broker - Financial Advisor, MORGAN STANLEY, 2008 - 2010
- Trust Specialist, WHITENEY NATIONAL BANK, 2006 - 2008
- FINANCIAL SERVICE SPECIALIST, Amsouth Bank, New Orleans, LA, 2006 - 2006
- ...
Education:
- Bachelor of Science in Finance, UNIVERSITY OF NEW ORLEANS, New Orleans, LA
Work Experience:
- Financial Services Representative, ASCAP, Atlanta, GA, Dec 2010 - Current
- Office Assistant, ASCAP, Atlanta, GA, Oct 2010 - Current
- Assistant, Benedict College, Columbia, SC, Jan 2006 - May 2009
Education:
- Bachelor of Science in Business Administration, Benedict College, Columbia, SC
Work Experience:
- Divorce Financial Planner, Divorce Financial Strategy, Ithaca, NY, Feb 2009 - Current
- Financial Advisor, AVP, Merrill Lynch Global Wealth Management, Ithaca, NY, Apr 2005 - Feb 2009
- Merrill Lynch Global Wealth Management, 2008 - 2008
- ...
Education:
- Sales & Marketing, Hired Ithaca College interns
Work Experience:
- Financial Aid Coordinator, ACADEMY COLLEGE, 2010 - Current
- Financial Advisor, 2007 - 2010
- Financial Counselor, METLIFE RESOURCES-CITISTREET, 1998 - 2007
- ...
Education:
- Education, Graduate, College for Financial Planning
- sales, Bachelor of University Studies, University of New Mexico
Work Experience:
- Operations Manager and Financial Controller, Rexford Capital , Miami Beach, Florida, May 2014 - Current
- Systems Consultant and Development, A2A Cloud, London, England, Jan 2017 - Current
- Senior Registered Client Associate/Branch Manager’s Assistant, Deutsche Bank Securities, Inc., Palm Beach, Florida, Jun 2010 - May 2014
- ...
Education:
- Associates Degree, Katharine Gibbs School/New York, NY, New York, NY