Resumes
Resumes

Financial Advisor
View pageLocation:
4410 Olando Ln, Bowie, MD 20715
Industry:
Financial Services
Work:
The Washington Group
Financial Advisor
Metlife Jul 2012 - Jun 2016
Financial Services Representative, Financial Advisor Representative
Foresters Financial Services Jun 2002 - Jun 2012
Senior Sales Supervisor
Financial Advisor
Metlife Jul 2012 - Jun 2016
Financial Services Representative, Financial Advisor Representative
Foresters Financial Services Jun 2002 - Jun 2012
Senior Sales Supervisor
Education:
The Catholic University of America 1998 - 2003
Bachelors, Bachelor of Arts, Finance Roosevelt High School 1998
Bachelors, Bachelor of Arts, Finance Roosevelt High School 1998
Skills:
Insurance
Mutual Funds
Financial Analysis
Investments
529 Plans
College Savings Plans
Wealth Management Strategies
Retirement
Retirement Planning
Retirement Income Planning
Iras
Roth Ira
Simple Ira
Ira Rollovers
401K
401K Rollovers
Life Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
Group Insurance
Business Succession Strategies
Estate Succession Strategies
Mutual Funds
Financial Analysis
Investments
529 Plans
College Savings Plans
Wealth Management Strategies
Retirement
Retirement Planning
Retirement Income Planning
Iras
Roth Ira
Simple Ira
Ira Rollovers
401K
401K Rollovers
Life Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
Group Insurance
Business Succession Strategies
Estate Succession Strategies

Registered Representative At New England Financial
View pagePosition:
Registered Representative at New England Financial
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work:
New England Financial since Jul 2012
Registered Representative
First Investors Corporation Jun 2002 - Jun 2012
Senior Sales Supervisor
Registered Representative
First Investors Corporation Jun 2002 - Jun 2012
Senior Sales Supervisor
Education:
The Catholic University of America 1998 - 2003
BA, Finance
BA, Finance
Skills:
Series 63
Series 7
Investments
Series 24
Financial Analysis
Insurance
Sales
FINRA
Strategic Planning
Customer Service
Account Management
Marketing
Life Insurance
Microsoft Excel
Management
Sales Management
Risk Management
Business Development
Budgets
Microsoft Office
Program Management
Series 7
Investments
Series 24
Financial Analysis
Insurance
Sales
FINRA
Strategic Planning
Customer Service
Account Management
Marketing
Life Insurance
Microsoft Excel
Management
Sales Management
Risk Management
Business Development
Budgets
Microsoft Office
Program Management

Michelle Balfe
View page