Resumes
Resumes
Operations Specialist
View pageLocation:
1751 south Naperville Rd, Wheaton, IL 60189
Industry:
Financial Services
Work:
World Equity Group
Operations Specialist
Forum Financial Management, Lp Apr 2017 - Dec 2018
Client Service Associate
Brookstone Capital Management Jul 2015 - Mar 2017
Ia Specialist
World Equity Group Jun 2010 - Jul 2015
Manager of Direct Business
Waterstone Financial Group Nov 2006 - Sep 2009
New Business Associate
Operations Specialist
Forum Financial Management, Lp Apr 2017 - Dec 2018
Client Service Associate
Brookstone Capital Management Jul 2015 - Mar 2017
Ia Specialist
World Equity Group Jun 2010 - Jul 2015
Manager of Direct Business
Waterstone Financial Group Nov 2006 - Sep 2009
New Business Associate
Education:
Ashworth College 2008 - 2012
Bachelors, Bachelor of Arts, Business Administration, Management, Business Administration and Management St. Viator High School & Keystone National High School 1998 - 2002
Bachelors, Bachelor of Arts, Business Administration, Management, Business Administration and Management St. Viator High School & Keystone National High School 1998 - 2002
Skills:
Data Entry
Insurance
Microsoft Excel
Financial Planning
Outlook
Management
Asset Management
Leadership
Telephone Skills
Customer Service
Microsoft Office
Financial Planners
10 Key
Distribution Center Operations
Switchboard Operator
System Administration
Series 7
Retirement Planning
Portfolio Management
Investments
Microsoft Word
Accounting
Series 63
Investment Advisory
Financial Services
Financial Advisory
Insurance
Microsoft Excel
Financial Planning
Outlook
Management
Asset Management
Leadership
Telephone Skills
Customer Service
Microsoft Office
Financial Planners
10 Key
Distribution Center Operations
Switchboard Operator
System Administration
Series 7
Retirement Planning
Portfolio Management
Investments
Microsoft Word
Accounting
Series 63
Investment Advisory
Financial Services
Financial Advisory
Certifications:
Finra Series 11
Financial Industry Regulatory Authority (Finra)
Financial Industry Regulatory Authority (Finra)