Resumes
Resumes
Independent Advisor
View pageLocation:
San Francisco, CA
Industry:
Investment Management
Work:
Glg (Gerson Lehrman Group)
Business Development Manager, West Coast
Natixis Investment Managers Oct 2016 - May 2017
Director
Natixis Investment Managers Jan 2014 - Sep 2016
Regional Director
Fisher Investments 2013 - 2014
Private Client Acquisition
Metlife Investors 2010 - 2012
Internal Wholesaler
Business Development Manager, West Coast
Natixis Investment Managers Oct 2016 - May 2017
Director
Natixis Investment Managers Jan 2014 - Sep 2016
Regional Director
Fisher Investments 2013 - 2014
Private Client Acquisition
Metlife Investors 2010 - 2012
Internal Wholesaler
Education:
University of Washington Jun 2008
Bachelors, Bachelor of Arts
Bachelors, Bachelor of Arts
Skills:
Alternative Investments
Gi
Compare
Channel
Fixed Annuities
Insurance
Cds
Sales
Customer Retention
Sales Operations
Netherlands
England
Finance
San
Dec Alpha
Fisher
Legal
Vice Presidents
Travel
Data Conversion
Webinars
Revenue
Design
Broker Dealer
Utah
Mexico
Investment Management
Series 63
Accounting
Belgium
Face To Face
Retirement Planning
Profit
Guidance
Portfolio Management
Capital Markets
Czech Republic
Business Services
Asset Allocation
Strategy
Life Insurance
Strategies
Variable
Asset Management
Training
Customer Service
Patient
Customer Acquisition
Results Driven
Call Centers
Reit
Payroll
Analysis
Campaigns
.Net
Fixed Income
Retail
Hungary
Arm
Series 6
Advertising
Active
Renovation
Marketing
Colorado
Switzerland
France
Etfs
Presentations
Accident
Media
Spain
Responsibility
Internal Audit
Council
Six Sigma
Mailers
Eagle Scout
Justice
Germany
Investment Education
Portfolio
Sql Tuning
Private Clients
Political Science
Investments
Momentum
Referrals
Financial Services
Equities
Wealth Management
Mutual Funds
Territory Management
San Francisco
Volatility
Canada
Italy
Invoicing
Wyoming
Risk
Greece
Meetings
Health Insurance
Retirement
Mergers and Acquisitions
Series 65
Evaluation
Series 7
Employee Benefits
Dealers
Gi
Compare
Channel
Fixed Annuities
Insurance
Cds
Sales
Customer Retention
Sales Operations
Netherlands
England
Finance
San
Dec Alpha
Fisher
Legal
Vice Presidents
Travel
Data Conversion
Webinars
Revenue
Design
Broker Dealer
Utah
Mexico
Investment Management
Series 63
Accounting
Belgium
Face To Face
Retirement Planning
Profit
Guidance
Portfolio Management
Capital Markets
Czech Republic
Business Services
Asset Allocation
Strategy
Life Insurance
Strategies
Variable
Asset Management
Training
Customer Service
Patient
Customer Acquisition
Results Driven
Call Centers
Reit
Payroll
Analysis
Campaigns
.Net
Fixed Income
Retail
Hungary
Arm
Series 6
Advertising
Active
Renovation
Marketing
Colorado
Switzerland
France
Etfs
Presentations
Accident
Media
Spain
Responsibility
Internal Audit
Council
Six Sigma
Mailers
Eagle Scout
Justice
Germany
Investment Education
Portfolio
Sql Tuning
Private Clients
Political Science
Investments
Momentum
Referrals
Financial Services
Equities
Wealth Management
Mutual Funds
Territory Management
San Francisco
Volatility
Canada
Italy
Invoicing
Wyoming
Risk
Greece
Meetings
Health Insurance
Retirement
Mergers and Acquisitions
Series 65
Evaluation
Series 7
Employee Benefits
Dealers
Interests:
Education
Disaster and Humanitarian Relief
Economic Empowerment
Disaster and Humanitarian Relief
Economic Empowerment
Certifications:
Series 7, 65, 63, 6
Cima Candidate
Cima Candidate
Evan Abrahm
View pageEvan Abrahm San Francisco, CA
View pageWork:
FISHER INVESTMENTS
Jan 2013 to 2000
Annuity Counselor
METLIFE INVESTORS DISTRIBUTION COMPANY
Irvine, CA
May 2011 to Jan 2013
Financial Advisors in Colorado, Utah and Wyoming in the Broker/Dealer and Bank Channels
METLIFE INVESTORS DISTRIBUTION COMPANY
Irvine, CA
Oct 2010 to May 2011
Inbound Sales Associate
NEWPORT BEACH GI
Newport Beach, CA
Nov 2009 to May 2010
Billing Accounts Associate
BANK OF AMERICA
Seattle, WA
Jul 2006 to Sep 2006
Associate Teller
Jan 2013 to 2000
Annuity Counselor
METLIFE INVESTORS DISTRIBUTION COMPANY
Irvine, CA
May 2011 to Jan 2013
Financial Advisors in Colorado, Utah and Wyoming in the Broker/Dealer and Bank Channels
METLIFE INVESTORS DISTRIBUTION COMPANY
Irvine, CA
Oct 2010 to May 2011
Inbound Sales Associate
NEWPORT BEACH GI
Newport Beach, CA
Nov 2009 to May 2010
Billing Accounts Associate
BANK OF AMERICA
Seattle, WA
Jul 2006 to Sep 2006
Associate Teller
Education:
UNIVERSITY OF WASHINGTON
Aug 2004 to Jun 2008
Political Science
Aug 2004 to Jun 2008
Political Science