Resumes
Resumes
Financial Advisor
View pageLocation:
Seattle, WA
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
Financial Advisor
Wells Fargo Advisors
Financial Advisor
D.a. Davidson Companies Oct 2015 - Oct 2016
Crm Application Associate
Scottrade Mar 2014 - Oct 2015
Purchase and Sales Fixed Income Associate
Stifel Financial Corp. Aug 2013 - Mar 2014
Processor
Financial Advisor
Wells Fargo Advisors
Financial Advisor
D.a. Davidson Companies Oct 2015 - Oct 2016
Crm Application Associate
Scottrade Mar 2014 - Oct 2015
Purchase and Sales Fixed Income Associate
Stifel Financial Corp. Aug 2013 - Mar 2014
Processor
Education:
St. Charles Community College 2010 - 2010
Moberly Area Community College 2009 - 2010
Moberly Area Community College 2009 - 2010
Skills:
Project Management
Risk Management
Business Analysis
Portfolio Management
Microsoft Excel
Sales
Access
Training
Microsoft Word
Microsoft Office
Customer Service
Finance
Software Documentation
Active Directory
Sharepoint
Xml
Salesforce.com
Management
Investments
Financial Services
Marketing
Time Management
Leadership
Outlook
Financial Analysis
Securities
Series 7
Equities
Fixed Income
Marketing Communications
Public Speaking
Powerpoint
Analysis
Risk Management
Business Analysis
Portfolio Management
Microsoft Excel
Sales
Access
Training
Microsoft Word
Microsoft Office
Customer Service
Finance
Software Documentation
Active Directory
Sharepoint
Xml
Salesforce.com
Management
Investments
Financial Services
Marketing
Time Management
Leadership
Outlook
Financial Analysis
Securities
Series 7
Equities
Fixed Income
Marketing Communications
Public Speaking
Powerpoint
Analysis
Certifications:
Financial Industry Regulatory Authority (Finra), License 7
License 7
Series 66
License 7
Series 66