Resumes
Resumes
Investment Representative
View pageLocation:
Pittsburgh, PA
Industry:
Financial Services
Work:
Rivertowne Advisors
Investment Representative
Merrill Lynch Feb 2015 - Jul 2015
Client Associate
Bank of America Jul 2009 - Aug 2014
Customer Advocate
Investment Representative
Merrill Lynch Feb 2015 - Jul 2015
Client Associate
Bank of America Jul 2009 - Aug 2014
Customer Advocate
Education:
Duquesne University 2000 - 2004
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management, Finance
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management, Finance
Skills:
Customer Service
Leadership
Loans
Finance
Microsoft Office
Financial Analysis
Banking
Management
Mortgage Banking
Sales
Staff Development
Microsoft Excel
Credit
Mortgage Lending
Risk Management
Process Improvement
Training
Student Financial Aid
Admissions
Enrollment Management
Higher Education
Student Affairs
Campus
Team Building
Leadership
Loans
Finance
Microsoft Office
Financial Analysis
Banking
Management
Mortgage Banking
Sales
Staff Development
Microsoft Excel
Credit
Mortgage Lending
Risk Management
Process Improvement
Training
Student Financial Aid
Admissions
Enrollment Management
Higher Education
Student Affairs
Campus
Team Building
Interests:
Children
Certifications:
General Securities Representative Examination: Series 7
Uniform Combined State Law Examination: Series 66
Uniform Combined State Law Examination: Series 66
Heather Tollis
View pageLocation:
Pittsburgh, PA
Industry:
Financial Services
Education:
Duquesne University 2000 - 2004
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management, Finance
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management, Finance
Certifications:
General Securities Representative Examination: Series 7
Uniform Combined State Law Examination: Series 66
Uniform Combined State Law Examination: Series 66