Resumes
Resumes
Financial Wellness Coach
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Cerity Partners
Financial Wellness Coach
Merrill Lynch Sep 1, 2015 - Jun 2016
Senior Financial Advisor
Northern Trust Corporation May 2012 - Sep 2015
Associate Investment Consultant
J.p. Morgan Sep 2009 - May 2012
Investment Specialist
Jpmorgan Chase & Co. 2007 - 2009
Investment Service Representative Ii
Financial Wellness Coach
Merrill Lynch Sep 1, 2015 - Jun 2016
Senior Financial Advisor
Northern Trust Corporation May 2012 - Sep 2015
Associate Investment Consultant
J.p. Morgan Sep 2009 - May 2012
Investment Specialist
Jpmorgan Chase & Co. 2007 - 2009
Investment Service Representative Ii
Education:
Fenwick High School
Northern Illinois University
Master of Business Administration, Masters University of Illinois at Urbana - Champaign
Bachelors, Bachelor of Arts, Economics
Northern Illinois University
Master of Business Administration, Masters University of Illinois at Urbana - Champaign
Bachelors, Bachelor of Arts, Economics
Skills:
Series 7
Investments
Asset Allocation
Series 63
Wealth Management
Banking
Series 6
Trading
Mutual Funds
Bloomberg
Equity Derivatives
Hedge Funds
Portfolio Management
Alternative Investments
Project Management
Private Equity
Fixed Income Analysis
Investment Advisory
Relationship Management
Series 65
Investments
Asset Allocation
Series 63
Wealth Management
Banking
Series 6
Trading
Mutual Funds
Bloomberg
Equity Derivatives
Hedge Funds
Portfolio Management
Alternative Investments
Project Management
Private Equity
Fixed Income Analysis
Investment Advisory
Relationship Management
Series 65
Languages:
English
Spanish
Spanish
Certifications:
Nasd Series 7
Nasd Series 63
Nasd Series 65
Il Life and Health Insurance Licenses
Nasd Series 63
Nasd Series 65
Il Life and Health Insurance Licenses
Andres Terronez Chicago, IL
View pageWork:
J.P. Morgan Securities, LLC
Sep 2009 to Present
Private Client Direct Investment Specialist
Chase Investment Services Corporation
Chicago, IL
Sep 2007 to Sep 2009
Customer Service Representative II
JP Morgan Chase Bank NA
Chicago, IL
Jun 2005 to Sep 2007
Licensed Personal Banker
Hertz Local Edition
Lyons, IL
Feb 2004 to Jun 2005
Assistant Branch Manager
Regency Savings Bank
Cicero, IL
Jul 2003 to Dec 2003
Relationship Banker
Sep 2009 to Present
Private Client Direct Investment Specialist
Chase Investment Services Corporation
Chicago, IL
Sep 2007 to Sep 2009
Customer Service Representative II
JP Morgan Chase Bank NA
Chicago, IL
Jun 2005 to Sep 2007
Licensed Personal Banker
Hertz Local Edition
Lyons, IL
Feb 2004 to Jun 2005
Assistant Branch Manager
Regency Savings Bank
Cicero, IL
Jul 2003 to Dec 2003
Relationship Banker
Education:
Northern Illinois University
2010
Masters in Business Administration
University of Illinois
Champaign, IL
2003
Bachelor of Arts in Arts Economics
2010
Masters in Business Administration
University of Illinois
Champaign, IL
2003
Bachelor of Arts in Arts Economics
Skills:
Hold Series 6, 63, and 7 licenses. Able to have conversational Spanish. Hard-working, organized, multi-tasking and detail oriented individual with outstanding communication, leadership, project management, problem solving, consulting, service and sales skills. Computer literate in Microsoft Office Applications. CFA Level I candidate