Resumes
Resumes
Paraplanner
View pageLocation:
Seattle, WA
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
Paraplanner
George R. Pierce & Associates, Llc Jun 2002 - Nov 2004
Registered Sales Assistant
Painewebber May 2000 - Jun 2002
Registered Assistant
Piper Jaffray 1997 - 2000
Sales Assistant
Paraplanner
George R. Pierce & Associates, Llc Jun 2002 - Nov 2004
Registered Sales Assistant
Painewebber May 2000 - Jun 2002
Registered Assistant
Piper Jaffray 1997 - 2000
Sales Assistant
Skills:
Series 7
Series 63
Series 65
Term Life Insurance
Long Term Care Insurance
Yoga Instruction
Energy Healing
Reiki
Herbalism
Customer Service
Interpersonal Skills
Interpersonal Relationships
Microsoft Word
Microsoft Excel
Private Wealth
Financial Planning
Holistic Financial Planning
Business Tracking
Investments
Financial Services
Strategic Planning
Wealth Management
Organization Skills
Financial Transactions
Client Relations
Client Liaison
Client Services
Series 63
Series 65
Term Life Insurance
Long Term Care Insurance
Yoga Instruction
Energy Healing
Reiki
Herbalism
Customer Service
Interpersonal Skills
Interpersonal Relationships
Microsoft Word
Microsoft Excel
Private Wealth
Financial Planning
Holistic Financial Planning
Business Tracking
Investments
Financial Services
Strategic Planning
Wealth Management
Organization Skills
Financial Transactions
Client Relations
Client Liaison
Client Services