Resumes
Resumes
Financial Professional
View pageLocation:
1 Stone Row Ln, Stewartsville, NJ 08886
Industry:
Financial Services
Work:
AXA Advisors - Edison, NJ since Oct 2006
Branch Controls Manager
Bank of America - Lakewood NJ Oct 2005 - Oct 2006
AVP Premier Client Manager
Banc of America Investment Services - New York, NY Feb 2000 - Oct 2005
AVP Team Manager
Quick and Reilly - New York, NY Feb 1998 - Feb 2000
Personal Financial Consultant
Fleet Brokerage Securities - New York, NY Mar 1996 - Feb 1998
Personal Broker
Branch Controls Manager
Bank of America - Lakewood NJ Oct 2005 - Oct 2006
AVP Premier Client Manager
Banc of America Investment Services - New York, NY Feb 2000 - Oct 2005
AVP Team Manager
Quick and Reilly - New York, NY Feb 1998 - Feb 2000
Personal Financial Consultant
Fleet Brokerage Securities - New York, NY Mar 1996 - Feb 1998
Personal Broker
Education:
Montclair State University
Skills:
Banking
Insurance
Retirement Planning
Portfolio Management
Investments
Finance
Financial Services
Wealth Management
Equities
Mutual Funds
Microsoft Office
Finra
Microsoft Excel
Credit
Trading
Loans
Options
Series 7
Securities
Insurance
Retirement Planning
Portfolio Management
Investments
Finance
Financial Services
Wealth Management
Equities
Mutual Funds
Microsoft Office
Finra
Microsoft Excel
Credit
Trading
Loans
Options
Series 7
Securities
Languages:
English