Resumes
Resumes
Client Services Manager
View pageLocation:
8871 Spectrum Center Blvd, San Diego, CA 92123
Industry:
Financial Services
Work:
Capital Financial Consultants Group, Inc.
Client Services Manager
Carlsbad Wealth Advisory Group Apr 2011 - May 2014
Director of Client Services
Aj-Usa, Inc Oct 2002 - Apr 2011
Web Store Manager
Client Services Manager
Carlsbad Wealth Advisory Group Apr 2011 - May 2014
Director of Client Services
Aj-Usa, Inc Oct 2002 - Apr 2011
Web Store Manager
Education:
San Diego State University 2008 - 2010
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science
Skills:
Investments
Retirement Planning
Portfolio Management
Investment Advisory
Management
Customer Service
Financial Planning
Microsoft Excel
Asset Allocation
Customer Relations
Personal Tax Planning
Wealth Management
Excel
Microsoft Office
Word
Powerpoint
Asset Management
Retirement
Morningstar Office
Redtail Crm
Junxure Crm
Schwab Institutional
Mutual Funds
Financial Services
Insurance
Finra
Retirement Planning
Portfolio Management
Investment Advisory
Management
Customer Service
Financial Planning
Microsoft Excel
Asset Allocation
Customer Relations
Personal Tax Planning
Wealth Management
Excel
Microsoft Office
Word
Powerpoint
Asset Management
Retirement
Morningstar Office
Redtail Crm
Junxure Crm
Schwab Institutional
Mutual Funds
Financial Services
Insurance
Finra
Interests:
Economic Empowerment
Languages:
English
Certifications:
Certified Financial Planner®
Insurance License For Accident, Health, Life and Variable Contracts
Series 7 - General Securities Respresentative
Series 66
California Notary Public
Certificate In Personal Financial Planning
License 162289
License 0L32786
License 6356534
License 2033245
Insurance License For Accident, Health, Life and Variable Contracts
Series 7 - General Securities Respresentative
Series 66
California Notary Public
Certificate In Personal Financial Planning
License 162289
License 0L32786
License 6356534
License 2033245