Resumes
Resumes
Senior Relationship Manager
View pageLocation:
Charlotte, NC
Industry:
Financial Services
Work:
Fidelity Investments
Senior Relationship Manager
Financial Services Sep 2011 - Jul 2015
Ubs Financial Services
Merrill Lynch Sep 2000 - Sep 2011
Senior Registered Client Associate
Senior Relationship Manager
Financial Services Sep 2011 - Jul 2015
Ubs Financial Services
Merrill Lynch Sep 2000 - Sep 2011
Senior Registered Client Associate
Education:
Hillsborough High School
Raritan Valley Community College
Raritan Valley Community College
Skills:
Series 7
Series 65
Series 63
Wealth Management Services
Life Insurance
Health Insurance
Series 65
Series 63
Wealth Management Services
Life Insurance
Health Insurance
Certifications:
Series 7
Series 66
Life & Annuity Insurance
Health Insurance
Series 66
Life & Annuity Insurance
Health Insurance
Leanne Schwarzmann Waxhaw, NC
View pageWork:
Merrill Lynch Brokerage
2007 to 2000
Senior Registered Client Associate
Merrill Lynch
2005 to 2007
Support Staff Supervisor
Merrill Lynch
Punta Gorda, FL
1996 to 2005
Registered Client Associate
Merrill Lynch
Somerset, NJ
1985 to 1993
Customer Service Representative-Call Center
2007 to 2000
Senior Registered Client Associate
Merrill Lynch
2005 to 2007
Support Staff Supervisor
Merrill Lynch
Punta Gorda, FL
1996 to 2005
Registered Client Associate
Merrill Lynch
Somerset, NJ
1985 to 1993
Customer Service Representative-Call Center
Education:
Raritan Valley
Raritan, NJ
Jan 1985 to Jan 1987
Some College-Business Administration
Raritan Valley College
Business Administration
Raritan, NJ
Jan 1985 to Jan 1987
Some College-Business Administration
Raritan Valley College
Business Administration
Skills:
Series 7/66/CFM Registered;Microsoft Outlook Email, Word, & Excel/Concur Travel Systems