Resumes
Resumes
Productivity Consultant And Vice President
View pageLocation:
9 Hoover Dr, Coventry, RI 02816
Industry:
Financial Services
Work:
Fidelity Investments since Jul 2009
Senior Regional Investment Consultant
Citizens Bank Oct 2008 - Jun 2009
Outbound Sales Representative
Wachovia Dealer Services Jan 2005 - Sep 2008
Mortgage Wholesaler
Senior Regional Investment Consultant
Citizens Bank Oct 2008 - Jun 2009
Outbound Sales Representative
Wachovia Dealer Services Jan 2005 - Sep 2008
Mortgage Wholesaler
Education:
Bryant University 2011 - 2013
Certified Financial Planner, Financial Planning and Services University of Rhode Island - College of Business Administration 1997 - 2001
Bachelor of Science (BS), Finance, General
Certified Financial Planner, Financial Planning and Services University of Rhode Island - College of Business Administration 1997 - 2001
Bachelor of Science (BS), Finance, General
Skills:
Mutual Funds
Investments
401K
Series 7
Customer Service
Customer Relations
Sales Process
Series 63
Asset Allocation
Direct Sales
Inside Sales
Certified Financial Planner
Retirement
Asset Management
Sales
Portfolio Management
Microsoft Office
Excel
Word
Wholesaling
Powerpoint
Investments
401K
Series 7
Customer Service
Customer Relations
Sales Process
Series 63
Asset Allocation
Direct Sales
Inside Sales
Certified Financial Planner
Retirement
Asset Management
Sales
Portfolio Management
Microsoft Office
Excel
Word
Wholesaling
Powerpoint