Resumes
Resumes
Wealth Management Advisor
View pageLocation:
Allentown, PA
Industry:
Financial Services
Work:
Morgan Stanley
Wealth Management Advisor
Massmutual Financial Group Jan 2017 - May 2018
Financial Services Representative
Transamerica Agency Network, Inc. Jun 2013 - Jan 2017
Licensed Life, Accident and Health Insurance Agent
Primerica Aug 1, 2012 - May 1, 2013
District Leader
Greater Lehigh Valley Chamber of Commerce Jan 1, 2013 - 2013
Young Professionals Committee Member
Wealth Management Advisor
Massmutual Financial Group Jan 2017 - May 2018
Financial Services Representative
Transamerica Agency Network, Inc. Jun 2013 - Jan 2017
Licensed Life, Accident and Health Insurance Agent
Primerica Aug 1, 2012 - May 1, 2013
District Leader
Greater Lehigh Valley Chamber of Commerce Jan 1, 2013 - 2013
Young Professionals Committee Member
Education:
The American College of Financial Services 2016 - 2018
Penn State University 2008 - 2012
Bachelors, Accounting, Finance Parkland High School 2004 - 2008
William Allen High School 2006
The American College 1980 - 1984
Penn State University 2008 - 2012
Bachelors, Accounting, Finance Parkland High School 2004 - 2008
William Allen High School 2006
The American College 1980 - 1984
Skills:
Customer Service
Leadership
Health Insurance
Life Insurance
Sales
Small Business
Retirement
Long Term Care
Employee Benefits
Fixed Annuities
401K
Insurance
Estate Planning
Marketing
Conflict Resolution
Finance
Team Building
Accident Insurance
Final Expense Planning
Management
Series 66
Hold Series 7
Leadership
Health Insurance
Life Insurance
Sales
Small Business
Retirement
Long Term Care
Employee Benefits
Fixed Annuities
401K
Insurance
Estate Planning
Marketing
Conflict Resolution
Finance
Team Building
Accident Insurance
Final Expense Planning
Management
Series 66
Hold Series 7
Certifications:
Long Term Care Certification
Series 7
Series 66
License 649078
National Association of Insurance Commissioners (Naic), License 649078
Series 7
Series 66
License 649078
National Association of Insurance Commissioners (Naic), License 649078
Tajai Smith
View pageTajai Smith Orefield, PA
View pageWork:
Primerica Financial Services
Aug 2012 to 2000
District Leader
Sodexo
Allentown, PA
Nov 2008 to May 2012
Customer Service Rep
Parkway Caribbean
Allentown, PA
Jun 2006 to Jun 2008
Retail Associate
Dorney Park & Wildwater Kingdom
Allentown, PA
May 2006 to Aug 2006
Sanitation
Aug 2012 to 2000
District Leader
Sodexo
Allentown, PA
Nov 2008 to May 2012
Customer Service Rep
Parkway Caribbean
Allentown, PA
Jun 2006 to Jun 2008
Retail Associate
Dorney Park & Wildwater Kingdom
Allentown, PA
May 2006 to Aug 2006
Sanitation
Education:
Penn State Lehigh Valley Campus
Center Valley, PA
2014
BS in Accounting
Center Valley, PA
2014
BS in Accounting