Resumes
Resumes
Financial Planner
View pageLocation:
3565 Princess Ln, Dallas, TX 75229
Industry:
Financial Services
Work:
Fidelity Investments Nov 1, 2015 - Oct 2017
Central Relationship Manager
Fidelity Investments Apr 2015 - Nov 2015
Premium Relationship Associate
Fidelity Investments Sep 2012 - Apr 2015
Tax Services
Sam Houston State University 2011 - 2012
Student Worker
Macy's Jun 2010 - Aug 2010
Warehouse
Central Relationship Manager
Fidelity Investments Apr 2015 - Nov 2015
Premium Relationship Associate
Fidelity Investments Sep 2012 - Apr 2015
Tax Services
Sam Houston State University 2011 - 2012
Student Worker
Macy's Jun 2010 - Aug 2010
Warehouse
Education:
Sam Houston State University 2009 - 2012
Bachelors, Bachelor of Business Administration, Business Administration, Accounting Baylor University 2007 - 2008
Highland Park High School
Sam Houston State University
Bachelors, Bachelor of Business Administration, Business Administration, Accounting Baylor University 2007 - 2008
Highland Park High School
Sam Houston State University
Skills:
Public Speaking
Higher Education
Microsoft Office
Data Entry
Research
Student Affairs
Accounting
Powerpoint
Microsoft Excel
Microsoft Word
Quickbooks
Access
Critical Thinking
Student Development
Customer Service
Financial Planning
Financial Analysis
Financial Markets
Higher Education
Microsoft Office
Data Entry
Research
Student Affairs
Accounting
Powerpoint
Microsoft Excel
Microsoft Word
Quickbooks
Access
Critical Thinking
Student Development
Customer Service
Financial Planning
Financial Analysis
Financial Markets
Languages:
English
Certifications:
Series 7
Series 63
Series 66
Cfp
License 63
Financial Industry Regulatory Authority (Finra)
Financial Industry Regulatory Authority (Finra), License 63
Financial Industry Regulatory Authority (Finra), License 66
License 66
Series 63
Series 66
Cfp
License 63
Financial Industry Regulatory Authority (Finra)
Financial Industry Regulatory Authority (Finra), License 63
Financial Industry Regulatory Authority (Finra), License 66
License 66