Resumes
Resumes
Account Manager
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
CT Corporation - Houston, Texas Area since 2011
Customer Specialist
Wealth Planning & Management, Inc - Houston, Texas Area Jan 2009 - Nov 2011
Client Relations Manager
Van Kampen Investments Oct 2007 - Jun 2009
Client Relations Representative
Customer Specialist
Wealth Planning & Management, Inc - Houston, Texas Area Jan 2009 - Nov 2011
Client Relations Manager
Van Kampen Investments Oct 2007 - Jun 2009
Client Relations Representative
Education:
Rice University: Susanne M. Glasscock School 2009 - 2010
Certified Financial Planner Certification Education Program, Continuing Studies University of Houston-Downtown 2000 - 2004
Bachelor of Science, Interdisciplinary Studies
Certified Financial Planner Certification Education Program, Continuing Studies University of Houston-Downtown 2000 - 2004
Bachelor of Science, Interdisciplinary Studies
Skills:
Investments
Customer Service
Management
Training
Analysis
Crm
Mutual Funds
Insurance
Sales
Finance
Business Development
Financial Services
Accounting
Leadership
Retirement
401K
Account Reconciliation
Corporate Law
Auditing
Microsoft Excel
Strategic Planning
Customer Relationship Management
Customer Service
Management
Training
Analysis
Crm
Mutual Funds
Insurance
Sales
Finance
Business Development
Financial Services
Accounting
Leadership
Retirement
401K
Account Reconciliation
Corporate Law
Auditing
Microsoft Excel
Strategic Planning
Customer Relationship Management
Beau Beduze Houston, TX
View pageWork:
Wealth Planning & Management, Inc.
Jul 2009 to Present
Client Relations Representative
Van Kampen
Houston, TX
Oct 2007 to Jun 2009
Client Relations Representative
Jul 2009 to Present
Client Relations Representative
Van Kampen
Houston, TX
Oct 2007 to Jun 2009
Client Relations Representative
Education:
Rice University
Houston, TX
Jan 2009 to Jan 2010
Certified Financial Planner Certification Education Program in Finance
University of Houston- Downtown
Houston, TX
Jan 2005 to Jan 2006
Bachelor of Science in Interdisciplinary Studies
Houston, TX
Jan 2009 to Jan 2010
Certified Financial Planner Certification Education Program in Finance
University of Houston- Downtown
Houston, TX
Jan 2005 to Jan 2006
Bachelor of Science in Interdisciplinary Studies