Resumes
Resumes
Broker
View pageLocation:
Cincinnati, OH
Industry:
Financial Services
Work:
Fidelity Investments
Broker
Center Bank Aug 2004 - May 2008
Branch Manager
U.s. Bank Nov 1998 - Aug 2004
Sales and Service Manager
Broker
Center Bank Aug 2004 - May 2008
Branch Manager
U.s. Bank Nov 1998 - Aug 2004
Sales and Service Manager
Education:
University of Phoenix
Bachelors, Finance
Bachelors, Finance
Skills:
Series 7
Series 63
Series 9
Series 10
Investments
Banking
Risk Management
Finance
Credit
Loans
Portfolio Management
Relationship Management
Mortgage Lending
Financial Analysis
Credit Analysis
Asset Managment
Commercial Lending
Wealth Management
Commercial Banking
Mutual Funds
Underwriting
Small Business Lending
Series 63
Series 9
Series 10
Investments
Banking
Risk Management
Finance
Credit
Loans
Portfolio Management
Relationship Management
Mortgage Lending
Financial Analysis
Credit Analysis
Asset Managment
Commercial Lending
Wealth Management
Commercial Banking
Mutual Funds
Underwriting
Small Business Lending
Certifications:
License Series 7
License Series 63
License Series 10
License Series 9
Financial Industry Regulatory Authority (Finra), License Series 7
Financial Industry Regulatory Authority (Finra), License Series 63
Financial Industry Regulatory Authority (Finra), License Series 10
Financial Industry Regulatory Authority (Finra), License Series 9
General Securities Representative Examination
Uniform Securities Agent State Law Examination
General Securities Sales Supervisor - General Module Examination
General Securities Sales Supervisor - Options Module Examination
License Series 63
License Series 10
License Series 9
Financial Industry Regulatory Authority (Finra), License Series 7
Financial Industry Regulatory Authority (Finra), License Series 63
Financial Industry Regulatory Authority (Finra), License Series 10
Financial Industry Regulatory Authority (Finra), License Series 9
General Securities Representative Examination
Uniform Securities Agent State Law Examination
General Securities Sales Supervisor - General Module Examination
General Securities Sales Supervisor - Options Module Examination