Resumes
Resumes

Private Wealth Advisor
View pageLocation:
New York, NY
Industry:
Investment Management
Work:
JP Morgan Chase since Nov 2009
Licensed Personal Banker
Edward Jones Apr 2009 - Nov 2009
Financial Advisor
Enterprise Rent-A-Car Dec 2005 - Apr 2009
Branch Manager
Tri Counties Bank Jan 2001 - Jan 2005
Financial Services Representative
Bank of America 1999 - 2001
Recruiting Coordinator
Licensed Personal Banker
Edward Jones Apr 2009 - Nov 2009
Financial Advisor
Enterprise Rent-A-Car Dec 2005 - Apr 2009
Branch Manager
Tri Counties Bank Jan 2001 - Jan 2005
Financial Services Representative
Bank of America 1999 - 2001
Recruiting Coordinator
Education:
University of Liverpool 2006 - 2009
MBA, MBA-General Business California State University-Sacramento 2003 - 2006
BS, Business-Finance, Economics George Stephenson Sixth Form College
GCSE, Law George Stephenson Sixth Form College
GNVQ, Business Advanced George Stephenson Sixth Form College
GNVQ, Business intermediate
MBA, MBA-General Business California State University-Sacramento 2003 - 2006
BS, Business-Finance, Economics George Stephenson Sixth Form College
GCSE, Law George Stephenson Sixth Form College
GNVQ, Business Advanced George Stephenson Sixth Form College
GNVQ, Business intermediate
Skills:
Banking
Investments
Leadership
Management
Portfolio Management
Process Improvement
Crm
Sales
Budgets
Recruiting
Marketing
Strategic Financial Planning
New Business Development
Sales Management
Finance
Financial Planning
Customer Service
Business Development
Financial Services
Wealth Management
Mutual Funds
Credit
Financial Analysis
Microsoft Office
Strategic Planning
Risk Management
Loans
Trading
Financial Advisory
Mortgage Lending
Customer Relationship Management
Investments
Leadership
Management
Portfolio Management
Process Improvement
Crm
Sales
Budgets
Recruiting
Marketing
Strategic Financial Planning
New Business Development
Sales Management
Finance
Financial Planning
Customer Service
Business Development
Financial Services
Wealth Management
Mutual Funds
Credit
Financial Analysis
Microsoft Office
Strategic Planning
Risk Management
Loans
Trading
Financial Advisory
Mortgage Lending
Customer Relationship Management
Interests:
Working Out
Networking
Skiing
Investing
Reading
Running
Networking
Skiing
Investing
Reading
Running