Jessica L Monaco from Summit, NJ, age 43

Resumes

Sales Director

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Location:

New York, NY

Industry:

Financial Services

Work:

Debtwire
Sales Director
Emis Insights Jul 2014 - Oct 2015
Business Development - Canada and North America
New York Life & Mainstay Investments Apr 2010 - Jul 2014
Channel Strategy Marketing Manager
New York Life & Mainstay Investments Feb 2007 - Apr 2010
Wholesaler
Fidelity Investments 2004 - 2007
Financial Representative

Education:

University of Rhode Island 2001 - 2004
Bachelors, Marketing Bond University

Skills:

Series 7
Mutual Funds
Investments
Retirement Planning
Fixed Annuities
Financial Services
Business Development
Wealth Management
Securities
Financial Analysis
401K
Retirement
Asset Allocation
Mergers and Acquisitions
Insurance
Financial Advisory
Equities
Emerging Markets
Relationship Management
Financial Planning
Investment Advisory
Account Management
Series 65
Long Term Care Insurance
Financial Planners
401K Rollovers
Series 24
Separately Managed Accounts
Wealth
Iras
Life Insurance
Strategic Financial Planning
Email Marketing
Partnership Marketing

Certifications:

Series 7, Series 63, Life & Health Insurance