Resumes
Resumes
Customer Success Associate
View pageLocation:
Atlanta, GA
Industry:
Financial Services
Work:
Bryant, Carroll & Associates since Mar 2011
Associate Financial Advisor
North Point Wealth Management Jan 2010 - Mar 2011
Licensed Assistant
Associate Financial Advisor
North Point Wealth Management Jan 2010 - Mar 2011
Licensed Assistant
Education:
Furman University 1994 - 1998
BA, Music
BA, Music
Skills:
Finance
Financial Advisory
Wealth Management
Series 24
Asset Management
Series 65
Series 7
Series 9
Series 10
Microsoft Office
Microsoft Excel
Financial Services
Microsoft Powerpoint
Investment Management
Back Office Operations
Client Services
Licensing
Financial Planning
Microsoft Word
Financial Advisory
Wealth Management
Series 24
Asset Management
Series 65
Series 7
Series 9
Series 10
Microsoft Office
Microsoft Excel
Financial Services
Microsoft Powerpoint
Investment Management
Back Office Operations
Client Services
Licensing
Financial Planning
Microsoft Word
Certifications:
Finra Series 7 - General Securities Representative
Finra Series 9 - General Securities Sales Supervisor- Options Module
Finra Series 10 - General Securities Sales Supervisor- General Module
Finra Series 65 - Uniform Investment Adviser Law
Finra Series 66
Finra Series 24 - General Securities Principal
Finra Series 65 - Uniform Combined State Law
Certified Divorce Financial Analyst
Finra Series 9 - General Securities Sales Supervisor- Options Module
Finra Series 10 - General Securities Sales Supervisor- General Module
Finra Series 65 - Uniform Investment Adviser Law
Finra Series 66
Finra Series 24 - General Securities Principal
Finra Series 65 - Uniform Combined State Law
Certified Divorce Financial Analyst
Owner
View pageLocation:
Atlanta, GA
Industry:
Music
Work:
Owner
Education:
Furman University 1994 - 1998
Bachelors, Bachelor of Arts, Music
Bachelors, Bachelor of Arts, Music