Resumes
Resumes
Marilyn Ramsook-Lilly
View pageLocation:
San Antonio, TX
Industry:
Financial Services
Work:
Usaa Jul 1, 1999 - Mar 2016
Wealth Advisor
Citi Feb 1993 - Jul 1999
Investment Sales and Service Representative
Wealth Advisor
Citi Feb 1993 - Jul 1999
Investment Sales and Service Representative
Education:
The University of Texas at San Antonio 2005
Bachelors, Bachelor of Business Administration, Information Systems
Bachelors, Bachelor of Business Administration, Information Systems
Skills:
Retirement Planning
Estate Planning
Financial Planning
Certified Financial Planner
Insurance
Banking
Customer Service
Tax
Life Insurance
Sales
Financial Services
Wealth Management
Series 7
Wealth
Investments
Series 63
Series 65
Risk Management
Portfolio Management
Retail Banking
Retirement
Leadership
Estate Planning
Financial Planning
Certified Financial Planner
Insurance
Banking
Customer Service
Tax
Life Insurance
Sales
Financial Services
Wealth Management
Series 7
Wealth
Investments
Series 63
Series 65
Risk Management
Portfolio Management
Retail Banking
Retirement
Leadership
Wealth Advisor At Usaa
View pagePosition:
Wealth Advisor at USAA
Location:
San Antonio, Texas Area
Industry:
Financial Services
Work:
USAA - San Antonio, Texas Area since Jul 1999
Wealth Advisor
Citicorp Investment Services - San Antonio, Texas Area Feb 1993 - Jul 1999
Investment Sales and Service Representative
Wealth Advisor
Citicorp Investment Services - San Antonio, Texas Area Feb 1993 - Jul 1999
Investment Sales and Service Representative
Education:
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Information Systems
Bachelor of Business Administration (B.B.A.), Information Systems