Resumes
Resumes
Branch Manager And Investment Advisor Representative, Transamerica Financial Advisors, Inc
View pageLocation:
900 north Michigan Ave, Pasadena, CA 91104
Industry:
Financial Services
Work:
Wfg World Group Securities Jan 2009 - Jan 2012
Registered Representative
Ric Roman Jan 2009 - Jan 2012
Branch Manager and Investment Advisor Representative, Transamerica Financial Advisors, Inc
All-In People Feb 2006 - Dec 2008
Chief Operations Officer and Partner
Enterprise Rent-A-Car Aug 2004 - Apr 2006
Management
Registered Representative
Ric Roman Jan 2009 - Jan 2012
Branch Manager and Investment Advisor Representative, Transamerica Financial Advisors, Inc
All-In People Feb 2006 - Dec 2008
Chief Operations Officer and Partner
Enterprise Rent-A-Car Aug 2004 - Apr 2006
Management
Education:
California State University, Northridge 2001 - 2005
Bachelors, Bachelor of Arts, Psychology
Bachelors, Bachelor of Arts, Psychology
Skills:
Strategic Financial Planning
Team Building
Insurance
Retirement Planning
Entrepreneurship
Coaching
Small Business
Sales Management
Business Planning
Customer Satisfaction
Account Management
Management
Customer Service
Public Speaking
Employee Benefits
Leadership
Strategic Planning
Sales
Team Building
Insurance
Retirement Planning
Entrepreneurship
Coaching
Small Business
Sales Management
Business Planning
Customer Satisfaction
Account Management
Management
Customer Service
Public Speaking
Employee Benefits
Leadership
Strategic Planning
Sales
Certifications:
California Life Insurance & Health License With Long Term Care
Series 6
Series 63
Series 65
Series 26
Series 6
Series 63
Series 65
Series 26
Ric Roman Pasadena, CA
View pageWork:
Transamerica Financial Advisors, Inc
2008 to 2000
Investment Advisor Representative
Transamerica Financial Advisors, Inc
Los Angeles, CA
2010 to 2011
Service Manager/Sr. Account Manager
Enterprise Rent-A-Car
Burbank, CA
2005 to 2007
Assistant Manager
2008 to 2000
Investment Advisor Representative
Transamerica Financial Advisors, Inc
Los Angeles, CA
2010 to 2011
Service Manager/Sr. Account Manager
Enterprise Rent-A-Car
Burbank, CA
2005 to 2007
Assistant Manager
Education:
CALIFORNIA STATE UNIVERSITY NORTHRIDGE
2005
Bachelor of Arts in Psychology
2005
Bachelor of Arts in Psychology