Resumes
Resumes
Advisory Compliance Analyst
View pageLocation:
2506 Hermosa Ave, Montrose, CA 91020
Industry:
Financial Services
Work:
National Planning Corporation (Npc) Feb 2017 - Dec 2017
Brokerage Services Representative
Crossfit Crescenta Valley Feb 2016 - Feb 2017
Crossfit Level I Trainer
Scottrade Aug 2012 - Jul 2016
Investment Consultant
E*Trade Jan 2011 - Aug 2012
Financial Consultant
Fidelity Investments Sep 2007 - Dec 2010
Investments Representative
Brokerage Services Representative
Crossfit Crescenta Valley Feb 2016 - Feb 2017
Crossfit Level I Trainer
Scottrade Aug 2012 - Jul 2016
Investment Consultant
E*Trade Jan 2011 - Aug 2012
Financial Consultant
Fidelity Investments Sep 2007 - Dec 2010
Investments Representative
Education:
West Texas A&M University 1997 - 2000
Bachelors, Bachelor of Arts, History
Bachelors, Bachelor of Arts, History
Skills:
Crm
Investments
Portfolio Management
Finance
Strategic Financial Planning
Mutual Funds
Business Planning
Training
Financial Services
Banking
Equities
Strategic Planning
Fixed Income
Business Process
Retirement
Account Management
Sales
Customer Service
Microsoft Office
Social Media
Investments
Portfolio Management
Finance
Strategic Financial Planning
Mutual Funds
Business Planning
Training
Financial Services
Banking
Equities
Strategic Planning
Fixed Income
Business Process
Retirement
Account Management
Sales
Customer Service
Microsoft Office
Social Media
Languages:
English
Certifications:
Crossfit Level 2