Resumes
Resumes
Vice President, Private Client Advisor
View pageLocation:
8126 Lilly Stone Dr, Bethesda, MD 20817
Industry:
Financial Services
Work:
Jpmorgan Chase & Co.
Vice President, Private Client Advisor
Td Ameritrade Apr 2014 - Oct 2018
Senior Financial Consultant
Navy Federal Credit Union Sep 2009 - Jul 2014
Financial Advisor
New York Life Insurance Company May 2008 - Sep 2009
Financial Services Representative
Bankers Life Oct 2007 - Apr 2008
Insurance Agent
Vice President, Private Client Advisor
Td Ameritrade Apr 2014 - Oct 2018
Senior Financial Consultant
Navy Federal Credit Union Sep 2009 - Jul 2014
Financial Advisor
New York Life Insurance Company May 2008 - Sep 2009
Financial Services Representative
Bankers Life Oct 2007 - Apr 2008
Insurance Agent
Education:
Florida State University - College of Business 2000 - 2004
Bachelors, Bachelor of Science, Real Estate, Finance Florida State University 2004
Florida State University - College of Business
Bachelors, Bachelor of Science, Real Estate, Finance Florida State University 2004
Florida State University - College of Business
Skills:
Strategic Financial Planning
Series 7
Life Insurance
Fixed Annuities
Variable Annuities
Indexed Annuities
Equity Indexed Annuities
Mutual Funds
Retirement Planning
529 Plans
College Education Planning
Investments
Estate Planning
Unit Investment Trusts
Series 66
Finance
Financial Services
Banking
Retirement
Investment Advisory
Asset Allocation
Wealth Management
Wealth
Securities
Series 63
Asset Management
Financial Advisory
Sales
Leadership
Equities
Financial Planning
Insurance
Portfolio Management
Business Development
Series 7
Life Insurance
Fixed Annuities
Variable Annuities
Indexed Annuities
Equity Indexed Annuities
Mutual Funds
Retirement Planning
529 Plans
College Education Planning
Investments
Estate Planning
Unit Investment Trusts
Series 66
Finance
Financial Services
Banking
Retirement
Investment Advisory
Asset Allocation
Wealth Management
Wealth
Securities
Series 63
Asset Management
Financial Advisory
Sales
Leadership
Equities
Financial Planning
Insurance
Portfolio Management
Business Development
Thomas Hasny Bethesda, MD
View pageWork:
Navy Federal Financial Group
Sep 2009 to 2000
Financial Services Representative
New York Life Insurance Company
Bethesda, MD
May 2008 to Sep 2009
Registered Representative
Bankers Life and Casualty Company
Rockville, MD
Oct 2007 to Apr 2008
Insurance Agent
Financial Advantage Associates, Inc
Rockville, MD
Sep 2007 to Oct 2007
Client Relationship Manager
Bank of America, Potomac Banking Center, Maryland
Jul 2006 to Mar 2007
Personal Banker
Collman Property Management
Tallahassee, FL
Dec 2004 to Dec 2005
Leasing Agent
Merrill Lynch
Tallahassee, FL
2003 to 2003
Student Intern - The Hemphill Group
Atlantic Duncans International
Chantilly, VA
1999 to 1999
Internet Customer Service Representative for Fatsplash
Sep 2009 to 2000
Financial Services Representative
New York Life Insurance Company
Bethesda, MD
May 2008 to Sep 2009
Registered Representative
Bankers Life and Casualty Company
Rockville, MD
Oct 2007 to Apr 2008
Insurance Agent
Financial Advantage Associates, Inc
Rockville, MD
Sep 2007 to Oct 2007
Client Relationship Manager
Bank of America, Potomac Banking Center, Maryland
Jul 2006 to Mar 2007
Personal Banker
Collman Property Management
Tallahassee, FL
Dec 2004 to Dec 2005
Leasing Agent
Merrill Lynch
Tallahassee, FL
2003 to 2003
Student Intern - The Hemphill Group
Atlantic Duncans International
Chantilly, VA
1999 to 1999
Internet Customer Service Representative for Fatsplash
Education:
Florida State University
Tallahassee, FL
Jan 2004
Bachelor of Science in Finance & Real Estate
Tallahassee, FL
Jan 2004
Bachelor of Science in Finance & Real Estate
Skills:
-Windows XP Pro & Vista, Word, Excel, PowerPoint, Access, Lotus, NETX 360, Datavision, Argus, use of financial calculators