Resumes
Resumes
Overlay Manager
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Envestnet, Inc
Overlay Manager
Lpl Financial Jan 2015 - Apr 2017
Junior Overlay Portfolio Analyst
Lpl Financial Jan 2013 - Dec 2014
Margin Specialist
Lpl Financial Sep 2011 - Apr 2012
Commission Specialist
Td Ameritrade Sep 2010 - Aug 2011
Account Transfers Representative
Overlay Manager
Lpl Financial Jan 2015 - Apr 2017
Junior Overlay Portfolio Analyst
Lpl Financial Jan 2013 - Dec 2014
Margin Specialist
Lpl Financial Sep 2011 - Apr 2012
Commission Specialist
Td Ameritrade Sep 2010 - Aug 2011
Account Transfers Representative
Education:
San Diego State University 2007 - 2009
Bachelors, Finance
Bachelors, Finance
Skills:
Series 7
Mutual Funds
Financial Analysis
Insurance
Salesforce.com
Finance
Relationship Management
Access
Process Improvement
Banking
Forecasting
Outlook
Credit
Securities
Financial Modeling
Mutual Funds
Financial Analysis
Insurance
Salesforce.com
Finance
Relationship Management
Access
Process Improvement
Banking
Forecasting
Outlook
Credit
Securities
Financial Modeling
Trevor Siani San Marcos, CA
View pageWork:
COMERICA BANK
2012 to 2000
Adviser Assistant
LPL FINANCIAL
San Diego, CA
2011 to 2012
Commissions Administrator
TD AMERITRADE
San Diego, CA
2010 to 2011
Account Transfers Representative
DEL MAR FINANCIAL PARTNERS
San Diego, CA
2008 to 2008
Summer Intern
2012 to 2000
Adviser Assistant
LPL FINANCIAL
San Diego, CA
2011 to 2012
Commissions Administrator
TD AMERITRADE
San Diego, CA
2010 to 2011
Account Transfers Representative
DEL MAR FINANCIAL PARTNERS
San Diego, CA
2008 to 2008
Summer Intern
Skills:
Brokerage and Financial Services Operations, Software (Oracle, MS Office, Hogan, Netx360)