Resumes
Resumes
Client Services At Compass Ion Advisors, Llc
View pagePosition:
Client Services at Compass Ion Advisors, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work:
Compass Ion Advisors, LLC since Jun 2010
Client Services
Complete Investment Management May 2008 - Jun 2010
Client Services Representative
Morgan Stanley Jan 2008 - Apr 2008
Financial Adviser Trainee
Morgan Stanley Dec 2007 - Apr 2008
Financial Adviser Trainee
Morgan Stanley Jan 2007 - Dec 2007
Intern
Client Services
Complete Investment Management May 2008 - Jun 2010
Client Services Representative
Morgan Stanley Jan 2008 - Apr 2008
Financial Adviser Trainee
Morgan Stanley Dec 2007 - Apr 2008
Financial Adviser Trainee
Morgan Stanley Jan 2007 - Dec 2007
Intern
Education:
La Salle University 2003 - 2007
Bachelors of Science in Business Administration, Finance and Education
Bachelors of Science in Business Administration, Finance and Education
Skills:
administration
advertising
brochure design
cold calling
crm
customer relations
email
financial
hiring
instruction
market research
marketing
meeting facilitation
microsoft office
microsoft windows xp
personnel
quality
read
recruiting
research
sales
seminars
shell scripting
troubleshooting
vista
advertising
brochure design
cold calling
crm
customer relations
financial
hiring
instruction
market research
marketing
meeting facilitation
microsoft office
microsoft windows xp
personnel
quality
read
recruiting
research
sales
seminars
shell scripting
troubleshooting
vista