Resumes
Resumes
Branch Training And Development Administrator
View pageLocation:
Englewood, CO
Industry:
Financial Services
Work:
Benjamin F. Edwards & Co.
Branch Training and Development Administrator
Baird Oct 2009 - Jan 2014
Registered Client Relationship Associate
Benjamin F. Edwards & Co. Oct 2009 - Jan 2014
Senior Registered Financial Associate
A.g. Edwards Feb 2000 - Oct 2009
Senior Registered Financial Associate
Jw Genesis Apr 1998 - Feb 2000
Registered Sales Assistant
Branch Training and Development Administrator
Baird Oct 2009 - Jan 2014
Registered Client Relationship Associate
Benjamin F. Edwards & Co. Oct 2009 - Jan 2014
Senior Registered Financial Associate
A.g. Edwards Feb 2000 - Oct 2009
Senior Registered Financial Associate
Jw Genesis Apr 1998 - Feb 2000
Registered Sales Assistant
Education:
Colorado Technical University 2009 - 2010
Bachelors, Bachelor of Science, Business Administration, Finance Denver Technical College 1999 - 2000
Associates, Business Management, Business
Bachelors, Bachelor of Science, Business Administration, Finance Denver Technical College 1999 - 2000
Associates, Business Management, Business
Skills:
Series 7
Series 63
Securities
Finra
Financial Services
Uniform Combined State Law
Thompson One
Mutual Funds
Investments
Process Improvement
Manage Client Relationships
Asset Allocation
Wealth Management
Finance
Retirement Planning
Investment Strategies
Portfolio Management
Investment Advisory
Financial Planning
Asset Management
Retirement
Series 63
Securities
Finra
Financial Services
Uniform Combined State Law
Thompson One
Mutual Funds
Investments
Process Improvement
Manage Client Relationships
Asset Allocation
Wealth Management
Finance
Retirement Planning
Investment Strategies
Portfolio Management
Investment Advisory
Financial Planning
Asset Management
Retirement
Interests:
Technology
Relationship Building
Office Integration
Management Training
Relationship Building
Office Integration
Management Training
Certifications:
Series 7, 63 & 66
Accredited Asset Management Specialist (Aams)
Series 9/10
Financial Industry Regulatory Authority (Finra)
College For Financial Planning
Accredited Asset Management Specialist (Aams)
Series 9/10
Financial Industry Regulatory Authority (Finra)
College For Financial Planning
New Dorp High School
View pageWork:
New Dorp High School
Kimberly Church
View pageKimberly Church
View pageKimberly Church
View pageKimberly Church
View pageSkills:
Microsoft Office