Resumes
Resumes
New Hire Team Lead
View pageLocation:
Phoenix, AZ
Industry:
Financial Services
Work:
Merrill Edge
New Hire Team Lead
Merrill Edge Oct 2015 - Apr 2016
Performance Coach
Merrill Edge Oct 2015 - Apr 2016
Investment Specialist
Edward Jones Jul 2013 - Aug 2014
Financial Advisor
Waddell & Reed May 1, 2012 - Oct 1, 2012
Intern
New Hire Team Lead
Merrill Edge Oct 2015 - Apr 2016
Performance Coach
Merrill Edge Oct 2015 - Apr 2016
Investment Specialist
Edward Jones Jul 2013 - Aug 2014
Financial Advisor
Waddell & Reed May 1, 2012 - Oct 1, 2012
Intern
Education:
Washington State University 2009 - 2013
Bachelors, Economics
Bachelors, Economics
Skills:
Data Analysis
Finance
Series 7
Series 66
Series 9
Project Management
New Hire Orientations
Microsoft Office
Public Speaking
Customer Service
Microsoft Word
Microsoft Excel
Time Management
Powerpoint
Leadership
Strategic Planning
Finance
Series 7
Series 66
Series 9
Project Management
New Hire Orientations
Microsoft Office
Public Speaking
Customer Service
Microsoft Word
Microsoft Excel
Time Management
Powerpoint
Leadership
Strategic Planning
Certifications:
Series 7
Series 66
Series 9
Series 10
Financial Industry Regulatory Authority (Finra)
Series 66
Series 9
Series 10
Financial Industry Regulatory Authority (Finra)
Lisa Modin
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