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A skilled operational specialist seeking a leadership position within a company that provides opportunity for growth through my experience, skills, an... View More
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Certifications
- 12/2013 | FINRA Series 6
- 01/2014 | FINRA Series 63
Engaging, friendly and motivated Executive Assistant with experience and an ability to work with diverse individuals and teams. Organized with excelle... View More
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Dynamic financial professional with a proven track record of delivering tailored insurance and investment solutions at Worthington Financial Partners.... View More
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Certifications
- General Securities Representative Exam, Series 7, FINRA
- Securities Industry Essentials (SIE), FINRA
- Life Insurance Producer: FL, DC, VA, MD, DE, PA
Accomplished Financial Management Professional with extensive expertise in wealth management and financial analysis. Demonstrated ability to enhance o... View More
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Certifications
- •Series 24- General Securities Principal Sept 2024
- • Series 7 – General Securities Representative Examination May 2024• Series 63 – Uniform Securities Agent Law Examination Jan 2024• Series 99 – Operations Professional Examination Nov 2023• SIE Certification – Securities Training Corporation Sept 2022
- • Bachelor of Business Administration in Accounting – Capella University May 2021• Certification Completion in Accounting – Tennessee Technology Center May 2000
Motivated finance professional with hands-on experience in wealth management, accounting automation, and client relations. Seeking to contribute analy... View More
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Certifications
- CFP Track Completed
- Series 65 (Expected 08/3)
Experienced Financial Consultant with over 8 years of expertise in comprehensive financial planning, client-facing sales, and account management. Seek... View More
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Dynamic investment and advisory leader with over 13 years of experience in advisory services, alternative investments, compliance, and trading. Curren... View More
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Certifications
- Series 7, Series 66, Yale School of Management CIMA prerequisite
Experienced leadership professional prepared to guide teams effectively. Strong focus on collaboration and achieving results, ensuring adaptability wi... View More
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Business-minded Senior Operations Associate known for verifying received data against orders for accuracy. Highly energetic with over 5 years of exper... View More
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Passionate, dedicated, and motivated professional with a diverse background in Financial Services, Customer Support, Annuities and Insurance Solutions... View More