strategies for meeting clients' financial objectives . Implemented financial planning recommendations . ...developments or financial performance indicated a need for plan revision . Implemented financial planning ...and annual financial reports . Training manager 11/1996 to 01/2002 American express financial advisorz
Breton Financial Bakersfield,California
broker/dealers while building and managing a team of securities and insurance licensed agents . Functioned...Office of Supervisory Jurisdiction for United Securities Alliance for the state of California from 1998...Summary Financial planning professional with a strong history of developing customized financial plans
Foreman Financial Bakersfield,California
11/2011 to 04/2014 Collections Supervisor Foreman Financial － North Hollywood , CA Supervised a team of eight
Morgan Stanley Bakersfield,California
developments or financial performance indicated a need for plan revision . Financial Services Professional...Summary I am a Creative Financial Advisor providing financial planning strategies for clients by accurately...strategies for meeting clients' financial objectives . Implemented financial planning recommendations .
strategies for meeting clients' financial objectives . Implemented financial planning recommendations . Developed...Summary Diligent and driven financial professional who has achieved success in a variety of roles with...debt free and financially independent . Analyzed financial information obtained from clients to determine
Lane Bryant Bakersfield,California
and quality standards every review period . Financial Aid Advisor , 07/2001 to 08/2006 ACS (CSB Department)
ALLIANCE AGAINST FAM VIOLENCE AND SEXUAL ASSAULT Bakersfield,California
laws and applications . Monitored and tracked securities transactions , fund transfers , margin accounts...customer Servicer , and credit analysis . Analyzed financial statement and pertinent information to determine...individually and with families to determine what services would best address their needs . Advised patients
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