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
purposes of financial aid . Interviewed potential students to determine financial aid eligibility...Explained student financial aid responsibilities . Submitted Completed Financial Aid files to...Professional Summary Financial Aid Advisor possessing outstanding interpersonal , analytical
Arnold Air Society Bakersfield,California
Trained military professional with skills in financial services , management , and communication . Managed...Fresno , CA Financial Manager Managed budgeting process , collected dues , held financial records ,
Kern Schools Federal Credit Union Bakersfield,California
Summary Skilled financial professional with 29 years of financial services industry experience and 21...recommendations . Financial Services Professional December 2006 to February 2010 New York Life Insurance...developments or financial performance indicated a need for plan revision . Implemented financial planning
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
Senior Sales Technician
Office Depot Bakersfield,California
CA Sales and Service Specialist Recommended banking products to new and existing customers Assisted...Explained company offerings to promote products and services to clients . Installed and removed Mediacom products
Credit Support - Agribusiness Department
Citizens Business Bank Bakersfield,California
support and analyst with seven years experience in banking . Ability to quickly adapt to changes , excellent...underwriting in both commercial and agricultural banking Detailed , organized and prioritize time effectively...approvals and denials . Credit Support - Commercial Banking Oct 2009 to Mar 2012 Bakersfield , CA Performed
Foreman Financial Bakersfield,California
11/2011 to 04/2014 Collections Supervisor Foreman Financial － North Hollywood , CA Supervised a team of eight
Teller/Customer Service Representative, Persona
Wells Fargo Bakersfield,California
Summary CUSTOMER SERVICE PROFESSIONAL Profile More than 14 years' successful experience in customer ...
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 .
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