Experienced Personal Financial Advisor who successfully manages specialty financial planning projects from inception to completion. Excels at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly-competitive environment in which leadership skills are the key to success.
Certified Financial Planner
Series 6, 7, and 66 licenses
Companies Worked For:
Job Titles Held:
Where can I find a Timber Financial Group Personal Financial Advisor resume example in Duarte, California ?
This is an actual resume example of a Personal Financial Advisor who works in the Account Management Industry. LiveCareer has 47604 Account Management resumes in its database. LiveCareer’s Resume Directory contains real resumes created by subscribers using LiveCareer’s Resume Builder.
© 2019, Bold Limited. All rights reserved.