Resumes
Resumes

Financial Services Professional
View pagePosition:
Private Client Specialist at Fidelity Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work:
Fidelity Investments since 2009
Private Client Specialist
Cummings Wealth Management Group 2008 - 2009
Team Leader
Morgan Stanley Smith Barney 2006 - 2008
Branch Administrator
BCG Securities Inc 2003 - 2006
Securities Administrator/Team Leader
Capital Planning Institute 1998 - 2003
Administrative Assistant/Seminar Director
Private Client Specialist
Cummings Wealth Management Group 2008 - 2009
Team Leader
Morgan Stanley Smith Barney 2006 - 2008
Branch Administrator
BCG Securities Inc 2003 - 2006
Securities Administrator/Team Leader
Capital Planning Institute 1998 - 2003
Administrative Assistant/Seminar Director
Skills:
Series 7
Securities
Series 24
Financial Services
Notary Public
Insurance
Uniform Combined State Law
Series 9/10
Series 66
Securities
Series 24
Financial Services
Notary Public
Insurance
Uniform Combined State Law
Series 9/10
Series 66
Interests:
Scuba Diving, Skiing, Boating, Hiking

Manager At Smith Barney
View pagePosition:
Manager at Smith Barney
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work:
Smith Barney
Manager
Manager
Education:
Rutgers, The State University of New Jersey-Camden