Resumes
Resumes
Client Relationship Associate At Capital Group
View pagePosition:
Client Relationship Associate at Capital Group
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
Tradewinds Global Investors since Jul 2008
Executive Assistant
Trellus Management - New York, NY Nov 2004 - Jun 2008
Executive Assistant
Executive Assistant
Trellus Management - New York, NY Nov 2004 - Jun 2008
Executive Assistant
Education:
Western Washington University 1992 - 1996
BA, Theater
BA, Theater
Senior Registered Private Wealth Associate
View pageLocation:
4277 Baldwin Ave, Culver City, CA 90232
Industry:
Financial Services
Work:
Merrill Lynch
Senior Registered Private Wealth Associate
Capital Group May 2013 - Oct 2014
Client Relationship Associate
Tradewinds Global Investors, Llc Jul 2008 - Apr 2013
Executive Assistant
Trellus Management Nov 2004 - Jun 2008
Executive Assistant
Senior Registered Private Wealth Associate
Capital Group May 2013 - Oct 2014
Client Relationship Associate
Tradewinds Global Investors, Llc Jul 2008 - Apr 2013
Executive Assistant
Trellus Management Nov 2004 - Jun 2008
Executive Assistant
Education:
Western Washington University 1992 - 1996
Bachelors, Bachelor of Arts, Theater
Bachelors, Bachelor of Arts, Theater
Skills:
Series 7
Series 66
Presentation Skills
Client Relations
Client Services
Client Presentation
Client Development
Client Rapport
Salesforce.com
Notary Public
Project Management
Office Management
Microsoft Excel
Outlook
Microsoft Word
Online Research
Concur
Series 66
Presentation Skills
Client Relations
Client Services
Client Presentation
Client Development
Client Rapport
Salesforce.com
Notary Public
Project Management
Office Management
Microsoft Excel
Outlook
Microsoft Word
Online Research
Concur
Languages:
English
Certifications:
Series 7
Series 66
Notary Public
Financial Industry Regulatory Authority (Finra)
California Secretary of State
Series 66
Notary Public
Financial Industry Regulatory Authority (Finra)
California Secretary of State