Resumes
Resumes

Vice President, Personal Retirement Desk Manager
View pageLocation:
Jacksonville, FL
Industry:
Banking
Work:
Bank of America
Vice President, Personal Retirement Desk Manager
Merrill Lynch
Vice President, Business Execution Manager - Annuities and Insurance
Merrill Lynch Aug 2018 - Dec 2018
Vice President, Associate Retirement Specialist
Merrill Lynch Feb 2017 - Jul 2018
Vice President, Personal Retirement Sales Desk Team Lead
Merrill Lynch Jan 1, 2016 - Mar 2017
Avp, Personal Retirement Business Development Internal Specialist
Vice President, Personal Retirement Desk Manager
Merrill Lynch
Vice President, Business Execution Manager - Annuities and Insurance
Merrill Lynch Aug 2018 - Dec 2018
Vice President, Associate Retirement Specialist
Merrill Lynch Feb 2017 - Jul 2018
Vice President, Personal Retirement Sales Desk Team Lead
Merrill Lynch Jan 1, 2016 - Mar 2017
Avp, Personal Retirement Business Development Internal Specialist
Education:
University of North Florida 2003 - 2007
Bachelors, Bachelor of Science, Business Management
Bachelors, Bachelor of Science, Business Management
Skills:
Retirement
Financial Advisory
Equities
Retirement Planning
Investments
Wealth Management
Mutual Funds
Series 7
401K
Customer Service
Uniform Combined State Law
Financial Planning
Series 63
Series 6
Finance
Access
Outlook
Management
Chartered Retirement Planning Counselor
Series 66
Financial Services
Insurance
Financial Advisory
Equities
Retirement Planning
Investments
Wealth Management
Mutual Funds
Series 7
401K
Customer Service
Uniform Combined State Law
Financial Planning
Series 63
Series 6
Finance
Access
Outlook
Management
Chartered Retirement Planning Counselor
Series 66
Financial Services
Insurance
Certifications:
Series 7
Series 66
Chartered Retirement Planning Counselor(Sm)
Life, Health, and Variable Annuity Licensed
Financial Industry Regulatory Authority (Finra)
College For Financial Planning
Florida Department of Financial Services
Series 24 - General Securities Principal
Series 66
Chartered Retirement Planning Counselor(Sm)
Life, Health, and Variable Annuity Licensed
Financial Industry Regulatory Authority (Finra)
College For Financial Planning
Florida Department of Financial Services
Series 24 - General Securities Principal

Jeremy Kaneer
View pageLocation:
Jacksonville, FL