Resumes
Resumes
Senior Manager, Risk Analysis, Sales And Service Solutions
View pageLocation:
Columbus, OH
Industry:
Financial Services
Work:
Charles Schwab
Senior Manager, Risk Analysis, Sales and Service Solutions
Td Ameritrade Institutional
Senior Manager, Iroc Advisor Risk Oversight
Td Ameritrade Institutional Dec 2015 - Jul 2017
Senior Manager, Advisor Relations
Td Ameritrade Institutional Dec 2013 - Dec 2015
Manager, Business Transition Services
Td Ameritrade Institutional Apr 2010 - Dec 2013
Risk Management Representative
Senior Manager, Risk Analysis, Sales and Service Solutions
Td Ameritrade Institutional
Senior Manager, Iroc Advisor Risk Oversight
Td Ameritrade Institutional Dec 2015 - Jul 2017
Senior Manager, Advisor Relations
Td Ameritrade Institutional Dec 2013 - Dec 2015
Manager, Business Transition Services
Td Ameritrade Institutional Apr 2010 - Dec 2013
Risk Management Representative
Education:
University of North Texas 1998 - 2002
Bachelors
Bachelors
Skills:
Uniform Combined State Law
Wealth Management
Mutual Funds
Investment Advisory
Retirement Planning
Series 24
Equities
Securities
Investments
Fixed Income
Retirement
Series 65
Asset Allocation
Finra
Portfolio Management
Strategic Financial Planning
Etfs
Options
Risk Management
Series 7
Financial Services
Series 3
Series 55
Series 4
Iras
Trading
Wealth Management
Mutual Funds
Investment Advisory
Retirement Planning
Series 24
Equities
Securities
Investments
Fixed Income
Retirement
Series 65
Asset Allocation
Finra
Portfolio Management
Strategic Financial Planning
Etfs
Options
Risk Management
Series 7
Financial Services
Series 3
Series 55
Series 4
Iras
Trading
Associate Agent
View pageLocation:
14887 southeast 25Th Ave, Summerfield, FL 34491
Industry:
Insurance
Work:
Dawson Taylor & Company Jun 2008 - Dec 2012
Personal Lines Csr
Bird Insurance Agency & Callum and Bird Insurance Jun 2008 - Dec 2012
Associate Agent
The Nation Group May 1998 - May 2008
Personal Lines Agent and Csr
Personal Lines Csr
Bird Insurance Agency & Callum and Bird Insurance Jun 2008 - Dec 2012
Associate Agent
The Nation Group May 1998 - May 2008
Personal Lines Agent and Csr
Education:
North Marion High School 1992 - 1996
Kasey Welch
View pageKasey Welch Belleview, FL
View pageWork:
Bird Insurance Agency, LLC
Jan 2012 to 2000
Licensed Agent/Personal Lines CSR
Dawson, Taylor and Company
Augusta, GA
Jun 2008 to Dec 2011
Licensed Agent/Personal Lines CSR
The Nation Group
Ocala, FL
Apr 1998 to May 2008
Licensed Customer Service Rep/Agent/Manager
Jan 2012 to 2000
Licensed Agent/Personal Lines CSR
Dawson, Taylor and Company
Augusta, GA
Jun 2008 to Dec 2011
Licensed Agent/Personal Lines CSR
The Nation Group
Ocala, FL
Apr 1998 to May 2008
Licensed Customer Service Rep/Agent/Manager
Education:
North Marion High School
Sparr, FL
1996
Diploma
Sparr, FL
1996
Diploma