Resumes
Resumes
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Financial Advisor And Business Development Director
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
Landing Point Financial Group
Financial Advisor and Business Development Director
Landing Point Financial Group A
Financial Advisor and Business Development Director
Merrill Lynch Dec 2010 - Jun 2012
Financial Advisor
Morgan Stanley Aug 2009 - Sep 2010
Financial Advisor
Firstmerit Bank Oct 2005 - Dec 2008
Vice President and Client Advisor
Financial Advisor and Business Development Director
Landing Point Financial Group A
Financial Advisor and Business Development Director
Merrill Lynch Dec 2010 - Jun 2012
Financial Advisor
Morgan Stanley Aug 2009 - Sep 2010
Financial Advisor
Firstmerit Bank Oct 2005 - Dec 2008
Vice President and Client Advisor
Skills:
Financial Services
Interests:
Social Services
Children
Economic Empowerment
Education
Health
Children
Economic Empowerment
Education
Health
Languages:
Romanian
Certifications:
Series 7, 66 and 31
Life, Health and Accident Insurance Licenses
Crpc®, Chartered Retirement Planning Counselor
College For Financial Planning
Life, Health and Accident Insurance Licenses
Crpc®, Chartered Retirement Planning Counselor
College For Financial Planning
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Financial Advisor At Landing Point Financial Group; A Private Wealth Advisory Practice Of Ameriprise Financial Services
View pagePosition:
Financial Advisor at Landing Point Financial Group
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work:
Landing Point Financial Group - Avon, Ohio since Jun 2012
Financial Advisor
Merrill Lynch Dec 2010 - Jun 2012
Financial Advisor
Morgan Stanley Smith Barney Aug 2009 - Sep 2010
Financial Advisor
FirstMerit Bank Oct 2005 - Dec 2008
Vice President/Client Advisor
National City Bank Jun 1993 - Oct 2005
Various positions
Financial Advisor
Merrill Lynch Dec 2010 - Jun 2012
Financial Advisor
Morgan Stanley Smith Barney Aug 2009 - Sep 2010
Financial Advisor
FirstMerit Bank Oct 2005 - Dec 2008
Vice President/Client Advisor
National City Bank Jun 1993 - Oct 2005
Various positions
Education:
BBA - Economics
BBA, Economics
BBA, Economics
Languages:
Romanian
Certifications:
Series 7, 66 and 31
Life, Health and Accident Insurance licenses
Life, Health and Accident Insurance licenses
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Susan Vasu Avon Lake, OH
View pageWork:
MERRILL LYNCH
2010 to 2000
Financial Advisor, Wealth Management
MORGAN STANLEY SMITH BARNEY
Westlake, OH
2009 to 2010
Financial Advisor, Wealth Management
FIRSTMERIT CORPORATION
Elyria, OH
2005 to 2008
Vice President/Client Advisor, Private Client Services
NATIONAL CITY CORPORATION
2003 to 2005
Assistant Market Executive
NATIONAL CITY CORPORATION
2002 to 2003
Manager, Human Resource Operations
NATIONAL CITY CORPORATION
2000 to 2001
Pricing Analyst
NATIONAL CITY CORPORATION
1999 to 2000
Operations Manager, PCG, Credit Administration
NATIONAL CITY CORPORATION
1998 to 1999
Fiduciary Compliance Officer
NATIONAL CITY CORPORATION
1996 to 1998
Trust Officer, Administrative Support Manager
NATIONAL CITY CORPORATION
1995 to 1996
Trust Business Consultant, Trust Operations
NATIONAL CITY CORPORATION
1993 to 1995
Administrative Assistant
AMERITRUST COMPANY, N. A
1991 to 1992
Manager, Retail Loan
AMERITRUST COMPANY, N. A
1990 to 1991
Trainer
AMERITRUST COMPANY, N. A
1988 to 1990
Retail Credit Manager Trainee
AMERITRUST COMPANY, N. A
1987 to 1988
Senior Adjustor
2010 to 2000
Financial Advisor, Wealth Management
MORGAN STANLEY SMITH BARNEY
Westlake, OH
2009 to 2010
Financial Advisor, Wealth Management
FIRSTMERIT CORPORATION
Elyria, OH
2005 to 2008
Vice President/Client Advisor, Private Client Services
NATIONAL CITY CORPORATION
2003 to 2005
Assistant Market Executive
NATIONAL CITY CORPORATION
2002 to 2003
Manager, Human Resource Operations
NATIONAL CITY CORPORATION
2000 to 2001
Pricing Analyst
NATIONAL CITY CORPORATION
1999 to 2000
Operations Manager, PCG, Credit Administration
NATIONAL CITY CORPORATION
1998 to 1999
Fiduciary Compliance Officer
NATIONAL CITY CORPORATION
1996 to 1998
Trust Officer, Administrative Support Manager
NATIONAL CITY CORPORATION
1995 to 1996
Trust Business Consultant, Trust Operations
NATIONAL CITY CORPORATION
1993 to 1995
Administrative Assistant
AMERITRUST COMPANY, N. A
1991 to 1992
Manager, Retail Loan
AMERITRUST COMPANY, N. A
1990 to 1991
Trainer
AMERITRUST COMPANY, N. A
1988 to 1990
Retail Credit Manager Trainee
AMERITRUST COMPANY, N. A
1987 to 1988
Senior Adjustor