Financial Representative
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Financial Representative Employees
Employee
Years
Job
Industry
Andrew Grube Andrew Grube's Financial Representative Experience September 2012 - October 2013
Job Graduate Student at Salem State University
Industry Mental Health Care
Experience
Salem State University January 2015 - Present
Financial Representative September 2012 - October 2013
Northwestern Mutual April 2012 - September 2013
University of Massachusetts Amherst September 2009 - May 2013
Shore Educational Collaborative June 2008 - August 2011
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology, 2013
University of Massachusetts, Amherst 2009 — 2013
Bachelor's degree, Psychology
Salem State University January 2015 - Present
Financial Representative September 2012 - October 2013
Northwestern Mutual April 2012 - September 2013
University of Massachusetts Amherst September 2009 - May 2013
Shore Educational Collaborative June 2008 - August 2011
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Psychology, 2013
University of Massachusetts, Amherst 2009 — 2013
Bachelor's degree, Psychology
Geri Capehart Geri Capehart's Financial Representative Experience 2009 - 2011
Job Professional Relations Coordinator at TearLab Corporation
Industry Public Relations and Communications
Experience
TearLab Corporation June 2012 - Present
Kaiser Permanente August 2011 - December 2011
Financial Representative 2009 - 2011
Intuit Inc March 2008 - December 2008
Advisor Media July 2005 - September 2007
Advisor Media, Inc February 2001 - June 2005
Advisor Media, Inc February 1998 - January 2001
Skills
Customer Service, Marketing, Account Management, Sales
Education
Ashford University 1997 — 1999
Hofstra University, Communications
Century Business Schools
Paralegal Certification
University of California, San Diego
TearLab Corporation June 2012 - Present
Kaiser Permanente August 2011 - December 2011
Financial Representative 2009 - 2011
Intuit Inc March 2008 - December 2008
Advisor Media July 2005 - September 2007
Advisor Media, Inc February 2001 - June 2005
Advisor Media, Inc February 1998 - January 2001
Skills
Customer Service, Marketing, Account Management, Sales
Education
Ashford University 1997 — 1999
Hofstra University, Communications
Century Business Schools
Paralegal Certification
University of California, San Diego
Molly Jacobson Molly Jacobson's Financial Representative Experience June 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Financial Representative June 2013 - Present
JPMorgan Chase December 2011 - May 2013
Bloomingdales October 2010 - December 2011
Skills
Cross Selling, Relationship Management, Customer Service, Loan Origination, Financial Services, Banking, Portfolio Management, Risk Management, Loans, Financial Analysis, Sales, Asset Management, Strategic Planning
Education
Brown University 1986 — 1990
Bachelor's degree, Communication and Media Studies
Pace University 2003 — 2006
Masters of Science, Education
Friends Seminary
Financial Representative June 2013 - Present
JPMorgan Chase December 2011 - May 2013
Bloomingdales October 2010 - December 2011
Skills
Cross Selling, Relationship Management, Customer Service, Loan Origination, Financial Services, Banking, Portfolio Management, Risk Management, Loans, Financial Analysis, Sales, Asset Management, Strategic Planning
Education
Brown University 1986 — 1990
Bachelor's degree, Communication and Media Studies
Pace University 2003 — 2006
Masters of Science, Education
Friends Seminary
Alex Forbes's Financial Representative Experience May 2014 - November 2014
Job Financial Representative Intern
Industry Financial Services
Experience
Financial Representative May 2014 - November 2014
Snavely Group June 2013 - August 2013
Snavely Building Company May 2011 - August 2012
Skills
Leadership, Entrepreneurship, Microsoft Office, Customer Service, Budgets, Business, Real Estate, Interpersonal Skill, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2015
Bachelor of Science (BS) in Business Adminstration, Finance, Investment Management
Cleveland State University 2012 — 2012
Business Administration
University of Kentucky 2011 — 2011
Financial Representative May 2014 - November 2014
Snavely Group June 2013 - August 2013
Snavely Building Company May 2011 - August 2012
Skills
Leadership, Entrepreneurship, Microsoft Office, Customer Service, Budgets, Business, Real Estate, Interpersonal Skill, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2015
Bachelor of Science (BS) in Business Adminstration, Finance, Investment Management
Cleveland State University 2012 — 2012
Business Administration
University of Kentucky 2011 — 2011
Janelle Pavon Janelle Pavon's Financial Representative Experience September 2013 - March 2014
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Financial Representative September 2013 - March 2014
Fidelity Investments May 2012 - September 2013
Langdon Ford Financial January 2011 - June 2012
Salesmaster February 2010 - October 2010
The Eagle Group August 2008 - November 2008
Fletcher Thompson July 2007 - July 2008
Posen Architects May 2005 - June 2007
Education
Kean University 2004 — 2008
BFA, Interior Design
Rutgers University-New Brunswick 1995 — 1999
BA, Psychology
Financial Representative September 2013 - March 2014
Fidelity Investments May 2012 - September 2013
Langdon Ford Financial January 2011 - June 2012
Salesmaster February 2010 - October 2010
The Eagle Group August 2008 - November 2008
Fletcher Thompson July 2007 - July 2008
Posen Architects May 2005 - June 2007
Education
Kean University 2004 — 2008
BFA, Interior Design
Rutgers University-New Brunswick 1995 — 1999
BA, Psychology
Fumiji Aoki, CFP(R)'s Financial Representative Experience March 2004 - August 2010
Job Owner operator of Ms. Fu's Yummy Food Truck
Industry Food & Beverages
Experience
Innovative Wealth January 2011 - Present
Strategic Financials NJ September 2010 - Present
Turtle Conservancy August 2011 - February 2015
Rotary District 7510 July 2010 - June 2011
Financial Representative March 2004 - August 2010
Skills
Succession Planning, Special Needs Planning, Estate Planning, Long Term Care, Asset Management, Real Estate, Business Planning, Financial Planning, Risk Management, Investment Advisory, Strategic Planning, Alternative Investments, Asset Managment, Disability Insurance, Financial Advisory, Financial Analysis, Financial Planners, Insurance, Investments, Management, Personal Finance, Portfolio Management, Program Management, Retirement, Retirement Planning, Small Business, Strategic Financial..., Wealth, Wealth Management, Finance, Financial Services, Public Speaking, Wealth Management..., Special Education, Team Building, Investment Strategies, Life Insurance, Asset Allocation, Long-term Care
Education
Fairleigh Dickinson University 1998 — 2000
Financial Planning and Services
Plymouth State University 1992 — 1995
BS, Economics/Finance/Math
Innovative Wealth January 2011 - Present
Strategic Financials NJ September 2010 - Present
Turtle Conservancy August 2011 - February 2015
Rotary District 7510 July 2010 - June 2011
Financial Representative March 2004 - August 2010
Skills
Succession Planning, Special Needs Planning, Estate Planning, Long Term Care, Asset Management, Real Estate, Business Planning, Financial Planning, Risk Management, Investment Advisory, Strategic Planning, Alternative Investments, Asset Managment, Disability Insurance, Financial Advisory, Financial Analysis, Financial Planners, Insurance, Investments, Management, Personal Finance, Portfolio Management, Program Management, Retirement, Retirement Planning, Small Business, Strategic Financial..., Wealth, Wealth Management, Finance, Financial Services, Public Speaking, Wealth Management..., Special Education, Team Building, Investment Strategies, Life Insurance, Asset Allocation, Long-term Care
Education
Fairleigh Dickinson University 1998 — 2000
Financial Planning and Services
Plymouth State University 1992 — 1995
BS, Economics/Finance/Math
Margrett Starr McDonald Margrett Starr McDonald's Financial Representative Experience November 2014 - Present
Job Be the kind of person that you want to meet!
Industry Public Relations and Communications
Experience
Financial Representative November 2014 - Present
Amir Make Up and Nail Spa August 2013 - December 2014
Methodist Hospitals January 2013 - May 2013
The Illinois Institute for Entrepreneurship Education 2006 - 2010
Steel Family Health Care Center 2004 - 2005
Skills
Interpersonal Skill, Public Speaking, Strategic Public..., Event Planning, Event Management, Coordinating Events, Conference Coordination, Administrative..., Research, Sales, Community Outreach, Leadership, Public Relations, Recruiting, Press Releases, Nonprofits, Community Development, Fundraising, Customer Service, Social Media
Education
University of Phoenix 2011 — 2012
Certifciate of Completion, Project Management
Ball State University 1998 — 2004
Master's degree, Public Relations, Advertising, and Applied Communication
Emerson School for the Visual and Performing Arts 1992 — 1998
High School Diploma, Drama and Dramatics/Theatre Arts, General
Financial Representative November 2014 - Present
Amir Make Up and Nail Spa August 2013 - December 2014
Methodist Hospitals January 2013 - May 2013
The Illinois Institute for Entrepreneurship Education 2006 - 2010
Steel Family Health Care Center 2004 - 2005
Skills
Interpersonal Skill, Public Speaking, Strategic Public..., Event Planning, Event Management, Coordinating Events, Conference Coordination, Administrative..., Research, Sales, Community Outreach, Leadership, Public Relations, Recruiting, Press Releases, Nonprofits, Community Development, Fundraising, Customer Service, Social Media
Education
University of Phoenix 2011 — 2012
Certifciate of Completion, Project Management
Ball State University 1998 — 2004
Master's degree, Public Relations, Advertising, and Applied Communication
Emerson School for the Visual and Performing Arts 1992 — 1998
High School Diploma, Drama and Dramatics/Theatre Arts, General
Hillary Marken Hillary Marken's Financial Representative Experience March 2012 - February 2013
Job Insurance Account Manager at CW Financial Services LLC
Industry Financial Services
Experience
CW Financial Services LLC January 2015 - Present
CW Financial May 2013 - December 2014
Financial Representative March 2012 - February 2013
Northwestern Mutual April 2012 - January 2013
Closets By Design 2010 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Time Management, Social Media, Adobe Creative Suite, Marketing, Event Planning, Microsoft Word, Customer Service, Sales
Education
University of Massachusetts, Amherst
CW Financial Services LLC January 2015 - Present
CW Financial May 2013 - December 2014
Financial Representative March 2012 - February 2013
Northwestern Mutual April 2012 - January 2013
Closets By Design 2010 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Time Management, Social Media, Adobe Creative Suite, Marketing, Event Planning, Microsoft Word, Customer Service, Sales
Education
University of Massachusetts, Amherst
Naomi Deshommes Naomi Deshommes's Financial Representative Experience July 2010 - October 2012
Job Premier Banker at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. October 2012 - Present
Financial Representative July 2010 - October 2012
EDSI 2009 - 2010
Lehman Brothers March 2008 - March 2009
JPMorgan Chase May 2005 - March 2008
Skills
Series 63, Mutual Funds, Insurance, Finance, FINRA, Term Life Insurance, IRAs, Long Term Care Insurance, Series 6, Strategic Financial..., Securities, Health Insurance, Retirement Planning, Fixed Annuities, Fixed Income, Group Medical, Real Estate, Financial Planning, Investments, Customer Service, Management, Portfolio Management, Retirement
Education
Dickinson College 2001 — 2005
Bachelor of Arts (B.A.), Double Major in International Business and Management/ Economics
August Martin High School
Santander Bank, N.A. October 2012 - Present
Financial Representative July 2010 - October 2012
EDSI 2009 - 2010
Lehman Brothers March 2008 - March 2009
JPMorgan Chase May 2005 - March 2008
Skills
Series 63, Mutual Funds, Insurance, Finance, FINRA, Term Life Insurance, IRAs, Long Term Care Insurance, Series 6, Strategic Financial..., Securities, Health Insurance, Retirement Planning, Fixed Annuities, Fixed Income, Group Medical, Real Estate, Financial Planning, Investments, Customer Service, Management, Portfolio Management, Retirement
Education
Dickinson College 2001 — 2005
Bachelor of Arts (B.A.), Double Major in International Business and Management/ Economics
August Martin High School
Steve Gillig's Financial Representative Experience 2014 - Present
Job Financial Representative
Industry Retail
Experience
Financial Representative 2014 - Present
Spirit Halloween 2013 - 2013
Chester's International, LLC. December 2009 - December 2012
Dead River Company June 2003 - December 2009
RadioShack 1989 - 2001
McDonald's Corporation 1975 - 1988
Skills
Inventory Management, Sales Management, Profit, Customer Service, Merchandising, Retail, Food Service, Microsoft Excel, Business Planning, Multi-Unit Management, Microsoft Office, Restaurant Management, Retail Sales, Sales Growth, District Management, Franchise Sales, Franchise Consulting, Operations Management, Business Development, Training, P&L Management, Trade Shows, Sales, B2B, Sales Operations, Customer Satisfaction, Team Building, Leadership, Management, Selling
Education
Bentley University 1972 — 1976
Business, Management, Marketing, and Related Support Services
Financial Representative 2014 - Present
Spirit Halloween 2013 - 2013
Chester's International, LLC. December 2009 - December 2012
Dead River Company June 2003 - December 2009
RadioShack 1989 - 2001
McDonald's Corporation 1975 - 1988
Skills
Inventory Management, Sales Management, Profit, Customer Service, Merchandising, Retail, Food Service, Microsoft Excel, Business Planning, Multi-Unit Management, Microsoft Office, Restaurant Management, Retail Sales, Sales Growth, District Management, Franchise Sales, Franchise Consulting, Operations Management, Business Development, Training, P&L Management, Trade Shows, Sales, B2B, Sales Operations, Customer Satisfaction, Team Building, Leadership, Management, Selling
Education
Bentley University 1972 — 1976
Business, Management, Marketing, and Related Support Services
Dan Gilmer's Financial Representative Experience March 2004 - May 2005
Job Senior Financial Sales Consultant at PNC Bank
Industry Banking
Experience
Pnc bank June 2005 - Present
PNC Bank June 2005 - Present
Financial Representative March 2004 - May 2005
Ameridebt Credit January 2003 - March 2004
Skills
Customer Service, Banking, Microsoft Office, Sales, Leadership, Credit, Loans, Retail Banking, Risk Management, Financial Analysis
Education
University of Maryland University College 2001 — 2005
Business and Psychology
University of Maryland University College 1991 — 1995
Bachlor of Science, Master of Arts, Business and Psychology
Baylor University 1966 — 1968
Registered Nursing/Registered Nurse
University of Maryland College Park
Business Ma
Pnc bank June 2005 - Present
PNC Bank June 2005 - Present
Financial Representative March 2004 - May 2005
Ameridebt Credit January 2003 - March 2004
Skills
Customer Service, Banking, Microsoft Office, Sales, Leadership, Credit, Loans, Retail Banking, Risk Management, Financial Analysis
Education
University of Maryland University College 2001 — 2005
Business and Psychology
University of Maryland University College 1991 — 1995
Bachlor of Science, Master of Arts, Business and Psychology
Baylor University 1966 — 1968
Registered Nursing/Registered Nurse
University of Maryland College Park
Business Ma