Resumes & CV records
Resumes
Registered Financial Consultant
Location:
225 Liberty St, New York, NY 10006
Industry:
Financial Services
Work:
Tiaa
Registered Financial Consultant Oppenheimerfunds Oct 2005 - Jul 2018
Quality Specialist and Assistant Trainer Oppenheimerfunds Jan 2004 - Oct 2005
Senior Service Associate and Research Analyst Oppenheimerfunds Aug 1999 - Jan 2004
Back Office and High Net Worth Specialist Oppenheimerfunds Jun 1998 - Aug 1999
Variable Annuity Specialist Oppenheimerfunds Sep 1996 - Jun 1998
Change of Trustee Specialist
Registered Financial Consultant Oppenheimerfunds Oct 2005 - Jul 2018
Quality Specialist and Assistant Trainer Oppenheimerfunds Jan 2004 - Oct 2005
Senior Service Associate and Research Analyst Oppenheimerfunds Aug 1999 - Jan 2004
Back Office and High Net Worth Specialist Oppenheimerfunds Jun 1998 - Aug 1999
Variable Annuity Specialist Oppenheimerfunds Sep 1996 - Jun 1998
Change of Trustee Specialist
Education:
Community College of Denver
Skills:
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Process Improvement, Access, Software Documentation, Quality Assurance, Call Centers, Business Process Improvement, Team Building, Financial Services, Business Analysis, Mutual Funds, Finance, Investments, Training, Microsoft Office