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OBJECTIVE |
To secure a position that will utilize my skills and knowledge while allowing me the opportunity to grow and advance within the company. |
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EXPERIENCE |
John Hancock Funds |
August 1997 - Present |
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Regional Wholesaler |
Boston, MA |
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- Build and maintain relationship with representatives in the bank channel
- Wholesaler of the Year 1998 - 2000
- Exceeded sales goals by no less than 20% each year
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First Union Securities |
June 1994 - August 1997 |
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Registered Representative |
Andover, MA |
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- Obtained Series 7 license
- Estate Planning, Financial Planning, Investments, Retirement Planning
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Bank of America |
Summers 1990 - 1993 |
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Intern |
Charlotte, NC |
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- Assisted bank personnel in day to day activities
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EDUCATION |
University of North Carolina |
May 1994 |
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Bachelor of Science in Accounting and Finance |
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Series 7, 63 and Life Licenses |
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