All Investment Professional Candidate Profiles

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A total of 20 records were found.

Title Profile# Education Affiliations
Sales Desk Manager & Wholesaler 12062 BA Degree, Business Administration. Series 7, 6, 63, 26. Certified Funds Specialist, Institute of Business and Finance.
Chief Risk Officer 12059 MS Degree, Finance. BS Degree, Mathematics. Series 6, 63, 65. Series 3, 7 (expired). Pre-ASA.
Chief Investment Officer 12053 MBA. BBA Degree, Finance. Industry studies.
Life Chief Actuary and Chief Risk Officer 12042 MS Degree, Actuarial Science (Graduated with Honors). BS Degree. FSA. MAAA. Served on Leadership roles in SOA, ACLI, LIMRA.
Investment Operations and Trade Desk Officer 11970 BS Degree. Industry studies.
Life & Annuity Sales Operations Director 11955 BS Degree, Business. Series 6, 63. Life License. PMP. Six Sigma, Green Belt.
Chief Financial Officer 11950 BS Degree, Accounting. CPA. Series 27.
Annuity Customer Service and Product Business Analyst 11803 BS Degree, Mathematics, Projected Graduation May 2018. AA Degree, Business Administration. Series 6. LOMA Certifications: ACS 100, AAPA 273, 283, 303, 313.
Director, Investment & Risk Management Actuary 11770 BA Degree, Mathematics and Accounting. FSA. MAAA. CFA.
Controller & Financial Executive 11769 BS Degree, Business Administration and Marketing. CPA. Member, American Institute of Certified Public Accountants.
Finance & Product Management Leader 11768 BA Degree, Mathematics. Industry studies.
Accounting Officer 11766 Masters in Professional Accountancy. BBA Degree, Accounting. CPA.
Internal Wholesaler 11731 MBA, Strategic Management. BS Degree, Financial Services. FINRA Series 63 and 7. Life and Health License.
Compliance Executive 11712 BA Degree, Business Management/Administration. Series 7, 24, 63, 79.
Enterprise Risk Management Executive 11680 BSBA Degree. FSA. CERA. PRM. ChFC. CLU. CASL. FLMI.
Financial Director 11654 MBA. BS, Accounting, graduated with high honors. CPA. CIA. CPCU. CLU. CFA.
Investor Relations and Internal Auditor Executive 11639 Master of Business Administration. BS Degree, Accounting. Industry courses.
Financial, Strategic & Business Development Officer 11637 BS Degree, Business Administration and Accounting. FINRA Series 7 and 24 securities licenses.
Vice President, Finance 11503 BS Degree, Business Administration. CPA. AICPA. Society of Financial Examiners.
Financial M&A Strategic Analyst 9640 MS Degree, Accounting. MS Degree, Economics. BA Degree, Mathematics and Economics. CFA. CPCU. Series 7, 24, 63, 86, and 87. Licensed Life, Accident and Health. Ranked: Best Up-and-Comer Institutional Investor magazine (P&C Sector); Best Stock Picker P&C Sector, Bloomberg Magazine. Ranked Wall Street Journal poll (multiple years).

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