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Administrative & Secretarial

Financial Services Professional

$20/hr Starting at $250

25+ years experience working in major investment firms. Operations,trading and compliance experience as well as customer service experience. See FINRA website for prior licensing (lapsed). I was Series 7, 8, 24, 63 and 66 licensed and have worked as a floor broker at the Pacific Coast Options Exchange (1984-1988). All retail & discount brokerage positions following 1988.

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$20/hr Ongoing

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25+ years experience working in major investment firms. Operations,trading and compliance experience as well as customer service experience. See FINRA website for prior licensing (lapsed). I was Series 7, 8, 24, 63 and 66 licensed and have worked as a floor broker at the Pacific Coast Options Exchange (1984-1988). All retail & discount brokerage positions following 1988.

Skills & Expertise

Compliance ConsultingCustomer ServiceFinanceFinancial PlanningFinancial ServicesLicensingMicrosoft Exchange ServerOperations ManagementRetail SalesWeb Design

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