Shelly Ann Newman

age ~61

from Nephi, UT

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Also known as:

Shelly A Newman
Shelly L Newman
Shelly Ann Holman
Shelly A Holman
Shelly Ann Livingston
Newman Newman
Shelly Ann N

Phone and address:: 227 Center St, Nephi, UT 84648

Connected to:

Resumes

Team Leader, Brokerage Operations At G. F. Investment Services-Series 7 Licensed. Currently Studying Finra Series 24

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Position:

Team Leader, Brokerage Operations at G. F. Investment Services

Location:

Sarasota, Florida

Industry:

Financial Services

Work:

G. F. Investment Services - Sarasota, Florida since Mar 2011
Team Leader, Brokerage Operations
Encadria Staffing Nov 2010 - Feb 2011
Administration
Idaho Department of Corrections Mar 2006 - Feb 2009
Administrative Assistant/Office Manager
Craig G. Richman, P.A. - Boca Raton, FL Jan 2005 - Oct 2006
Financial Advisor Office Manager
Weiss Capital Management, Inc Jul 2003 - Jan 2005
Senior Sales Assistant

Education:

Kaplan University 2013 - 2013
currently studying for the FINRA Series 24 FINRA Series 7 2010 - 2010
Series 7

Skills:

Retirement
Financial Planners
Training
Alternative Investments
Office Management
Paraplanning
Operations Management
Event Planning
Corporate Events
Building Relationships
Account Management
High Net Worth Individuals
Stock Trading
Variable Annuities
REIT
Employee Stock Options
Insurance
Trading
Securities
Financial Advisory
Investment Advisory
Wealth Management Services
FINRA
Stocks
Global Custody
Settlement
Back Office
Electronic Trading
Asset Allocation
Portfolio Management
IRAs
Bonds
Investment Management
Finance
Equity Trading
Corporate Actions
401k
Wealth
Market Data
Trading Systems
Customer Service
Life Insurance

Interests:

Art, Dance, Food, Interior Design, Career, Mentoring, Advocate for the homeless for both animals and people.

Honor & Awards:

Numerous awards for performance and team work in my career.