Gautam Pai resumes & CV records
Resumes

Financial Advisor
Location:
9830 Ridgewood Dr, Twinsburg, OH 44087
Industry:
Financial Services
Work:
Balanced Financial Concepts
Financial Advisor Jaincotech India Apr 2005 - Nov 2008
Account Director National Biochemicals Corp. Sep 2003 - Apr 2005
Technical Sales Representative National City Bank Jun 2002 - Aug 2002
Database Marketing Research Assistant
Financial Advisor Jaincotech India Apr 2005 - Nov 2008
Account Director National Biochemicals Corp. Sep 2003 - Apr 2005
Technical Sales Representative National City Bank Jun 2002 - Aug 2002
Database Marketing Research Assistant
Education:
The Ohio State University 1999 - 2003
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science
Skills:
Customer Service, Wealth Management, Financial Planning, Investment Management, Investment Analysis, Insurance Review, Retirement Planning, College Education Planning, Insurance Policies
Languages:
English
Spanish
Spanish
Certifications:
Certified Wealth Strategist
Accredited Investment Fiduciary (Aif®)
Series 7 Registration
Series 63 Registration
Series 65 Registration
Cannon Financial Institute
Fi360
Financial Industry Regulatory Authority (Finra)
Nasaa
Accredited Investment Fiduciary (Aif®)
Series 7 Registration
Series 63 Registration
Series 65 Registration
Cannon Financial Institute
Fi360
Financial Industry Regulatory Authority (Finra)
Nasaa