Ziv Ohel resumes & CV records
Resumes

Account Manager
Location:
Chicago, IL
Industry:
Financial Services
Work:
Hilton Grand Vacations
Account Manager Ziv Ohel Nov 2016 - Sep 2017
Principal and Financial Planner Ameriprise Financial Services, Inc. Nov 2012 - Oct 2016
Private Wealth Advisor, Managing Director Morgan Stanley Nov 1999 - Nov 2012
Senior Vice President Merrill Lynch Jul 1992 - Nov 1999
Senior Vice President
Account Manager Ziv Ohel Nov 2016 - Sep 2017
Principal and Financial Planner Ameriprise Financial Services, Inc. Nov 2012 - Oct 2016
Private Wealth Advisor, Managing Director Morgan Stanley Nov 1999 - Nov 2012
Senior Vice President Merrill Lynch Jul 1992 - Nov 1999
Senior Vice President
Education:
University of Maryland 1988 - 1992
Bachelors, Bachelor of Science, Economics, Finance Charles F. Brush High School
Bachelors, Bachelor of Science, Economics, Finance Charles F. Brush High School
Skills:
Wealth Management, Leadership, Strategic Planning, Financial Planning, Sales, Management, Customer Service, Estate Planning, Social Media, Marketing, Financial Services, Behavioral Finance, Team Building, Business Development, Strategy, Team Leadership, Time Management, Financial Advisory, Finance, Marketing Strategy, Coaching, Sales Management
Languages:
English
Hebrew
Hebrew
Certifications:
Cima
Top of the Table
Investment Management Consultants Association
Million Dollar Round Table
Top of the Table
Investment Management Consultants Association
Million Dollar Round Table

Ziv Ohel
Skills:
Wealth Management

Managing Director, Cima
Location:
Lake Zurich, IL
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
Managing Director, Cima
Managing Director, Cima

National Sales Specialist
Location:
Las Vegas, NV
Work:
Vivint
National Sales Specialist
National Sales Specialist

Senior Vice President - Wealth Management At Smith Barney
Location:
Greater Chicago Area
Industry:
Financial Services