Tanya Teresa Kutlik from Monroe, CT, age 43

Tanya Kutlik Phones & Addresses

Monroe, CT
419 Pitkin Holw, Trumbull, CT 06611 • (203)8682677
Shelton, CT
Stratford, CT
170 Main St, Milford, CT 06460
170 W Main St #204, Milford, CT 06460
419 Pitkin Holw, Trumbull, CT 06611

Work

Company:

Morgan stanley
2013
Position:

Branch manager assistant/csa coach

Education

School / High School:

Sacred Heart University- Fairfield, CT
Apr 2010
Specialities:

MBA in Corporate Finance

Skills

Series 7 • Banking • Financial Services • Financial Planning • Wealth Management • Investments • Series 63 • Series 65 • Finance • Mutual Funds • Sales • Salesforce.com • Client Relations • Management • Marketing • Strategic Planning • Portfolio Management • Trading • Webex

Ranks

Certificate:

Series 7 General Securities Representative

Industries

Financial Services

Resumes

Senior Registered Associate And Ca Coach

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Location:

Trumbull, CT

Industry:

Financial Services

Work:

Merrill Lynch
Senior Registered Associate and Ca Coach
Morgan Stanley May 2010 - Mar 2014
Senior Registered Client Sales Associate and Job Coach
Bank of America Merrill Lynch Oct 2009 - May 2010
Sales Associate
Bank of America May 2006 - Apr 2007
Personal Banker

Education:

College For Financial Planning 2015 - 2016
Sacred Heart University 2007 - 2009
Masters, Corporate Finance Sacred Heart University
Bachelors, Bachelor of Arts, Business Administration, Management, Business Administration and Management

Skills:

Series 7
Banking
Financial Services
Financial Planning
Wealth Management
Investments
Series 63
Series 65
Finance
Mutual Funds
Sales
Salesforce.com
Client Relations
Management
Marketing
Strategic Planning
Portfolio Management
Trading
Webex

Certifications:

Series 7 General Securities Representative
Series 63 Uniform Securities Agent State Law Exam
Series 65 Uniform Investment Advisor Law Exam
Financial Industry Regulatory Authority (Finra)

Tanya Kutlik Trumbull, CT

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Work:

Morgan Stanley

2013 to 2000
Branch Manager Assistant/CSA Coach Notary Public, State of Connecticut

2003 to 2000
Phi Theta Kappa Honor Society member New England Region

2010 to 2013
Sr Reg'd Client Associate/ CSA Coach, Morgan Stanley Merrill Lynch Wealth Management
New Haven, CT
2007 to 2010
Registered Client Associate Personal Banker, Bank of America
Milford, CT
2006 to 2007
Personal Banker

Education:

Sacred Heart University
Fairfield, CT
Apr 2010 to Dec 2011
MBA in Corporate Finance Sacred Heart University
Fairfield, CT
May 2009
B.A. in General Studies