Jonathan Douglas
Pelham ,AL
Summary
UAB grad with 4+ years of management and sales experience and 1+ years in the finance industry. I am currently affiliated with Prudential, and hold both Series 7 and 66 licenses, in addition to the Alabama Life and Health. My education background is in finance/marketing. I love being traveling, and am hoping to land a role where that can be integrated.
Overview
10
10
years of professional experience
Work History
FINRA Registered Representative
Prudential Financial
Birmingham, AL
08.2023 - Current
Member Service Representative
APCO Employees Credit Union
Birmingham, AL
08.2022 - 03.2023
Assistant Manager/Sales Associate
Sodexo @ Samford University
Birmingham, AL
01.2014 - Current
Education
Bachelor of Science - Finance with a minor in Marketing
University of Alabama At Birmingham
Birmingham, AL12.2020
Skills
- Opening new accounts
- Customer relations
- Financial Service Knowledge
- Risk Assessment
- Securities Trading
- Market Analysis
- Financial Analysis
- Marketing Strategies
References
Danny Hall (205-317-5004) - Manager at Logans
Blaine Prickett (205-531-6518) - Manager at Samford
Timeline
FINRA Registered Representative
Prudential Financial
08.2023 - Current
Member Service Representative
APCO Employees Credit Union
08.2022 - 03.2023
Assistant Manager/Sales Associate
Sodexo @ Samford University
01.2014 - Current
Bachelor of Science - Finance with a minor in Marketing
University of Alabama At Birmingham