Susan M Palmatier

age ~61

from Minneapolis, MN

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Also known as:

Sue M Palmatier
Susan M Doering

Phone and address:: 2810 Rhode Island Ave, Minneapolis, MN 55426
9529292959

Connected to:

Susan Palmatier Phones & Addresses

2810 Rhode Island Ave, Saint Louis Park, MN 55426 • 9529292959
Minneapolis, MN
Excelsior, MN
Gilbert, AZ
Santiago, MN

Work

Company:

Wells fargo wbs
2011
Position:

Series 7 8 9 10 24 63 trading / service rep 2, wbs central order support

Education

School / High School:

Mankato State University- Mankato, MN
2012
Specialities:

Some coursework in Financial Planning Certificate at Mankato State University in CFP

Skills

Series 7 • 9 • 10 • 24 • 63 MN life/health/annuity

Resumes

Client Services Brokerage Financial Professional Series 7,9,10,24, 63 ,Mn Life/Health/Annuities

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Position:

Brokerage trading Rep at WELLS FARGO WBS

Location:

Greater Minneapolis-St. Paul Area

Industry:

Financial Services

Work:

WELLS FARGO WBS since Oct 2011
Brokerage trading Rep
WELLS FARGO WMG May 2007 - Aug 2012
Brokerage Trading / Service Rep
Ameriprise Financial Services, Inc. May 2007 - Aug 2012
Brokerage/Trading Representative
WELLS FARGO TRUST May 2005 - May 2007
Trust Sales Assistant
Express Scripts May 2004 - May 2005
Pharmacy benefits representative

Education:

University of Minnesota 1981 - 1985
B.A., Bachelor of Arts, History

Skills:

Series 7, 9, 10, 24, 63
MN life/heath/annuity insurance licensed
Energetic team player
HIghly Organized, responsible
Highly self-motivated
Finra
Strong Investment acumen
Risk Management
Equities, bonds, mutual funds, options, annuities
customer service
Training
client focused
Customer Service
Fixed Annuities
Insurance
Trading
FINRA
Fixed Income
Series 7
Equities
Series 63
Securities
Mutual Funds

Interests:

Birkiebeiner, high school musicals, trap shooting, Nordic skiing, English cocker spaniels

Certifications:

Series 7, 8, 9 10, 24 and 63, NASD
Mn Life, Health and Annuity License, State of MN

Trading Representative At Wells Fargo

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Location:

Greater Minneapolis-St. Paul Area

Industry:

Financial Services

Susan Palmatier Saint Louis Park, MN

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Work:

WELLS FARGO WBS

2011 to 2000
Series 7 8 9 10 24 63 Trading / Service Rep 2, WBS Central Order Support WELLS FARGO WMG
Minneapolis, MN
2007 to 2011
Brokerage Trading / Service Representative 2 WELLS FARGO TRUST
Minneapolis, MN
2005 to 2007
Trust Service Representative SUMNER HARRINGTON LTD
Minnetonka, MN
2001 to 2003
Compliance / Investor Representative AMERICAN EXPRESS FINANCIAL
Minneapolis, MN
1997 to 2001
Senior Brokerage Representative

Education:

Mankato State University
Mankato, MN
2012
Some coursework in Financial Planning Certificate at Mankato State University in CFP University of Minnesota
Minneapolis, MN
BA in History

Skills:

Series 7,9,10,24, 63 MN life/health/annuity