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Online Resumes with "Wealth Preservation"



Accountant

Ideal Companies: Merrill Lynch, Wachovia Securities, Bank of America

Tags for this Online Resume: Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66

Featured Profile

Financial Specialist - 10 Years of Experience - Near 11706

Hands-on financial professional with over 10 years of extensive experience in the financial services industry. Proven skills in portfolio strategies, financial planning, wealth preservation, and client relations. Key strengths in financial analysis, creating financial models and key valuations.

Tags for this Online Resume: FINANCIAL MODELING, VALUATIONS, PORTFOLIO MANAGEMENT, BLOOMBERG CERTIFIED

Lawyer - 20 Years of Experience

SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, ...

Tags for this Online Resume: Probate, Management, Compliance, trust officer, wealth, wealth advisor, relationship manager, director, president, vice president, senior trust officer