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am a team leader, team player and consensus builder. I have demonstrated excellence in the field of wealth and asset management nearly 13 years. AIFA designees add value by evaluating fiduciary practices and recommending actions to address risk and ensure compliance with relevant state and federal law; create and maintain comprehensive investment policy statements to document processes and procedures that will be used in po...
Ideal Companies: Investment Banks and Personal Trust Companies
Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special tal...
Tags for this Online Resume: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits
Ideal Companies: 5239141029498791 176
Work with high net worth individuals to create and implement comprehensive financial plans.