Occupation:Personal Financial Advisor |
Location:Pittsfield, MA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Accomplished financial services professional with proficiency in building client relationships, financial planning, risk management, compliance, and operations. Highly motivated and focused. Able to establish rapport and credibility with diverse groups including associates, clients, prospects and board members.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Legacy Banks | (Confidential) | 10/1993 - 12/2007 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| MCLA | Mathematics | 1974 | Bachelor Degree |
Accomplishments
Highlights:
Proven ability to work in team environment with financial services professionals who build client relationships by assisting clients to make informed decisions about their unique financial goals. Effective coordinator of financial planning, risk management, compliance and operations to deliver superior flawless service.Companies I like:
Job Skills
Keywords
Responsibilities
Leader of compliance and operations teams with oversight for the fiduciary obligations of the trust division.
