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Senior Private Banker
Achievement oriented finance professional with diversified experience in finance, accounting, financial planning, financial analysis, cash flow management, performance reporting, brokerage, and credit analysis. Solid analytical skills, strong leadership qualities, excellent multi-tasking and organizational aptitudes. Exceptional experience in high net worth sales, retirement planning, insurance sales, commercial credit underwriting, consumer credit underwriting, cash flow management, and financial analysis. Effective communicator, presenter and problem solver. Enjoy supporting the efforts of multiple departments. Solid Credentials: MBA, RP, Insurance Licensed, Series 6 & 63 Licensed.
Financial Services Sales Agent
About Me
Industry: |
Sales & Sales Management |
|---|---|
Occupation: |
Financial Services Sales Agent |
Education level: |
Master |
Will Relocate: |
Yes |
Location: |
Ocoee, FL |
