Occupation:Financial Manager, Branch or Department |
Location:Richardson, TX |
Education Level:Bachelor |
Will Relocate:YES |
Description
Qualifications Profile Top performing financial investment executive with 15 years of experience devising investment strategies and financial plans for businesses and individuals. Extensive background in financial planning, investments, analysis, and business development. Proficient at leveraging centers of influence and referrals to consistently drive new business. A history of leadership with experience managing client relationships successfully and fostering support from internal and external referral sources to meet and exceed expectations. * Retirement & Estate Planning * Wealth Accumulation & Transfer * Management of Strategic and High Value Relationships * Trusts & Tax Strategies * Anticipation & Interpretation of Economic Climates * Business Development, Team Building & Leadership by Example * Experienced and Trusted Wealth Management / Banking Executive * Diverse Market and Industry Knowledge
Accomplishments
Highlights:
Job Skills
Keywords
