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Tags for this Online Resume: Compliance, Sales, Manager, Project manager, Marketing
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Experienced Wealth Management Consultant with 8 years of experience in San Jose
Highly accomplished and results-driven financial professional with 8 years of experience driving business development and portfolio analysis in a wealth management firm. Spearheaded multiple transitions of wealth management firms and devise innovative marketing plans to achieve dramatic revenue growth. Created sound investment solutions and facilitated effective financial management strategies to increase portfolio value.
