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Online Resumes with "Advanced Estate Planning"
Advanced Markets Expert in Insurance and Financial Services.
Successful and productive agent in all aspects of financial services. Intimate knowledge and practical experience in complex solutions in estate planning, business succession planning, and other areas of financial planning.
Tags for this Online Resume: Advanced Markets Manager
Making a positive difference in life
Highly experienced attorney with excellant communication skills looking for a challenge.
Ideal Companies: Non-profit or charitable organizations
Tags for this Online Resume: Business Development, Human Resources, Management, Legal background
Fiduciary Accountant/Tax Accountant - 15 years Experience - New York, NY
Accomplished, analytical and dedicated Fiduciary Accountant with solid background in finance/accounting, client relations and legal administration. Recognized for strong report/record management, legal correspondence preparation and tax preparation skills. Articulate communicator and effective problem solver with the ability to identify areas of concern and implement appropriate plan of action. Solid legal administration sk...
Ideal Companies: Legal Industry
Tags for this Online Resume: Prosystem Fx, OneSource Estate Tax (FPS), BNA Bloomberg, WestLaw Legal Research, Hot Doc, Lacerte tax Systems
Insurance Sales Manager - 20 Years of Experience - Near 74102
Financial services sales with 20+ years of experience in both retail and wholesale sales positions. Aiming to use my sales and communications skills and my knowledge of advanced estates planning strategies in a high level financial sales situation. Possess an MBA in finance and hold Life, Annuity and Health insurance licenses, along with securities licenses Series 7, Series 24, Series 63, Series 65.
Tags for this Online Resume: Mid-west, Series 7, Series 24, Life Insurance, Variable Annuity, Series 65
Results Driven Leader
High impact change-agent with a strong ability to identify initiatives and facilitate action driven plans to support growth and achieve objectives. I am a marketing subject matter expert in the areas of Search Engine Optimization, Product Marketing, Demand Generation and Marketing Automation.
Ideal Companies: none
Tags for this Online Resume: Marketing, Sales, Finance, Business Development, Team Building, Enterprise Management
