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Online Resumes with "Affluent clients "
Sociology and Communication major here
A position that enables me to use my financial analysis and project management skills
Ideal Companies: insurance, financial, legal
Tags for this Online Resume: •Ability to effectively file and sort per instructions. •Ability to handle 10 incoming phone lines, as well as manage and prioritize tasks. •Ability to repeatedly lift up to 50 lbs. •Ability to work in a faced pace environment. •Excellent receptionist, phone, customer service and communication abilities, Strong communication skills and ability to coincide with co-workers. •Excellent computer skills. •Motivated
Finacial Analyst/Marketing Analyst
A challenging, growth-oriented Financial Analyst Position in which professional experience, academic background, analytical skills, and a commitment to excellence will have valuable application
Ideal Companies: Apple
Accountant
Ideal Companies: Merrill Lynch, Wachovia Securities, Bank of America
Tags for this Online Resume: Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66
Private Chef Tucson, AZ
I am a Private Chef with 25 years experience cooking for affluent clients. I am looking totake my career to the next level
Tags for this Online Resume: Private Chef, Perosnal Chef, Estate manager
Investment Advisor, Seattle
I would love to use my client service skills and investment management knowledge working with an investment advisory firm that values its affluent clients, its employees and an outstanding firm reputation. I work well in a team environment and independently, as dictated by the task at hand.
Tags for this Online Resume: Registered Investment Advisor, Portfolio Manager, Client Relationship Manager, Investment Counselor, Investment Manager, Investor Relations
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Financial Services Sales Agent - 20 Years of Experience - Near 01907
Hello, I am a tenured Financial Services Sales Professional with more that 28 years experience dealing directly with affluent clients and their advisers. My core competencies include public speaking, relationship management, Sales training & consulting. I am based in Boston, world Traveled, while being grounded by great family and friends. My full profile can be found on linkedin at Lawrence J. Littler II
CERTIFIED FINANCIAL PLANNERâ?¢ with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loya
SUMMARY CERTIFIED FINANCIAL PLANNER? with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loyal client relationships leading to high levels of client engagement.
Tags for this Online Resume: Certified Financial Planner, CFP, Investments, Insurance, Estate Planning, Trusts, Registered Investments Advisor, fiduciary, Financial, Planning, Sales, Networking, Referrals, Teller, Insurance, Deposits
Customer Service Manager - 9 Years of Experience - Near 80238
My objective is to evolve my career into a different industry where I can apply my background in excellent customer service, management and luxury travel. I am looking to find a company where I can not only contribute in a meaningful way but where I can also learn, grow and continue to evolve over time.
Tags for this Online Resume: Denver, Luxury Travel , Affluent clients , Management , Customer Service
Financial Manager - 20 Years of Experience - Near 06359
Summary Well-rounded financial professional accomplished at relationship building, portfolio management, compliance, regulatory oversight, training, development and project manage - ment. Accomplishments * Reduced capital spending across multiple business segments by leading cross-functional project teams utilizing a collaborative approach to implement and streamline best practices * Decreased cost-expenditure through compl...
Tags for this Online Resume: Management, Wealth Management, Compliance, Best Practices, Business Analysis, Business Analyst, Call Center, CIS (Ibm Customr Info Sys), Coaching, Financial
Business Analyst - 8 Years of Experience - Near 90503
Summary * 8+ years of experience as a Business System Analyst/Data Analyst in industry domains including Mortgage, Capital Markets, Wealth Management, Retail Banking, e-Commerce and Insurance. * 3+ years of experience in Guidewire Policy Center and Guidewire Claims Center for Property & Casualty Insurance. * Strong understanding of Retail Banking, including Credit Card, Mortgage, Account Transactions, Wire Transfers, Bill P...
Tags for this Online Resume: Microsoft Visio, Unified Modelling Language, VISIO, Agile, Management, Oracle, Business Requirements, Integrate, Quality, Email
Personal Financial Advisor
Tags for this Online Resume: Banking Industry, Management, Balance, Balance Sheet, Benefits, Distribution, Equity, Financial, Liquidity, Planning
