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Online Resumes with "Business Succession Planning"



Tax Attorney

I am looking for an engaging position where I can use my diverse experience and education to have an immediate impact on my employer's operations and function. I am extremely hard working, and am a self starter. I possess good communication skills and I am easy to get along with. My diverse exposure to different types of tax and transactional issues, as well as my membership in multiple states' bar associations allows me to...

Tags for this Online Resume: attorney, tax, contracts, business, accounting, estates, transactions

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

Featured Profile

Tax Attorney- Wealth Planning

Tags for this Online Resume: Estate and gift tax, Wealth planning , Business succession planning, Tax attorney

Accountant

Estate wealth planning, business succession planning, trust and estates, gift tax

Retirement Plan Specialist

I am an ERISA trained attorney, who has extensive experience in the courtroom trial practice, marketing, sales,recruiting, mentoring, relationship management and consulting in the retirement plan and estate planning fields.

Ideal Companies: Fidelity, Vanguard, MET and New York Life

Tags for this Online Resume: Retirement Plans

Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Featured Profile

Executive ready to support and lead dynamic collaborative environment to achieve business and growth objectives.

Multi dimensional senior executive operating as chief financial officer with chief operating officer responsibilities as well. High energy individual offering a unique combination of creativity and analytical skills to support sales and marketing, minimize operational risks, create lean teams and business expansion activities with favorable financial returns. Experience includes responsibility over accounting, finance, tr...

Ideal Companies: Deloitte; PwC; Ernst & Young; CohnReznick; Withum Smith & Brown; Sobel & Co.; Grant Thornton; McElroy, Deutsch, Mulvaney & Carpenter LLP; Gibbons, PC; Fox Rothschild LLP; Riker, Danzig, Scherer, Hyland & Perretti LLP; Accenture; Buck Consultants; Booz & Co.; Newmark Grubb Knight Frank; CBRE; Cushman & Wakefield; Source4Teachers; RAB Lighting; MindLance Inc.; Roof Diagnostics Solar; NFI; Realogy

Tags for this Online Resume: CPA, CGMA, MBA, GAAP, IRS

Associate Attorney

I am currently an attorney specializing in corporate law and business succession planning. I am looking to make a switch into a compliance role in the financial services or health care industry. I have experience in ensuring corporate compliance with internal policies, laws and regulations.

Featured Profile

Bringing my 30 plus years of experience in the Financial Industry to the Real Estate Industry

Management Professional with proven success leading organizations to sustained profitability. Extensive experience across diverse Banking, Insurance, Financial Planning industries. Excellent, budgeting, financial modeling, management, customer relationships, negotiations and multi-functional team leadership and problem solving skills. Strong skills in QuickBooks, Excel and Outlook. An enthusiastic and innovative team le...

Tags for this Online Resume: Budgeting, Internal Controls, Financial Tools, Reporting, Monitoring, Operations, Insurance, Safety, Security, Building Maintenance

Financial Manager - 13 Years of Experience - Near 55082

AREAS OF EXPERTISE Relationship Building Revenue Growth Generator Business Acumen Leading High Performance Teams Regulatory Compliance Marketing Financial Services New Business Development Risk Management Business Transition Planning Business Succession Planning

Tags for this Online Resume: Retail, Buying, Insurance, Management, Financial, Financial Statements, Retail Sales, Sales, Annuity, Consulting