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Online Resumes with "CFP Candidate"
Financial Manager - 20 Years of Experience - Near 33312
Dynamic Financial Planner and Banking Fort Lauderdale and Miami professional with 27 years experience seeking to attain long term executive position delivering Firm value-added management solutions to existing and potential clients. Progressive experience developing strategies and collaborating with high performance teams to enhance sales. Excellent cultivation at partnerships, COI's, and building lasting relationships. Hig...
Ideal Companies: Trust Company, Financial Wholesalers Blackrock,
Tags for this Online Resume: Fort Lauderdale, Miami, Boca Raton , Wealth Planner, CFP, Licensed, Private, Consultant, Manager, VP, Envestnet, Pershing, FIS, Trustdesk, CRM, Salesforce, Plan presentations