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Online Resumes with "CTFA"



Certified Trust Financial Advisor

Provide all aspects of Trust Administration of Revocable and Irrevocable Personal Trusts and Individually Managed Agency accounts to assist clients with their financial goals. CTFA designation.

Quality Driven

Ideal Companies: Johnson and Johnson, Colgate, CDC

Tags for this Online Resume: Microbiology, Laboratory, Quality

Trust Officer, preventing and solving client fainancial and estate issues in a fiduciary manner

Manage trust and investment accounts in a bank trust or wealth management department or with an independent trust company.

Tags for this Online Resume: retain clients, analyze client financial plan, retirement assets, fiduciary concepts, make decisions, high net worth, CTFA, Analyze client financial and estate plans, Interpret trusts, fiduciary specialist, Approve annual account reviews and discretionary matters, client relationships

Trust Officer/Trust Administrator, Esq., CTFA, 15 years experience

Seeking position to utilize my legal and trust background.

Tags for this Online Resume: Trust Officer, Trust Administration, Risk/Liability

Financial Advisor - 20 Years of Experience - Near 89509

SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...

Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets

Chemist - 11 Years of Experience - Near 75002

To provide my expertise for companies in need of support with R&D, quality control and regulatory. * Qualities Highly detailed and dedicated person, fast learner strong leadership skills proven orga - nizational and management skills and self - motivated. A team player and performs well under pressure. Fields of experience include but are not limited to Microsoft Office Word, Power Point and Excel, SharePoint, Visio, Adobe ...

Tags for this Online Resume: Audit, Medical, Regulatory Affairs, Complaints, Product Development, Chemistry, Market Research, MSDS, Research, sas, oncology, phase, gcp, 6 sigma, SOP, R&D, Cosmetics, Drugs, FDA, QC

Accounting Manager - 15 Years of Experience - Near 30022

Skills Summary * Strong Accounting Manager, leads by example, good trainer and mentor * Thorough Accounting principles foundation, understanding the double entry system and integration between the different accounting modules * Accurate and precise, keen eye for identifying reconciling items * Excellent Excel knowledge, able to compare large data spreadsheets by vlookups, working with pivot tables, exporting from and import...

Tags for this Online Resume: AR, Audit, Month-end Close, Payroll, Property Accounting, Secretarial, Accounting, Budgeting, excel

Featured Profile

SENIOR PERSONAL CARE PRODUCTS CHEMIST WITH 15 YEARS OF EXPERIENCE IN FORMULATION, TESTING, AND REGULATORY STANDARDS

Applying my Education and Experience in Every Possible Way to achieve the Maximum Profitability and lowest Cost Possible to the Employer

Ideal Companies: Johnson and Johnson, Proctor and Gamble, Unilever, Colgate - Palmolive

Tags for this Online Resume: ANSI, Ansi (Am Natl Stds Inst), OTC, Quality, Chemist, Formula, Personal Care, Cosmetics, Household, QC, R & D, FDA, Consult