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Online Resumes with "Comprehensive Financial Planning"
The K.I.S.S. Defender
Sr. financial services professional with proven sales ability, expert presentation and communication skills. High level of integrity, loyalty, and creativity.
Ideal Companies: Goldman-Sachs, JP Morgan, Mellon, Fidelity, Calamos, Wilmington Trust, Northern Trust
Tags for this Online Resume: New Business Development, Relationship Management, Regional Vice President, Director
Financial Analyst - 12 years experience in comprehensive financial planning, market analysis & equity trading.
Skilled in fundamental and technical analysis of equities and indices. Proven ability to attract and maintain high net worth relationships. Excellent client relation skills that have produced strong loyalty and high rate of referral business. I am interested in working for an organization with a high net worth wealth management focus that will allow my talents and expertise to be utilized and further develop my investment s...
Multi-tasking Go-Getter
Fueled by a desire to be successful, motivation and determination drive me to reach my goals. Diplomatic would describe my leadership style. When in a leadership position I am tactful in my interactions and believe my relaxed disposition makes others feel assured in my presence. Patient and poised, I exude a sense of calm. As a composed and articulate person, I boast confidence in my communication abilities. I have unparall...
Ideal Companies: any
Tags for this Online Resume: administrative/executive assistant
Independent Insurance Broker, Financial Services Agent, and Real Estate Broker
I would like to be in a Sales and Marketing Role working in a Management Position.
Ideal Companies: Pharmaceutical, Medical Equipment, and Airlines.
Tags for this Online Resume: Sales , Marketing , Being independent with flexibility, Consultant, Financial and Sales Analyst, Security Specialist
Experienced Sales Producer,Hunter, Relationship Builder
I am looking for a career in the medical equipment sales industry, where I can deploy my 20+ years of successful capital equipment and equipment leasing sales and business development experience, with an industry leader offering an opportunity for personal and professional development.
Ideal Companies: Google, Medtronics, Datascope, Siemens, Zeiss, GE MEDICAL SYSTEMS, HILL-ROM, KARL STORZ, LEICA, PHILIPS, RUSCH, SCHILLER, SPACELABS, STRYKER, SUNRISE MEDICAL, TECNOCARTA, VARIAN, WELCH ALLYN
Tags for this Online Resume: capital equipment sales, Spanish fluency, equipment leasing, document management, document production, production, workflow and output solutions, cold calling, direct mail, telemarketing, referrals, and client presentations, Federal Bank Examiner, outsourcing, production solution, new account relationships, Latin American distributors., Latin American sales, present a financial plan to a Board of Directors and Venture Capital investors. Investors were persuaded to inject an additional $52 million into company.
Series 7 Broker License, Series 65/66 Registered Investmen Advisor Series 63 Insurance License
Part time work to assist clients and prospects with their goals regarding financial independence. Work with clients and prospects in developing comprehensive financial planning. Work with clients and prospects in achieving realistic financial goals. Assist prospects and clients with planning and achieving. Able to relate on all levels with clients and prospects in their goals and accomplish those goals and aspirations.
Tags for this Online Resume: client service, manager, supervisor, invtment advisor, insurance
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
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
Financial Manager, Branch or Department - 15 Years of Experience - Near 98607
Experienced leader with over twenty years comprehensive financial planning including, budgeting, and forecasting and business plan development. Solid history of cost containment initiatives, staff development and strong internal control environment with strict attention to detail resulting in best practices to ensure integrity of reporting.
Tags for this Online Resume: Microsoft office, oracle, peoplesoft, sungard h.t.e., financial edge, springbrook, mactive atex
Compliance Manager
SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...
Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance
Senior Vice President - 20 Years of Experience - Near 98052
PROFESSIONAL SUMMARY * Successful blend of experience as Advisor and Unit Leader serving HNW clientele for major financial organizations. * Extensive experience and valued insight in all facets of lending options, structure and opportunities. * Highly proficient in all stages of the financial planning process along with the delivery and implementation of complex solutions in investment strategies, risk management and estate...
Tags for this Online Resume: Banking Industry, Licensing, Real Estate, Retail, Securities, Series 7, Commercial Loans, Estate planning, Financial, Financial Analysis, management
High Level Sales Consultant
Summary of Northwestern Mutual Financial Advisor Position, as well as, my current Financial Consultant Position: Certified Financial Planner with a successful history of providing comprehensive financial planning advice for retirement, estate, investments, and risk management. Possesses in-depth knowledge of industry products, services, and best practices. Adept at evaluating data and delivering sound advice based on risk t...
Tags for this Online Resume: Financial, Best Practices, Certified Financial Planner, Evaluate, Financial Industry, Management, Planning, Platinum, Risk Management, Sales, sales, CFP, chief Financial Officer
