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Online Resumes with "Comprehensive Financial Planning"
Sales Manager - 14 Years of Experience - Near 80108
results oriented professional Collaborative with vast experience in comprehensive financial planning insurance and financial services auditing and inspections. Comprehensive understanding of accounting and finance specialties across all levels of business. Ability to adapt multi-task and deliver high level sales under pressure and with extreme attention to product knowledge and detail. Committed to working toward company re...
Tags for this Online Resume: Management, Services, Audit, Financial, Financial Statements, Appraisals, Networking, Property Appraisals, Real Estate, Account Management
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
