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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

Senior Financial Executive - 20 Years of Experience

Accomplished operationally focused financial executive with several years of increasing challenging financial management experience orientated towards the development of successful partnering relationships with executive colleagues designed to deliver value-added services, tactical decision support, drive revenues, and improve profitability. Experience with both private and public companies turn-around and start-up situatio...

Ideal Companies: Software, High Tech, Telecommunications

Tags for this Online Resume: Financial, International Operations, accounting, cpa, finance, gaap, controller, asset manager, regional sales director, sma, asset management firm, mutual funds

Project Manager

Multi-Faceted Project Manager with expert knowledge in various business and technology processes, an understanding of Waterfall and Agile methodologies and experience working with high-performing teams to execute and deliver high value projects.

Ideal Companies: Macmillan Publishing, Pearson Publishing, Columbia University, Pearson, , Magoosh, IBM, PWC, Citi, JPM

Tags for this Online Resume: Statistics, Automation, Project Management, Project Manager, Requirements Specifications, SDLC, Systems Operations, Test, Test Cases, Scrum, Teaching, Tutoring, Curriculum Development, Educational Leadership, Staff Development, Business Analysis

Senior Manager, Functional Excellence - 15 Years of Experience - Near 60107

Project Manager with expertise to handle full EPC utility projects. My experience includes: Proficient to handle designing, construction, commissioning, renovation, expansion, and upgrade of Transmission lines, Substations and Renewable Energy projects from identification stage through start of construction and financial close out. Hands on experience to manage project planning, scheduling, estimation, budgeting, procureme...

Ideal Companies: Burns & Mac, Innogy, AMERESCO, Black & Veatch, ENGIE North America, West Monroe

Tags for this Online Resume: Layout, Project Management, Construction, Planning, Procurement, Request for Proposal, Engineering Team Management, Substations from 11 kV to 345 kV, Transmission & Distribution Lines, Distribution

Director - 20 Years of Experience - Near 92262

Senior Sales Executive and Team Leader with expertise in expanding the business and growing revenue in the B2B Fortune 100 marketplace. Excellent strategist, extraordinary leader, extremely successful at selling to the executive level, organizational development, as well as extensive successful team management expertise.

Ideal Companies: Grainger , Amazon , MSC Industrial

Tags for this Online Resume: GPO, Integrate, P&L, Pricing, Sales, Management, Leadership, Innovation, Global Accounts, Retail business development