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Online Resumes with "Envestnet"
Relocation Wanted for Fast Mover
I've been with company for over three years and am now interested in switching areas from Chicago to San Diego. Over the three years, I've excelled at each position and have been promoted rapidly.
Ideal Companies: Etrade, LPL, Schwab, UBOC
Tags for this Online Resume: finance, Training
Administrative Assistant - 20 Years of Experience - Near 43230
Career Summary Twenty eight (28) years in business. Eighteen (18) years self-employed, co-owner of business. Other companies I worked for with my assistance, associates met or exceeded their production goals. Credit score 813. Excellent driving record. * Software and Office Equipment * Microsoft Office: Outlook, Access, PowerPoint, Word, Excel, Publisher * Fidelity Wealth Central * Electronic Document Service (EDS) * Envest...
Tags for this Online Resume: Compensation, Administrative Assistant, Insurance, Management, Wealth Management, Spreadsheet, Payroll, Adobe
Financial Specialist - 20 Years of Experience - Near 60602
To work for an established financial company, in a position I can enjoy and flourish in.
Ideal Companies: Investment advisors
Tags for this Online Resume: Accounting, Data Migration, Integrate, Management, Portfolio Management, Commissions, Distribution, Liquidity, SMA, finance, Salesforce, Bloomberg, FiServe, Trading, Vestmark, Excel
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration
