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Online Resumes with "Estate Planning"
Insurance Sales Manager - 20 Years of Experience - Near 03104
EXPERIENCE SUMMARY:
Tags for this Online Resume: Sales, Marketing Management, Estate planning, Planning, Recruiting, Management, Insurance, Health Insurance, Securities, Life Insurance
Medical & Health Services Manager - 11 Years of Experience - Near 25545
Obrain Administrative position to utilize my skills, experience and desire to help the next generations achieve phemomenial results. Menteor new leaders and help correct current issues within an organization
Tags for this Online Resume: Estate planning, Legacy, Planning, Rehabilitation, Wills, Financial, management, Administrator Executive Director, Nursing Home
Paralegal - 20 Years of Experience - Near 33716
SUMMARY OF QUALIFICATIONS * More than 35 years Paralegal and Office Management experience * Proficient Windows Platform: Windows 7 Professional, Windows 8, Office 365, MS Word, Excel, Outlook * Proficient in Mac iOS * Proficient in QuickBooks Pro, Quicken, Double Time, Internet research, E-mail, Go-to-my PC, video meetings, Amicus Attorney * High confidentiality of Client and Firm matters * Typing accuracy of 95 wpm / 10 ke...
Tags for this Online Resume: Documentation, Estate planning, Planning, Probate, Scheduling, Drafting, Escrow, Real Estate, Contracts
Paralegal - 20 Years of Experience - Near 92870
Seeking a professional position in the legal field, either paralegal or administrative.
Tags for this Online Resume: Management, Secretarial, Arbitration, Cams, Occupational Therapy, Services, Therapy, Drafting, Estate planning, Legal, Orange County
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life 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
Sales Manager - 20 Years of Experience - Near 77373
Tags for this Online Resume: Commodities, Complaints, Procurement, Public Relations, Management, Benefit Plans, Bonds, Business Development, Customer Relationship Management, Estate planning, business development, marketing, account manager, account executive
Legal Secretary - 20 Years of Experience - Near 53143
SUMMARY OF QUALIFICATIONS * Resourceful team player with superior customer service experience * Experienced in complaint and special situation resolutions * Excellent interpersonal skills with polished office etiquette * Capable of maintaining confidential office files and medical records * Oral and written instructions are accurately followed with strong attention to detail
Tags for this Online Resume: Customer Service, Administrative Assistant, Documentation, Legal, Estate planning, Planning, Real Estate, Housekeeping, Scheduling, Applications
Regional/Multi-Unit Manager
Professional Summary Senior Account Manager skilled at establishing C- level relationships at targeted accounts and with strategic channel partners. Ability to leverage skills through presentations, negotiations, relationship building and "hunting" new business. Consistent over achiever of multi-million quota. Splunk Awards/Achievements * President's Club * Annual Sales Achiever - 2014, 2015, 2016 McAfee Awards/Achievements...
Tags for this Online Resume: Benefits, Consulting, Account Manager, Estate planning, MOS, Planning, Mcafee (Virus Control), OLA, Sales, Account Management
Patent Administrator - 18 Years of Experience - Near 19468
To obtain a position that will utilize my skills, abilities and experience to contribute to the company's success.
Tags for this Online Resume: Legal, Administrative Assistant, Estate planning, Planning, Wills, Microsoft, Microsoft Excel, Microsoft Outlook, Microsoft Word
Manager - 20 Years of Experience - Near 08742
Experienced with sales in: * Life & Long Term Care Insurance * 401K plans * Business Continuation * Deferred Executive Compensation * Employee, Health, Dental & Disability Benefits
Tags for this Online Resume: Benefits, Compensation, Financial, Insurance, Long Term Care, Planning, Cash Management, Estate planning, Insurance Sales, Inventory, customer service
Information Technology Manager - 16 Years of Experience - Near 95661
Individual driven by results is seeking a management opportunity allowing utilization of exceptional organizational and leadership skills to increase business efficiency.
Tags for this Online Resume: Management, Web, Web Technologies, Business Development, Project Management, Content Management, Debugging, Documentation, Estate planning, Financial, html, javascript
