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Online Resumes with "Financial Advice"
AVP - Relationship Manager - Commercial Banking 10 years experience
To understand My clients’ goals and to make banking easy for them. To provide the needed service to be the most trusted advisor I can be as a baker to my clients.
Tags for this Online Resume: Manager, Sales, Business, Devlopment, Relationship
Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA
To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...
Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust
Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations
Financial Analyst - 20 Years of Experience
Detail-oriented financial analyst who supports business performance through effective management and optimization of key financial processes. Utilizes knowledge of data analysis, reporting, forecasting, cash management, and financial controls to provide solid financial advice to business leadership. Serves as an integral member of the business team, providing perspective on financial performance and mitigation of risks. Ens...
Tags for this Online Resume: Excel
Chief Financial Officer - 20 Years of Experience - Near 19446
I am a results-driven CFO with a record of achievement. My strengths are with working with the vision and mission of the company to fully implement (or create) the business operation blueprint, provide solutions to lagging sales and toxic staff and increase cash flow. I have been involved with strategic and tactical financial management roles in diverse environments with responsibilities for the day-to-day financial operat...
Ideal Companies: Freedom Medical, Fresh Finds, Square 2 Marketing, INC., Naxion, Inc., Biomagnetics, Ltd., Expert Business Development LLC, Fletcher Csi, Fresh Finds, LLC, Braithwaite Communications, Inc., HERON RESPIRATORY SERVICES, INC., Targetrx Inc., Marketing G2 LLC, McNeill Group, Inc., MCPHERSON ASSOCIATES INC, Medergy Scientific, Inc., J & A MEDICAL HOME CARE INC, R J DOYLE & CO INC, Edwin U Keates MD Associates, Poretta & Orr, Inc., Precision Surgical, Inc., QUATTRO DIRECT LLC, R.A.F. Industries, Inc., Square 2 Marketing, Inc., Stover/Sensor Controls, Vivo Agency, Blue Bell Technologies Inc, CONCELLERA SOFTWARE INC, D A Christian Consulting Firm Inc, ENCORE COMMUNICATIONS, LLC, Philadelphia Financial Group, Inc., The Profero Group LLC
Tags for this Online Resume: Philadelphia, operations, CFO, business blueprint, lagging sales, exit strategy, succession planning, change management, Consulting, Management
Financial Services Sales Agent - 12 Years of Experience - Near 02903
Career position taking advantage of over 30 years of diverse sales skills in both tangible and intangible product markets.
Tags for this Online Resume: Manufacturing, Water Treatment, Insurance, Clubs, FERTILIZATION, Retail, Retail Sales, Sales, Financial Advice
Sales Manager - 9 Years of Experience - Near 01864
Summary: Proven executive, general manager and entrepreneur with a high degree of business acumen. Strategic thinker who can plan and implement sales, marketing, and business initiatives to support corporate objectives with expertise in developing successful teams. Experience ranges from start-ups and small businesses to multi-million dollar companies in the financial services and medical device industries. Financial Servic...
Tags for this Online Resume: Sales, Services, Distribution, Marketing Management, Medical, Networking, Pricing, Sales Training, Series 6, Start-ups
Financial Services Sales Agent - 19 Years of Experience - Near 19806
Professional Summary Professional Summary * Strategic business development professional with a keen ability to conceive, manage, and cultivate relationships with large-scale clients in order to increase revenue, meet business objectives, and deliver shared success through measurable results. * Detail-oriented and informed business expert eager to drive company mission and synthesize project scope using analytics and industr...
Ideal Companies: SoFi, Experian, TransUnion, PSCU, CSCU, Fiserv, Google, Dun & Bradstreet, FICO
Tags for this Online Resume: Business Development, Business Development Manager, Sales, Sales Executive, Services, Dun And Bradstreet, Financial, Financial Services, Management, Bank Sales, Credit Union Sales, FinTech, Philadelphia Area, Credit Card
Manager
SUMMARY I provide Superior Service to my clients. I guide them through the process of preparing for retirement. Because I am a financial professional I have the skill and knowledge to give sound financial advice. ACCOMPLISHMENTS Have been growing my book of business from $200,000 to $750,000 in one and a half years. I have retained a number of clients that I services with Prudential that followed me to Providential Partners...
Tags for this Online Resume: Insurance, Life Insurance, Services, Book of business, Financial, Series 6, Series 63
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
Customer Service Manager - 20 Years of Experience - Near 92692
Mortgage Financial Consultant S&L Marketing and Consulting LLC
Ideal Companies: Bank of CA, Loan depot, Sevice link, 1st american, Finance AMERICAN, MISSION COOPER, ACT LENDER, WELLS FARGO BOA, RUSHMORE
Tags for this Online Resume: call center, customer service, sales, Call Center, Management, Diversity, Insurance, Insurance Sales, Real Estate, Collection, retail, management, retail manager, assistant manager, store manager, manager
CEO/COO - 30+ Years of Experience - New York City Metropolitan Area
Senior Strategy and Finance Executive with 15+ years of alternative energy, power generation and real estate experience and 17+ years of Wall Street investment banking and legal experience. Highly focused, self-directed and purpose-driven innovator with clarity of vision and excellent communications skills.
Ideal Companies: EnerNOC, NRG, SunEdison, Sempra, Howard Hughes, AECOM, Chicago Bridge & Iron, Emerson Electric
Tags for this Online Resume: Energy/CleanTech, Distributed Generation, Infrastructure Development, Visionary Leadership, Excellent Communicator, Strategy, Mergers and Acquisitions, Growth, Acquisitions, Real Estate
Financial Manager, Branch or Department
Tags for this Online Resume: Financial, Sales, Customer Service, Deposits, Retention, Management, Sales Increase, Time Management
