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Online Resumes with "Financial Advisors "
Loan Officer and Business Development Consultant - 4 Years of Experience - Miami
Andrew is a natural extrovert seeking a role with progression into management where his ability to build relationships and lead can be utilized. His knack for connecting with individuals on a deep emotional and intellectual level allows him to gain rapport and build trust quickly, therefore, he thrives most social circles and networks.
Ideal Companies: PwC, American Express, Google, Nike, Carnival Cruise Lines, Royal Caribbean, Wells Fargo, University of Miami
Tags for this Online Resume: Business Development, Loan Officer, Recruiting, Management, Mortgage, Series 7, Marketing, Public Relations, Finance, Public Speaking, Training, Miami, Sales, Relationship Management, Financial Advisor
Financial Advisor - 20 Years of Experience - Near 08012
Tags for this Online Resume: Financial, Benefits, Equity, Financial Services, Services, Insurance, Management, Planning, Retirement planning, Wealth Management
Business-to-Business Marketer
PROFILE Objective 23 years of professional experience: IT solutions, project management, on board of directors, administration, management of operations, forecasting, strategic planning, analytics, consulting, marketing, government budget and contract solutions, C level sales and sales management experience in a business to business setting as an entrepreneur, County Commissioner, regional manager, VP of marketing & sales, ...
Tags for this Online Resume: Documentation, Platinum, Data Reporting, Microsoft Outlook, Sales, Insurance, Business Development, Management, Sales Training, Training, Collaboration, Expert, Large Group Presenter, CS, HTML
Personal Financial Advisor - 9 Years of Experience - Near 90241
Tags for this Online Resume: Financial, Integrate, Management, Security, Insurance, Banking Industry, High Net Worth, SAP MM module, Securities, Bilingual
Personal Financial Advisor - 3 Years of Experience - Near 92120
Tags for this Online Resume: Financial, Bilingual, English Language, Fixed Income, High Net Worth, Investment Opportunities, Microsoft, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Controller
PROFILE Dynamic, results-oriented accountant with over 25 years of experience that include ten years as a controller in the real estate/ construction industry. Possess expertise in costs accounting, financial analysis, budgeting and financial reporting. A leader with an objective management style who is effective at creating a team environment. A respected financial advisor with a strong track record for implementing initia...
Tags for this Online Resume: Accounting, Budgeting, Construction, Essbase (Datawarehouse Db, Financial, Financial Analysis, Financial Reporting, Hyperion, J.D. Edwards, Management
Personal Financial Advisor
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Sales Representative - 16 Years of Experience - Near 33432
Summary I am a highly ambitious and experienced "C" Level Executive/Entrepreneur with a strong track record of accomplishments and a continued passion and drive to help build both successful and meaningful businesses. I started my career 30 years ago as a personal financial advisor working at several of the largest Investment Banking firms in the world, having been formerly associated with Dean Witter and Smith Barney (both...
Tags for this Online Resume: Marketing Management, Call Center, Drafting, Financials, Joint Ventures, Management, Sales, Sales Management, Accounting, Acquisitions
Financial Services - Relationship Manager / Business Developer / Marketing Boston
Summary: Senior sales and relationship management financial services executive with demonstrated ability to leverage client relationships to drive business for investment management, investment banking, and research and trading firms. Detail oriented with superb multi-tasking ability. Excellent verbal and written communication skills, with outstanding ability to cultivate and maintain long term relationships. Exceptional wo...
Tags for this Online Resume: Relationship Management, Business Development, Investor Relations, Client Service, Asset Management, Financial Advisor, Wealth Management, Hedge Fund, Applications, Defined Contribution
Personal Financial Advisor
Sales Representative - 13 Years of Experience - Near 43054
Tags for this Online Resume: Cash Flow, Insurance, Medicare, Sales, Certified Senior Advisor, sales, Leadership, Long Term Care, integrity, ethical
