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Online Resumes with "Financial Advisors "



Financial Advisor - 7 Years of Experience - Near 91791

Tags for this Online Resume: Accounting, Banking Industry, Business Plan, Cash Flow, Data Modeling, Desktop Computer, Financial, Financial Models, Financial Statements, Investment Banking

Personal Financial Advisor - 20 Years of Experience - Near 06092

SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portf...

Tags for this Online Resume: Defined Benefit, Defined Contribution, Institutional, RIA, Southeast

Personal Financial Advisor - 13 Years of Experience - Near 44122

award-winning Relationship Management Professional Energetic with ability to identify business opportunities deliver effective proposals and presentations and provide stellar client relationship care.

Tags for this Online Resume: Insurance, Mutual Funds, Banking Industry, Cash Management, Management, Account Management, Business Development, Deposits, Financial, Financial Statements

Featured Profile

Contract Administrator - 20 Years of Experience - Near 77338

Join a project team on a major construction project anywhere in the USA. The primary objective is to locate a five-year major project and take it from start to completion.

Ideal Companies: Jacobs, KBR, Amec Foster Wheeler, CB&I

Tags for this Online Resume: Houston, Contract Management, Adminstration Management, EPC Constructioni, Major Projects, Availaable now, SAP, ProjectWise, MicroSoft Office, Fabrication

Personal Financial Advisor - 20 Years of Experience - Near 75238

SUMMARY Strong Work Ethics, Values, Trust, Impeccable Character (always looking for "Win :Win"), Punctual, Determined, and My Personality, all benefit relationships with clients and team members. At the core of all my experience, has been a genuine enjoyment of working with people, earning their loyalty and trust, and solving many of their financial concerns, for their present and future needs. PROFESSIONAL My Professional ...

Tags for this Online Resume: Commodities, Equities, Fixed Income, Mutual Funds, Financial, Investment Services, Planning, Services

Customer Service Manager

I have excellent skills in Business development and management enhanced by self motivation and a zest for success. Due to my versatile exposure I am very adept in Organizational skills can multi task manage people very well and adapt changes with ease. I am an excellent team player with focused goals and can work with my team towards success with ease. I am also an excellent communicator and can handle problems to turn arou...

Tags for this Online Resume: Management, Customer Service, Public Relations, Securities, Business Plan, Deposits, Financial, Financial Analysis, Forecasting, Microsoft Word

banker/ financial services

•Seeking to take next career step in acquired field of experience gained over the years in either banking or financial services opportunities, with respect to prospective careers outside the scope.

Ideal Companies: banking / accounting

Tags for this Online Resume: financial, banking, accounting, payable, recievable

Financial Specialist - 2 Years of Experience - Near 07470

Summary Talented and accomplished Financial Advisor, offering 20 years of experience in Finance and Estate Planning. Ambitious and self-motivated with a strong work ethic, exceptional interpersonal skills and the ability to work both independently and as part of a team.

Tags for this Online Resume: Estate planning, Financial, Planning, Compliance, Documentation, Management, Policies and Procedures, Financial Industry, Health Insurance, Insurance

Financial Advisor - 20 Years of Experience - Near 63119

Tags for this Online Resume: Marketing Management, Sales, Management, Business Operations, Business Development, English Language, French Language, Spanish Language, Saint Louis, Vice President, Director

Personal Financial Advisor - 20 Years of Experience - Near 33308

Tags for this Online Resume: real estate asset manager, portfolio realestate Mang., Acquisition and sale of realestate assets, mortgage and financial exp, commercial real estate leasing and management, 25 + yrs in all phases of real estate

Financial Advisor - 1 Years of Experience - Near 97446

hard-working individual Ambitious with strong organizational skills. * Self-motivated with initiative and desire to exceed the challenges in the sales and business environment. * Excellent ability to network and build solid relationships. * Excellent communication and problem-solving abilities. * Strong leadership skills with the capacity to train and motivate others. Specialized skill areas include but not limited to

Tags for this Online Resume: Banking Industry, Series 6, Commissions, Customer Service, Financial, Gross Commissions, Health Insurance, Insurance, Management, Sales

Financial Advisor

Accomplishments * 20 years of effective and progressive IT consultancy work, and program management professional expertise with GE Healthcare and GE Digital in the Middle East and Africa, and with CSRA in Washington DC area, and working in a variety of business domains for US DoD, IRS, USPTO, PBGC, DHS, and DOS * Participated in developing $1MM - $20MM technical proposals and marketing campaigns in the Middle East region fo...

Tags for this Online Resume: CIO, Customer Relationship Management, Integrate, Use Cases, Account Manager, Forecast, GE, POS, Program Manager, RAD