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Online Resumes with "Financial Advisors "
Organizational Development Specialist - 20 Years of Experience - Near 28270
I am an innovative business executive with extensive experience improving the effectiveness of global, cross-functional organizations. I excel at building organizational capacity, while ensuring the right talent, with the right skills, is in the right place at the right time. I shape and execute sound business approaches that address strategic organizational and talent requirements, while supporting significant revenue grow...
Tags for this Online Resume: Automation, Brokerage Systems, HR, Human Resources, Insurance, LMS, Lotus, Lotus Notes, SAP, Training
Sales Representative - 19 Years of Experience - Near 01945
Profile: Business development professional adept at consultative selling in a business-to-business environment direct, through partner channels and across industries. Proficient in full sales cycle skills and account management. Goal oriented self-starter with an ability to excel both independently and collaboratively. Formally trained in consultative selling in a "Fortune 50" environment. Recipient of numerous awards for s...
Tags for this Online Resume: Advertising, Services, Management, Bonds, Cold Calling, Business Development, Sales, Account Management, Banking Industry, Commercial Lending
Senior Vice President - 15 Years of Experience - Near 75035
ACCOMPLISHMENTS * Exceeded performance measures in all category related to contact center operations for over 23 years * Developed and implemented processes to reduce operational cost and increase efficiency with various banking operations functions * Championed off shore support to take advantage of world clock and reduce resolution time for transactions initiated by clients and Advisory members * Implemented offshore fulf...
Tags for this Online Resume: Customer Service, Service & Support, Audit, Financial, Protocol, Back Office, Banking Industry, Banking Operations, High Net Worth, Project Management
Personal Financial Advisor
Utilize my professional years of experience and knowledge in investments and banking operations.
Ideal Companies: Renford Bernard, 202-577-5251, renford_bernard@yahoo.com
Tags for this Online Resume: E*TRADE, Banking Industry, Equity, Sales, Buying, Call Center, Financial, Fixed Income, Inventory, KYC
Financial Advisor
Tags for this Online Resume: Securities, Administrative Assistant, Insurance, Series 7, Consulting, Financial, Call Center, Financial Services, Services
National Accounts Sales / Sales Management - 20 Years of Experience - Near 46038
I would like to lead a group of salespersons with the primary goal of exceeding expectations of revenue growth. Ultimately, the success of any CPG company starts with the performance of the sales team. I want to utilize my broad skill set to enhance the development of sales professionals while participating as a leader and contributor to a quality company.
Ideal Companies: Consumer Package Goods / General Merchandise
Tags for this Online Resume: Sales VP, National Accounts, Leader, Skilled Negotiator, Socratic Sales Style, Adaptable, Accomplished, Indianapolis, Retail, Retail Sales
Financial Advisor - 17 Years of Experience - Near 22101
Areas of Expertise * Financial Planning *Investment Advice *Insurance Planning
Tags for this Online Resume: Financial, Insurance, Planning
Personal Financial Advisor - more than 15-years Years of Experience
Qualifications * Certified Insurance & Financial Advisor (IFA) - (ADVOCIS), via the Life Underwriter's Association of The Bahamas (LUAB) * Certified Chartered Life Underwriter (CLU) - (ADVOCIS) via the Life Underwriter's Association of The Bahamas (LUAB) * Certified Canadian Securities Course (CSC), via the Canadian Securities Institute, Toronto, Canada * Certified Conduct & Practices Handbook Course (Compliance), via the C...
Tags for this Online Resume: Compliance, Financial, Insurance, Securities, Acquisitions, BAR, Business Development, Chartered Life Underwriter, finance, audit
Collections Agent - 18 Years of Experience - Near 85013
Successful in Customer Service with 15 years of experience. Exceptional Communication skills, able to work in a fast pace busy environment. Excel in active listening to customers’ needs and concerns. Develop appropriate solutions, and generate accurate reports to record calls and account details. Achieved certifications in Professional Business Management, Financial Advisor and Day Care Provider.
Tags for this Online Resume: Customer Service, Payroll, sheets, Business Management, Cardiopulmonary resuscitation (CPR), First Aid, Management, Marketing Management, Past Due Accounts, Sales
Focused Financial Administrator
Focused financial professional with good analytical, communication amd leadership skills. Loyal, dependable, and able to make things happen.
Ideal Companies: P&G, Merrill Lynch, Cooper Tire, Arthur Anderson, Merk
Tags for this Online Resume: Management, Accounting, Production Manager, Business
Financial Advisor - 20 Years of Experience - Near 77479
Summary A creative, enthusiastic, high-achieving executive with superior work ethic and creative revenue generation ideas resulting in years of outstanding performance. First year as an advisor was highest in gross sales commissions out of 82 in my training class. Awarded the title of Vice-President of Investments after achieving all production goals.
Ideal Companies: jp morgan, amazon, us bank
Tags for this Online Resume: Bonds, Sales, Sales Training, Training, Equity, Private Equity, Commissions, Strong Work Ethic
Personal Financial Advisor - 21 Years of Experience
Tags for this Online Resume: Equity, Microsoft Outlook, Bonds, Asset Management, Bloomberg, Cognos, CFA, quantitative, equity analyst, investment analyst, FactSet, asset allocation, excel
