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Online Resumes with "Financial Needs Analysis"
Strategic & Innovative Relationship Manager
Passionate and reliable relationship manager with superior organizational skills, intellectual curiosity and the desire to succeed
Ideal Companies: Blackstone, ING Real Estate
Tags for this Online Resume: Analyst, Associate, Entry level
Client Focused Sales Strategies
Objective: Internal Wholesaler Highly motivated, goal-oriented, and results-driven professional, with profound background in finance, including generating new sales ideas and developing short- and long-term financial planning; equipped with comprehensive background in selling equities, mutual funds, fixed-income products, qualified and non-qualified retirement plans, buy-sell agreements, and insurance products.
Tags for this Online Resume: Client Focused Sales Strategies, B2B Sales and Consulting, Financial Needs Analysis, Wealth Management, Strategic Alliances Development, Prospecting Strategy Development and Execution
series 7,24,52,53,63 registered brokers broker with 26 years experience trading & management municial bonds
I am a municipal and corporate bond broker eager to enter the compliance, sales and trading, or wealth management profession. I am willing to learn new skills, take on challenges and complete any education or licensing examinations necessary for career growth. My strengths are in brokering municipal and corporate securities between dealers and dealer banks, staff management, financial needs analysis, industry knowledge and ...
Mary A
Public Relations Manager, Los Angeles
A challenging career in public affairs and/or education, allowing for the use of acquired professional skills to enhance career growth.
Ideal Companies: Government agencies, Consulting firms
Tags for this Online Resume: Writing, Editing, Media, Transportation, Education, Outreach
Accountant
Client-centric, multifaceted Customer Service Management professional, with extensive experience in achieving exemplary levels of client service and satisfaction.
To find a rewarding career that allows me to help people on a daily basis. A company that takes care of their employee's especially the employee's who go above and beyond for the company. A company that respects family time as much as company time.
Ideal Companies: Nestle, Neiman Marcus, Coca Cola, PepsiCo, Oil & Gas Companies.
Tags for this Online Resume: East Texas, customer service, problem solving, relationship building, leadership, safety, managing employees, manager, communication skills
Financial Specialist - 20 Years of Experience - Near 27107
My goal is to concentrate on customers that need to do retirement planning, which will include previous employment 401k rollovers, accumulated resources that need to be managed (managed accounts) and estate preservation. Having had the series 7 stockbroker license in 2003 to 2007, once I find the right employment mix of sale compensation with salry, I am experienced and ready to go to work; FNA (Financial Needs Analysis) is...
Financial Specialist - 20 Years of Experience - Near 32073
Insurance executive and producer of personal lines and commercial lines for a Fortune 500 firm with an added interest in charitable gifting. Expertise in procurement of tangible financial products and placement. Thorough understanding of financial markets and their dynamics. Use of fundamental and technical analysis. Strong grasp of P/E ratios and quick ratios.
Ideal Companies: Merrill Lynch, Charles Schwab, Prudential
Tags for this Online Resume: Insurance, Finance, Nashville, ChFC, CLU, Sales and Marketing, Financial Planning, Financial Analyst, Management, Consulting
Director of Education & Training
I have been making a difference in people's lives for 35 years as a Financial Services Professional with expertise developed through broad experience in Personal Estate Planning and Business Needs Analysis.
Ideal Companies: Guardian Life Insurance, MassMutual Financial
Tags for this Online Resume: Passion, Trustworthy, Dedicated, Detail Oriented, Empathy, Proflies, LEAP
