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Online Resumes with "Financial Planner"
Financial Planner
Tags for this Online Resume: self confident , eager, responsible, self motibeted, seles skills
15 years experience Versatile Business Analyst / Underwriter / Auditor
I bring a broad background and a wealth of experience with demonstrated successes in identifying solutions and mobilizing effective teams to put them into practice. I would like to explore the possibility of putting my expertise to work for you. Every business is set up to achieve fundamental goals that maximize revenue at lowest possible cost, agreed! I have been able to implement programs that significantly improved op...
Ideal Companies: McLane Foodservice, ■ Mustang Technology Group, ■ Northwestern Mutual-Dallas, ■ Pioneer Natural Resources, ■ Raising Cane’s Chicken Fingers, ■ Ryan, ■ Strasburger & Price, ■ Systemware, ■ Tolleson Wealth Management, ■ Whitley Penn, American National Bank of Texas, ■ AmerisourceBergen Specialty Group, ■ Cook Children’s Health Care System, ■ Denbury Resources, ■ Improving Enterprises, ■ Interstate Batteries, The Container Store, 2 Large Pioneer Natural Resources USA Inc., 3 Large Encompass Home Health, 4 Large Park Place Dealerships, 5 Large Texas Health Resources, 6 Large PrimeLending, A PlainsCapital Co., 7 Large Century 21 Judge Fite Co. Inc., 8 Large Keller Williams Realty, 9 Large The American National Bank of Texas, 10 Large Raising Cane's Chicken Fingers, 11 Large Texas Capital Bancshares Inc., 12 Large Denbury Resources Inc., 13 Large Cook Children's Health Care System, 14 Large Interstate Batteries Inc., 15 Large McAfee Inc., 16 Large Huffines Auto Dealerships, 17 Large Bank of Texas, 18 Large Jones Lang LaSalle, 19 Large Cash America International Inc., 20 Large LQ Management LLC, 21 Large AmerisourceBergen Specialty Group, 22 Large Accenture, 23 Large Omni Hotels & Resorts, 24 Large Fannie Mae Southwestern Region, 25 Large Monitronics International Inc., 26 Large Dal-Tile Corp., 27 Large Gaylord Texan Resort & Convention Center, 28 Large General Motors Financial Co. Inc., 29 Large Forest Park Medical Centers, 30 Large Ambit Energy LLC, Alliance Data Systems Corp., 2 Midsize DATCU Credit Union, 3 Midsize New York Life Insurance Co., 4 Midsize Henry S. Miller Cos., 5 Midsize Northwestern Mutual-Dallas, 6 Midsize Whitley Penn LLP, 7 Midsize Southwestern Assemblies of God University, 8 Midsize EOG Resources Inc, 9 Midsize Key-Whitman Eye Center, 10 Midsize Hill & Wilkinson Construction Group Ltd., 11 Midsize Group & Pension Administrators Inc., 12 Midsize MHBT Inc., 13 Midsize Munsch Hardt Kopf & Harr PC, 14 Midsize Stream Realty Partners LP, 15 Midsize Center for BrainHealth at The University of Texas at Dallas, 16 Midsize McLane Foodservice, 17 Midsize Texas Excavation Safety System Inc., 18 Midsize Merit Energy Company, 19 Midsize General Datatech LP, 20 Midsize Silverado Senior Living Holdings Inc., 21 Midsize Del Frisco's Restaurant Group LLC, 22 Midsize McKool Smith, 23 Midsize Milestone Management, 24 Midsize Shelton School & Evaluation Center, 25 Midsize BB&T, 26 Midsize Kimpton Hotels & Restaurants, 27 Midsize Lockton Cos., 28 Midsize Alvarez & Marsal, 29 Midsize Kosmos Energy Ltd., 30 Midsize Benchmark Hospitality of Texas, 31 Midsize Tyler Technologies Inc., 32 Midsize Strasburger & Price LLP, 33 Midsize Dallas Market Center, 34 Midsize Ryan LLC, 35 Midsize Altair Global Relocation, Evantage Inc., 2 Small Watermark Community Church, 3 Small Smith Thompson Home Security, 4 Small Cornea Associates of Texas, 5 Small LiquidAgents Healthcare LLC, 6 Small Bed Rest Concierge, 7 Small Southwest Media Group, 8 Small GDSX Ltd., 9 Small Scott + Reid General Contractors Inc., 10 Small Community Trust Bank, 11 Small AustinCSI, 12 Small Publishing Concepts LP, 13 Small Benchmark Bank & Benchmark Title, 14 Small Mustang Technology Group, 15 Small Improving Enterprises Inc., 16 Small Swingle Collins & Associates, 17 Small Methodist McKinney Hospital, 18 Small FelCor Lodging Trust Inc., 19 Small Communities Foundation of Texas, 20 Small Bottle Rocket Apps, 21 Small Dallas Convention & Visitors Bureau, 22 Small Berkshire Property Advisors, 23 Small Monticello Asset Management Inc., 24 Small Sendero Business Services, 25 Small Systemware Inc., 26 Small Fenway Group, 27 Small Quilling, Selander, Lownds, Winslett & Moser PC, 28 Small United Commercial Realty, 29 Small Cushman & Wakefield of Texas Inc., 30 Small Aimbridge Hospitality LP, 31 Small Tolleson Wealth Management, 32 Small TPN, 33 Small Slalom Consulting, 34 Small The Medicus Firm, 35 Small SharePlus Federal Bank, 2 Exxon Mobil (Irving), 12 AT&T (Dallas), 124 Fluor Corporation (Irving), 130 Kimberly-Clark (Irving), 143 HollyFrontier (Dallas), 146 J.C. Penney (Plano), 175 Texas Instruments (Dallas), 203 Dean Foods (Dallas), 205 Southwest Airlines (Dallas), 262 GameStop (Grapevine), 266 Tenet Healthcare (Dallas), 292 Energy Future Holdings (Dallas), 351 Energy Transfer Equity (Dallas), 361 Commercial Metals (Irving), 341 Affiliated Computer Services (Dallas), 388 Celanese (Dallas), 404 Dr Pepper Snapple Group (Plano), 473 Atmos Energy (Dallas), 492 RadioShack (Fort Worth), 493 Wistron (McKinney, Texas), [1], Other notable companies in D/FW Area, American Airlines Group (HQ) (Fort Worth, Texas), AMX LLC (Richardson, Anger Room (Dallas), Architecting Innovation (Dallas), The Beck Group (Dallas), Black-eyed Pea (Arlington), BNSF Railway (Fort Worth, Texas), Borden Milk Products (Dallas), Bray Armory (Dallas), Briggs Equipment (Dallas), Brinker International (Dallas), Chief Oil and Gas (Dallas), Chili's (Dallas), Concur Technologies, Inc. (Coppell), Continental Electronics (Dallas), Corner Bakery Cafe (Dallas), Credit Solutions of America (Plano), Dal-Tile Corporation, division of Mohawk Industries (Plano), Dave & Buster's (Dallas), DNA Productions (Irving, Texas), ENSCO International (Dallas), Ericsson (Plano, Texas), Fairmount Food Group (Dallas), FedEx Office (Dallas), FFE Transportation (Dallas), Flowserve (Irving, Texas), Fossil (Richardson, Texas), Frito-Lay (Plano), Funimation (Flower Mound), Galderma (Fort Worth, Texas), Gap Broadcasting Group (Dallas), General Electric Capital (Dallas), Haggar Clothing (Dallas), Half Price Books (Dallas), Hall of Fame Racing (Dallas), Harwood International (Dallas), HBK Investments (Dallas), Hoak Media Corporation (Dallas), HP Enterprise Services (Plano), i2 Technologies (Dallas), InfoCom Corporation (Dallas), Interstate Batteries (Dallas), Intuit (Plano, Texas), La Madeleine (Dallas), Lennox International (Richardson), Mary Kay (Addison, Texas), Match.com (Dallas), Matrix Business Technologies (Dallas), McKinsey & Company (Dallas, Texas), Metromedia Restaurant Group (Plano), MetroPCS (Richardson), Michaels Stores, Inc. (Irving), MK Homes LLC. (Fort Worth, Texas), Moneygram International Inc. (Dallas, Texas), Monitronics (Dallas), MumboJumbo(Dallas), Niagara Conservation Corporation (Fort Worth), NOKIA (Irving, Texas), The Odee Company (Dallas), Pier 1 Imports (Fort Worth), PlainsCapital Corporation (Dallas), Praxair Distribution (Dallas), Reddy Ice (Dallas), Regus (Dallas), Research In Motion (USA Headquarters) (Irving), RGB Interactive, LLC (Dallas, Texas), Rolex (Dallas, Texas), Samsung Telecommunications America (HQ) (Dallas, Texas), Skagen Denmark (Richardson, Texas), Strukmyer Medical (Mesquite, Texas), Shoebacca.com (Irving, Texas), Six Flags (Grand Prairie, Texas), Titanium Metals (Dallas), Tektronix Communications (Plano), Tuesday Morning (Dallas, Texas), United Surgical Partners International (Dallas), Phalanx Realty Group (Fort Worth, Texas), ZTE (Richardson, Texas)
Tags for this Online Resume: manager, operations, financial analysis, audit, project manager, underwriting
Team Player Office Assistant
To help in all aspects of the office/company with a helpful hand in multiple projects.
Ideal Companies: Pepsi, , Nike, , Jack in the Box, , Any corp or small business really
Tags for this Online Resume: Experienced Administrative Assistant, Office Assistant, Secretary
Financial Advisor - 10 years experiance - Midtown Atlanta
Insurance Sales Manager
Mr. Hesham A. Afifi is the President of Smart Money Choice Insurance and Financial Services, LLC. He started the business because he always had an entrepreneurial spirit and wanted to be able to offer complete insurance and financial services to his clients, many of them business owners themselves. He started his insurance and financial services career in 1993 as a career agent with New York Life Insurance Company.While the...
Tags for this Online Resume: insurance, Customer Service, claims,, sales, management, marketing.
Senior Executive and Financial Planner
I am a financial professional with five years experience in the financial services industry. I am series 6 and 63 licenses along with life and health licensed in Illinois. I have specialized training in working with families with children and adults with special needs. Before moving into this field I have 30 years experience in high level executive positions in the health care field at regional, state, and national level...
Tags for this Online Resume: association management, Insurance, healthcare, financial planning, strategic planning, entrepreneur
Financial industry, New Jersey
Manager level
Tags for this Online Resume: full time, banking, insurance, sales, financial planner, advisor, Director, healthcare
Financial Planning and wealth management
I am experienced working with all ages of clients. I educate clients as to all options available to them and build trust throughout the sales process.
Tags for this Online Resume: financial planning, licensed series 6 & 63, Hard worker, closer, honest
Financial Planner - 18 Years of Experience - Near 54915
Merchandiser - 20 Years of Experience - Near 77433
Skilled multi-unit Retail/Outlet Merchandiser and Financial Planner. Complete understanding of the business driver relationships. Proficient in OTB, Financial Plans, Sales Plans, Inventory Plans, Product Life cycle Demand Planning, Margin Management, Merchandising, Forecasting, Replenishment and Allocation. Strong sales builder through analysis
Tags for this Online Resume: Chjicago, OTB, Planner, Merchandise, Forecasting, Allocation, Replenishment, Margin
Financial Planner - 10 Years of Experience - Near 95926
Financial Planner - 15 Years of Experience - Near 34238
I want to recruit and help hungry financial advisers build their business. I also want to continue building a successful financial planning practice. I find that many people have difficulty planning for the future and need help identifying what's important to them. Once we know what they want their life to look like, I can invest their money so they can enjoy the life they want.
Tags for this Online Resume: Life Insurance, Annuities, CFP(R), Sales Management, Project Manager, Wholesaler
