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Online Resumes with "Financial Planner"
President & COO
I am an innovative, profit-oriented and performance-driven Senior Executive with outstanding and successful experience in several different industries. I have a varied background in all business functions, an action person with a proven record of success in all endeavors. I have excellent communication and personal relationship building skillsand am highly proficient at recognizing new opportunities, extracting the essent...
Ideal Companies: uncertain
Tags for this Online Resume: operation, legal, tax, personnel, compliance, guidlines, development
Sales Manager - 15 Years of Experience - Near 94597
Areas of Expertise * Strategic Planning * Up-Selling Techniques * Strategic Relationships * Growth Strategies * Staff Development * Regional Leadership * Relationship Management * Training Materials * Conversion Tactics * Recruitment & Training * Negotiations & Closings * Lead Generation
Tags for this Online Resume: sheets, Marketing Management, MISER, Public Relations, Sales, Training, Sales Training, Business Development, Certified Financial Planner, CFP
Marketing - 10 Years of Experience
Tags for this Online Resume: Communications, Business Development, Content Management, Management, CFP, Financial Services, Marketing Management
Financial Planner
Self-motivated person committed to working in fast paced environment with quality. To employ and enhance my skills from education and experience in a challenging position. Adopt to learning new concepts and applying acquired knowledge on every day business functions. Having good knowledge on Accounting & Investment Banking.
Tags for this Online Resume: Airlines, Financial, Management, Performance Metric, Accounting, Banking Industry, Desktop Computer, Investment Banking, Microsoft, Microsoft Excel, business development
Financial Planner
SUMMARY OF qUALIFICATIONS * Entrepreneur, Financial Planner, Wealth Manager who built business from scratch avg. 22% growth * Portfolio Manager with deep skills in investment research, analysis and trading * Senior Business Analyst Lead with over 16 years of financial strategy and technology implementation. * Product Manager who designed numerous systems to eliminate redundant processes and systems * Experienced Project Man...
Ideal Companies: Fidelity, Raymond James, Accenture, North Highland, Vanguard, Bank of America, Wells Fargo, LPL Financial
Tags for this Online Resume: Business Analysis, Business Analyst, Business Objects, Crystal Reports, Asset Management, Financials, Management, Microsoft Access, Project Management, Project Manager
Financial Planner
Tags for this Online Resume: Management, Customer Relationship Management, Integrate, Pricing, Active Server Pages, Automation, Cadence, Forecasting, NPI, Oracle
Financial Manager - 20 Years of Experience - Near 11727
SUMMARY________________________________________ High powered professional whose talents shine in a competitive, innovative and creative environment. Manage and lead for increasing sales with responsible growth, improving client retention, growing customer base, and complying with operational excellence. A team leader, who finds passion in coaching, teaching, mentoring both associates and clients to achieve their life goals.
Tags for this Online Resume: Services, Insurance, Life Insurance, Series 6, Customer Service, Annuity, customer service skills, Financial, Banking Industry, Management
Personal Financial Advisor - 10 Years of Experience - Near 08510
Tags for this Online Resume: Financial, Billing, Business Software, Software, Certified Financial Planner, CFP, Financial Services, Health Insurance, Insurance, N?mecký jazyk
Insurance Sales Manager - 0 Years of Experience
An industry professional that has demonstrated excellence in building customer-centric and service-oriented organizations focused on growth and results. Leads by spirit and managerial courage creating an environment of highly functioning and performing team members. Embraces corporate vision and has the skills to clearly communicate to the team and performance manage to corporate expectations. Promotes corporate vision and ...
Tags for this Online Resume: Distribution, Estate planning, High Net Worth, Planning, Certified Financial Planner, CFP, Financial, Underwriter, Hub, Insurance, insurance, employee benefits, sales
Account Executive / Insurance / Financial Planner
A creative services and marketing professional with desire to utilize my varied business, sales and communication expertise as well as development skills.
Tags for this Online Resume: Public Relations, Marketing, Finance, Administrative, Insurance, Retirement
Financial Specialist - 15 Years of Experience - Near 80112
Tags for this Online Resume: Insurance, Management, Computer Aided Software Engineering, Life Insurance, Point Of Sale (Pos), Sales, Sales Support, Support, Financial, Wealth Management