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Online Resumes with "Financial Planner"



Chauffeur - 20 Years of Experience - Near 94560

& Accomplishments Reliable insurance services representative and medical technologies support engineer with experience managing phone, fax, email and web-based inquires in a high volume, high pressure product support environment. Personally resolved an average of 80+ support inquires per day (and several thousand inquires within a single 12-month stretch). Capable of designing training materials for new employees. Expert p...

Tags for this Online Resume: Insurance, Scheduling, Billing, Cancer, Chemotherapy, Credit Card, Financial, Reliability, SEC, Securities and Exchange Commission (SEC)

Featured Profile

President and CEO Commercial and Residential Real Estate Sales and Finance

Core Goal is position as Managing Director of Major Comercial Real Estate Sales and Finance firm where I can use my 25+ years experience and expertise to leverage and build up the Firm in the $20B+ sector. My particular specialty is start-up and expansion of a Real Estate Sales and/or Finance Company that does not have a footprint in UHNW geographical locations in Beverly Hills, Manhattan Beach, and Newport Beach. I offer...

Ideal Companies: Cushman Wakefield, CBRE, Collins International, Sperry Van Ness, Caruso Affiliated Holdings, Wells Fargo Private Bank, JP Morgan Chase, UBS, CNB, Chase Finance Middle Markets.

Tags for this Online Resume: Adobe, Adobe Acrobat, Adobe Illustrator, Adobe Photoshop, Coreldraw, Customer Relationship Management, Database, Lotus 123, Management, Expert Negotiater Complex 10MM+ Real Estate and Finance, Business Development, Recruitment, Training, Coaching, Objection Handling, Strategic CRM Marketing, Middle Market, Complex Credit Underwriter, SalesForce

Financial Manager, Branch or Department - 18 Years of Experience - Near 76248

Tags for this Online Resume: Bilingual, Banking Industry, Human Resources, Inventory, Microsoft, Microsoft Office, Microsoft Outlook, Sales, Sourcing, Compliance

Sales Manager

Tags for this Online Resume: Management, Banking Industry, Spreadsheet, Wealth Management, Business Development, Acquisitions, Financial, Mergers, Mergers and Acquisitions, Certified Financial Planner

Sales Representative - 15 Years of Experience

Ideal Companies: Asurint, Inc

Tags for this Online Resume: Sales, Sales Executive, Accounting, Accounting Software, Advertising, Book of business, Certified Financial Planner, CFP, Customer Relationship Management, Financial

Insurance Sales Agent - 14 Years of Experience - Near 10034

Tags for this Online Resume: Distribution, Inventory, Inventory Control, Financial, Insurance, Certified Financial Planner, Planning, Services

Manager - 20 Years of Experience

Tags for this Online Resume: Adobe, Assessments, Business Acumen, HR, Human Resources, Integrate, Leadership, Leadership Development, Logistics, Management

Executive Chef

Tags for this Online Resume: Chef, Food Service, Management, Scheduling, Purchasing, ANSI, Ansi (Am Natl Stds Inst), Certified Financial Planner, CFP, English Language

Financial Planner

Ideal Companies: Trading 101, Trading 101

Tags for this Online Resume: Customer Service, Management, Mutual Funds, Chemistry, Scheduling

Financial Planner

Tags for this Online Resume: Management, Advertising, Publications, Airlines, Business Intelligence, Compensation, Entertainment, Retail, Sales/Marketing

Not Listed - 15 Years of Experience - Near 78260

Tags for this Online Resume: Certified Financial Planner, Consulting, Estate planning, Financial, High Net Worth, Insurance, Insurance Sales, Leadership, Planning, Sales

Customer Service Manager

Tags for this Online Resume: Business Intelligence, Certified Financial Planner, CFP, Cobra, Computer Aided Software Engineering, English Language, Management, Microsoft, Microsoft Office, Microsoft Outlook