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Online Resumes with "Financial advisor"
Financial Services Sales Agent - 6 Years of Experience - Near 33647
401 (k)/403 (b) Plan Design Consulting ERISA, PPA & DOL Regulations & Compliance Financial Advisor Training & Development 404c Fiduciary Audit Support & Knowledge Corporate Contract Negotiations & Sales 457, 403b, 401 (k) & Defined Benefit Plan Design Direct B2B 401k/403b Corporate Client Sales Insurance Product Sales and Marketing Territory Launch & Turnaround Management Vendor Benchmark and Analysis Business Cost Reducti...
Ideal Companies: DTCC, Banks, PriceWaterhouseCoopers, Citigroup, USAA, MetLife, finacial, medical, open to relocaiton,
Tags for this Online Resume: Financial, Financial Services, Services, Distribution, Wholesaler, Benefits, Equity, Infrastructure, Private Equity, Sales
Sales Manager
Tags for this Online Resume: Sales, Business Development, Business Development Manager, Private Equity, Product Development, Receivables, Securities, Series 7, Bonds, Equity
Financial Advisor - 20 Years of Experience - Near 13209
Ideal Companies: Lockheed Martin, Amazon, Syracuse University
Tags for this Online Resume: Financial, Project Coordinator, Business Management, Buying, Cold Calling, Consulting, Financial Industry, Health Insurance, Hedge Fund, Insurance
Partner - 0 Years of Experience
To lead an organization in the public, private or nonprofit sector as CEO, Executive Vice President, Chief Operating Officer, providing vision, strategy and direction to accomplish organizational mission.
Ideal Companies: Google, Amazon, Apple, Microsoft, Exelon, Sodexo, AARP.
Tags for this Online Resume: Budget and Finance, Strategic Planning, Negotiations, Innovator, Transformational Leader, Visionary, Fundraiser, Decisive, Leadership Development, Procurement and Contract Management, Effective Communicator, Healthcare Management, Government Relations, Stakeholder Management
Agricultural Sales Representative - 15 Years of Experience - Near 55318
Ideal Companies: Cargill, Cenex Harvest States, General Mills
Tags for this Online Resume: Account Manager, Email, Financial, Referrals, Planning, Health Insurance, Illustration, Insurance, Life Insurance, Microsoft
Instructional Coordinator - 5 Years of Experience - Near 55082
Tags for this Online Resume: Financial, Planning, Platinum, Consulting, Insurance, Training, Securities
Financial Advisor - 10 Years of Experience - Near 28601
Tags for this Online Resume: Investment Services, Services, Alternative Investments, Annuity, Certified Financial Planner, CFP, Due Diligence, Financial, Financial Services, Insurance
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
Personal Financial Advisor
Financial Advisor - 7 Years of Experience - Near 77407
Tags for this Online Resume: Financial, Banking Industry, Annuity, Distribution, Financial Industry, Planning, Sales, Teller
Project Manager - 20 Years of Experience - Near 75022
Tags for this Online Resume: SAP, Business Intelligence, Financial, Consulting, Accounting, Full life cycle, NASA
Financial Manager - 20 Years of Experience - Near 35233
Tags for this Online Resume: Payroll, Staffing & Recruitment, Training, Services, Management, Wealth Management, Estate planning, Planning, Benefits, Business Development
