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Online Resumes with "Financial planner"



Financial Planner - 20 Years of Experience - Near 33175

Tags for this Online Resume: Budgeting, Profit & Loss, ROI, Management, Accenture FOUNDATION, Annuity, Audit, Derivatives, Email

Financial Manager, Branch or Department - 4 Years of Experience - Near 27703

Secure a challenging, responsible, and rewarding position as a senior financial analyst/manager in which I can fully realize my potential while significantly contributing to the success of an outstanding and dynamic organization

Tags for this Online Resume: Accounting, Certified Financial Planner, Certified Public Accountant, CFP, Communication Skills, Economics, Financial, Financial Analysis, Financial Industry, KPMG

senior sales executive - 15 Years of Experience

Tags for this Online Resume: Equities, Management, Derivatives, Integrate, Connectivity, Futures, Government, Liquidity, Securities, Banking Industry, sales, business development, account executive, account manager, outside sales, sales representative

Sales Representative - 9 Years of Experience - Near 85254

Professional Summary I am a customer-centered financial service professional with a diverse financial background which has included experience as a former Series #7 licensed financial planner, plus 13 years as a realtor. I also have 15 years as a loan officer which includes 3 years as loan officer and a branch manager for Norwest Mortgage/Well Fargo Mortgage and a member of Leaders Club. I am always in the top 10% of produc...

Tags for this Online Resume: Sales, Management, Documentation, Packaging, Prime, Banking Industry, Economics, Financial, Planning

Executive Director - 20 Years of Experience - Near 29926

Tags for this Online Resume: Certified Financial Planner, Chartered Life Underwriter, Financial, Health Insurance, Insurance, Underwriter, consultant

Business Consulting, Accounting, Workforce Management Systems, Product Implementation and Support 25 years plus

Executive Management, Human Resources, General Manager, Regional Sales Manager, Application Implementation Consultant, Project Management. Industry interest Health, Education, Insurance, Technology, or Financial.

Tags for this Online Resume: Documentation, HR, Human Resources, Integrate, Management, Payroll, Certified Financial Planner, CFP, Financial, Insurance, Project Manager, Business Relations Manager, Marketing Director

Chief Operations Officer - 20 Years of Experience - Near 35226

Areas of expertise * Financial Analysis and Modeling * Process and Strategy Development * Cost Containment and Profit Management * Project Management * Staff Development & Training * Organizational Design * Financial Planning

Tags for this Online Resume: Management, Due Diligence, Financial, Fixed Income, Fixed Income Trading, Imaging, System Conversions, Certified Financial Planner, CFP, Compensation, Financial Services

Medical Sales Representative - 10 Years of Experience - Near 22980

Summary: Marketing/Sales professional with eight years of experience in the healthcare industry utilizing people skills, healthcare knowledge, marketing tools, and personal history of customer service to enhance business development opportunities. Background includes working with seniors, marketing and sales for census development, accounting and financial expertise. Experience includes highly successful marketing and sales...

Tags for this Online Resume: Accounting, Accounting Practices, Accounts Payable, Accounts Receivable, Benefits, Billing, Budgeting, Business Development, Collection, Customer Service

Sales Manager - 20 Years of Experience - Near 92651

PROFILE distribution strategies, corporate financial management, compliance, and fiduciary standards * Award-winning producer and divisional sales leader at Allianz Global and AB (Alliance Bernstein) * Experienced in working with retail and institutional clients in the wire, independent, bank and RIA channels * Exceptional organizational, interpersonal and analytical skills

Tags for this Online Resume: Sales, Fixed Income, High Net Worth, Mutual Funds, Distribution, RIA, Benefits, Financial, Analytical Skills, Certified Financial Planner, outside sales, business development

Insurance Sales Manager - 12 Years of Experience - Near 22206

Tags for this Online Resume: Benefits, Distribution, Management, Product Strategies, Referrals, Reliability, Business Plan, Business Strategies, Consumer Lending, Deposits, Financial Planner

Financial Advisor - 10 Years of Experience - Near 91361

AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill

Tags for this Online Resume: Equity, Financial, Private Equity, sales, sales management, banking, private wealth management, financial planner, thousand oaks, cfo, territory management, Regional Sales Manager, Financial Sales, Vice President of Sales, Business Development, outside sales

Sales - 11 Years of Experience - Near 32176

Professional Summary Expert communicator offering more than ten years of experience in outside sales, project management, and marketing. Proven ability to manage multiple projects while meeting challenging deadlines. Increased sales by developing and executing strategies to motivate contractors. Successfully acquired new accounts along with reviving and growing dormant accounts.

Tags for this Online Resume: HVAC, Layout, Outside Sales, Sales, Certified Financial Planner, Consultative Sales, Facilitator, Financial, Management, Marketing Management, sales