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Online Resumes with "Financial specialist"
Financial Specialist
I consider myself a personal financial "bombsquad" I war-game my clients financial plans for any and all pitfalls. I make sure the plan they have in place will ensure that they retire with dignity.
A firm with great support. A great technology platform and great compensation.
Ideal Companies: Edward Jones, Merrill Lynch, etc
Financial Advisor
Utilize consultative approach to rapport builder and needs analysis to assist client goals for long term wealth management goals.
Overachiever
Looking for a job to further enhance my skills along with helping people achieve their goals!
Financial Specialist
Collections Manager
Financial Specialist
Financial Specialist
Sr. Recordkeeper/Asset Reconciliation
Worked in the 401(k) Financial Field for over 20 years. Performed as a Sr. Recordkeeper; Asset Reconciliation Specialist. Have set up procedures for various departments. Have helped build an Asset Reconciliation dept. and train personnel.
Financial Specialist
Financial Specialist
Tags for this Online Resume: OPERATIONS PROFESSIONAL, TRADE SUPPORT, BACK OFFICE & MIDDLE OFFICE
Financial Specialist
Tags for this Online Resume: account manager, jr. underwriter, mortgage processor, quality control specialist
