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Online Resumes with "High Net Worth "
Insurance Sales Manager - 20 Years of Experience - Near 32084
I am looking for a position where I can use my Life Insurance, Estate Planning and product knowledge. I have worked in the industry for over 20 years and have a vast knowledge of the industry trends and strategies to best serve my clients and employer.
Tags for this Online Resume: Life Insurance, Estate Planning, extensive experiance, Jacksonville, FL, high-net-worth , Microsoft Office Suite
Marketing - 15 Years of Experience - Near 94708
Accomplished executive leader with 15+ years implementing marketing, sales, and business development strategies to build & manage relationships, generate leads, and build brand awareness. Leveraged technology and key partnerships to develop brand value and generate leads for High Net-worth wealth management firms. Demonstrated successful results in building relationships with financial advisors and High net worth investors....
Tags for this Online Resume: Marketing, Sales, Business Development, San Francisco, relationship management, branding, design, wealth
Co-Founder of Jewelry Business with Product Development and Sourcing Expertise
Entrepreneur who founded a fine jewelry retail and wholesale business generating an annual sales volume of $800,000 and a customer base of over 100 clients with retail sales driven by successful marketing and promotional campaigns and wholesale sales from developing strong partnerships with independent retailers and buyers
Ideal Companies: Bulgari, Harry Winston, Cartier, Montblanc
Tags for this Online Resume: Merchadising, Product Sourcing, Product Planning, Product Development, Purchasing, Marketing
Financial Advisor - 19 Years of Experience - Near 33458
Extremely motivated and well rounded insurance and investment advisor with a twenty year track record of commission only sales experience to high net worth individuals, seeking an opportunity in the financial industry. Exceptional communicator with excellent analytical and investment related sales skills.
Tags for this Online Resume: West Palm Beach, trader, securities, insurance , hedge fund, financial advisor, investment advisor
Insurance Underwriter - 20 Years of Experience - Near 10466
Seasoned Insurance Account Executive with specific background in servicing, managing, and brokering of high net worth personal lines accounts. Looking for a position as a Senior Account Manager/Executive in where I can utilized extensive knowledge and expertise.
Tags for this Online Resume: Licensed Property and Casualty Broker/New York, Proficient in Most insurance software systems, Detail Oriented , High Net Worth , Experienced with Applied
Financial Services Sales Agent - 20 Years of Experience - Near 10024
I have extensive capital markets sales and trading experience as well as advisory experience. I currently run a full service financial practice catering to the protection and retirement needs to high net worth individuals.
Tags for this Online Resume: capital markets, risk management , retirement planning, Liquidity, Recruiting, SAN (Storage Area Network), Financial, Series 7
Sales Manager - 20 Years of Experience - Near 06489
I'm a financial professional who has 25 years experience. I've been responsible for the entire northeast and update NY territory for annuity sales. I've spent the last few years as a long term care specialist, selling long term care over the phone to high net worth couples.
President/Financial Planner
I have been a commissioned financial planner for 21 years and have grown from cold calling to President of my own company over those years. I have done just about everything my industry has to offer very well and I am looking to use my two plus decades of industry knowledge in finance, economics, and the biotech world to embark on my next career challenges.
Ideal Companies: Financial venture capital, pharmaceutical or biotech.
Tags for this Online Resume: finance, economics, sales, management, biotech, pharmaceutical, financial modeling/planning
SVP mortgage lending, originations, operations, compliance, asset management
Over twenty years of senior management experience and new business development in corporate banking, commercial and residential real estate underwriting and lending, mortgage origination/platform development, portfolio acquisition, asset management, regulatory, compliance, and builder finance industries. • A proven track record of new business development through direct contact with high net worth clientele and senior manag...
Tags for this Online Resume: mortgage, origination, lending, commercial, residential, builder finance
Sales Representative - 20 Years of Experience - Near 46038
Driven, results-oriented and reliable financial services sales professional with comprehensive experience in client acquisition, account management and leadership of key accounts for business owners, high net-worth investors and retirees. Demonstrated ability to learn, retain and articulate technical / scientific product-related information and to educate others on the given subject matter where the end goal is a sale or co...
Financial Manager, Branch or Department - 20 Years of Experience - Near NJ
Senior Portfolio Manager with excellent record of managing and working with ultra and high net worth wealth management relationships
Tags for this Online Resume: Private Client, Wealth Management, Investment Consultant
Paralegal - 10 Years of Experience - Near 91001
Energetic and highly motivated professional with strategic and detailed understanding of financial markets, investments, trust management, legal matters, legal research, legal writing and business development. Keen ability to cultivate, develop, and manage client relationships. Extensive experience managing and working with High Net-Worth and Ultra High Net Worth clients and businesses. Excellent interpersonal, analyti...
Tags for this Online Resume: Accounting, Paralega, Legal Research, Project Manager, Asset Liability Management, Bank Deposits, Deposits, Financial, Management, Planning, Policies and Procedures, Project Management, development
