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Wealth Management and legacy Planning

Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special tal...

Ideal Companies: Financial Services, insurance industry, compliance in financial services

Tags for this Online Resume: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits

Chief Executive Officer - 20 Years of Experience - Near 94941

'Hands on' - rain-maker, objectives always achieved, superb communicator of complex products/services; guaranteed results; perfect track record 3 IPOs as CEO level

Ideal Companies: amazon, Whitehall Global Payment Advisors

Tags for this Online Resume: Fraud Detection, HP, Leadership, Cash Management, Financial, Management, Services, Sofware-as-a-Service, management, sales

Vice President

Tags for this Online Resume: Accounting, Business Plan, Integrate, Leadership, Microsoft Access, Financial, Financial Reporting, Health Care Industry, Health Insurance, Insurance

Program Manager/ Project (IT) Lead/ Consultant - M.B.A. educated to complement 13 years of management

Program / Project Management – Excellent communication skills with a history of working with and leading disparate personalities within large corporate organizations in a virtual environment including external vendor management. Consistently chosen for team leadership and/or for company-wide project management initiatives, diversity planning, and management of off-shore global projects. Instrumental in re-building Project...

Ideal Companies: Amazon, Microsoft, Oracle, VersionOne

Tags for this Online Resume: PMO, Agile, SDLC, IT, Portfolio, Virtual, Remote, MS Project, Program Manager, Health Plan

Veteran business development professional

I am motivated and driven by success. Career and job satisfaction are driven through meaningful accomplishments. This is what I pursue in any role with an employer. I have a wide breadth of skills and experience with technology sales as well as financial services. My past success has often leveraged my understanding of the sales process, ability to execute, assess opportunities and close business. I look for a position and ...

Ideal Companies: Financial Services, Digital transformation provider, Analytics provider

Tags for this Online Resume: Sales, Business Development, Financial, Lead Generation, Automation, Consulting, Equity, Infrastructure, Marketing Management, Middleware, Digital transformation, Data analytics, Marketing automation, Consultative selling, Solution Selling, Content marketing, Enterprise Software sales, SaaS