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Online Resumes with "Investment advisor"
Principal / Senior Investment Advisor
I am looking for a role that has a sales/ sales management and strategy component. I am a competitive professional and I am goal driven.
Financial Advisor
Investment advisor/bank branch manager with more than 20 years of experience planning, developing and implementing financial solutions for clients. An accomplished financial advisor with a bachelor degree in economics and a broad-based diverse background in financial industry products.
Ideal Companies: Financial institutions are my background but I am willing to work in management at any industrial, manufacturing, energy or any large corporations. I am really interested in a geographical area more than a certain company to work for.
Tags for this Online Resume: Sales, Management, Financial products, Investment Licenses, Risk Management, Financial Solutions, Investment Advisor, Compliance, Analysis, Florida, North Carolina, South Carolina, Business, Economics, Finance
Financial Advisor - 27 years experience - Folsom, CA
I work well with high net worth families in their efforts to build a sound, multi-generation, financial plan.
Tags for this Online Resume: Certified Financial Planner, Registered Investment Advisor, Financial Consultant, Financial Advisor, Insurance, Estate Planning
Financial Advisor
Successfully impact the performance of client porfolios. Initially, first 2-3 years is composed of salary,commission,and bonus compensation package. After year 3 compensation is 100% commission.
Tags for this Online Resume: bank stock specialist, brokerage/investment advisor, private placement capitalization, entrepreneurship, research, investments, portfolio management, financial analysis, business development, client management/retention, strategic marketing/market analysis, high net-worth accredited investors
Accounting / Finance Professional and CPA exam candidate for New York State licensure with7 years Experience
Self-motivated Accounting professional with 7 years of experience in foreign and local transaction tax billing, preparing individual and business income tax, and enforcing tax compliance with medium and large sized companies.
Ideal Companies: Morgan Stanley, Bank of New York, Goldman Sach, PWC, Yahoo, BP, EY, KPMG, Deloitte, Barclays, JP Morgan
Tags for this Online Resume: Compliance, Tax, Audit, Finance, Accounting
General Partner, Investment Advisor
I seek a rewarding position in which I can utilize my skill and experience to assist prospects in the attainment of their personal, and professional goals.
Tags for this Online Resume: Financial, Investments, Banking, Fairfax, Sales, Independent
External Wholesaler, Florida- 10+ years of experience
After nearly 10 years of successful wholesaling in the Bank Channel, about a year ago I decided to take a different direction in my career, and become an Investment Advisor. Although my change in direction has proven to be successful, there is something about wholesaling and developing incredible relationships that gets into your blood. So I have decided to pursue a position in that field once again. Although most of my w...
Tags for this Online Resume: wholesaler, Annuities, Insurance, Mutual funds, Reional Vice President, Director
Chief Financial Officer - 20 Years of Experience - Near 30327
My name is Tom Garr and, I would like to, respectfully, submit my attached resume to you for consideration for a position on your team as a Chief Operating Officer or Chief Financial Officer.
Tags for this Online Resume: Risk, Finance, Audit, Management, Marketing, Profitability, Strategic, Atlanta, Funding, Cash Flow, Shareholder
Financial Advisor position
Financial Advisor, Investment Advisor, Financial Consultant
Tags for this Online Resume: Financial Advisor, Investment Advisor, Financial Consultant
Management and sales of intangible financial products.
A uniquely gifted individual who can effectively combine creative, empathic ability with a disciplined will to achieve corporate goals. A natural leader who will produce quality work with an honorable work ethic and a background of success.
Ideal Companies: Investment Banks (Charles Schwab), , Traditional Banks, Savings & Loans
Tags for this Online Resume: superior sales skills, experienced branch management, highly competitive work ethic, extremely comprehensive financial products training, university and law school graduate, investment broker vp, portfolio manager, sucessful original strategic/tactical planning/organizational skills, consistent/continual upward career path and responsibilities, experienced financial products presentation/delivery, trusted fiduciary duties
Financial Analyst - 20 Years of Experience - Near 07977
Seeking a salaried support role with a registered investment advisor in private wealth management
Tags for this Online Resume: accomplished, planner
Insurance Sales Representative - 20 Years of Experience - Near 84128
My career objectives are outlined in my resume. I desire to compete my career in the service of the American public. Honesty and friendliness are my credo. I am seeking a customer service provider. In a new field, Frank Harrison Godfrey frankhgodfrey@gmail.com 801-699-9870 SUMMARY Being reliable for clients through the use of professional Market Strategists. Using experience to translate recommendations for clients. Prepar...
Tags for this Online Resume: Trusted , Confident, Needs Analsys, Budgets, Asset Manager, Planner, Communicator, Problem Solver
