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Online Resumes with "Legacy Planning"
Financial Adviser, Flint Michigan
Helping people make sense of their financial resources. Designing legacy plans.
Tags for this Online Resume: Communicator, Gregarious, Creative, Marketing, Leadership, Visionary
Investment Banking Services, Washington State
I believe that by driving stakeholder value, and in helping legacy plans to move forward that my career and success will be insured.
Ideal Companies: Marsh & Mclennan, Deloitte,
Tags for this Online Resume: Mergers and Acquisitions, Investment Banking, Turnarounds, CEO, Intermediary, Workouts
Featured Profile
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume:
Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Experienced Fundraiser - 25 years experience - CAP - CFRE
To work with philanthropic organizations to help them raise more money from individuals and to help trusted advisors help their clients create a legacy through their giving.
Tags for this Online Resume:
Fundraising, Philanthropy, Client or Donor Relations, Training, Wealth planning, Legacy Planning
Insurance Sales Representative - 20 Years of Experience - Near 44106
Tags for this Online Resume:
Securities, Financial, Financial Services, IDS, Insurance, Life Insurance, Services, Health Insurance, Annuity, Benefit Plans, Cleveland, OH Retirement Planning, Estate Planning, 401k, 403(b), Wealth Management, Legacy Planning,
Featured Profile
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
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
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
