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Online Resumes with "Mutual Funds Sales"
Writer / Editor
My objective is to combine my legal background and writing skills in a challenging new career direction.
Ideal Companies: Little Brown, Simon & Schuster, Boston Globe, West Publishing, ESPN, NESN
Tags for this Online Resume: Journalism, Writer, JD, Lawyer, Attorney, Boston and New York, Boston, New York, Word, Microsoft OfficeSuite, Excel, Powerpoint, TurboLaw, Publisher, Publishing, Sports Writer, Reporter, Feature Writer, Legal Analysis, Java, PDF, New Jersey, New England, Contract Negotiator, Marketing, Property Management, BA Political Science, Juris Doctor, Published Author, Licensed in MA
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Featured Profile
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume:
Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
over 20 years Financial services from Residential to commercial mortgage closer and trainer.Insurance/credit/.debt mgmt
Qualifications - C0l`l'll`l'lLlIllC2`lllO[l ., Jt'eser'itation_ and sales skills - I5 yrs exp. Closing residential und C0llilTlC1`Cl&ll loans - 5 yrs exp. Financial planning _ 20}', °s in Butiking services ~ li yrs exp. _l`ClC`l11ll1'l (C[ll', _g Mgr. A1`r:5, iner_ ln Mortgage and lnvestntent lields - i.e._ Mutual Funds. Bonds _ Insurance. l_o: tns.l\flod.Sl1ort sztles_`l" itle.Credit.l\leg, Bl< 7.1 l.l3.l
Tags for this Online Resume:
human resources, talent acquisition, Bonds, Financial, Insurance, Legal, Mutual Funds, Planning, Sales, Securities
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Tags for this Online Resume: human resources, talent acquisition, Bonds, Financial, Insurance, Legal, Mutual Funds, Planning, Sales, Securities
