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Online Resumes with "Net Worth"
Software Sales Representative - 19 Years of Experience - Near 07016
To Whom It May Concern: My background is consultative solution selling, account management, customer service, relationship management, multi-tasking and project management. I have dealt with C level managers in all departments of a company. I am seeking an account manager or client relationship manager position in which I can utilize my sales, customer service, liaison and learning and development skills and experti...
Tags for this Online Resume: Management, Accounting, Asset Management, Book of business, Documentation, Fixed Income, High Net Worth, Joint Ventures
Financial Specialist - 11 Years of Experience - Near 60091
Articulate communicator. Interpret and explain complex issues to clients. Clarify process and documentation in order to optimize and retain customers. Support colleagues and cross line of business heads with counsel and advice on cross-sell opportunities for products and services. Generate leads for customer facing sales representatives. Provide information, data analysis and recommendations for contacting and closing high ...
Tags for this Online Resume: Tax Preparation, Airlines, Banking Industry, Commissions, Benefits, Integrate, Management, Product Launch
Client Services Manager, Trust
Accomplished trust professional with over 25 years of experience in high net worth client relationship management. Broad based expetise and strength in Employee Benefits and Individual Retirement Accounts.
Tags for this Online Resume: Trust, Client Services, Employee Benefits
Copy Writer - 10 Years of Experience - Near 11102
Provide your teams a strong leader of knowledge in communications strategies, media platforms and exceptional content producing skills.
Tags for this Online Resume: Microsoft, Video, Media Relations, High Net Worth, Management, Wealth Management, Financial, Leadership, Writing, Editing, Producing, Content Management, Content Production, Public Relations, Media Relations, Investor Relations
Personal Financial Advisor
Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...
Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking
Chief Financial Officer - 20 Years of Experience - Near 19446
I am a results-driven CFO with a record of achievement. My strengths are with working with the vision and mission of the company to fully implement (or create) the business operation blueprint, provide solutions to lagging sales and toxic staff and increase cash flow. I have been involved with strategic and tactical financial management roles in diverse environments with responsibilities for the day-to-day financial operat...
Ideal Companies: Freedom Medical, Fresh Finds, Square 2 Marketing, INC., Naxion, Inc., Biomagnetics, Ltd., Expert Business Development LLC, Fletcher Csi, Fresh Finds, LLC, Braithwaite Communications, Inc., HERON RESPIRATORY SERVICES, INC., Targetrx Inc., Marketing G2 LLC, McNeill Group, Inc., MCPHERSON ASSOCIATES INC, Medergy Scientific, Inc., J & A MEDICAL HOME CARE INC, R J DOYLE & CO INC, Edwin U Keates MD Associates, Poretta & Orr, Inc., Precision Surgical, Inc., QUATTRO DIRECT LLC, R.A.F. Industries, Inc., Square 2 Marketing, Inc., Stover/Sensor Controls, Vivo Agency, Blue Bell Technologies Inc, CONCELLERA SOFTWARE INC, D A Christian Consulting Firm Inc, ENCORE COMMUNICATIONS, LLC, Philadelphia Financial Group, Inc., The Profero Group LLC
Tags for this Online Resume: Philadelphia, operations, CFO, business blueprint, lagging sales, exit strategy, succession planning, change management, Consulting, Management
Financial Analyst | Portfolio Management | Financial Sales Support
Financial Analyst with professional experience including supporting financial sales teams and conducting problem solving analysis. Driven finance professional with the demonstrated ability to coordinate risk assessments for global automotive original equipment manufacturers (OEMs) within an academic setting. Analytical finance leader leveraging a foundational career history in effectively servicing individual high net worth...
Ideal Companies: Ford, General Motors, GM, Chrysler, FCA, Ally, Ally Financial, Ford Credit, Comerica, Comerica Bank, Chase, JP Morgan Chase, Chase Bank, Flagstar Bank, Quicken, Quicken Loans
Tags for this Online Resume: Leadership, Finance, Customer Service, Public Speaking, Microsoft Office, Social Media, PowerPoint, Marketing, Research, Event Planning, Financial Statement Analysis, Capital Markets, Fixed Income, Equity Analysis, Advanced Financial Analysis, Corporate Finance, Financial, Financial Analysis, Financial Sales Support, OEM, Portfolio Management, Business Development, Account Management, English, Spanish, Arabic, SQL, Microsoft Excel, Microsoft Access
Senior Vice President - 20 Years of Experience - Near 10512
Tags for this Online Resume: Asset Management, High Net Worth, Management, Financial, Verbal Communication Skills, Capital markets, Communication Skills, Estate planning
Insurance Sales Manager - 20 Years of Experience
Tags for this Online Resume: Insurance, Life Insurance, Commissions, Securities, Compliance, Sales, Gross Commissions, Economic Trends, High Net Worth, Microsoft
Financial Analyst - 17 Years of Experience - Near 63038
AREAS OF EXPERTISE: * Problem Analysis & Resolution * Credit/Lending Sales * Office Management * Cost Basis Analysis * Compliance/Risk Management * Developing/Managing Client Relationships * Oral & Written Communications * Proficient with MS Office, Word, Excel & PowerPoint * Held NASD Series 7, 6, and 63 Licenses
Tags for this Online Resume: Management, Sales, Series 7, Wealth Management, Accounting, High Net Worth, Series 6, Sub-ledgers, Compliance, Manager Wealth Management Series 7 Series 6 Series 63 Compliance MS Office
Executive Assistant - 20 Years of Experience - "Making Life Easier for Busy Executives"
Areas of Expertise ? Corporate Communications & Reporting ? Client Relations ? Project Management ? Managing Calendars & Travel ? Process Improvement ? Planning Meetings & Corporate Events ? Performing Accounting Functions ? Supervising & Training Personnel ? Microsoft Office
Tags for this Online Resume: Banking Industry, Email, High Net Worth, Training, Travel, Accounting, Management, Administrative Assistant, Commercial Lending, Organized, Gatekeeper, Multi-Task
Financial Analyst - Commodities 20+ Years of Experience - Near 60643
A career opportunity in a progressive financial / insurance environment that will benefit from my experience in securities / commodities analysis & trading design.
Tags for this Online Resume: Pricing, Settlements, Commodities, Futures, Equity, Estate planning, Financial, Financial Services, High Net Worth, Insurance, Commodities Financial services Insurance
