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Online Resumes with "Net Worth"
Financial Manager, Branch or Department
QUALIFICATIONS AND EXPERTISE Proven business professional with extensive experience and recognized success in developing and leading sales, administration, and marketing. Accomplished and adept in the areas of business transformation, business start-ups and the establishment of new markets, the restructuring and development of sales and administrative teams and the achievement of record revenue results. Extensive training, ...
Tags for this Online Resume: Management, Pricing, Wealth Management, High Net Worth, Benefits, Elder Law, Sales, Business Development, Development Activities, Investment Management
Financial Specialist - 20 Years of Experience - Near 53045
Tags for this Online Resume: Marketing, Project Coordinator, High Net Worth, Investment Services, Mutual Funds, Milwaukee, Morningstar Advisor Workstation, Performance Reporting, Data Analysis/Validation
Accountant
CNMI/Tamuning Performed general accounting functions for multi million import/export firm as well as personal accounting for high net worth individual. Successfully led corporate and financial controls for company positioned in the top five of fasteners retail and wholesale businesses. Month and year end close. Analysis and evaluation of financial records, statements and reports Asset and inventory management A/R and A/P pr...
Tags for this Online Resume: Accounts Receivable, Audit, Financial, Financial Reporting, Accounts Payable, Forecasting, Inventory, Accruals, Distribution, Insurance, Revenue Recognition, Costing, Pricing, Cash Management, Sales & Marketing, Shipping & Logistics, Payroll Management, Purchasing
Personal Financial Advisor - 9 Years of Experience - Near 90241
Tags for this Online Resume: Financial, Integrate, Management, Security, Insurance, Banking Industry, High Net Worth, SAP MM module, Securities, Bilingual
Personal Financial Advisor - 3 Years of Experience - Near 92120
Tags for this Online Resume: Financial, Bilingual, English Language, Fixed Income, High Net Worth, Investment Opportunities, Microsoft, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Executive Assistant
CAREER SUMMARY * Strong communicator, negotiator, and speaker able to clearly and concisely disseminate information comfortable speaking before groups and individuals. * Creative Project/Event Manager able to develop themes, recruit entertainers, select entertainment venues, plan menus and catering, and coordinate domestic/international travel. * Effective office administrative skills proficient in Microsoft Office, attenti...
Tags for this Online Resume: Accounting, Distribution, Management, Schedule Management, Spreadsheet, Travel, High Net Worth, Marketing Management, Public Relations, Administrative Skills
Senior Vice President - 20 Years of Experience - Near 20007
Summary Senior Executive with extensive experience including, planning and leading high profile, multi faceted, complex and fast paced initiatives, building a "customer centric selling and service culture", designing and implementing incremental revenue generating activities, building highly effective strategic partnerships, community alliances and corporate relationships. As a highly collaborative and innovative Senior Exe...
Tags for this Online Resume: Analytical Thinker, Planning, Recruiting, Strategic Planning, Client Acquistion and Development, Management, Merchandising, Business Development, Business Strategies
Financial Specialist - 18 Years of Experience - Near 89134
QUALIFICATIONS: -Communications skills enabling solid rapport with team partners and clients at all levels. -Organizational skills ensuring timely completion of projects. -Extensive Financial Analyst and Trust/Estate experience.
Tags for this Online Resume: Distribution, Guardian, Guardian (Comm Net Sw), Inventory, Inventory Control, Probate, Scheduling, Documentation, High Net Worth, Management
Non-retail Sales Supervisor
40 year Investment Professional with market and product knowledge sales savvy proven leadership ability entrepreneurial spirit with team focus character - the sincere commitment to doing what's right for my customers.
Tags for this Online Resume: Annuity, Equity, Insurance, Retail, Benefits, Bonds, Compensation, Fixed Income, High Net Worth, Insurance Sales
Accountant - 10 Years of Experience - Near 02134
Tags for this Online Resume: High Net Worth, Management, Planning, Tax Planning, Banking Industry, Investment Management, K-1, Payroll, Accounting, Audit
Operations Manager - 9 Years of Experience - Near 66086
Areas of Expertise * Facilities management/technician experience consists of the management, development & maintenance within a variety of projects whose worth ranged in excess of $20 million dollars. Included in these projects startup of a new production facility, regularly performed tests & inspections, diagnoses, adjustments, repairs or maintenance on various aspects of facilities, electrical components, malfunctioning s...
Tags for this Online Resume: Tooling, Asset Management, Atlas, Automation, Automotive, Clean Room, Coaching, Communications, Compensation, Compliance
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
