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Online Resumes with "Net Worth"
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
Tax Manager 30 years of Experience
PROFILE: CPA MST extensive experience in accounting and taxation. Strengths in: client relationships, tax return preparation and review, communicating with Federal and State tax agencies, representing corporate and individual clients before the Internal Revenue Service and New York State Department of Taxation, developing and maintaining client business and the ability to work on numerous clients at the same time.
Tags for this Online Resume: Audit, Accounting, Financial, Financial Statements, High Net Worth, Monthly Financial Statements, State Tax, Payroll, Quick Books, tax, accounting, controller
Tax Preparer
QUALIFICATIONS Hot Docs Individual Tax Return MS Office Problem Solver Tax Law Analysis Estate Tax Return MS Word Detailed Oriented Tax Planning Fiduciary Tax Return MS Excel Fiduciary Accounting Legal Research Gift Tax Return MS Power Point Trust Administration
Tags for this Online Resume: High Net Worth, Probate, Legal, Research, Securities, Tax Research, Accounting, Certified Public Accountant, Distribution, Estate planning
Legal Assistant - 17 Years of Experience - Near 60631
Tags for this Online Resume: DTE, Secretarial, Acquisitions, Data Entry, Estate planning, Financial Industry, High Net Worth, Legal, Mergers, Mergers and Acquisitions
Executive Assistant - 8 Years of Experience - Near 77095
Summary Resourceful Executive Assistant for 6 years to President of leading independent full-service drilling fluids company with net worth of $67 million and over 300 employees providing drilling fluid solutions for oil, natural gas, and unconventional natural gas developers throughout the U.S. Highly skilled at multi-tasking with strong, exceptional work ethic and attention to detail. Projected exceptional professionalism...
Ideal Companies: Outgoing , Loyal, Team player
Tags for this Online Resume: Filing, Management, Teller, Attention to Detail, Billing, Communication Skills, Document Management, Marketing Management, Pricing, Software, administrative assistant
Tax Manager - 20 Years of Experience - Near 77005
CAREER SUMMARY: Highly qualified attorney and tax consultant with demonstrated expertise in the areas of federal income taxation, with specific attention to employee benefit and compensation issues, and estate planning. Federal income tax and employee benefit and compensation services provided to closely held, as well as publicly held, companies with gross revenues in the range of $5,000,000 - $100,000,000. Estate planning ...
Ideal Companies: Tax Consulting Firms
Tags for this Online Resume: Federal Tax, Benefits, Equity, Wills, Compensation, High Net Worth, Estate planning, Planning, Benefit Plans, ERISA, accounting, tax, excel
Fundraiser
Floor Executed SP 100 derivatives for bank trading desks and Market Makers. Trained personnel in compliance and regulatory behavior. manager of a large executing operation in SP 100 for trading desks and very Phone Clerk handling the orders of clearing Market Makers. 1982-1985
Tags for this Online Resume: Derivatives, Benefits, High Net Worth, P&L, Series 63, Series 7
Marketing manager
Total Work Experience 14 years agencies, Promotions and Marketing for UK. * Diapies Brand Development with P&G UK * Jc Penny Brand Promotions and Seasonal marketing campaigns. * Job Description and Responsibilities
Ideal Companies: Having experience over 14 yrs in luxury brand Sales & Marketing
Tags for this Online Resume: Management, Sales, High Net Worth, Marketing Management, Query, Social Media, Brand Management, Inventory, Banking Industry, Consumer Products, sales, management, automotive
Executive Assistant
Read all incoming and outgoing e-mails as the volume is too extensive for the President to catch all of them. Answer the ones I can and devised a system for him to respond more efficiently to the ones he misses. All senior management knows that I read these since my integrity and ability to keep confidences is paramount in this position. Work with management team responsible for Matrix integration and organization. Prepare ...
Tags for this Online Resume: Billing, High Net Worth, Proofreading, Travel, Management, Accounting, Litigation, Litigation Support, Support, Insurance
Tax Manager
Tags for this Online Resume: Back Office, Benefits, Distribution, High Net Worth, Insurance, Life Insurance, Documentation, Litigation, Mergers, Pc
Business Development Manager / Sales Executive
PROFESSIONAL SUMMARY: Accomplished dynamic executive and entrepreneur with over 25 years experience in corporate ownership, training, marketing, sales and acquisitions. Strategic and innovative manager with life-time career record of corporate growth and financial success. Polished communicator, skilled in building positive relationships with clients, vendors and sales teams. Passionate and motivated leader with a drive for...
Tags for this Online Resume: Advertising, Payroll, Sales, Chef, Quality, Quality Assurance, Quality Control, Satellites, Unisys, Univac, business development, account manager, sales representative, account executive, marketing, inside sales, outside sales
Loan Counselor
Tags for this Online Resume: High Net Worth, Retail, Underwriting, Documentation, Appraisals, Underwriter, Applications, Accounting, Desktop Computer, Microsoft PowerPoint
