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Online Resumes with "Personal Financial "
Certified Trust Financial Advisor
Provide all aspects of Trust Administration of Revocable and Irrevocable Personal Trusts and Individually Managed Agency accounts to assist clients with their financial goals. CTFA designation.
Personal Financial Advisor, Seattle
Having excelled for over two decades as a Personal Financial Advisor,I have moved to be nearer my family and taken three years' "retirement." I find myself better adapted to working than not, still have plentiful vigor, and wish to put my skills to work in a new venue.
Tags for this Online Resume: planning, client service, management, analysis, investment, experienced
Personal Financial Advisor
Financial Advisor
Company with growth and advancement. A career with a Monday - Friday and 8:00am to 5:00pm working hours. Benefits
Ideal Companies: Investment companies, Bankes
Tags for this Online Resume: Finance, investments, accounting, insurance
In House Counsel or Executive Officer, Scottsdale, Arizona
I desire an In House Counsel or Executive position with an established organization that will be rewarding personally and financially. I prefer an organization that is dedicated to helping people who are victims of human trafficking, but that is not mandatory. I prefer a position in the Scottsdale, Arizona area, but will consider something in Denver, Colorado.
Tags for this Online Resume: In House Counsel, Mediator, Compliance, Attorney, Arbitrator, Claims, President, Vice-President
Entry Level Financial Analyst Position
I began my career with a sales position to enhance my interpersonal skills. I then proceeded to work as a credit counselor where I counseled consumers on credit and debt issues. I worked on establishing a professional rapport with my clients, and took a personal interest to see that their financial issues be resolved. To gain experience in the financial markets, I began to work as an intern studying under a portfoli...
Ideal Companies: Merril Lynch, Goldman Sachs, Lehman Brothers, UBS, Credit Suisse, Citigroup, Smith Barney, Morgan Stanley, JP Morgan Chase
Tags for this Online Resume: analyst, business developement, sales, financial representative, consulting
Jin
Personal Financial Representative: • Responsible for resolving account-related problems, responding to customer inquiries and assisting customers with account balancing. • Assist manager to develop marketing plans, including outside sales, to generate business for the Financial Center. • Built and maintained new customer relationships through sales initiatives, telemarketing, cross-selling bank products and provide refer...
Ideal Companies: Financial Institution
Tags for this Online Resume: Financial Analyst
Personal Financial Advisor
Sales Representative
To secure a challenging and rewarding position in professional sales that will utilize my educational and experiential background and produce personal and financial growth for both my employer and myself.
Personal Financial Advisor
Personal Financial Advisor
Purchasing Analyst
My goal is to add value to the supply chain managment by ensuring proper logistics and planning.
Tags for this Online Resume: Finance, SAP, Oracle, Oracle, Purchasing, Purchasing, JMP, JMP, STATA, STATA
