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Online Resumes with "Personal Financial "
Personal Financial Advisor
Credit and Wealth Management Executive with 20+ years experience in complex credit/ lending structuring, business development and wealth management.
Best fit would be in the banking sector of a wealth management organization considering I am Series 7,66 licensed, structuring complex tailored lending deals.
Tags for this Online Resume: New Business Development, Credit Risk Mitigation, Financial Analysis, Philadelphia, Commercial credit underwriting, leadership skills, negotiation skills, mentoring/coaching experience, cross/selling skills, Business Development
Personal Financial Advisor - 7 Years of Experience - Near 44124
AREAS OF EXPERTISE * Financial Planning * Client Prospecting * Sales Team Leadership Investment Analysis * Sales Analysis & Projection * Business Development Needs Assessment * Financial Solution Design * Project Management
Tags for this Online Resume: Book of business, Leadership, Financial, Management, Planning, Wholesale, Sales, Account Manager, Book of business, Leadership, Financial, Management, Planning, Wholesale, wealth management, account management, securities, lending, insurance, vp, Financial Planning, Investments, compliance
Personal Financial Advisor
Personal Financial Advisor
VP of Financial Support Services
Personal Financial Advisor - 9 Years of Experience - Near 77450
SUMMARY Highly driven entrepreneur with strong expertise in marketing and business planning. More than 14 years in relationship management with proven high customer satisfaction ratings. Strong qualifications in developing and implementing operations managerial processes within start ups. Possesses over 9 years of proficiency in international portfolio management. Fluent in Spanish and English. MBA with concentration in Mar...
Tags for this Online Resume: Advertising, Retail, Wholesale, Banking Industry, Business Plan, Management, Asset Management, Emerging Markets
