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Online Resumes with "Personal Financial "
Financial Analyst - 17 Years of Experience - Near 06089
SUMMARY Results-oriented financial services professional with extensive experience partnering with clients to understand requirements and coordinate resources to deliver business solutions to achieve objectives. Recognized as a successful leader with particular expertise in manager research, portfolio management, business development and relationship management. Strong team contributor with highly valued organizational, com...
Tags for this Online Resume: Management, Research, Universe, Retail, Consulting, Analytical Skills, Asset Management, Business Development, Distribution, Financial, Portfolio Management, Team Player
Financial Advisor - 7 Years of Experience - Near 25541
o From 2010 - present affiliated with Summit Financial Group.
Tags for this Online Resume: Financial, Financial Services, Services, Compliance, Sales, Insurance, Recruiting, Cash Flow, Human Resources, Management
Personal Financial Advisor - 8 Years of Experience - Near 40205
Tags for this Online Resume: Sales, Financial, Advertising, Advertising Programs, Budgeting, Certified Financial Planner, CFP, Communication Skills, Mba, Merchandising
Personal Financial Advisor - 20 Years of Experience - Near 06092
SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portf...
Tags for this Online Resume: Defined Benefit, Defined Contribution, Institutional, RIA, Southeast
Personal Financial Advisor - 13 Years of Experience - Near 44122
award-winning Relationship Management Professional Energetic with ability to identify business opportunities deliver effective proposals and presentations and provide stellar client relationship care.
Tags for this Online Resume: Insurance, Mutual Funds, Banking Industry, Cash Management, Management, Account Management, Business Development, Deposits, Financial, Financial Statements
Personal Financial Advisor - 20 Years of Experience - Near 75238
SUMMARY Strong Work Ethics, Values, Trust, Impeccable Character (always looking for "Win :Win"), Punctual, Determined, and My Personality, all benefit relationships with clients and team members. At the core of all my experience, has been a genuine enjoyment of working with people, earning their loyalty and trust, and solving many of their financial concerns, for their present and future needs. PROFESSIONAL My Professional ...
Tags for this Online Resume: Commodities, Equities, Fixed Income, Mutual Funds, Financial, Investment Services, Planning, Services
banker/ financial services
•Seeking to take next career step in acquired field of experience gained over the years in either banking or financial services opportunities, with respect to prospective careers outside the scope.
Ideal Companies: banking / accounting
Tags for this Online Resume: financial, banking, accounting, payable, recievable
Personal Financial Advisor - 20 Years of Experience - Near 33308
Tags for this Online Resume: real estate asset manager, portfolio realestate Mang., Acquisition and sale of realestate assets, mortgage and financial exp, commercial real estate leasing and management, 25 + yrs in all phases of real estate
Personal Financial Advisor
Personal Financial Advisor - 2 Years of Experience - Near 84081
To assist a company with its operational and logistics needs.
Tags for this Online Resume: Customer Service, Light Emitting Diode, Logistics, Management, Sales, Sales Support, Support
Sales Manager - 20 Years of Experience - Near 34230-2598
Tags for this Online Resume: Logistics, Manufacturing, Capital Equipment, Lasers, Management, Support, Technical Support, Training, Financial, Financial Reporting, Executive Management
Lawyer - 20 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial planning over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: estate planning, trusts and estates, wealth management, financial advisor, financial planning, Planning, Insurance, Management, Drafting, Financial
