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Online Resumes with "Personal Financial "
Personal Financial Advisor - 17 Years of Experience - Near 44691
ACCOMPLISHMENTS * Developed award winning campaigns * Doubled revenue with new client acquisitions * Increased sales productivity through training * Developed project teams * Improved employee morale and productivity * Improved individual sales networking for a multitude of companies * Created advertising concept resulting in one of the most successful fund raising events.
Tags for this Online Resume: Advertising, Acquisitions, Automotive, Budgeting, Financial, Financial Industry, Inventory, Inventory management, Management, Networking
Personal Financial Advisor - 7 Years of Experience - Near 11572
Qualifications Profile: Result oriented individual with successful positions in financial sales and customer service team player. Highly skilled with strong ability to develop significant client relationships and surpass sales goals. Engage in activities that enable access to those customers who may not frequently use the branch system. Prospect outside the financial institution in order to bring in new customer relationshi...
Tags for this Online Resume: Customer service, Sales, Passionate, Operations, Service, Team player, Connect, Leverage, Report, Referrals
Personal Financial Advisor - 20 Years of Experience - Near 30066
Summary Professional, multiple award winning, and highly accomplished sales professional with outstanding track record in the banking industry backed by a positive attitude, an exceptional ability to develop and maintain full relationship banking, and a passion for success. * Consultative approach to establish rapport, build premium client relationships, and develop new business for optimum revenues. * Extensive experience ...
Tags for this Online Resume: Annuity, Banking Industry, Cash Management, Management, Sales, Insurance, Long Term Care, Medicare, Customer Service, Product Launch
Personal Financial Advisor - 20 Years of Experience - Near 19087
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...
Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance
Personal Financial Advisor - 12 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 services 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, Planning, Insurance, Management, Drafting, Financial, Document Review, Tax Planning, Litigation, Real Estate
Personal Financial Advisor - CFP® - 30 Years of Experience - Near 19422
Tags for this Online Resume: Certified Financial Planner, Financial, Futures, Advertising, CFP, Financial Industry, Insurance, Planning, Personal Financial Planning, Portfolio Management, Wealth Management
Accountant - 16 Years of Experience - Near 10018
AREAS OF EXPERTISE Leadership * Financial Analysis * Customer Service * Research * Data Gathering / Analysis * Reporting Administration * Account Processing * Costing * Proposal Analysis * Process Redevelopment Organizational / Interpersonal Skills * Sales * Negotiations
Tags for this Online Resume: Transportation, Security, Bloomberg, Bad Debt, Cold Calling, Customer Service, Data Analysis, Financial, Financial Analysis, Management
Personal Financial Advisor
Personal Financial Advisor - 2 Years of Experience - Near 55428
Tags for this Online Resume: Banker, Specialist, Sales, Banking Industry, Complaints, Credit Card, Customer Service, Deposits, Fraud, Management, Call center
managing director director
SUMMARY Successful Equity Finance professional in securities lending, prime brokerage, and equity derivatives structured products. Background includes start up situations and the establishment of supply and demand side business relationships. Strong analytical, computer and teaching skills. Extensive experience integrating securities lending products across various trading desks and among clients.
Tags for this Online Resume: Management, Swaps, Yield Enhancement, Prime, Balance, Balance Sheet, Equity, Bonds, Custody, Hedge Fund
Personal Financial Advisor - 10 Years of Experience - Near 07045
Looking for hedge fund manager or financial advisor in a major BD firm.
Tags for this Online Resume: Agricultural Commodity Futures Options, Propreity Futures Trading, International Investment, Equity trader, Financial Advisor, Series 7, Futures, Sales, Due Diligence, Banking Industry, finance, manufacturing
Personal Financial Advisor - 20 Years of Experience - Near 22701
' INDIVIDUAL AND BUSINESS PLANNING DESIGNED FOR THE PROFESSIONAL (S) SEEKING LONG-TERM AND TAX -ADVANTAGED GOALS IN A CONSERVATIVE/MODERATE FINANCIAL PORTFOLIO. ALSO TO SAFEGUARD CLIENTS ASSETS AND ELIMINATE LONGEVITY RISK.
Tags for this Online Resume: Health Insurance, Insurance, Financial, Equity, Chartered Financial Consultant, Chartered Life Underwriter, Underwriter, finance, accounting
