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Online Resumes with "Personal Financial "



Personal Financial Advisor

Utilize my professional years of experience and knowledge in investments and banking operations.

Ideal Companies: Renford Bernard, 202-577-5251, renford_bernard@yahoo.com

Tags for this Online Resume: E*TRADE, Banking Industry, Equity, Sales, Buying, Call Center, Financial, Fixed Income, Inventory, KYC

Personal Financial Advisor - more than 15-years Years of Experience

Qualifications * Certified Insurance & Financial Advisor (IFA) - (ADVOCIS), via the Life Underwriter's Association of The Bahamas (LUAB) * Certified Chartered Life Underwriter (CLU) - (ADVOCIS) via the Life Underwriter's Association of The Bahamas (LUAB) * Certified Canadian Securities Course (CSC), via the Canadian Securities Institute, Toronto, Canada * Certified Conduct & Practices Handbook Course (Compliance), via the C...

Tags for this Online Resume: Compliance, Financial, Insurance, Securities, Acquisitions, BAR, Business Development, Chartered Life Underwriter, finance, audit

Personal Financial Advisor - 21 Years of Experience

Tags for this Online Resume: Equity, Microsoft Outlook, Bonds, Asset Management, Bloomberg, Cognos, CFA, quantitative, equity analyst, investment analyst, FactSet, asset allocation, excel

Personal Financial Advisor

Commercial Loan Officer - 20 Years of Experience with financing CRE. Charlottesville, Va

Key Qualifications - * Excellent communicator and seasoned loan officer with demonstrated success in the commercial real estate mortgage industry and extensive experience financing income-producing entities through appropriate underwriting and property analysis that meet or exceed the regulations and guidelines of the federal bank examiners and the lender. * Successful, open-minded financial expert with an exceptional abili...

Ideal Companies: Banks, Mortgage, CRE

Tags for this Online Resume: Financial Statements, loan originator, commercial, Banking, Commercial loan officer, loan, CRE, MLO, Mortgage Officer, Account Management

Personal Financial Advisor

SUMMARY OF QUALIFICATIONS Over 37 years of business experience in upper management and communications. Extensive experience with Microsoft Office, Word, ACT and A& L Ultimate Business Systems, Outstanding interpersonal and communication skills as well as an exceptional ability to effectively interact with all levels of management, professionals, and International businesses, attorneys, and staff. Exceptional ability to orga...

Tags for this Online Resume: Cash Flow, Insurance, Mutual Funds, Security, Benefits, Bonds, Compensation, Estate planning, Financial, Planning

Credit Analyst

QUALIFICATIONS Experienced business banking loan underwriter with 20+ years of experience and achievements in various credit markets. * Excellent credit analysis and communication skills: firm understanding of global cash flow analysis, firm understanding of UCA cash flow concepts, including both indirect and direct methods of cash flow analysis, projection analysis and balance sheet stress testing. * Strong organizational ...

Tags for this Online Resume: SAN (Storage Area Network), Management, Credit Analysis, Financial, Financial Statement, Financials, Billing, Recruiting, Financial Statements, Underwriting

Personal Financial Advisor

PROFILE Cell: 918.691.6585 Accomplished business professional with successful managerial experience pricemsosu@gmail.com including: Over 15 years managing and organizing employees

Tags for this Online Resume: Financial, Financial Services, Services, Sales, Coaching, Evaluate, Financial Statements, Insurance, Macro (Predefined Code), Management

Credit Analyst

QUALIFICATIONS Experienced business banking loan underwriter with 20+ years of experience and achievements in various credit markets. * Excellent credit analysis and communication skills: firm understanding of global cash flow analysis, firm understanding of UCA cash flow concepts, including both indirect and direct methods of cash flow analysis, projection analysis and balance sheet stress testing. * Strong organizational ...

Tags for this Online Resume: SAN (Storage Area Network), Management, Credit Analysis, Financial, Financial Statement, Financials, Billing, Recruiting, Financial Statements, Underwriting

Personal Financial Advisor - 20 Years of Experience - Near 95835

Looking for a progressive and employee friendly company for career advancement and personal development.

Tags for this Online Resume: Benefits, Chinese Language, Dec, Management, Real Estate, Real Estate License, Sales, Sales Training, Training

Personal Financial Advisor

Seeking financial services position that embraces an extensive and comprehensive background in financial planning, customer service and tax regulations. Candidate offers exceptional ability to delivery quality results in fast-paced dynamic market environment.

Tags for this Online Resume: Deposits, Securities, Lacerte, Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Software

Personal Financial Advisor