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Online Resumes with "Personal Financial Advisor"
Personal Financial Advisor - 19 Years of Experience - Near 19341
SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...
Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial
