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Online Resumes with "Personal Financial Advisor"
Personal Financial Advisor - 5 Years of Experience - Near 92078
Personal Financial Advisor
Personal Financial Advisor - 16 Years of Experience - Near 28075
Summary I have 19 years of successful experience within the Wealth management and Financial services industry. During that time, I would describe myself as a diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. I have a proven track record as an effective communicator and team-builder with strong analytical, management and organizational skills. Accom...
Tags for this Online Resume: Training, Banking Industry, Estate planning, Planning, Financial, Management, Securities, Wealth Management, Book of business, Certified Financial Planner
Personal Financial Advisor - 7 Years of Experience - Near 63021
PROFESSIONAL SUMMARY Client-focused Sales Representative with 8+ years of providing solutions to customers. Highly ambitious Sales Representative with background in sales, marketing and advertising. Expertise in market analysis and client needs assessments. Meticulous Sales Representative, excellent at juggling multiple tasks and working under pressure. Broad industry experience includes Healthcare and Finance.
Tags for this Online Resume: Marketing Management, Services, Financial, Financial Services, Advertising, Assessments, Data Management, Financial Industry, Health Care Industry, Management, St. Louis, MO
Personal Financial Advisor - 2 Years of Experience - Near 33570
Professional Summary * Business professional with over 10 years of combined experience in Sales and Recruiting. * Over one year of Financial Services Sales. * Prior Industry experience with mortgages, insurance sales, claims, and higher education. * Emphasis on improving efficiency, productivity, and organizational consistency. * Multi-faceted and results driven with a proven track record of exceptional customer service.
Tags for this Online Resume: Sales, Customer Service, Recruiting, Referrals, Financial, Underwriting, Financial Services, Insurance, Insurance Sales, Services
Personal Financial Advisor
Tags for this Online Resume: Financial, Insurance, Management, Planning, SAP MM module, Wealth Management, Mortgage Loans, Retention, Underwriting, Marketing Management
Personal Financial Advisor
Areas of Expertise * Strategic Planning * Change Management * Revenue & Profit Growth * Business Development * Process Improvements * Project Management * Trading & Sales Expansion * Staff Training & Leadership * Problem & Conflict Resolution * Relationship Management * Multitasking & Time Management * Communication & Collaboration * Market Penetration * Organizational Growth * Research & Analysis
Tags for this Online Resume: Automotive, Bonds, Derivatives, Financial, Financial Reporting, Integrate, Pricing, Purchasing, Retail, Utilities
Personal Financial Advisor
Seasoned senior professional that has performed fundamental analysis on upstream midstream and downstream energy firms performed due diligence on firms under acquisition and have developed trading strategies based on this analysis. Unique expertise in market-neutral trading with an emphasis in the commodity space. Energetic committed and passionate individual who utilizes competitive spirit and tenacious attitude to overcom...
Tags for this Online Resume: Management, Risk Management, Equity, Pricing, Reinsurance, SEC, Securities and Exchange Commission (SEC), Acquisitions, Banking Industry, Due Diligence
Personal Financial Advisor - 9 Years of Experience - Near 90241
Tags for this Online Resume: Financial, Integrate, Management, Security, Insurance, Banking Industry, High Net Worth, SAP MM module, Securities, Bilingual
Personal Financial Advisor - 3 Years of Experience - Near 92120
Tags for this Online Resume: Financial, Bilingual, English Language, Fixed Income, High Net Worth, Investment Opportunities, Microsoft, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Personal Financial Advisor
Sales Representative - 16 Years of Experience - Near 33432
Summary I am a highly ambitious and experienced "C" Level Executive/Entrepreneur with a strong track record of accomplishments and a continued passion and drive to help build both successful and meaningful businesses. I started my career 30 years ago as a personal financial advisor working at several of the largest Investment Banking firms in the world, having been formerly associated with Dean Witter and Smith Barney (both...
Tags for this Online Resume: Marketing Management, Call Center, Drafting, Financials, Joint Ventures, Management, Sales, Sales Management, Accounting, Acquisitions
