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Online Resumes with "Personal Financial Advisor"

Personal Financial Advisor

Sales Representative - 13 Years of Experience - Near 43054

Tags for this Online Resume: Cash Flow, Insurance, Medicare, Sales, Certified Senior Advisor, sales, Leadership, Long Term Care, integrity, ethical

Wealth Advisor

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