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Online Resumes with "Personal Financial Advisor"
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
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
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
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
Personal Financial Advisor - 13 Years of Experience - Near 60804
Summary of Qualifications Expertise in dramatically reducing cost expenditures while increasing productivity. Able to coordinate and complete multiple projects in a deadline-oriented environment. Adapting easily to new protocols and changing environments. Technically knowledgeable yet highly self-motivated to learn new concepts. Bilingual fluency in both English and Spanish.
Tags for this Online Resume: Management, Quality, Quality Assurance, Quality Control, Referrals, Teller, Asynchronous Transfer Mode (ATM), Complaints, Customer Service, Documentation
Personal Financial Advisor - 10 Years of Experience - Near 08510
Tags for this Online Resume: Financial, Billing, Business Software, Software, Certified Financial Planner, CFP, Financial Services, Health Insurance, Insurance, N?mecký jazyk
