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Online Resumes with "Portfolio Manager Chief Investment Officer"
Financial Advisor - 20 Years of Experience - Near 89509
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...
Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets
