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Online Resumes with "Raymond James Edward"



Trust Administrator

Dedicated professional with ten years experience in Fiduciary Services. Excellent communication skills. Punctual, dependable, hardworking, loyal

Ideal Companies: Citigroup, Raymond James, Edward Jones, Jackson Morgan Investment

Director - 10 Years of Experience - Near 78727

Tags for this Online Resume: Business Intelligence, Consulting, Ecommerce, Forecasting, Market Research, Operations, Finance, Budgeting

Personal Financial Advisor - 16 Years of Experience - Near 84045

Ideal Companies: fisher investments, Raymond james, Edward Jones

Tags for this Online Resume: Insurance, Annuity, Health Insurance, Licensing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Persuasion, Sales, Sales Training

Featured Profile

Sales Manager

Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...

Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest

Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration