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Online Resumes with "Retirement Investing"
Senior Relationship Manager with 17 Years Business Development
ACCOMPLISHMENTS * Achieved a 70% closing rate adding $100 million in assets to Vanguard by effectively coaching and leading teams of internal partners in preparing RFPs. - Independent surveys to each client resulted in a Net Promoter Score of 10, the highest satisfaction rating. - Created a sales strategy tailored to the culture of lululemon athletica resulting in closing contract for 5000-employee...
Ideal Companies: Amazon, Wells Fargo, United Way, National MS Society, HRC, American Cancer Society
Tags for this Online Resume: Financial, Financial Services, Management, Consulting, Diversity, Banking Industry, Deposits, Accounting, Business Development, Outside Sales, Donor Cultivation/Solicitation/Stewardship
Financial Specialist - 17 Years of Experience - Near 76148
Defined Benefits (DB) and Tax Exempt 403 (B)/457 Financial Investments/Enrollment/Guidance Bi-lingual Investments Specialist responsible for assisting Plan Sponsors Plan Administrators Account Executives and Managing Directors in both Spanish and English with administering Retirement Plans with less than 150 million dollars in covered assets. * Over 17 Yes of financial planning experience and knowledge in both Spanish and E...
Tags for this Online Resume: Series 6, Defined Benefits, INVESTEMNTS, FINANCIAL SERVICES, RETIRMENT, Client Service Administrator, Relationship Manager, BILINGUAL, Plan Administrators, Human Resource Benefits Administrators
Financial Specialist
Tags for this Online Resume: Balance, Balance Sheet, Consulting, General Ledger, Accounting, Data Entry, Forecasting, Security, Statistics, Accounts Payable
