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Online Resumes with "Retirement Planning "
Financial Planner, Teacher, Dream Builder
While I have gained experience in a variety of industries ranging from customer service to project management to training, I am a financial planner with a focus on teaching families not only how to attain their goals and dreams but how to turn money into a tool that works for them. I help families determine what is important to them and their financial future thus creating a foundation that we can build on creating a partn...
Tags for this Online Resume: financial planner, estate planning, budgeting, customer service, project management, retirement planning, tax planning
Financial Specialist - 20 Years of Experience - Near 27107
My goal is to concentrate on customers that need to do retirement planning, which will include previous employment 401k rollovers, accumulated resources that need to be managed (managed accounts) and estate preservation. Having had the series 7 stockbroker license in 2003 to 2007, once I find the right employment mix of sale compensation with salry, I am experienced and ready to go to work; FNA (Financial Needs Analysis) is...
Financial Manager - 15 Years of Experience - Near 77070
Accounting Financial Analyst with many years experience. Areas of analysis include quantitative financial reporting, accounts payable, receivable and payroll, business trends, reconcile profit and loss statements to tax forms, tax reporting, sales and tax use and general ledger. Other areas assimilate management, mutual fund operations, training, business modeling and forecasting. Ability in leading financial and operations...
Tags for this Online Resume: Financial Analysis, Excel, Compliance, Accounting, Project Manager, Management, Business Modeling, Texas, Audit, Business Planning, Investment Services, Microsoft Excel, Planning, Policies and Procedures, SEC
Retirement Plan Specialist - 10 Years of Experience - Looking to relocate
Tags for this Online Resume: Retirement, Planning, Benefits, Director
Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC
OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.
Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley
Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management
Sales Operations Manager - 20 Years of Experience - Near 33756
Dear Sir/Dear Madam: As an accomplished sales / operational professional with more than 20 years of experience managing data / call centers, implementing new software and hardware, leading sales and marketing initiatives, managing accountability for P&L budgets, enhancing professional development through training implementation, and streamlining business processes, I am now seeking to apply my experience as a technical s...
Ideal Companies: GTECH, IBM, NCR, SHARP, SCIENTIFIC GAMES, AMTOTE, UNITED TOTE, CHURCHILL DOWNS, MICROS, IBM, ORACLE, PUBLIX, FEDEX, UPS, PENN GAMING, BALLYS GAMING, WILLIAMS GAMING
Tags for this Online Resume: SAAS, B2B, Salesforce, Casino / Lottery, Microsoft, Sharepoint, PMP, Concur, LINUX Red Hat, VAX / VMS, VISIO, Mantis software tracking, KEY LICENSED GAMING, data center, call center, software sales
Chief Financial Officer/Controller with impeccable integirty, high energy and commitment to excellence.
Accomplished Executive with broad based experience in all areas of accounting, finance and administration including Planning and Analysis, General Ledger Management, internal and external Financial Reporting and Finance Management. Ability to focus minute details and ensure accuracy and completeness through all documents. Adept in negotiations, contract compliance, process improvement, and policy development and implementat...
Ideal Companies: Los Angeles Lakers; ESPN; Disneyland; Toyota; Sysco Food Distributor
Tags for this Online Resume: Planning and Analysis, General Ledger, Financial Reporting, Finance, Negotiations, Compliance, Policy Development, Cash Flow, Training, Leadership, Budgets, Forecasts, Capital Funding, Supervision, Internal Controls, Great Plains, GAAP, Month-End Close
Content Editor - 20 Years Experience - Near 12583
To head a content development division in a world-class organization.
Tags for this Online Resume: HTML, Editing/Writing, Web Research, Print Production, Communications, Tivoli, Content Management, MS Office, Creativity, Collaboration, Education, Strategic Thinking, Non-profit, Social Media, Problem-solving, Retirement Plans, Organization, The Arts, Technical Writing, Associate, Humanities, Detail-oriented, Multitasking, Team-player, Content Development, Independent thinker, Web Research, Analytical, Copy Editing, Conceptualizing, Proactive, Flexible, Resourceful, Creative, Hardworking, Consistency, Quality, Self-managed, Accuracy, Computer proficiency, HTML, Chicago Manual of Style, Macintosh/PC, Windows 7/8, MS Office Suite, Adobe/Lotus
Human Resources Assistant - 10 Years of Experience - Near 19468
Proactive leader providing refined business acumen and exemplary Experienced Project and Implementation Manager for the 401(k) retirement plan industry. Strong leadership and strategic planning along with team management skills consistently drive projects on time, and within budget. Innovative Manager of internal projects and staff, which present risk within each stage of the project, driving the need to ensure key milest...
Tags for this Online Resume: 17 years at Vanguard in Malvern, PA
mold tech, supervisor, Fort Wayne
I would love to begin a career that has a retiring plan, penssion and benefits. Would like to join a company that would allow me to accel with time and good preformance.
Tags for this Online Resume: Huntertown, injection molding, mold tech, supervisor, tool and die, motivated
Administration, Operations, All Around Go To
An experienced operations and administration management professional with a solid background in strategic marketing and start-up operations. With executive level sales experience and customer relations skills, my credentials include the head function of human resource management and the supervision of 8-20 staff members.
Ideal Companies: Google, Yahoo, Federated, Chick-Fil-A, Coca-Cola
Tags for this Online Resume: research, editing, writing, administration, operations
Director of Human Resources - 15 Years of Experience - Near 20736
Highly knowledgeable and progress-driven professional with extensive experience directing/supporting HR operations and particular expertise in compensation/benefits analysis and administration. Outstanding success building departments from the ground up, overseeing rapid domestic and international growth, integrating and aligning corporate objectives with individual goals, and enhancing employee morale. Consistent top perfo...
Ideal Companies: Technology, financial services, human resources consulting
Tags for this Online Resume: Washington DC Metro , Leadership, Mergers , Benefits, HR Transformation, Talent Management, Employee Relations, HR Business Partner, HR Operations, HRIS, Recruiting
