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Online Resumes with "Retirment plans"



Financial Advisor

A position in financial services with the opportunity to advise people in the areas of asset protection, retirement planning, and investments.

Featured Profile

Senior Sales Manager Institutional Financial /Investment Products.....25+ years experience.....

I am looking to leverage my industry experience in sales, product development, i.e., consultative collaboration with large clients to identify and create answers to their needs. Prime example was the development of ways to help major clients build their 401k retirement plan programs. I was a vice president & regional sales manager at Fidelity Investments Institutional Sales at the time. I am a mentor and eager to help coac...

Ideal Companies: Federated Investors, Franklin Templeton, Putnam Management

Tags for this Online Resume: strong mentoring skills , regional sales management, makes a positive contribution, led charge inb 401k, skilled, leader, motivator

Financial Advisor

Tags for this Online Resume: stocks , bonds , mutual funds, IRAs, Annuities, Retirement Plans

Personal Financial Advisor

Tags for this Online Resume: Financial consultant, insurance agent, retirement planning

Featured Profile

Senior Sales Executive

Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.

Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.

Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset

Customer Services & Senior Project Manager

To add measurable value to the firm that employs me by tirelessly serving my internal and external clients.

Tags for this Online Resume: Project management, mutual fund operations, retirement plan operations, change management, business continuity planning, hedge fund operations, call center management

Featured Profile

Featured Profile

Insurance Sales, Lancaster

Deliver profitable insurance solutions to consumers and businesses.

Tags for this Online Resume: Insurance, Program Management, Sales Management, Marketing Management, Retirement Planning, Commercial Sales

Featured Profile

Analyst/Benefits Consultant - Over 10 years experience

Analyst with diverse experience in employee benefits consultation, data management and financial areas. Accomplished plan administrator and retirement plan consultant. Works well in team environment or independently. Client–focused with strong relationship building skills. Strengths include:  Organizing  Communicating  Customer Service  Coordinating  Data Management  Plan Administration

Tags for this Online Resume: Analytical, Benefits, Organized, Actuarial, Service

Retirement Plans Consultant

Tags for this Online Resume: Financial Services, Retirement Plans, 401(k) Plans