My objective is to obtain a position that will effectively utilize acquired expertise, creative talents and commitment to excellence, and a position with career growth potential.
Ideal Companies: Too Many to list...
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Sales, Management, Relationship Building, Cold Calling, Referral, Presentation Skills, Closing Skills, Securities Licensed
Summary I have 19 years of successful experience within the Wealth management and Financial services industry. During that time, I would describe myself as a diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. I have a proven track record as an effective communicator and team-builder with strong analytical, management and organizational skills. Accom...
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Training, Banking Industry, Estate planning, Planning, Financial, Management, Securities, Wealth Management, Book of business, Certified Financial Planner
22+ Years Marketing management Portfolio: http://david-stobbe.byethost3.com/DS-Portfolio.pdf Aug '06 (6 Years) Promoted from creative director position (2 years tenure) to lead marketing and advertising for 630 locations with 24,000 employees generating $4.6 billion annual sales. Led advertising campaign to realize 14.3% sales increase amidst enormous newfound competition. Devised and secured license agreements with profess...
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Dec, Merchandising, Advertising, Packaging, Multimedia, Point Of Sale (Pos), User Interface, Business Plan, Compliance, Data Modeling
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Public relations, sales, securities licensed, insurance licensed
Summary * skill set includes creative thinking, problem solving, business administration, customer service, fund raising and public speaking * adept at working with individuals from diverse backgrounds including corporate executives, not-for- pro?t boards of directors, professional musicians, volunteers and school children * 20+ years of experience as an educator and conductor encompassing university and professional levels...
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Customer Service, Insurance, Life Insurance, Problem Solving, Securities, Support
Qualifications Summary Analytical and seasoned operations professional with a deep investment banking background that is an expert in financing and hands-on quarterbacking the process of taking companies public through a variety of vehicles such as IPOs, direct listings, mergers and * Middle-market, boutique investment bank with a focus on the U.S. and Greater China * Current Series 7, 24, 63, and 79 securities licenses * S...
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Banking Industry, Debt, Investment Banking, Accounting, Acquisitions, Due Diligence, Mergers, M&A, Private Equity, Advertising, CFO, Director, Strategy, Fund Management, Casinos & Gaming
Summary of Qualifications MBA, ARM, and holder of life, health, and securities licenses. Self-starter attitude, organized, strong analytical and creative skills, and people oriented. A person that strives for the best and achieves dynamic results. Greatly enjoys meeting the needs of others, helping clients, solving problems, and effecting processes. A strong work ethic, attention to detail, and drive for results are evident...
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Recruiter, Sales, Project Management, Employee Engagement, Excel, Atlanta, Benefits, Detailed
Core Competencies:
With 15 Years External Wholesaling for 3 firms, I speacialize in the Independant and Banking Channel and have focused on the 28 partner firms aligned with Ameriprise Financial Advisors. Deep relationships with top 1% AMerprise Private Wealth Advisors accross the US.
Time managment skills and business planning abilities to cover 10 states to a National Footprint.
Uniques abilites on both sides: The "...
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SMA, Securities, Management, Wholesaler, Fiancial Products, account manager
Exceptional leadership skill with extensive experience in treasury operations, cash management and cash forecasting and credit and accounts receivable management.
Ideal Companies: Genentech, Cemex, Cardinal Health
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Credit, Cash Management, Treasury, Finance, Credit Manager
