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Online Resumes with "Sophisticated financial planning"
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Personal Financial Advisor - 20 Years of Experience - Near 63368
Provide sophisticated financial planning support to Wealth Management Advisors and other client facing employees as a key member of a client strategy team. Communicate with clients regularly regarding financial planning strategies and investment products.
Tags for this Online Resume: Financial, Planning, Ad Hoc Reports, Fixed Income, Fixed Income Trading, Inventory, finance, cfp, Series 7
