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Online Resumes with "Trust Officer"
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Ideal Companies: Frito-Lay Southwest Airlines
Tags for this Online Resume: efficiency, Excel, pursue excellence
Personal Financial Advisor
Tags for this Online Resume: marketing , human resources, trust officer, title clerk
Trust Officer - 19 years experience
Trust Officer
Obtain a position with an established financial institution that I can assist in the company's growth and stability.
Tags for this Online Resume: trust officer
Financial Advisor - 20 Years of Experience - Near 89509
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...
Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets
Administrator - 17 Years of Experience - Near 10029
I have responsible for pre- and post-award grant activity, and handled all aspects of grants administration, for all medical departments, at a large, academic medical center in New York City. This included NIH (RO1, R03, R21 and K08 mechanisms) New York State and CDC submissions, industry sponsored clinical trials and foundation support for clinical and epidemiologic research. I also served as the Administrator for the N...
Tags for this Online Resume: Statistical Analysis, Research, Cms, Health Insurance Portability And Accountability Act, Medicare, Policies and Procedures, Assessments, Internet
Lawyer - 4 Years of Experience - Near 75056
Tags for this Online Resume: Trust Officer, Trusts, Wills, Probate, Tax, Legal, Lexis Nexis, Microsoft Office, Estates
Lawyer - 20 Years of Experience
SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, ...
Tags for this Online Resume: Probate, Management, Compliance, trust officer, wealth, wealth advisor, relationship manager, director, president, vice president, senior trust officer
Financial Manager
ACCOMPLISHMENTS Shortly after graduating from college I accepted a Management Training position with Manufacturers Hanover Trust Company involving personal trust and custodial services administration and was promoted through a series of increasing responsibilities to the position of Trust Officer in 1984 and held that position until December 1986. I made significant contributions in new business development, new clients, as...
Tags for this Online Resume: A SERIES, Alternative Investments, Analytical Skills, Asset Growth, Asset Management, Banking Industry, Banking Operations, Banking or Financial, Business Development, Communication Skills
Lawyer - 3 Years of Experience - Near 10028
Attorney with three years of experience at a trusts & estates boutique in midtown. Also interested in exploring the trust officer arena
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
Financial Manager
Tags for this Online Resume: Services, Consulting, Investment Management, Management, Sales, Sales Support, Support, Accounting, Sungard, Financial
