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Financial Services Executive - 20+years experience/Relationship Manager and New Business

Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills

Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds

Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Financial writer and editor, Boston -- 20-plus years experience -

Experienced writer and editor with proven ability to convey key messages and complex concepts clearly for both print and online media.

Ideal Companies: Fidelity Investments, Eaton Vance, BlackRock

Tags for this Online Resume: Financial Services, Editor, Writer, Web content manager, Marketing communications

Experienced Marketing and Sales Executive - 20 years

20 years experience in Marketing and Sales. Highly motivated with excellent prospecting, event planning and promotional skills. Top 10 sales manager with consultative selling. Created and implemented marketing materials to promote brand awareness, competitive analysis, benchmarking, collaboration in multi-level strategic account management. Managed global accounts - contracts and legal negotiations. Trained employees on how...

Ideal Companies: Coca Cola, NIKE, SPANX, Turner Network, CNN, Comcast, Home Depot, Costco, Sam's Club, The Container Store, IBM, Xerox, Cox Communication, Atlanta Business Chronicle, Chic fa la, Cbeyond,

Tags for this Online Resume: marketing, sales, manager, develop, advertise, contract sales, legal negotiations, global sales, collaboration, experienced, brand awareness, relationship management, retail, benchmarking, prospecting, motivated, trained, created, promoted, events, planning, contracts, negotiate, legal, bachelor degree, business to business