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Online Resumes with "Vice President Wealth Management"
Financial Services Sales Agent
25 years of sales experience - 15 in Financial Services as Senior Vice President of Wealth Management.
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Senior Portfolio Wealth Management - 20 years Experience
Financial professional offering effective creative solutions at reduced risk. Extensive sales and marketing experience for wholesale or retail markets. Advanced case design for individuals and group benefits.
Tags for this Online Resume: Tulsa, Vice President Wealth Management, Asset Portfolio Manager, Senior Sales Representative, Marketing Managment, Insurance
Financial Manager, Branch or Department
Tags for this Online Resume: Management, Cold Calling, Consulting, Financial, Financial Services, Networking, Planning, Private Client, Referrals, Risk Management
Sales Manager - 20 Years of Experience - Near 07704
Resourceful, conscientious, and integrity-driven financial executive with expertise in creating and delivering sustainable sales recruiting, training, and marketing programs, designed to effectively build strong rapport with diverse clientele, secure accounts, driving sales culture, and manage teams and relationships. Strong leader with skills to resolve operational and financial challenges. History of wide-ranging experien...
Tags for this Online Resume: series 24, branch management, series 7, series 65, sales, national accounts, wholesaler, Management, Equity, Compensation
Financial Manager, Branch or Department
Ideal Companies: JP Morgan, Amazon, Goldman Sachs
Tags for this Online Resume: Management, Project Management, Wealth Management, Business Development, Business Management, Product Management, Banking Industry, Acquisitions, Financial Industry, Investment Banking
Personal Financial Advisor
Tags for this Online Resume: Business Development, Financial, Management, Planning, Wealth Management, Bonds, Mutual Funds, Referrals, Risk Analysis, Risk Management
