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Online Resumes with "advisor "



Manager - 20 Years of Experience - Near 02043

SUMMARY Seasoned institutional distribution professional with front-line business support and management experience for asset gathering effort. Expertise established across broad product set (equity, fixed income, property equities, hedge funds) Business Development Manager: Henderson Global Investors (February 2011 - Present) * Supervise team members working on consultant databases, presentations and RFPs * Train instituti...

Tags for this Online Resume: Advertising, Asset Gathering, Business Development, Business Development Manager, Distribution, Equities, Equity, Fixed Income, Inventory, Inventory Control

Personal Financial Advisor

Featured Profile

Marketing Professional

Enthusiastic, motivated, adaptable, team-focused marketing professional with brand-building and integrated marketing experience seeking position in dynamic, collaborative organization with a passion for marketing. Well-versed in working with multiple constituencies, in matrixed organizations and with varied product lines. Unique mix of communications experience and accounting background. Operate with agility during times of...

Ideal Companies: UBS, Deloitte, EY, HSBC, HPFS, Hasbro, Parker Brothers

Tags for this Online Resume: Brand Management, Advertising, Content Marketing, Marketing Operations, Marketing Management, Messaging, Communications, Financial Industry, Management, Leadership, Budget Management, Strategic Marketing, Strategic Planning, Integrated Marketing, Agency management, Rebranding, B2B Marketing, Financial Services Marketing, Executive Communications, Internal Communications, Marketing Strategy, Change management

Insurance Underwriter

COVER LETTER: To whom it may concern: I found online that you are interested in hiring a commercial lines account manager. I have enclosed my resume' for your consideration. At this time I am looking for a position as a Commercial Lines account manager for a firm like yours in which I can assist with growing your commercial lines business. I have a number of years of experience in servicing commercial lines customers, large...

Tags for this Online Resume: Account Manager, Underwriter, Underwriting, Drafting, Insurance, Compensation, Workers Compensation, Customer Service, Accredited Advisor in Insurance Program, AAI, CISR, CIC

Human Resources Assistant - 15 Years of Experience - Near 92501

COVER LETTER: Sincerely, Miss Amy M. Moore, (Ret) TSgt, CA ANG Human Resources Representative

Tags for this Online Resume: Customer Service, Administrative Assistant, Data Entry, Personnel, Microsoft Office, Microsoft Outlook, Excel, Customer Support, Human Resources, Clerical

Project Manager

SUMMARY * Consultant and Development Advisor with twenty-two cumulative years of experience in communications, Wireless technology and Satellite Communications. * Training and development on newly installed Communication equipment. * Experience ranging from AMI (Advanced Metering Infrastructure) and Network planning to Product Development, Deployment and Installation. * Skilled in Hardware and Software Integration. * Profic...

Tags for this Online Resume: Communications, Cellular, Cisco, Cisco Routers, Connectivity, Integrate, Management, Networking, Planning, Project Management

Financial Advisor

Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...

Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity

Sales Representative - 16 Years of Experience - Near 33432

Summary I am a highly ambitious and experienced "C" Level Executive/Entrepreneur with a strong track record of accomplishments and a continued passion and drive to help build both successful and meaningful businesses. I started my career 30 years ago as a personal financial advisor working at several of the largest Investment Banking firms in the world, having been formerly associated with Dean Witter and Smith Barney (both...

Tags for this Online Resume: Marketing Management, Call Center, Drafting, Financials, Joint Ventures, Management, Sales, Sales Management, Accounting, Acquisitions

Real Estate Sales Agent - 12 Years of Experience - Near 35173

PROFILE * SELF -MOTIVATED AND RESULTS DRIVEN PROFESSIONAL * OUTSTANDING TRACK RECORD OF BUILDING A REFERRAL PIPELINE AND MAINTAINING RELATIONSHIPS * RECOGNIZED SALES ACHIEVER * TRUSTED ADVISOR TO CLIENTS Consultative Selling / Prospecting / New Business Development / Relationship Management / Problem Solving / Negotiation / Closing Expertise / Strategic Positioning / Team Player

Tags for this Online Resume: Business Development, Management, Max, Microsoft Windows CE, New Business Development, Pipelines, Problem Solving, Real Estate, Real Estate License, Sales

Executive Director - 6 Years of Experience - Near 78249

Qualification Summary Take charge operations-management executive with an excellent record of achievement in overall management, finance, business development, operations, business analysis and strategic planning for public, private, and non-profit organizations. Effective leader with outstanding communication and presentation skills. Exceptional lecturer, presenter and trainer with superb interpersonal and relationship bui...

Tags for this Online Resume: Management, Risk Management, Strategic Planning & Leadership, Training & Educational Management, Human Resources, Infrastructure, Program Development & Integration, Project Management, Financial, Financial Stability, Operations Process & Development

Financial Services - Relationship Manager / Business Developer / Marketing Boston

Summary: Senior sales and relationship management financial services executive with demonstrated ability to leverage client relationships to drive business for investment management, investment banking, and research and trading firms. Detail oriented with superb multi-tasking ability. Excellent verbal and written communication skills, with outstanding ability to cultivate and maintain long term relationships. Exceptional wo...

Tags for this Online Resume: Relationship Management, Business Development, Investor Relations, Client Service, Asset Management, Financial Advisor, Wealth Management, Hedge Fund, Applications, Defined Contribution

Featured Profile

Chief Executive Officer - 16 Years of Experience - Near 60022

Lifelong learner and excellent educator, in all systems and settings.

Ideal Companies: Always looking for a new challenge. Currently most interested in either a consultative/advisory or board position with traditional companies in traditional industries in search of growth to harness my Design for Regenerative Growth operating framework.

Tags for this Online Resume: Entrepreneur, Strategy, Systems, Management, Control Systems, Partner, MEMS, Nanotechnology, IoT, BigData, Design