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Online Resumes with "advisor "
Personal Financial Advisor - 20 Years of Experience - Near 19087
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...
Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance
Sales Engineer - 15 Years of Experience - Near 92679
FINANCIERA MEXICO - Mexico City. 2005 - 2007 Financial Advisor Rendered financial services to private and family-owned businesses to maintain the desired balance of investment income, capital gains and risk management. * Achieved highly esteemed First Diamond Sales for New York Life Insurance. * Generated over $500,000 in sales in the first year. * Acquired leads and converted to sales by cold calling, appointment setting, ...
Tags for this Online Resume: High Net Worth, Inside Sales, Publishing, Sales, Web, Web Technologies, Benefits, Call Center, Business Development, Business Development Manager, business development, account executive, technical sales, account manager, sales representative, inside sales, outside sales, marketing
Document Analyst - 10 Years of Experience - Near 28277
CAREER HIGHLIGHTS A highly proficient and experienced individual with over 7 years of a successful professional record in customer service, administration and project management roles in finance and banking industries, and in a variety of business environments. Driven and energetic individual with the exceptional communication, organizational, management, and people skills. Proven business expertise in Administration, Manag...
Tags for this Online Resume: Banking Industry, Benefits, Credit Cards, Customer Service, Documentation, English Language, Financial Industry, Charlotte
Business Teacher
PROFILE Over 27 years of Training and Development and 13 years of Sales and Sales Management experience with particular expertise in needs analysis, planning, design, and delivery of Sales, Management Development and Coaching programs. Proven background in establishing and designing new training programs through cross-functional collaboration. Strategic, revenue-impacting business professional with progressive direct and in...
Tags for this Online Resume: Presentation Skills, Sales, Sales Support, Sales Training, Support, Training, Management, Insurance, Licensing, Managed Care
Sales Manager - 20 Years of Experience - Near 92009
Developed Performed all tasks in starting the business such as gathering requirements, developing use cases, managing development and creating operational support procedures. Worked closely with sales and marketing to create promotional campaigns to drive demand. Developed the training program for channel reps and partners to sell the service. * Achieved full ROI during the third quarter of operation. * Integrated additiona...
Tags for this Online Resume: Confluence, Forecasting, Generate Reports, Integrate, Interactive Voice Response, JIRA, Management, Microsoft .Net, Product Management, Sales, management, business development
Data Mining Specialist - 15 Years of Experience - Near 85260
SKILLS SUMMARY Java, J2EE, Python, C++, Shell Script (Korn and bash), XML, UNIX, multithreading Web Services (SOAP and REST) testing Agile and Scrum methodologies SQL, JDBC, Oracle, Relational Databases in MS and Unix/Linux environment MS Excel, Access, and Office GUI and database design development and test Configuring IBM storage servers, hardware and network protocols business rules for analytics and risk/fraud (IBM ODM ...
Tags for this Online Resume: IBM, Java Programming Language, Software, Software Development, Servers, Automation, IBM AIX, Operating Systems, Process Improvements, Team Lead
Manager - 20 Years of Experience - Near 94062
SUMMARY Over 20 years in the technology and software development area, with the last ten years as a senior manager/Agile Coach. As an Agile Coach I have coached, mentored over 200 teams including the members of leadership and management teams to successfully adopt DevOps, Agile/ Scrum practices. I have led multiple web portal, SaaS, client-server and object oriented technology projects. I have been recognized for strong lea...
Tags for this Online Resume: Structured Query Language, Agile, Program Manager, Microsoft Windows NT, User Interface, Consulting, Data Warehouse, IBM OS/2, Strategic Planning, VAX, Enterprise Agile Coach
System Administrator - 15 Years of Experience - Near 78749
Qualifications A Senior Technical Support Advisor with 16 years of professional experience with in-depth expertise relating to MessageOne E-Mail Management Services Continuity and Archive Product. Able to collaborate effectively with engineers and software developers to resolve complex product issues. Capable of providing the highest levels of customer and client support through excellent communication and interpersonal ski...
Tags for this Online Resume: Microsoft, Microsoft Internet Information Server, Microsoft SQL Server, Systems Administrator, Webserver, Dell, Support, Technical Support, DHCP (Dynamic Host Configuration Protocol), Management
Personal Financial Advisor - 12 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial services over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: Estate planning, Planning, Insurance, Management, Drafting, Financial, Document Review, Tax Planning, Litigation, Real Estate
Educational Administrator - 14 Years of Experience - Near 87144
Areas of Expertise - Academic Advising * Academic Coaching * Curriculum Design * Degree Completion * Graduation & Retention Student Affairs * Event Planning * Student Registration * Training & Development * At-Risk Students * Transfer Students * Analyze Quantitative and Qualitative Data * Strategic Planning & Analysis * Banner * Project Management * Starfish * DARS * ACT Testing *OnBase * Transfer Evaluation System * Campus...
Tags for this Online Resume: Retention, Coaching, Training, Database, Planning, Strategic Planning, Catalogs, Policies and Procedures, Certified Senior Advisor, instructor, Asseessment, evaluation, Student Success, Admission
Electrical Engineer - 13 Years of Experience - Near 73112
SUMMARY OF QUALIFICATIONS * A talented, oriented and motivated and detail-focused Electrical Engineer candidate with in depth experience designing, developing and refining solutions in energy industries adapting designs to meet requirements of domestic and international customers, and leading and collaborating with multifunctional teams. * Excellent knowledge of NEMA, CSA, UL, CEC, ASTM and IEC code and standards, * Excelle...
Tags for this Online Resume: Schematics, Engineering, ANSI, Ansi (Am Natl Stds Inst), Certified Senior Advisor, Low Voltage, NEMA, Power (Os Enhancemnt Tool, Substations, sheets
Financial Advisor - 17 Years of Experience - Near 27587
Tags for this Online Resume: Annuity, Recruiting, P&L, Marketing Management, Sales, Sales Training, Training, Equity, Health Insurance, Insurance, marketing, account executive, Sales Manager
