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Online Resumes with "asset gathering"
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
Vice President - 20 Years of Experience - Near 33319
& CORE COMPETENCIES An accomplished visionary executive that possesses various qualities including participative leadership along with broad-spectrum experience in the Healthcare Administration and Financial Services sectors. A decisive leader with proven success in identifying hidden opportunities for operational improvement development and growth. Ability to use clear/concise communication skills to facilitate mission obj...
Tags for this Online Resume: Management, Infrastructure, Training, Asset Management, Compliance, SEC, Securities and Exchange Commission (SEC), Compensation, Services, Financial
Sales Representative
Tags for this Online Resume: Alternative Investments, Asset Gathering, Business Development, Corporate Training, Distribution, Financial, Financial Services, Hedge Fund, Management, Messaging
Customer Service Representative - 7 Years of Experience - Near 91710
Result-oriented professional whose talents shine in a competitive, innovative and creative environment, with a proven track record of increasing sales, improving client retention and growing customer base.
Tags for this Online Resume: Administrative Tasks, Customer Service, Appraisals, Banking Industry, Asset Gathering, Management, Retention, Sales, Compliance
Telecommunications Sales Agent - 15 Years of Experience - Near 11208
Ideal Companies: axa advisors, etrade
Tags for this Online Resume: Asset Gathering, Bloomberg, Email, Equity, Financial, Financial Services, Microsoft, Microsoft Excel, Microsoft PowerPoint, Order Entry
Personal Financial Advisor - 20 Years of Experience - Near 91001
Ideal Companies: Trust Company of the West, PIMCO, JP Morgan, Goldman Sachs, Capital Group
Tags for this Online Resume: Management, Asset Gathering, Asset Management, High Net Worth, Wealth Management, Financial, Fixed Income, High Yield, Consulting, Retail
Chief Financial Officer - 20 Years of Experience - Near 21210
Tags for this Online Resume: Forecasting, Business Development, New Business Development, Management, Asset Gathering, Lead Generation, Planning, Portfolio Management, Strategic Planning, Accounting, finance, audit, excel, accounting
Business Development Manager
Top-producing sales executive with 15+ years’ experience and proven ability to cultivate profitable relationships, drive organizational innovation while maximizing sales strategies and achieving organizational objectives.
Tags for this Online Resume: Business Development, Financial Industry, LinkedIn, Sales, High performance, Tableau, Data Analytics