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Online Resumes with "cfp"
Senior Benenfits Manager - 5 years experience
Human Resources Director with 5+ years experience in designing compensation packages inclusive of salary/bonus plus benefit selection, employee relations, performance review, writing policy and procedures, updating employee handbooks for compliance with state and federal labor standards, record maintenance, staffing and training program development, and conflict resolution.
Ideal Companies: Humana, Home Depot, Lowes, Pet Smart, Target Corp, Chilis, Wells Fargo
Tags for this Online Resume: Healthcare, Hospitality, Customer service, Financial
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
CFP - 15 years experience - Dallas
Tags for this Online Resume: CFP, Finanical Advisor, Wealth Manager, Dallas
CEO, Direcotor Channel Sales, Director operations
I am looking for a position in an environment, where I can use my experience, learning and exposure to benefit the organization and further learning for me.
Tags for this Online Resume: Director Finance, CFP, Controller, CFO, CEO, COO, Business Manager, Director Operations, Director Sales & Marketing, Director Channel Management, Finance Manager
Sales Manager 30+ years
Jeffrey Talley 1214 Brigham Way Geneva, IL 60134 United States 1-815-557-4208 JeffreyTalley2@aol.com PROFESSIONAL EXPERIENCE Wells Fargo, Chicago IL. United States Stock Broker. January 1994 - June 2012 • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives. • Develop financial plans based on analysis of clients' financial status, and discuss fina...
Management Consultant - 17 years experience
Experienced executive, management consultant and organization analyst with seventeen years experience.sales . Experienced in the corporate and not for profit industries.
Ideal Companies: NIKE, MICROSOFT, APPLE, ADIDAS, PUMA
Tags for this Online Resume: New York , Management Consultant, Organization Analyst, Business Analyst, University, Professor, Adjunct, non profit, Grant Writer, Social Work, not for profit, Corporate, Trainer, Consultant, Executive, Sales, Therapist
Rising Finance Professional - 15 years of business experience
Successful professional transitioning to fulfill my personal passion for finance and investments.
Tags for this Online Resume: CFP, CFA, FRM, PRM, CPSM, Erie, Pittsburgh, Cleveland, Detroit, Troy, Team Building, Leadership, Sales, Finanical Management, Excel, Financial Analysis, Project Management, Modeling, Conflict Resolution, Investment, Equitity, Quantitative Reasoning, Quantitative Analysis, Adobe Acrobat, Relationships, Risk Management, Asset Allocation, Wealth Mangagement, Financial Planning, Wealth Planning, Negotiation, Portfolio Management, Bloomberg, Claritas
Senior Commercial Analyst
I am an experienced financial professional with a diverse skill set gained over many years in the energy and high technology arenas. My core competencies are in all aspects of financial analysis from accounting, project finance to corporate development. I have a Finance MBA from Indiana University and CPA with direct experience in analyzing product line profitability, internal auditing, planning and economics, corporate ...
Ideal Companies: Any energy company
Tags for this Online Resume: Performance Management, Acquisitions and Divestments, Commercial, Economic Analysis, Joint Venture, Strategic Planning, Joint Ventures, Management, Acquisitions, Due Diligence
Financial Professional
My financial services, managerial, sales and business ownership experiences provide me with a unique ability to apply many levels of proficiency to the business process. My wide breadth of experience and ability to handle complicated assignments gives you the versatility to confidently place me in a number of contexts, knowing that the level of excellence you expect will be met. I trust you will find me to be well-spoken, e...
Tags for this Online Resume: Manager, Planning, Investments, CFP, Financial, Detroit
Personal Financial Advisor - 10 Years of Experience - Near 45244
To create relationship with my clients to assist with working on the best scenario on accomplishing their financial goal. Examples retirement planning, college savings, etc
Tags for this Online Resume: series 66, adviser, series 7, cfp, series 63, broker, referrals, cincinnati
Financial Planner - 15 Years of Experience - Near 34238
I want to recruit and help hungry financial advisers build their business. I also want to continue building a successful financial planning practice. I find that many people have difficulty planning for the future and need help identifying what's important to them. Once we know what they want their life to look like, I can invest their money so they can enjoy the life they want.
Tags for this Online Resume: Life Insurance, Annuities, CFP(R), Sales Management, Project Manager, Wholesaler
Bringing my 30 plus years of experience in the Financial Industry to the Real Estate Industry
Management Professional with proven success leading organizations to sustained profitability. Extensive experience across diverse Banking, Insurance, Financial Planning industries. Excellent, budgeting, financial modeling, management, customer relationships, negotiations and multi-functional team leadership and problem solving skills. Strong skills in QuickBooks, Excel and Outlook. An enthusiastic and innovative team le...
Tags for this Online Resume: Budgeting, Internal Controls, Financial Tools, Reporting, Monitoring, Operations, Insurance, Safety, Security, Building Maintenance
