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Online Resumes with "estate planning "
Mr. Brandon Theodis Cochran
My objective is to receive a position, so that I may be able to utilize my academic knowledge and skills so that I may be able for advancement.
Ideal Companies: Any fortune 500 companies.
Tags for this Online Resume: Project Manager, Management, Supervisor, Consultant
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Senior Insurance Sales Representative
I'm a Financial professional who has 10 yrs experience in assisting Financial Advisors with Life Insurance Planning and other related Planning Strategies to their HNW Clients. Expertise in Estate Planning, Business Continuation and other Wealth Planning Strategies.
Tags for this Online Resume: Insurance, Wholesaler, Planning, Wealth Management, Estate Planning , Wealth Transfer
Capital Markets and Financial Analyst with more than three years experience in financial modeling, investment analysis, market research, portfolio management and valuation analysis.
My career goal is to own and operate a Venture Capital/Private Equity firm. I want to work with high dollar investments in real estate, start-ups, M&A's and any venture I can make money on.
Ideal Companies: JPMorgan Chase & Co., Wells Fargo, Bank of America Securities, UBS, Paine Webber, Citi Bank, Goldman Sachs, Northrop Grumman, CBRE Group, CIM Group, Arenda Capital Management, Caltius Equity Partners, Clear Capital Advisors, Ocean Park Advisors, Ares Management, JUMP Investors, CREO Capital Advisors, Luminous Capital, Capital Group, Pacific Coast Capital Partners, Welshire Associates, Certera Financial Gourp, Intrepid Investment Bankers, Marina Capital Partners, Saybrook Capital and Tiger Group LLC
Tags for this Online Resume: Financial Modeling, Quantitative Analysis, Qualitative Analysis, Financial Valutaion, Expert in MS, Financial Analysis, Expert in MS Excel, Market Research, Portfolio Management, SQL, VBA
Legal Secretary
Ruby Maytal 13911 Addison Street Sherman Oaks, CA 91423 Telephone Home: (818) 461-0230 Summary of Qualifications: • Estate Planning, tax, corporate and real estate. • Legal Secretary with over 30 years experience. • Well-organized, thorough and attentive to detail in all work, able to handle and complete more than one assignment without loss of efficiency, and within the time limits set. • Fast learner, ...
Trust Officer, Family Office
To provide expert advice and guidance on business succession and individual estate planning in the Family Office setting
Tags for this Online Resume: Trust Officer, Business succession, estate planing, Tax, Estates, Fiduciary
Estate and Gift Tax/Administration Manager - JD
Tags for this Online Resume: Estate Planning, Estate Administration, E, Estate Tax, Gift Tax, GST Tax, Manager
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
Principal, Rushing Financial Consulting
Utilize years of professional success to help a business grow.
Tags for this Online Resume: Product Development, Product Management, Investment Planning, Estate Planning, Training
corporate counsel, Grand Rapids
Tags for this Online Resume: inside counsel, transaction, business formation, estate planning, business development
Lawyer
Tags for this Online Resume: Charlotte, Employee Benefits, ERISA, Insurance, Estate Planning, Compliance
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
