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Online Resumes with "estate planning "
Personal Financial Advisor
SUMMARY OF QUALIFICATIONS Over 37 years of business experience in upper management and communications. Extensive experience with Microsoft Office, Word, ACT and A& L Ultimate Business Systems, Outstanding interpersonal and communication skills as well as an exceptional ability to effectively interact with all levels of management, professionals, and International businesses, attorneys, and staff. Exceptional ability to orga...
Tags for this Online Resume: Cash Flow, Insurance, Mutual Funds, Security, Benefits, Bonds, Compensation, Estate planning, Financial, Planning
Managing Director
QUALIFICATIONS SUMMARY Experienced and results-driven Broker and Insurance Instructor with proven expertise in maximizing sales productivity, service, market share growth, and profitability Qualifications include: » Capable classroom instruction and maintaining a challenging learning environment » Development of prudent financial/investment strategies » Compliance and quality management » Market research and industry trend ...
Tags for this Online Resume: Business Development, Management, Sales, Forecasting, Quality, Retention, Estate planning, Financial, Planning, Insurance
Legal Secretary
Tags for this Online Resume: Documentation, Accounting, Planning, Secretarial, Family Law, Email, Real Estate, Filing, Drafting, Microsoft Outlook, legal
Lawyer - 11 Years of Experience - Near 02368
PROFILE Attorney with experience in compliance, tax, estate planning, estate administration and qualified retirement plans. A leader and team player creating benefits for the employer, employees and clients. Excellent analytical skills and the ability to communicate analysis and solutions to regulatory entities, corporate executives, clients and employees in an understandable manner.
Tags for this Online Resume: Randolph, MA, Compliance, Legal, Estate Planning, SEC, Securities and Exchange Commission (SEC), Insurance, Benefit Plans, Defined Contribution, Drafting, Estate planning, Planning, Business Planning, Business Strategies, CCA, Compensation, Complaints, South Shore in Massachusetts, attorney, compliance
Legal Secretary
Professional Summary Detail-oriented assistant with extensive experience supporting senior executives and attorneys in large corporate environments. Organized and efficient with 20 years supporting top-tier management in finance, sales, accounting and legal areas. Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy improve accuracy and efficiency and achieve organizati...
Tags for this Online Resume: Accounting, Estate planning, Legal, Planning, Transcription, Documentation, Administrative Assistant, administrative, typing, administrative assistant, receptionist, Executive Administrative
Legal Assistant
QUALIFICATIONS: Over 20 years extensive experience in the capacity of a Legal Assistant/Paralegal in matters pertaining to real estate, professional malpractice/errors and omissions, personal injury, estate planning and administration, and other complex litigation matters. Well versed with local and district filing (and efiling) procedures in federal and Pennsylvania and New Jersey courts. Proficient in Microsoft/Outlook ap...
Tags for this Online Resume: Compensation, Estate planning, Family Law, Intellectual Property Law, Planning, Probate, Underwriting, Accounts Receivable, Security, Legal
Sales Manager
Summary A values-based leader with over 20 years of Sales and Service experience in delivering results. Proficient in building teams, driving exceptional performance, and exceeding customers expectations. Demonstrated strengths in presentation skills, negotiation skills, and attention to details. Areas of Expertise * Sales Management * Customer Service * Sales & Sales Training * Profit & Loss Responsibility * Public Speakin...
Tags for this Online Resume: Estate planning, Legacy, Medicare, Planning, Financial, Management, Project Management, Customer Service, Needs Assessment, Sales
Benefits Manager - 10 Years of Experience - Near 33331
Tags for this Online Resume: Benefits, Compliance, Estate planning, Financial, HR, Human Resources, Management, Payroll, Planning, Manufacturing
Financial Analyst - 15 Years of Experience - Near 10026
Tags for this Online Resume: Insurance, Deposits, Management, Estate planning, Financial, Financial Statements, Planning, Benefits, ISO, Logistics
Lawyer
Tags for this Online Resume: Estate planning, Planning, Probate, Securities, Business Planning, Real Estate, Tax Planning, Due Diligence, Financial, Litigation
Financial Manager, Branch or Department
Tags for this Online Resume: Financial, Estate planning, Planning, Management, Cash Management, High Net Worth, Networking, Series 7, Marketing Management, Mutual Funds
Facilities Manager
Tags for this Online Resume: Consulting, Estate planning, Health Insurance, Information Technology, Insurance, IT Manager, Planning, Series 7, HVAC, Management
