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Online Resumes with "estate planning "
Legal Secretary, 18 years, Corporate, Estate Planning, Real Estate, Phoenix, AZ
Looking for career advancement, opportunity to work in different area of law firm.
Tags for this Online Resume: Windows Office, MS Word, Excel, Power Point, iManage, DocsOpen
Legal Assistant
To apply and further develop my communication, organizational and computer skills in service to a law firm or corporation
Tags for this Online Resume: word processing, billing, file management, transactions, corporate, estate planning
Wealth Management Consultant
Estate Planning, Retirement Planning, Investment Management, Insurance Planning
Tax Attorney
Position performing tax controversy, tax planning and/or litigation, estate planning and probate.
Tags for this Online Resume:
Attorney, Tax Litigation, Estate & Trust, Wills & Probate, Tax Planning, Estate Planning
Featured Profile
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume:
Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
Administrator
Tags for this Online Resume:
Legislative affairs, Corporate & Business, Estate planning, Government relations, Fundraiser
Senior Litigation and Estate Planning Paralegal
I am interested in working with a company that my skills and expertise may benefit to increase productivity and service more clients.
Featured Profile
Senior Financial Services Manager
Risk Management
Personal Trust Administration
Tags for this Online Resume:
Vice President, Compliance, Consulting, Estate Planning
financial planning
Tags for this Online Resume:
financial planning, estate planning
Certified Financial Planner/Tax Preparer/Southeast
I am a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future ...
Tags for this Online Resume:
Certified Financial Planner, Tax Preparer, Life Planning, Financial Planner, Retirement Planner
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
