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Were you looking for estate-planning job results?
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Online Resumes with "estate planning"
Administrative Assistant - 20 Years of Experience
Tags for this Online Resume: apparel, Licensing, Legal, Secretarial, Accounting, Data Entry, Estate planning, Planning, Typing, Filing, Word
Sales Manager
Professional Summary Experience manager and sales person with excellent development of client relationships and managerial skills in the work place. Action-oriented with strong ability to communicate effectively with executives and business audiences. Results-oriented, strategic sales professional and the ability to understand general accounting practices. Core Qualifications Self-motivated professional Interpersonal skills...
Tags for this Online Resume: Planning, Clubs, Financial, Sales, Insurance, Accounting, Accounting Practices, Advertising, Budgetary
Lawyer - 20 Years of Experience - Near 71957
Summary of qualifications Arkansas Law License: ABN 79108 in good standing STATUS - INACTIVE - Retired June 2014. Summary of Experience & Qualifications ** Thirty-four (34) years experience in the practice of law as of June 30, 2014 (estate planning, state income, sales and miscellaneous tax laws, federal income tax law, criminal, real estate, contracts, probate, small business development, personal injury and tort law) ** ...
Tags for this Online Resume: Insurance, Accounts Payable, Management, Payroll, Real Estate, General Practice, Estate planning, Planning, Annuity, Settlements
Lawyer
Tags for this Online Resume: Estate planning, Wills, Probate, Audit, contracts, Msa (Accounting Pkg), teaching/adjunct, Statutory, tax law
Insurance Sales Manager - 10 Years of Experience - Near 90803
Tags for this Online Resume: Estate planning, Planning, Consulting, Management, Wealth Management, P&L, Underwriting, Annuity, Benefits, Business Planning
Manager - 20 Years of Experience
SUMMARY of QUALIFICATIONS Accomplished contract management professional with demonstrated success involving commercial, federal, state, and local government contracts and grants. Record of achievement involving contract management, problem solving, developing client relationships, finance, and program management.
Tags for this Online Resume: Receivables, Government, Logistics, Management, Outsourcing, Risk Management, Accounting, Acquisitions, Asset Management, Estate planning
Insurance Sales Manager - 19 Years of Experience - Near 84097
Tags for this Online Resume: Sales, Insurance, Life Insurance, Estate planning, Investment Services, Planning, Services, Consulting, Financial, High Net Worth
Insurance Sales Agent - 15 Years of Experience - Near 33467
Career Summary: Seasoned Sales Professional with over 25 years of success in food service, warehousing, automotive and insurance sales. Licensed Health, Life, Annuity, LTC broker since 2002. Strong knowledge of core and voluntary benefits, HSA, FSA, 401 (k) IRA, retirement planning, life insurance, (universal, term, whole and variable) estate planning, commercial real estate and budgeting. Licensed in FL, NY, NJ, NC, CA, AL...
Tags for this Online Resume: Benefits, Business Development, Human Resources, Management, Sales, Cancer, Insurance, Insurance Sales, Life Insurance, Benefit Plans
Lawyer - 20 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial planning over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: estate planning, trusts and estates, wealth management, financial advisor, financial planning, Planning, Insurance, Management, Drafting, Financial
Marketing Director - 15 Years of Experience - Near 95062
Areas of expertise * Market and competitive analysis * Product positioning and messaging development * Needs assessment and requirements definition * Customer research and product strategy * Program planning and project management * Mobile and web wire framing, and rapid proto-typing * Buyer personas and journey mapping * Thought leadership and advisory content development * User-Centered Design and usability testing Summar...
Tags for this Online Resume: Software, Software Development, Banking Industry, Research, Entitlements, Financial, Financial Management, Integrate, Management, Wealth Management
Financial Manager
ACCOMPLISHMENTS Shortly after graduating from college I accepted a Management Training position with Manufacturers Hanover Trust Company involving personal trust and custodial services administration and was promoted through a series of increasing responsibilities to the position of Trust Officer in 1984 and held that position until December 1986. I made significant contributions in new business development, new clients, as...
Tags for this Online Resume: A SERIES, Alternative Investments, Analytical Skills, Asset Growth, Asset Management, Banking Industry, Banking Operations, Banking or Financial, Business Development, Communication Skills
Compliance Manager
Summary Nationally recognized Chief Compliance Officer and trust expert with a unique blend of 40 years' experience in fiduciary risk management, compliance, trust and estate administration, asset management, estate planning, legal counsel, and department management. In depth knowledge of all aspects of the fiduciary business and pertinent laws and regulations. Demonstrated ability to utilize first line practical experience...
Tags for this Online Resume: Strategic Initiatives, Compliance, Management, Policy Development, Risk Management, Aml (Macro Lang), Banking Industry, Legal, Asset Management, Business Planning
