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Online Resumes with "estate planning"
Paralegal and Administrator - 20+ Years of Experience - Near 29605-1928
QUALIFICATIONS * Superior organizational skills. * Experience in project management, program development, * Proven ability to handle simultaneous projects, set priorities, volunteer management, evaluation, financial review, report and meet deadlines. writing, grant writing. * Self-motivated, team player, maintains high ethical standards. * Excellent computer skills (Microsoft Office/Excel/Word, Bowman * Expertise in adminis...
Tags for this Online Resume: Management, Project Management, Project Manager, Distribution, Documentation, Estate planning, Financial, Human Resources, Planning, Evaluate
Administrative Assistant - 20 Years of Experience - Near 75002
Searching for a position to contribute many years of experience and expertise, bringing top technology skills in the legal, insurance, and airlines industry.
Tags for this Online Resume: Airlines, sheets, Legal, Real Estate, Estate planning, Litigation, Planning, Administrative Assistant, Microsoft Word, Secretarial, administrative assistant, administrative, telecommute, typing
Sales Manager - 18 Years of Experience - Near 95050
SUMMARY 18+ years of award-winning Enterprise, B2B/2c Sales, Marketing, Business Development and product strategy from line-level to C-level (often BOD level), in both mature and startup environments. Diversity of products sold complex qualitative and quantitative business advisory services, international real estate portfolios including leasing/selling data centers and colo space, grid/solar home batteries, AI-driven SaaS ...
Tags for this Online Resume: Services, Strategic Planning, Business Development, Customer Relationship Management, Dec, Distribution, Electrical Engineering, Engineering, Estate planning, Financial, sales, business development, sales representative, account executive, account manager, technical sales, marketing, outside sales
Sales Manager - 20 Years of Experience - Near 07746
To build company's profile in the retail investor market and insitutional market. I have spent years growing my network of advisors, brokers, bankers fund managers and investors throughout the country. Helping companys up list to an exchanges and get added to indexes.
Tags for this Online Resume: Financial, Financial Services, Retail, Services, Equities, Estate planning, Planning, ROI, Acquisitions, Financials, business development, marketing, account manager
Admissions Director - Near 77299
Professional Summary Licensing * State Bar of Texas, November 2016 * State Bar of Louisiana, October 2004
Tags for this Online Resume: Defense, Document Review, Insurance, Insurance Defense, Compensation, Estate planning, Legal, Management, Planning, Litigation
Navy
Tags for this Online Resume: Benefits, SEC, Securities, Securities and Exchange Commission (SEC), Advertising, Annuity, Estate planning, Financial, Financial Services, Inside Sales
Financial Manager, Branch or Department - 17 Years of Experience - Near 20721
Seeking to obtain a position as a Financial Advisor with a strong company that will allow me to use my knowledge and experience combined with my solid work ethic to build a solid practice and help achieve the goals and objectives of the organization.
Tags for this Online Resume: Estate planning, Planning, Retirement planning, Management, Property Management, Real Estate, Referrals, Benefits, Financial, Financial Services
Chief Financial Officer - 20 Years of Experience - Near 84103
SUMMARY Successful, capable finance and accounting executive with practiced logistical, analytical, problem-solving, and interpersonal skills and a proven record of profitability and cost efficiency in for-profit business management. 25+ years of corporate finance and accounting function leadership corporate and individual tax preparation, business consulting, entity creation, contract preparation, review and negotiation, o...
Ideal Companies: controller
Tags for this Online Resume: Management, Property Management, Retail, Real Estate, Banking Industry, CAO, Estate planning, Investment Management, Planning, Regulatory Affairs, general ledger
Administrative Assistant - 11 Years of Experience - Near 11233
Ideal Companies: Morgan Stanley, Citibank, Goldman Sacs
Tags for this Online Resume: Distribution, Filing, Probate, Estate planning, Expeditor, Planning, Accounts Receivable, Billing, Drafting, Legal, Banking, trust adminstration, administrative, typing, sales, data entry, clerical, Trust administrator
Insurance Sales Representative - 12 Years of Experience - Near 08540
Summary Respected and trusted financial professional with a passion for helping individuals, families, and businesses in a non-sales oriented environment. Expert in client service, relationship management, portfolio design, retirement planning, life insurance, long-term care, and business succession. Experienced collaborator with attorneys and accountants for estate planning and intergenerational wealth transfer. 12 years' ...
Tags for this Online Resume: Management, Insurance, Planning, Retirement planning, Wealth Management, Financial, Portfolio Management, insurance, employee benefits, benefits consultant, sports, salaried
Sales Manager - 20 Years of Experience - Near 33141
To secure a position as an account executive.
Tags for this Online Resume: Insurance, Life Insurance, Benefits, Estate planning, Financial, Financial Services, Health Care Industry, Health Insurance, Planning, Real Estate
Management - 18 Years of Experience - Near 26003
Tags for this Online Resume: Estate planning, Planning, Management, Marketing Management, Proposal Development, Purchasing, Research