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Online Resumes with "estate planning"
Controller - 20 Years of Experience - Near 32812
Tags for this Online Resume: Accounts Payable, Accounts Receivable, Benefits, Billing, Engineering, Estate planning, Financial, Financial Statements, Fixed Assets, Health Insurance, accounting, cpa, finance, tax, manufacturing, accountant, excel, controller, gaap
Financial Analyst - 2 Years of Experience - Near 75204
Tags for this Online Resume: Accounting, Inventory, Business Planning, Communication Skills, Customer Service, Deposits, Estate planning, Financial, Financial Management, finance, excel, audit
Not Listed - 20 Years of Experience - Near 32259
Qualifications Twenty eight years experience in the fields of Planning, Land Use, Growth Management, public policy and environmental programs, working for local, state government and the private sector. Eighteen years experience as administrator with a broad range of professional disciplines and responsibilities.
Tags for this Online Resume: Planning, Real Estate, Budgeting, Government, Management, Project Management, Project Manager, Drafting, Project Management, Budgeting, Real Estate, Planning, Consulting
Insurance Sales Agent - 20 Years of Experience - Near 91750
SUMMARY OF QUALIFICATIONS * Expertise in sales including financial planning services and investment products * Produce measurable ROI of campaigns across all marketing channels * Continually improve performance in customer acquisition and retention * Proficient in Salesforce and Excel * Contribute to refinement and improvement of pricing analytics and strategies * Work with operations, management and customer care teams to ...
Tags for this Online Resume: Insurance, Mutual Funds, Retail, Sales, SAN (Storage Area Network), Telemarketing, Financial, Planning, Estate planning, Competitive Analysis, business development
Tax Preparer - 10 Years of Experience - Near 11236
Tags for this Online Resume: High Net Worth, Securities, Estate planning, Planning, Tax Planning, Accounting, P&L, Coding, Bloomberg, Lotus, tax
Customer Service Manager - 19 Years of Experience - Near 33496
Summary of Qualifications POSSESS PROVEN SKILLS IN MANAGEMENT, ORGANIZATION, STRATEGIC THINKING, BUSINESS PLANNING, MOTIVATING, AND FOLLOW THROUGH TO OBTAIN BOTTOM LINE PROFITABILITY PREPARED AND MANAGED PROGRAM BUDGETS TO INCREASE OVERALL CONTRIBUTION AND PROFIT MARGINS RESPONSIBLE FOR RECRUITING, FORECASTING AND SCHEDULING STAFFING LEVELS TO MAXIMIZE OCCUPANCYLEVELS WHILE ENGAGING IN EXPENSE REDUCTION
Tags for this Online Resume: Management, Telemarketing, Project Management, AT&T, Distribution, Customer Service, Forecasting, Planning, Estate planning, Financial, call center
Financial Specialist - 20 Years of Experience - Near 33426
AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance
Tags for this Online Resume: Financial, Financial Services, Wealth Management, Annuity, finance
Personal Financial Advisor - 20 Years of Experience - Near 19087
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...
Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance
Personal Financial Advisor - 12 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 services 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, Planning, Insurance, Management, Drafting, Financial, Document Review, Tax Planning, Litigation, Real Estate
Lawyer - 3 Years of Experience - Near 32224
Tags for this Online Resume: Benefits, Estate planning, Lexis Nexis, Management, Microsoft, Microsoft Office, Planning, Statistics, Wills
Lawyer - 15 Years of Experience - Near 68123
Tags for this Online Resume: Litigation, Probate, Research, Licensing, Advertising, Civil Litigation, Defense, Insurance, Insurance Defense, Estate planning
Financial Specialist - 19 Years of Experience - Near 85050-8505
Tags for this Online Resume: Phoenix, Financial services, Executive assistant , Sales assisitant, Administrative support, Office manager, Financial advisor associate, Customer service, Estate planning, Planning, finance
