CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "fiduciary"

Financial Analyst - 10 Years of Experience - Near 60018

I am looking to change simply due to the commute. I am looking for a position in the Northwest Suburbs preferably in a pharmaceutical company.

Tags for this Online Resume: Banking Industry, Documentation, Management, Process Improvements, Accounting, Equity, Front Office, Coding

Personal Financial Advisor

Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...

Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking

Chief Marketing Officer - 20 Years of Experience - Near 66615

Senior Level Professional with extensive history of building, developing and leading Companies, Divisions and Organizations from the ground up. ? Successful development and management of key National, Wholesale and Large Enterprise Accounts. ? Existing regional & national business and personal relationships from senior executive level and throughout organizations. ? Solid Track record of accelerated sales and revenue gr...

Tags for this Online Resume: Midwest, Operations, Marketing, Strategy, Business Development, Fiduciary, Growth, Revenue, Recruiting, Accounting, Consulting, Planning, Executive, Sales

Lawyer - 7 Years of Experience - Near 10021

SUMMARY OF EXPERIENCE Corporate, Business and Tax Law Rendered legal advice to business and not-for-profit entities regarding corporate, business and tax matters. Drafted and negotiated agreements pertaining to formation and liquidation of business entities, secured and unsecured loans, non-disclosure of proprietary and other information, real estate transactions, leases, corporate reorganizations, equipment and software ac...

Tags for this Online Resume: Document Review, Drafting, Drafting Services, Litigation, Services, Wills, Acquisitions, Due Diligence, Estate planning, Health Care Industry, Corporate Law and Business Matters, Transactional Health Care, Non-Profit, Wills and Probate, Corporate Governance

Vice President - 11 Years of Experience - Near 78613

SKILLS SUMMARY * Management: Deliver comprehensive wealth management and fiduciary administration by staffing, training and leading highly successful Trust, Estate and Operations teams in the administration, distribution and termination of trust and estate accounts within a fluid, dynamic and complex model. * Financial Services: Excellent track record leading Austin teams to score #1 nationally identifying new sales opportu...

Tags for this Online Resume: Customer Service, Distribution, Fraud, Fraud Prevention, Policies and Procedures, Referrals, Legal, Accounting, ACH, Audit, Trust Management, Tax, Operations Management, Estate Management, Writing and Editing

Lawyer - 20 Years of Experience - Near 32223

as Robert W. Carlson Attorney at Law P.C. October 2007 to May 2009. Insurance fiduciary and civil litigation estate and trust planning estate and trust administration. Specialized civil litigation Responsible for grantmaking for over 100 charitable trusts. Aligned investment managers' portfolios with trust objectives. Director of Planned Giving, Noble & Greenough School, Dedham, MA. Successfully created new fund raising pos...

Tags for this Online Resume: Jacksonville, Unfair Insurance Practices, Civil Litigation, Defending Insurance Claims, legal brief writing, legal research, trustee services, Estate planning, Insurance Defense, trustee, depositions, virtual office

Program Manager - 20 Years of Experience - Near 97116

SUMMARY OF QUALIFICATIONS Seasoned Manager with significant capital program management record of achievement. PMI Project Management Professional (PMP) and ASQ Certified Quality Manager in Organizational Excellence (CMQ/OE) with over 25 years of extensive expertise overseeing engineering and design/build project development, capital funding approvals, and design/construction implementation. Executive level leadership skills...

Tags for this Online Resume: Consulting, Management, Procurement, Project Management, Project Management Office, Quality, Risk Management, Services, Test, Test Plans

Sales Manager - 19 Years of Experience - Near 33647

Areas of Expertise * Benefit Plan Design Consulting and Sales ERISA, PPA & DOL Regulations & Compliance Financial Advisor Training & Development 404c Fiduciary Support & Knowledge Corporate Contract Negotiations & Sales 457, 403b, 401 (k) & Defined Benefit Plans Direct B2B Corporate Client Sales Investment Capital Marketing & Relationships Territory Launch & Turnaround Management Wire-House & Bank Channel Development Retire...

Tags for this Online Resume: Tampa, Retirement Plan Consulting, Retirement Sales, Recruiting, Wholesaler, Financial Consulting, Distribution, Equity, Infrastructure, Management, Insurance Sales, Benefits, Consulting, Wealth Management, Risk, Compliance, Audits

Financial Manager, Branch or Department

QUALIFICATIONS AND EXPERTISE Proven business professional with extensive experience and recognized success in developing and leading sales, administration, and marketing. Accomplished and adept in the areas of business transformation, business start-ups and the establishment of new markets, the restructuring and development of sales and administrative teams and the achievement of record revenue results. Extensive training, ...

Tags for this Online Resume: Management, Pricing, Wealth Management, High Net Worth, Benefits, Elder Law, Sales, Business Development, Development Activities, Investment Management

Paralegal - 7 Years of Experience - Near 60202

SUMMARY OF QUALIFICATIONS Paralegal with over 15 years experience, ability to administer large complex Trusts/Estates from initial death notification to distribution of the assets to the family. Billable hours in 2016, over 1,909 hours, resulting in revenue of $286,335. Extraordinary ability to navigate through corporate divisions and intuitional red-tape to process asset transfers very quickly. Excellent knowledge of Inves...

Tags for this Online Resume: Real Estate, Accounting, Distribution, Filing, Probate, Management, Wealth Management, Financial, Financial Analysis, Insurance

Financial Manager, Branch or Department - 5 Years of Experience - Near 85383

CAREER SUMMARY Financial reporting professional with extensive experience and leadership skills in publishing, consumer goods, distribution, manufacturing, and non-profit. Adept at assimilating complex issues to expedite decision-making with a direct and practical approach to solving problems through people. Enthusiastic toward new approaches to revenue generation and process improvements. Responsible for attaining P&L and ...

Tags for this Online Resume: Director of or Accounting Manager, Cash Flow, Financial, Financial Reporting, Publishing Consumer Goods Not-for-Profit, Analysis, Forecasting, Leadership, Concur Expense, C Programming Language

Executive Director

Tags for this Online Resume: Banking Industry, Business Strategies, Data Management, Data Quality, Data Warehouse, Enterprise Data Warehouse, Information Technology, Management, Outsourcing, Quality, Business Process Management, Performance Reporting, Client Reporting, Six Sigma, Finance, Regulatory, Big Data, Change Management, Transformation, Program Management, Project Management, System Requirements, Vendor Management, DOL Fiduciary, Cross Border, CRM, KYC, AML, Client Onboarding, Goals Based Plannng