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Online Resumes with "fiduciary"
Administrative Assistant - 20 Years of Experience - Near 10507
Tags for this Online Resume: Management, Wealth Management, Business Development, New Business Development, Financial, Portfolio Management, Risk Management, Customer Relationship Management, Policies and Procedures, High Net Worth
Lawyer - 8 Years of Experience - Near 19010
Attorney with extensive experience in the financial services industry. Provide consultative, client focused support to financial advisors and third party advisors (attorneys, CPAs), including comprehensive case design, research and analysis (tax, legal), education, and marketing support. Substantive areas of focus include trust and estate planning, charitable planning, planning for closely held businesses, selective employ...
Tags for this Online Resume: Wills, Compensation, Estate planning, High Net Worth, Planning, Financial, Research, Support, Benefits, Distribution
Human Resources Leader
I have enjoyed repeated success building and leading human resources departments and implementing strategies aligned with company culture and goals to engage employees and drive profitability. I always want to understand the context of where the organization is coming from, I am bold to lead change and drive for results that make us better as a company and as an employer.
Ideal Companies: Ghirardelli Chocolate Company, ThinkHR, American Financing, RTD
Tags for this Online Resume: Coaching, Leadership, Talent Management, Benefits, Strategy, Leadership Development, Management, Payroll, Policy Development, Strategic Partner, Change Agent, Executive Coah, Legal Compliance, Talent Acquisition
Librarian - 0 Years of Experience
Multi-tasking, detailed self-starter able to create organized, efficient and effective work environments * Proven ability to conduct confidential functions in clerical or administrative tasks and while in communication with colleagues and constituents * Identify materials and tools for acquisition that contribute to learning, teaching, research, and recreation of constituents * Knowledgeable in creating an information porta...
Tags for this Online Resume: Drafting, LIBRARIAN, Retail, Services, Accounts Receivable, Administrative Tasks, Adobe, Adobe Illustrator, Adobe Photoshop, Budgeting
System Engineer
Tags for this Online Resume: Documentation, Jenkins, Apache Web Server, BEA WebLogic, Puppet, Java Programming Language, Architectural, AT&T, Disaster Recovery, IBM
Sales Manager
Tags for this Online Resume: Benefits, Insurance, Account Manager, Annuity, Management, Referrals, Wholesaler, Compensation, Distribution, RIA
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration
Financial Services Sales Agent - 20 Years of Experience - Near 33155
Tags for this Online Resume: Management, Services, Business Development, Pricing, Product Development, Asset Management, Estate planning, Financial, High Net Worth, Insurance
Accountant
Tags for this Online Resume: Management, Team Lead, Wealth Management, Accounting, Research, Tax Research, Accounting Principles, Audit, Auditing Procedures, Accounts Receivable
Insurance Underwriter - 0 Years of Experience
Senior Underwriter with extensive underwriting experience in a wide variety of insurance products, including Management Liability (Directors & Officers Coverage/Employment Practices Coverage/Fiduciary Coverage), Tenant Discrimination Coverage, Outbreak Extra Expense Coverage and various Miscellaneous E & 0 Products. 3 years of Retail Agency experience. Property & Casualty Licensed. Handle the insurance procurement process ...
Tags for this Online Resume: Insurance, Underwriting, Wholesale, Assessments, Financial, Financial Statements, Infrastructure, Underwriter, Product Launch, Bonds
Financial Specialist
Tags for this Online Resume: Financial, Planning, Distribution, Insurance, Quality, Quality Assurance, Quality Control, Account Management, Banking Industry, Data Entry
Chief Financial Officer
Tags for this Online Resume: Accounting, Accounting Principles, Financial, GAAP, Generally accepted accounting principles, Statutory, Accounting Functions, Accounts Payable, Accounts Receivable, Annuity
