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Online Resumes with "financial advisor "
Financial Services Sales Agent - 15 Years of Experience - Near 02066
Highly motivated financial sales executive with a history of successfully distributing financial products to top tier investment professionals. Proven record for driving new business development for various products and firms. Initiates excellent communication with financial advisors and managers. Provides analytical and strategic planning for financial advisors in regards to asset allocation. Proven ability to provide te...
Tags for this Online Resume: mutual funds, alternatives, investments , CIMA, Sales, financial advisor relationships, success, senior
licensed series 24, series 8 series 7, branch manager w/ 25 years experience
branch management/ development of book of business
Financial Advisor - 7 Years of Experience - Near 08899
Tags for this Online Resume: New Jersey 07080, E views, Motivated , Ambitious, Diligent , Economics, Dedicated, Regression Models
Personal Financial Advisor - 20 Years of Experience - Near 87120
Ambitious and driven Chief Investment Officer (CIO)/Portfolio Manager with over 25 years of investment experience who creates strategic alliances with fellow employees, colleagues, clients and prospective clients in order to build lifelong, mutually beneficial financial relationships. Successes include advising small businesses and individual clients as well as 401(k) participants. Have successfully proposed on ...
Tags for this Online Resume: Relationships, Experienced, Driven, Passionate, Albuquerque, Southwest, Confident
Personal Financial Advisor - 18 Years of Experience - Near 32820
Project Manager - 15 Years of Experience
Financial Advisor - 15 Years of Experience - Near 57105
Sales Manager - 20 Years of Experience - Near 54904
I have over 35 years of successful working sales and management experience.
Financial Advisor - 20 Years of Experience - Near 20902
A client relationship manager offering 30 years of corporate experience in financial sector with proven record growing business, increasing the organization’s market and wallet share, building meaningful long-term relationships. Passionate, focuses on achieving customer satisfaction and fosters love for the customer through insight, understanding and valuing each relationship as unique. Wish to use this experience to provid...
Tags for this Online Resume: Relationship, Building, Nurturing, Experience, Loyal, Love, Passionate, prospecting, wellness, selling, trustworthy, consistent
