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Online Resumes with "financial advisor "
Personal Financial Advisor - 10 Years of Experience - Near 94105
* to have an impact on the business banking field for my organization through sales leadership in small business banking or as a Sr. Relationship Manager managing and deepening our top business client relationships * Carve out a legacy for my business banking team as one of the most successful teams in the region for superior client relationship management as well as a place where the top talent in the industry is striving...
Tags for this Online Resume: Business Banking, Commercial Banking, Team Lead_Business Banking, Sales Leadership, Sr. Relationship Manager, Strong Credit Skills
Marketing - 15 Years of Experience - Near 94708
Accomplished executive leader with 15+ years implementing marketing, sales, and business development strategies to build & manage relationships, generate leads, and build brand awareness. Leveraged technology and key partnerships to develop brand value and generate leads for High Net-worth wealth management firms. Demonstrated successful results in building relationships with financial advisors and High net worth investors....
Tags for this Online Resume: Marketing, Sales, Business Development, San Francisco, relationship management, branding, design, wealth
Retirement Plan Specialist - 10 Years of Experience - Looking to relocate
Tags for this Online Resume: Retirement, Planning, Benefits, Director
RN
Financial Advisor - 20 Years of Experience - Near 28211
Tags for this Online Resume: sales, marketing , new business development, investmment sales, pension plan sales, stocks & bonds
Financial Advisor - 15 Years of Experience - Near 30188
To develop a high performing medical/pharmaceutical sales practice.
Tags for this Online Resume: Atlanta, entrepreneurial, motivated, independent, presentation, marketing, results, growth
Financial Advisor - 20 Years of Experience - Near 07755
Executive position or independent director with platform company undergoing transformational growth.
Tags for this Online Resume: strategy, chemistry, physics, engineering, audit, valuation, partner, analysis
Personal Financial Advisor - 6 Years of Experience - Near 89122
Tags for this Online Resume: Las Vegas
Accountant - 20 Years of Experience - Near 80229
Utilized customer service skills to exceed quality and production goals, Responsible for over thirty six companies financial reports and final tax filing. Ability to discern budgetary inaccuracies and resolve discrepancies. Managed accounts payable for customers. Reviewed and maintained customer profiles. Assessed and evaluated customer companies financial performance.Quality assurance reviews of financial outputs.
Tags for this Online Resume: Managed accounts payable , Proficient in Microsoft Office, Excel, Word and other computer applications, Implemented and created bookkeping and accounting procedure for companies., Reviewed, processed, and initiated and billable accounts, Ability to manage and maintain multiple projects pertaining client`s budgets and fiscal demands., Organized and updated clients financial reports and portfolios., Accounting, Accounting Principles, Balance, Balance Sheet, Billing, Budgeting, Cash Flow, Coding
Chief Executive Officer
Tags for this Online Resume: Graduate degree , Aggressive salesManager, Creative , Strong financial background , Ability to manage P
Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC
OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.
Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley
Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management
Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?
I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...
Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock
Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD
