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Online Resumes with "financial advisor "



Featured Profile

Financial Specialist - 15 Years of Experience - Near 02783

Accomplished, outcome-driven Business Governance Manager with year-over-year success in leading challenging initiatives, with emphasis on strategic planning and reviews, scheduling and control, preparing and completing action plans, quality assurance, project development, implementing production, productivity, quality, and customer-service standards. Resolve problems, complete audits, identify trends, determine system impro...

Ideal Companies: United Nations, Goldman Sachs, Merrill Lynch, RBC, JP Morgan,

Tags for this Online Resume: Data Management, Due Diligence, Licensing, Management, Vendor Management, Distribution, Project Management, Documentation, Risk Management, Banking Industry

Wealth Management & Financial Advisor - 15 years Experience

An experienced financial professional with a successful career managing banking and investment advisory relations with a strong history of developing customized financial plans while working extensively with succession planning, retirement planning and insurance specialists.

Tags for this Online Resume: Wealth Management, Financial Advisor, Private Banker, Insurance Agent, Retirement Planning, Advisory Services, Banking, Data Analysis, Economics, Financial

Personal Financial Advisor

Financial Advisor - 25 years experience

To be a Financial Advisor

Financial Sales Professional

I'm looking for an outside sales position.

Personal Financial Advisor

Personal Financial Advisor

Student at Baruch College - Majoring in Finance, just graduated - Near 11355

Tags for this Online Resume: Banking Industry, Bloomberg, Due Diligence, Emerging Markets, Equity, French Language, Investment Banking, Investment Opportunities, Banking

Mechanical Engineer - 6 Years of Experience

Tags for this Online Resume: EPC, Construction, Engineering, Fabrication, Layout, Management, Mechanical Engineering, Project Management, Scheduling, Security

Financial Advisor - 1 Years of Experience - Near 10017

Tags for this Online Resume: Audit, Back Office, Bloomberg, Bonds, Business Analysis, Business Analyst, Dec, Financial Industry, Fixed Income, Forecast

Personal Financial Advisor - 19 Years of Experience - Near 19341

SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...

Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial

Insurance Underwriter - 13 Years of Experience - Near 75104

I am bringing to your attention my strategic thinking abilities, along with my proven record of cost reduction, so that we can discuss my joining your Company as a member of your Corporate Planning team.

Tags for this Online Resume: Insurance Sale, Account Executive, Managenet sales, Customer Service, travel, New business development, Claims Adjuster, Business Administration, insurance, investigator, sales, group health benefits, group benefits associate, customer service