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Online Resumes with "financial advisor "
Financial Advisor - 10 Years of Experience - Near 85027
PROFESSIONAL SUMMARY Talented sales professional parlaying over 14 years of recognized achievements from a dynamic industry base. Always exceeding sales targets with a natural ability in developing long-term relationships converting prospects into lifelong clients, from all economic and cultural backgrounds. Poised, yet a self-starter who excels under complicated and demanded situations. A creative problem solver and fast s...
Tags for this Online Resume: Sales, Competitive Analysis, Face to face sales, Insurance, Logistics, Management, Planning, Public Relations, Real Estate, Sales Support
Recruiter - 20 Years of Experience - Near 11234
Summary Recruiting specialist with extensive experience in full life cycle recruiting for all areas of financial services. Which includes, Research Analysts, Quant Analysts, Trading Analysts, Sales Traders, Project Managers, Business Analysts, Compliance Analysts Auditors, Financial Control, Product Control, Accountants and Operations Analysts High volume recruiting, with extensive recruiting done via the Phone, Internet, N...
Tags for this Online Resume: Sales, Compliance, Management, Consulting, Recruiter, Business Development, Equities, Financial, Fixed Income, Recruiting
Assistant Director - 15 Years of Experience - Near 86442
Career Highlights Financial Advisor Training, Edward Jones company, Bullhead City, AZ 2016 to 2017 Participating in a company training program to learn about securities and gain the knowledge required to pass the required exams by the SEC for trading securities. Series 7 and series 66 as well as Arizona state insurance exam. General Manager, White Horse Golf Club, Kingston, WA 2012 to 2015 * Developed a strategic plan to po...
Tags for this Online Resume: Accounting, Adobe InDesign, Adobe Photoshop, Blueprints, Bonds, Fabrication, Fore, Graphic Design, Housekeeping, Insurance
Personal Financial Advisor - 7 Years of Experience - Near 63021
PROFESSIONAL SUMMARY Client-focused Sales Representative with 8+ years of providing solutions to customers. Highly ambitious Sales Representative with background in sales, marketing and advertising. Expertise in market analysis and client needs assessments. Meticulous Sales Representative, excellent at juggling multiple tasks and working under pressure. Broad industry experience includes Healthcare and Finance.
Tags for this Online Resume: Marketing Management, Services, Financial, Financial Services, Advertising, Assessments, Data Management, Financial Industry, Health Care Industry, Management, St. Louis, MO
Controller
Noteworthy Accomplishments * Accounts Payable - Improved efficiency and cash flow * Accounts Receivable - Replaced department-decreased DSO * Created Departmental Budget * Created Departmental Financial Statements - Location and Consolidation Controller, Dual Graphics, Inc. 2/2012 - 6/2013 Primary Responsibilities: Billing, Credit & Collections, Accounts Payable, Payroll, Banking and Cash Management. Noteworthy Accomplishme...
Tags for this Online Resume: Banking Industry, Cash Management, Management, Accounting, Accounts Payable, Billing, Payroll, Capital Equipment, Cash Flow, Cost Accounting
Personal Financial Advisor - 2 Years of Experience - Near 33570
Professional Summary * Business professional with over 10 years of combined experience in Sales and Recruiting. * Over one year of Financial Services Sales. * Prior Industry experience with mortgages, insurance sales, claims, and higher education. * Emphasis on improving efficiency, productivity, and organizational consistency. * Multi-faceted and results driven with a proven track record of exceptional customer service.
Tags for this Online Resume: Sales, Customer Service, Recruiting, Referrals, Financial, Underwriting, Financial Services, Insurance, Insurance Sales, Services
Personal Financial Advisor
Tags for this Online Resume: Financial, Insurance, Management, Planning, SAP MM module, Wealth Management, Mortgage Loans, Retention, Underwriting, Marketing Management
Personal Financial Advisor
Areas of Expertise * Strategic Planning * Change Management * Revenue & Profit Growth * Business Development * Process Improvements * Project Management * Trading & Sales Expansion * Staff Training & Leadership * Problem & Conflict Resolution * Relationship Management * Multitasking & Time Management * Communication & Collaboration * Market Penetration * Organizational Growth * Research & Analysis
Tags for this Online Resume: Automotive, Bonds, Derivatives, Financial, Financial Reporting, Integrate, Pricing, Purchasing, Retail, Utilities
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
Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105
SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...
Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning
Medical & Health Services Manager - 3 Years of Experience - Near 30080
Originated reviewed Oversaw front of house personnel to maintain adequate staffing and minimize overtime. Led and directed team members on effective methods, operations and procedures. Promoted a positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service. Maintained a safe working and guest environment to reduce the risk of injury and accidents. processed closed and admini...
Tags for this Online Resume: Project Management, Conflict Resolution, Networking, Pharmaceutical, Database Management, Relationship Management, B2B Sales, Finance Management, Financial Advisor, Professional Event Cordinator, Lead Specialist, Legal Service Partner, Business Consultant
Personal Financial Advisor
Seasoned senior professional that has performed fundamental analysis on upstream midstream and downstream energy firms performed due diligence on firms under acquisition and have developed trading strategies based on this analysis. Unique expertise in market-neutral trading with an emphasis in the commodity space. Energetic committed and passionate individual who utilizes competitive spirit and tenacious attitude to overcom...
Tags for this Online Resume: Management, Risk Management, Equity, Pricing, Reinsurance, SEC, Securities and Exchange Commission (SEC), Acquisitions, Banking Industry, Due Diligence
