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Online Resumes with "financial advisor "
Personal Financial Advisor
Executive Vice President - 27 Years Experience - Indiana
Tags for this Online Resume: Banking Industry, Executive, Commercial Banking, Indiana
Personal Financial Advisor - 20 Years of Experience - Near 33433
Tags for this Online Resume: Annuity, Bonds, Corporate Accounts, Due Diligence, Equities, Fixed Income, High Net Worth, Insurance, Management, Real Estate, finance
Financial Advisor
Tags for this Online Resume: Certified Public Accountant CPA, Chartered Financial Analyst CFA, Chartered Financial Consultant, Chartered Life Underwriter, MBA, Certified Valuation Analyst CVA
Personal Financial Advisor
Personal Financial Advisor - 20 Years of Experience - Near 75056
Tags for this Online Resume: High Net Worth, Planning, Retirement planning, Financial, Forecasting, Insurance, Lotus, Lotus 1-2-3, Series 6, Series 63
Personal Financial Advisor - 10 Years of Experience - Near 92024
Tags for this Online Resume: Certified Public Accountant, Payroll, Insurance, Accounting, Consulting, Customer Service, Financial, Financial Services, Internet, Microsoft Access
Personal Financial Advisor - 4 Years of Experience - Near 60712
Tags for this Online Resume: sales
Personal Financial Advisor - 7 Years of Experience - Near 08755
Tags for this Online Resume: Toms River, Financial, Financial Statements, Inventory, Payroll, Sales, Services, Spring, Administrative Tasks, Apple MacIntosh Operating System
Financial Advisor - 20 Years of Experience - Near 78155
History -Consult with branch clients to determine need and goals and develop growth plans. -Continuously network and build individual client base. -Promptly resolve customer issues and answer financial questions. -Offer detailed research based advice on strategies to meet clients' needs. -Oversaw investments and proactively managed client funds.
Tags for this Online Resume: Financial, Bonds, Mutual Funds, Referrals, Securities, outside sales, account executive
Auditor - 15 Years of Experience - Near 92870
A highly experienced internal audit professional with a strong emphasis on systems development and control implementation. I have re-engineered two internal audit departments with special skills in drafting procedures audit plans and audit reports. Participated in various systems development reviews with specific attention to system access controls data security and systems change controls. While concentrating in IT technic...
Tags for this Online Resume: Accounting, Accounts Payable, Audit, Certified Information Systems Auditor, CISA, Cisa Certification, Compliance, Data Security, Drafting, accounting, audit, finance
Insurance Sales Manager - 16 Years of Experience - Near 90240
Accomplishments Built 25 member bilingual sales team, growing sales $100M for Hartford Financial. Tasked with building a bilingual sales force for Southern California Identified financial services offer to Spanish speaking community. Built cross-trained bilingual sales team on full product line inventory. Followed up with each new customer throughout the sales process to ensuring customer satisfaction. Developed strategies ...
Tags for this Online Resume: Compensation, Workers Compensation, Recruiting, Account Manager, Benefits, Health Insurance, Insurance, Management, Marketing Management, Mutual Funds
