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Online Resumes with "financial advisor "
Project Manager - 15 Years of Experience - Near 94523
Summary of Relevant Skills * Program/Project Management: 15+ years * Agile Methodology/ 3.5 years Scrum Master * Business Analysis: 15+ years * Third Party Risk Mgmt 1 year * Compliance Data & 4 years Summary Corporate Program / Project Manager / Scrum Master with extensive experience and success in helping clients achieve their business and system process and requirement objectives. Demonstrated skills in process design, s...
Tags for this Online Resume: Information Security, Security, Requirements Definition, Test, Documentation, Database, Offshore, Planning, Integrate, JIRA
Financial Services Sales Agent - 19 Years of Experience - Near 01915
Professional Summary Senior Investment Wholesaler with 24 years of financial services experience is seeking an opportunity for a Business Development/Account Management position is the Financial Services Industry. Products sold include: mutual funds, hedge funds, variable annuities, REITs, alternative investments, managed futures, DPP's, and managed money. Have raised over $3 billion in assets. Extensive network of financia...
Tags for this Online Resume: Financial, Management, Annuity, Product Design, Sales, Sales Support, Support, Wholesaler, CT, Account Management, investments, mutual fund
Financial Advisor - 20 Years of Experience - Near 89031
team basis, Sales management. Experience in all aspects of Automotive Dealership Operations, including Sales of New/Used Vehicles, Sales Training Manager, F&I Manager, New Car Manager, Used Car Manager, General Sales Management, Desk Manager, Lease Manager, Fleet Manager, CRM Manager, Parts/Tires Desk Sales, Service Writer, Owned Used Car Operation. Seeking a position with National Marketing Organization. Experience as Insu...
Tags for this Online Resume: Management, Inventory, FIN, Information Technology, Sales, BDC
Financial Specialist - 20 Years of Experience - Near 60467
Summary Client, results-oriented and knowledgeable financial advisor with over 20 years of experience in introducing and selling the benefits of investment and insurance products to clients. Demonstrated accomplishments in management, business development, client relationship management, brokerage operations and transactions. I possess a consultative sales approach that allows him to develop strong client relationships, com...
Tags for this Online Resume: Financial, Financial Services, Services, Acquisitions, Business Development, Equity, Management, Mutual Funds, Policies and Procedures, Pricing, accounting, tax, finance
Personal Financial Advisor - 11 Years of Experience - Near 90211
Tags for this Online Resume: BIS, Credit Card, Financial, Financial Services, Real Estate, Risk Analysis, Services, Banking Industry, Management, Sales, accounting, finance, cpa, tax, audit, manufacturing, excel, gaap, accountant, controller
Personal Financial Advisor - 15 Years of Experience - Near 67220
Im looking for a career opportunity with room for advancement. Im very good with my hands and I have excellent verbal and writting skills. Im also very good at training and following orders. PROFESSIONAL CAPABILITIES *1 Excellent customer service skills 2 Excellent at lessoning to customers needs 3 Experienced at reading and understanding contracts 4 Great at multi-tasking 5 Expert in Sales 6 Expert in marketing 7 Very deta...
Tags for this Online Resume: Advertising, Annuity, Insurance, Inventory, Team Lead, Underwriter, Banking, Pharmaceutical, psychology, Management, Sales Management
Financial Advisor - 20 Years of Experience - Near 80128
Career Summary and Achievements
Tags for this Online Resume: Training, Benefits, Financial, Planning, Financial Services, Services, Recruiting, Leadership, Licensing, Management
Manager - 20 Years of Experience - Near 18949
SUMMARY: A skilled communicator, and manager of personnel, technology and financial resources, with a diverse technical background, and a proven record of success, achievement and exceeding expectations. An ITIL Certified technology leader focused on discovering, organizing and developing the people, processes and tools necessary to achieve desired outcomes. HIGHLIGHTS OF QUALIFICATIONS * Completely reengineered and reorgan...
Tags for this Online Resume: Management, Lan/Wan, Local Area Network, Wide Area Network, Account Manager, Audit, Call Center, Customer Service, Information Technology, Reliability, Leadership, software, hardware, Vendor Management, Contract Management
Personal Financial Advisor - 20 Years of Experience - Near 33186
PROFESSIONAL SUMMARY Dynamic Private banker with strong background in all aspects of financial management. Successful at managing multiple assignments and maximizing customer satisfaction. SUMMARY OF QUALIFICATIONS * Exceptional background working with clients, families and their advisers to examine objectives, determine risk threshold, and provide proper solutions. * Extensive knowledge of financial products. * Superior re...
Tags for this Online Resume: Business Development, Financial, High Net Worth, SAP MM module, English Language, Financial Management, French Language, Management
Personal Financial Advisor - 20 Years of Experience - Near 30043
SUMMARY Skilled professional with over 20+ years in the food packaging industry. Provided management KPI reports based on production & shipments along with charts showing daily/weekly/monthly trends and comparing to stated goals. Performed various accounts payables functions and onsite tech support.
Tags for this Online Resume: Accounts Payable, Management, Oracle, Utilities, BPCS, BPCS (As400), Microsoft, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, manufacturing, accounting, finance
MBA Candidate, Financial Advisor Trainee, Atlanta, GA
To become a chartered financial analyst and to obtain the series 6, series 7, and a series 63 licences in order to provide clients with intelligent, educated investment advice.
Financial Advisor - 8 Years of Experience - Near 80020
To apply my competencies in sales, management, relationship building and team building for a company that supports, challenges and mentors me.
Tags for this Online Resume: Microsoft, Microsoft Office, Real Estate, Credit Analysis, Sales, Cash Flow, Equity, Financial, High Tech, Management
