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Online Resumes with "financial advisor "
Personal Financial Advisor - 10 Years of Experience - Near 30324
DRIVE RESULTS THROUGH CONFIDENT AND EXPERIENCED LEADERSHIP. Relationship manager and team focused partner, bringing success to every role through the skillful application of knowledge, customer and network development. Create positive relationships with people in all functions, at every level, building long-term relationships based on collaboration and trust. Deliver consistent, high levels of customer satisfaction through ...
Administrative Assistant - 15 Years of Experience
Professional Summary Bachelors' prepared professional bringing 15+ years' experience in home health, administrative support, sales, and insurance including: workers' compensation, property, casualty, health, and underwriting. Highlights: * Strong interpersonal abilities * Detail oriented * Exceptional written and verbal skills * ICD-10 and CPT code knowledge * Excellent customer-service skills * Ability to manage and priori...
Tags for this Online Resume: Microsoft Outlook, Microsoft Word, Monitoring, Planning, Receivables, Referrals, Rehabilitation, Sales, Security, Support, administrative, customer service
Financial Manager, Branch or Department - 17 Years of Experience - Near 20721
Seeking to obtain a position as a Financial Advisor with a strong company that will allow me to use my knowledge and experience combined with my solid work ethic to build a solid practice and help achieve the goals and objectives of the organization.
Tags for this Online Resume: Estate planning, Planning, Retirement planning, Management, Property Management, Real Estate, Referrals, Benefits, Financial, Financial Services
Financial Advisor - 19 Years of Experience - Near 77355
Project Services professional with over 33 years of project controls experience providing leadership and management for a wide range of industries including oil and gas offshore Deepwater subsea chemical petrochemical co-generation pipelines offshore platforms construction LNG and pulp and paper . Self-motivated results-oriented with a high level of individual initiative and self-reliance. Expert level of knowledge of Proje...
Tags for this Online Resume: Change Management, Scheduling, Fabrication, Planning, Project Control, Project Controls, Documentation, Management, Project Management, Purchasing
Customer Service Representative - 10 Years of Experience - Near 19148
Summary of Qualifications: * B.S. in Communication Sciences with Minor in Economics * Expert knowledge of The Financial Advisor business including its various platforms, rules, and regulations
Tags for this Online Resume: Inside Sales, Sales, Power (Os Enhancemnt Tool, Advertising, Call Center, Customer Service, Economics, Financial, Its
Personal Financial Advisor - 17 Years of Experience - Near 44691
ACCOMPLISHMENTS * Developed award winning campaigns * Doubled revenue with new client acquisitions * Increased sales productivity through training * Developed project teams * Improved employee morale and productivity * Improved individual sales networking for a multitude of companies * Created advertising concept resulting in one of the most successful fund raising events.
Tags for this Online Resume: Advertising, Acquisitions, Automotive, Budgeting, Financial, Financial Industry, Inventory, Inventory management, Management, Networking
Personal Financial Advisor - 7 Years of Experience - Near 11572
Qualifications Profile: Result oriented individual with successful positions in financial sales and customer service team player. Highly skilled with strong ability to develop significant client relationships and surpass sales goals. Engage in activities that enable access to those customers who may not frequently use the branch system. Prospect outside the financial institution in order to bring in new customer relationshi...
Tags for this Online Resume: Customer service, Sales, Passionate, Operations, Service, Team player, Connect, Leverage, Report, Referrals
Financial Advisor - 15 Years of Experience - Near 77058
Tags for this Online Resume: Aerospace, Airlines, Audit, Banking Industry, Commodities, Control Systems, Distribution, Documentation, Email, Financial, marketing, business development, technical sales
Financial Advisor - 18 Years of Experience - Near 30188
I am a hard working and dependable individual with diversified experience in sales, finance, and education, seeking employment with a professional organization. I am a motivated and success-driven individual, proficient with several current software packages. My objective is to obtain a position with a dynamic company allowing opportunity for growth and advancement.
Tags for this Online Resume: Financial, Fixed Income, Investment Opportunities, Planning, Referrals, E*TRADE, Bonds, Book of business, Email, High Net Worth, schwab, wealth manager, relationship manager, portfolio manager
Financial Advisor - 10 Years of Experience - Near 91361
AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill
Tags for this Online Resume: Equity, Financial, Private Equity, sales, sales management, banking, private wealth management, financial planner, thousand oaks, cfo, territory management, Regional Sales Manager, Financial Sales, Vice President of Sales, Business Development, outside sales
Financial Advisor - 10 Years of Experience - Near 99203
Summary Meticulous Financial Advisor who undertakes complex assignments, meets tight deadlines and delivers superior performance. Possesses practical knowledge in corporate finance and financial markets. Applies strong financial planning and analytical skill to inform clients of key trends and reduce portfolio risk. Operates with a strong sense of urgency and thrives in a fast-paced setting.
Tags for this Online Resume: Financial, Advertising, Management, Management Solutions, Sales, Sales Executive, Data Management, Financial Analysis, Financial Industry, Financial Reporting
Personal Financial Advisor - 20 Years of Experience - Near 30066
Summary Professional, multiple award winning, and highly accomplished sales professional with outstanding track record in the banking industry backed by a positive attitude, an exceptional ability to develop and maintain full relationship banking, and a passion for success. * Consultative approach to establish rapport, build premium client relationships, and develop new business for optimum revenues. * Extensive experience ...
Tags for this Online Resume: Annuity, Banking Industry, Cash Management, Management, Sales, Insurance, Long Term Care, Medicare, Customer Service, Product Launch
