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Online Resumes with "financial advisor "
Accountant - 16 Years of Experience - Near 10018
AREAS OF EXPERTISE Leadership * Financial Analysis * Customer Service * Research * Data Gathering / Analysis * Reporting Administration * Account Processing * Costing * Proposal Analysis * Process Redevelopment Organizational / Interpersonal Skills * Sales * Negotiations
Tags for this Online Resume: Transportation, Security, Bloomberg, Bad Debt, Cold Calling, Customer Service, Data Analysis, Financial, Financial Analysis, Management
Personal Financial Advisor
Chief Financial Officer - 20 Years of Experience - Near 80013
Summary: As a Director, Chief Financial Officer, Branch Manager, Financial Controller and Financial Advisor/Consultant I negotiated all contracts from mergers, acquisitions to strategic/license agreements for intellectual property portfolio to employee retention. Interviewed and retained independent certified accountants, attorneys and bankers. Prepared and reviewed all financial reports. Developed and implemented strategic...
Tags for this Online Resume: Financials, Dba (Database Admin), Accounting, Enterprise Software, Software, Development Activities, Audit, accounting, controller, Legal
Assistant Director - 19 Years of Experience - Near 19004
PROFESSIONAL SUMMARY CREATIVE PROFESSIONAL, EXPERIENCED IN COORDINATING BUSINESS DEVELOPMENT, AGENCY OPERATIONS AND SERVICE DELIVERY SURVEY RESEARCH COLLEGE ADMISSIONS COUNSELING COMMITTED TO DELIVERING STRATEGIES, SOLUTIONS AND OUTCOMES FOR NON-PROFITS, FOR-PROFIT ORGANIZATIONS AND FAMILIES.
Tags for this Online Resume: education, college admissions advisor, college financial advisor, Insurance, Licensing, Business Development, Filing, Financial, Financial Reporting, Management
Personal Financial Advisor - 2 Years of Experience - Near 55428
Tags for this Online Resume: Banker, Specialist, Sales, Banking Industry, Complaints, Credit Card, Customer Service, Deposits, Fraud, Management, Call center
managing director director
SUMMARY Successful Equity Finance professional in securities lending, prime brokerage, and equity derivatives structured products. Background includes start up situations and the establishment of supply and demand side business relationships. Strong analytical, computer and teaching skills. Extensive experience integrating securities lending products across various trading desks and among clients.
Tags for this Online Resume: Management, Swaps, Yield Enhancement, Prime, Balance, Balance Sheet, Equity, Bonds, Custody, Hedge Fund
Financial Advisor - 7 Years of Experience - Near 89129
Tags for this Online Resume: Senior Sales - Las Vegas - 7 years experience - Near 89129
Personal Financial Advisor - 10 Years of Experience - Near 07045
Looking for hedge fund manager or financial advisor in a major BD firm.
Tags for this Online Resume: Agricultural Commodity Futures Options, Propreity Futures Trading, International Investment, Equity trader, Financial Advisor, Series 7, Futures, Sales, Due Diligence, Banking Industry, finance, manufacturing
Personal Financial Advisor - 20 Years of Experience - Near 22701
' INDIVIDUAL AND BUSINESS PLANNING DESIGNED FOR THE PROFESSIONAL (S) SEEKING LONG-TERM AND TAX -ADVANTAGED GOALS IN A CONSERVATIVE/MODERATE FINANCIAL PORTFOLIO. ALSO TO SAFEGUARD CLIENTS ASSETS AND ELIMINATE LONGEVITY RISK.
Tags for this Online Resume: Health Insurance, Insurance, Financial, Equity, Chartered Financial Consultant, Chartered Life Underwriter, Underwriter, finance, accounting
Financial Advisor - 12 Years of Experience - Near 37934
Professional Summary Highly-accomplished and detailed oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution. Operates well in a highly-competitive environment in which leadership skills are key to success.
Tags for this Online Resume: Logistics, Planning, Retirement planning, Bonds, High Net Worth, Mutual Funds, Sales, Financial, Budgeting, Business Development, sales, outside sales, business development, inside sales, sales representative, account executive, account manager, technical sales, marketing
Senior Sales Manager over 27 years experience
SUMMARY OF QUALIFICATIONS: Highly accomplished and results-driven Branch Manager/Financial Advisor with over 25 years of leadership experience in sales and customer service. Energetic and goal-oriented with a genuine drive for business strategy and generating a creative approach to team development. Boots on the ground management style. Astute communicator adept at establishing and maintaining rewarding relationships.
Tags for this Online Resume: Customer Service, Communication Skills, Leadership, Verbal Communication, Verbal Communication Skills, Financial, Business Strategies, Business Strategy, Health Insurance, Insurance
