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Online Resumes with "financial advisor "
Business Development, Marketing Excellence
Broad-based business development background, encompassing exceptional work ethic and commitment to organizational objectives within a highly competitive and rapidly changing marketplace. Exceptional verbal, written, presentation and negotiation skills
Ideal Companies: Apple, Cisco, SAP, Experian, Intaact, Visa, Hewlett Packard, IBM, Corelogic, Oracle, FICO, Pitney Bowes, First Data Corp, Western Digital, Corelogic, Equifax, Microsoft, Infosys, FI SERV
Tags for this Online Resume: Account Manager, Sales, Financial, Marketing, Business Development, Software, Telecom, Investment, financial advisor
Account Administrator
Award-winning professional with excellent communication skills and proven analytical ability. Extensive experience in the financial services industry. Versatile, ethical, and self-motivated employee with initiative, sound judgment, and outstanding time management within any given organization.
Tags for this Online Resume: management, compliance, customer service, account administrator, Anti-money laundering, operations
Accountant
Tags for this Online Resume: financial advisor
Private Banker -Wealth Management
I'm a financial professional who has 10 years experience in the financial environment ranging from private banking,managing developing client relationships to wealth management.
Personal Financial Advisor
Financial Advisor
My mission is to advise people and help them meet their financial goals. I find the ever evolving subject matter of the market enjoyable to keep up with.
Financial Advisor
I have extensive financial services experience. Currently I am a junior partner with a team with $500MM AUM in multiple roles as research analyst, trader, and client servicer. I am looking to join an existing team or producer to help service and grow an existing book of business. I have no interest in trying to build a book of business on my own.
Tags for this Online Resume: Financial Advisor, mutual funds, portfolio management, research, closed end funds, fixed income
Senior VP Business Development
Grow a business into a thriving entity.
Tags for this Online Resume: Driven, Detailed oriented, Collaborative, Bottom line, Resourceful, Methodical
Financial Advisor
Tags for this Online Resume: retirement, investments, series 7, annuities
Private Banker
Goal driven, motivated, experienced, creative sales person with high values and 14 years of investment sales experience.
Ideal Companies: Wells Fargo, Chase.
Tags for this Online Resume: Banking, Sales, Investments
Financial Advisor
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
