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Online Resumes with "financial advisor "
Personal Financial Advisor
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Financial Advisor
CEO of GFS Financial Advisors, LLC
A six digit potential position with benefits and lead generation system in place.
Featured Profile
Senior HealthCare Executive - 22 years experience, CEO, President, CFO (CPA), COO, CAO
C-Level Healthcare Executive
Diversified background, experience, qualifications and proven results as Chief Executive Officer, President, Chief Financial Officer and Chief Operating Officer
Comprehensive foundation as a strategic and tactical leader, reporting directly to the Board of Directors
Certified Public Accountant with five years’ experience in public accounting and auditing
Unique combination of financi...
Tags for this Online Resume:
Certified Public Accountant, CEO, President, CFO, COO, SVP, Public Accounting experience - 5 years, Financial expertise, Strategic and tactical operator, Leadership and people management
Personal Financial Advisor
To continue my 20 years as a Financial Advisor in the sales and management of portfolio analyst.
Junior Accountant, Chicago, Financial Advisor, Chicago
To become a CPA
Financial Advisor-former Mutual Fund Chief Financial Officer-20+ years of experience-NYC Area
Financial Advisor - 2yrs experience- Chattanooga
Featured Profile
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume:
Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Financial Advisor / Tax Consultant
Senior HealthCare Executive - 22 years experience, CEO, President, CFO (CPA), COO, CAO
C-Level Healthcare Executive Diversified background, experience, qualifications and proven results as Chief Executive Officer, President, Chief Financial Officer and Chief Operating Officer Comprehensive foundation as a strategic and tactical leader, reporting directly to the Board of Directors Certified Public Accountant with five years’ experience in public accounting and auditing Unique combination of financi...
Tags for this Online Resume: Certified Public Accountant, CEO, President, CFO, COO, SVP, Public Accounting experience - 5 years, Financial expertise, Strategic and tactical operator, Leadership and people management
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
