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Online Resumes with "financial planning "
Series 7 Broker License, Series 65/66 Registered Investmen Advisor Series 63 Insurance License
Part time work to assist clients and prospects with their goals regarding financial independence. Work with clients and prospects in developing comprehensive financial planning. Work with clients and prospects in achieving realistic financial goals. Assist prospects and clients with planning and achieving. Able to relate on all levels with clients and prospects in their goals and accomplish those goals and aspirations.
Tags for this Online Resume: client service, manager, supervisor, invtment advisor, insurance
Highly skilled Financial Professional
Financial professional with 14 years of experience.Superior financial, accounting, and customer service skills, having successfully performed in accounting, global finance, and management roles. Capable of establishing accounting processes, controlling costs, motivating team members, and maximizing productivity. Excellent interpersonal communication and presentation skills.
Ideal Companies: PepsiCo, GE, Google, Cisco, Lenovo, other Public or Private companies
Tags for this Online Resume: Business Development, Financial Planning, CFM, Business Controls, Sarbanes Oxley, Internal Audit, Compliance testing
Accomplished Financial Services Professional
Accomplished financial services professional with proficiency in building client relationships, financial planning, risk management, compliance, and operations. Highly motivated and focused. Able to establish rapport and credibility with diverse groups including associates, clients, prospects and board members.
Ideal Companies: TD Banknorth, KeyBank
Tags for this Online Resume: Relationship Builder, Team work, Management/Leadership, Coach/Mentor, Educator
Administrative Assistant, Nashville, TN
I would like a career that blends my Communications degree, my love for music, my work experience over time and my Administrative Assistant skills. I enjoying meeting and greeting people, informing and updating. I enjoy writing and I'm a stickler for details. My area of strength is Microsoft Word, PowerPoint, Publisher and WordPerfect and adding my recent updates in Excel and Outlook.
Ideal Companies: Sony, Warner, BMI, ASCAP, Discmakers, Public Relations, Advertising, Vanderbilt or the Healthcare Industry since living in Nashville, TN.
Tags for this Online Resume: Excellent Communications, MOS acquiring, Microsoft Office, Excel, PowerPoint, Publisher, Word, Outlook, Medisoft, Organized, Detail-oriented, Writer, Assistant Event Organizer
Results Driven Technical Sales Executive
Sr. Sales Professional/management opportunity in a growth oriented technical or financial organization where in I can contribute as well as grow.
Ideal Companies: Wachovia, UBS, HSBC, RBC
Tags for this Online Resume: Technical Sales and Marketing Management, Wireless and Fiberoptic Communication field, International Sales, Contract Negotiation, Customer Relationship Management, Field Sales, Sales to National accounts, Sales to Global Accounts, Sales to Government accouns, Team building, Superior Presentation, Major Accounts Development, Field Rep Training, Strong Prospecting, Effective Closing, New Business Development, Opportunity Management, Strategic Market Planning, Strategic Solution oriented Sales, Consultative Sales, Executive selling, Executive presence and image
CPA with extensive experience with Accounting, Auditing, Financial Planning and Project Accounting
To combine my interest in general accounting, audit, taxation and financial analysis. To ensure that my experience in general accounting and auditing, compliments these areas, and help me to form a rounded background. To utilize work with corporate and small business clients, and be to offer an exceptional mix of training, knowledge, experience, and professionalism.
Tags for this Online Resume: Efficient, Innovative, Reliable , Knowlwdgeable, Streamlining procedures , Strong communication skills
Financial Planning & Analysis
General Manager
Resourceful operations professional with an excellent track record of managing, revitalizing and expanding single and multi unit consumer product, QSR, restaurant, Non Profit, and service organizations. Exceptional ability to direct labor intensive activities turn around marginal operations, cut the cost of doing business through innovation, all while teaching and coaching to improve morale and deliver results. Adept in bud...
Tags for this Online Resume: Turnaround Management, Change Management, Consulting, HR Generalist, Construction/Project Management, Finacial Analysis
Controller with Strong Microsoft ERP Accounting Software Expertise
An accounting and financial professional with 15+ years of experience. Trained in financial planning, analysis and accounting principles, budget preparation, planning and scheduling, taxation, cash management, and GAAP. Proven track record with capacity to maximize business objectives and integrate finance function. Proactive, innovative and result oriented leader with excellent communication skills. A strong team player wh...
Tags for this Online Resume: Problem Solver, Mentor, Innovator, Troubleshooter
Personal Financial Advisor
Tags for this Online Resume: financial management, financial planning, needs based analysis, relationship building, customer service, investment
Administrative Services Manager
Interested to advance career in Retail management , hospitality , project operation . I have extensive experience in operations and management with great skills in setting up operational plans , policies and procedures . setting up financial plans , business strategic plans . set up and negotiate business contracts .
Office Administrator 30 years experience
I desire full time employment with a stable company.
Tags for this Online Resume: cost accounting, financial planning, daily operating controls, automotive accounting, financial statement
