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Online Resumes with "high net worth "
Senior Vice President - 20 Years of Experience - Near 20007
Summary Senior Executive with extensive experience including, planning and leading high profile, multi faceted, complex and fast paced initiatives, building a "customer centric selling and service culture", designing and implementing incremental revenue generating activities, building highly effective strategic partnerships, community alliances and corporate relationships. As a highly collaborative and innovative Senior Exe...
Tags for this Online Resume: Analytical Thinker, Planning, Recruiting, Strategic Planning, Client Acquistion and Development, Management, Merchandising, Business Development, Business Strategies
Financial Specialist - 18 Years of Experience - Near 89134
QUALIFICATIONS: -Communications skills enabling solid rapport with team partners and clients at all levels. -Organizational skills ensuring timely completion of projects. -Extensive Financial Analyst and Trust/Estate experience.
Tags for this Online Resume: Distribution, Guardian, Guardian (Comm Net Sw), Inventory, Inventory Control, Probate, Scheduling, Documentation, High Net Worth, Management
Non-retail Sales Supervisor
40 year Investment Professional with market and product knowledge sales savvy proven leadership ability entrepreneurial spirit with team focus character - the sincere commitment to doing what's right for my customers.
Tags for this Online Resume: Annuity, Equity, Insurance, Retail, Benefits, Bonds, Compensation, Fixed Income, High Net Worth, Insurance Sales
Accountant - 10 Years of Experience - Near 02134
Tags for this Online Resume: High Net Worth, Management, Planning, Tax Planning, Banking Industry, Investment Management, K-1, Payroll, Accounting, Audit
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Inside Sales Representative - 16 Years of Experience - Near 33607
Tags for this Online Resume: Sales, Capital Equipment, Cardiovascular, High Net Worth, Lasers, Inside Sales, Inside Sales, Microsoft, Travel, OB-GYN
Director
Tags for this Online Resume: Business Development, Entertainment, Integrate, Budgeting, Computer Aided Software Engineering, Financials, High Net Worth, New Business Development, Xerox, Advertising
Vice President
Accomplishments Vice President, Branch Manager Business Development Officer & Manager Commercial Real Estate Banking Specialist Commercial Loan Officer Business Development Officer Senior Business Banking Specialist Investment Banking Specialist Consistent achievements as top producer, increasing revenues, portfolios, and profits through expertise and business development. Cultivate and manage new and existing client relati...
Tags for this Online Resume: Marketing Management, Banking Industry, Book of business, Business Development, Financial, Product Development, Public Relations, Real Estate, Business Development Manager, Consulting
Sales Representative - 20 Years of Experience - Near 21082
Areas of Expertise: Marketing & Sales Territory Growth Competitive Analysis Product Development Underwriting High Net Worth Account Management
Tags for this Online Resume: Insurance, Risk Management, Assessments, Documentation, Management, Sales, Underwriting, Product Development, Referrals, Transitions
Medical & Health Services Manager - 16 Years of Experience - Near 02861
To pursue a career in a fast-paced, dynamic company that will enable me to utilize my strong interpersonal skills, my knowledge of domestic and international equities, and my affinity for analysis.
Tags for this Online Resume: Team Lead, Audit, Customer Accounts, Data Processing, Email, Entitlements, High Net Worth, Management, Applications, Custody
Sales Manager - 20 Years of Experience - Near 75089
SUMMARY A highly motivated, goal oriented Sales Manager with proven ability and expertise in all phases of sales management, raising capital, recruiting, product training and motivation. Excellent organizational and communication skills with a solid track record as a people developer and mentor. Proven history as a team and consensus builder with extensive collaborative team-based experience with all levels of sales staff, ...
Tags for this Online Resume: Insurance, Sales, Recruiter, Recruiting, Financial, Training, Networking, Referrals, Cold Calling, LESS, Management, Oil and Gas
Financial Specialist - 20 Years of Experience - Near 48070
Tags for this Online Resume: Equities, fixed income, Capital Markets, Equity, Fixed Income, Mutual Funds, Series 4, High Net Worth, Financial, Hedge Fund, Series 24, Series 7, Trading, Options Trading
