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Online Resumes with "investment advisers"



Lawyer - 4 Years of Experience - Near 75214

SUMMARY I am a senior commercial litigation and arbitration attorney in private law practice looking for an in-house opportunity. I currently am and have been a partner/shareholder and equity partner in regional and national law firms, with an emphasis on banking and securities litigation, and arbitrations representing broker-dealers, investment advisers, wealth management advisers, hedge funds and private equity firms and ...

Tags for this Online Resume: Arbitration, Litigation, Securities, Bankruptcy, Joint Ventures, A SERIES, Annuity, Automotive, Banking Industry, Billing

Featured Profile

Personal Financial Advisor

To be able to help guide a company through financial analysis, sales and guidance per my professional experience and knowledge. I have had great success owning and operating a financial consulting business, raising significant funds for several non for profits and working closely with government officials in order to advocate for others.

Tags for this Online Resume: Financial

Featured Profile

Sales Manager

Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...

Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest

Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration

Financial Specialist

Tags for this Online Resume: Financial, Insurance, Management, Recruiting, Wealth Management, Distribution, FACETS, Management Solutions, Health Insurance, Life Insurance

Accountant

Ideal Companies: Investment Management, Credit Research, Business Operations

Tags for this Online Resume: Airlines, Bonds, Capital markets, High Yield, Banking Industry, Cash Flow, Cash Flow Analysis, Drafting, Investment Banking, LBO