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Online Resumes with "investment advisor"
Sales Manager - 20 Years of Experience - Near 43017
Accomplished Sales Management Executive, with extensive senior-level experience in all aspects of account management, business development, compliance, relationship development and revenue generation within the brokerage and investment management industry. Consult effectively with client management to effectively prioritize activities and achieve defined objectives, with the ability to translate client requirements into sal...
Ideal Companies: JPMorgan Chase & Co, PNC Bank, FINRA, SunTrust, Northern Trust, Fidelity, Vanguard, BNY Mellon, Wells Fargo, Franklin Templeton, LPL, Nationwide, American Funds, Federated
Tags for this Online Resume: Managing Director, Director, Sales Manager
Financial Advisor - 19 Years of Experience - Near 33458
Extremely motivated and well rounded insurance and investment advisor with a twenty year track record of commission only sales experience to high net worth individuals, seeking an opportunity in the financial industry. Exceptional communicator with excellent analytical and investment related sales skills.
Tags for this Online Resume: West Palm Beach, trader, securities, insurance , hedge fund, financial advisor, investment advisor
President/Financial Planner
I have been a commissioned financial planner for 21 years and have grown from cold calling to President of my own company over those years. I have done just about everything my industry has to offer very well and I am looking to use my two plus decades of industry knowledge in finance, economics, and the biotech world to embark on my next career challenges.
Ideal Companies: Financial venture capital, pharmaceutical or biotech.
Tags for this Online Resume: finance, economics, sales, management, biotech, pharmaceutical, financial modeling/planning
Auditor manager-7 years experience
To be an industry expert COSO model implementation.
Tags for this Online Resume: internal control designer, fraud risk assessment, financial analysis, cost management accountant, Risk based auditor, strategic planning, budgeting and cash flow management, Africa based investment advisor with Africa experience
Vice President - 20 Years of Experience - Near 66214
Senior executive in a progressive growing financial services firm.
Tags for this Online Resume: chief compliance officer, compliance officer, Investments and securities , Investment Advisor, Registered Representative, r
Director Product Management - 15 Years of Experience
Energetic and influential leader that leverages relationships and strong business acumen to lead cross-functional teams to consistently achieve results. Expertise in wealth management platforms used by registered investment advisors, broker/dealers and investors. Actively looks for opportunities to implement innovative solutions to problems. Effectively translates strategic vision into action items. Multi-disciplined back...
CERTIFIED FINANCIAL PLANNERâ?˘ with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loya
SUMMARY CERTIFIED FINANCIAL PLANNER? with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loyal client relationships leading to high levels of client engagement.
Tags for this Online Resume: Certified Financial Planner, CFP, Investments, Insurance, Estate Planning, Trusts, Registered Investments Advisor, fiduciary, Financial, Planning, Sales, Networking, Referrals, Teller, Insurance, Deposits
SALES EXECUTIVE WITH EXPERTISE IN RELATIONSHIP MANAGEMENT, LEADING TO INCREASED REVENUE Extensive skill in sales and business development, driving growth, strengthening infrastructure, and maximizing ROI
Accomplished, results-oriented, and hands-on Business Development Consultant and Sales Leader with 15 years’ experience overseeing complex business requirements and spearheading the attainment of corporate objectives. I focus on the overall client experience, while fostering relationships through leadership and communication. I’m recognized for advancing solutions and collaborating with C-level stakeholders to ensure succes...
Tags for this Online Resume: Relationship Building, Client Engagement, Strategic Planning, Process Improvement, Sales, Business Development, Contract Negotiation
Financial Planner - 20 Years of Experience - Near 06405
Tags for this Online Resume: Financial, Financial Services, Advisor, Insurance, Planning, Certified Financial Planner, Sales, Sales Management
Senior Investment Advisor
Financial Specialist - 15 Years of Experience - Near 02783
Accomplished, outcome-driven Business Governance Manager with year-over-year success in leading challenging initiatives, with emphasis on strategic planning and reviews, scheduling and control, preparing and completing action plans, quality assurance, project development, implementing production, productivity, quality, and customer-service standards. Resolve problems, complete audits, identify trends, determine system impro...
Ideal Companies: United Nations, Goldman Sachs, Merrill Lynch, RBC, JP Morgan,
Tags for this Online Resume: Data Management, Due Diligence, Licensing, Management, Vendor Management, Distribution, Project Management, Documentation, Risk Management, Banking Industry
Investment Advisor
Looking for a good, solid company where i can build a great career
Ideal Companies: Goldman Sachs, UBS
