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Online Resumes with "investment consulting"
Personal Financial Advisor - 20 Years of Experience - Near 33414
To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.
Tags for this Online Resume: Securities, Annuity, Bookkeeper, Insurance, Series 24, Series 63, Series 7
Financial Manager, Branch or Department
lead & serve an organization that is inspired help their clients reach their financial dreams. I have always felt as though when our clients succeed we company will succeed. Accomplishments: * Exceeded production goal of 25% increase in revenue every year. * Executed company milestone goal of 1 million dollars in annual revenue in "2017." * Generated over $195, 000 in personal GDC in "2017" while balancing time as Vice Pres...
Ideal Companies: YYYY
Tags for this Online Resume: Benefits, Insurance, Management, Referrals, Securities, Wealth Management, Banking Industry, Bonds, Book of business, Investment Management
Accountant - 10 Years of Experience - Near 33756
PROFILE Disciplined, energetic professional with superior organizational and prioritization skills who will research and review to resolve a problem and/or to improve efficiency. Able to function independently, to multitask, and to maintain confidentiality as so to promote success and profitability.
Tags for this Online Resume: Journal Entries, Benefits, Acquisitions, Balance, Balance Sheet, Corporate Accounts, Data Analysis, Health and Welfare, Mergers, Packaging
Program Manager
Summary I have had the opportunity to work in finance and advertising (print, radio and digital) before landing in the Internet Domain Registry and Registrar Industry. In this industry, I successfully brought over eight business lines to market, managing the creation and implementation of launch programs, while simultaneously overseeing the design, building, and messaging for new and upgraded product lines. In my time as VP...
Ideal Companies: Google, Apple, Salesforce
Tags for this Online Resume: Advertising, Business Development, Email, Bonds, Management, Mutual Funds, New Business Development, Referrals, Series 7, Social Media
Controller - 20 Years of Experience - Near 60026
PERSONAL SUMMARY
Tags for this Online Resume: Services, Shared Services, Enterprise Requirements Planning, Evaluate, Focus, Lotus, Lotus Notes, Microsoft Office, Software, Training
Recent graduate with a degree in Master of Business Administration degree and several years of experience in financial sector. Proven leadership in extracting key information for data-driven forecasting and strategic decision making. Instrumental in ident
Looking to grow career in Financial Planning and Analysis with a local company.
Ideal Companies: An ideal company is innovative, looking to grow and encourages an entrepreneurial spirit. I appreciate when a company allows me to see the outcome and result of my hard work. I enjoy working in teams and in a collaborative environment, but am still very comfortable working on projects on my own.
Tags for this Online Resume: Excel, Power Point, Microsoft, Managerial Accounting, Forecasting, Relationship Management, Risk Management, Reconciliation, Finance, Modeling, Valuation, Pivot, Tables, Mergers, Acquisitions, Variance, Budget, Analysis, Process Improvement, Teamwork, Pro Forma, Collaboration, Work Ethic, Leadership, Corporate Finance, Financial Analyst
Vice President
Tags for this Online Resume: Accounting, Business Plan, Integrate, Leadership, Microsoft Access, Financial, Financial Reporting, Health Care Industry, Health Insurance, Insurance
Market Research Analyst - 13 Years of Experience - Near 90814
Accomplished entrepreneur and business development/investment professional with over 10 years' experience in the healthcare industry. Achievements include closed multimillion-dollar deals developed innovative technologies to improve healthcare, established partnerships among academics and startup companies developed US/China cross-border investment strategies
Tags for this Online Resume: Management, Protocol, Quantify, Research, Investment Opportunities, Sourcing, Health Care Industry, Business Plan, Due Diligence, Biomedical Industry
Financial Analyst
Tags for this Online Resume: Management, Asset Management, CIO, Equities, Equity, Mutual Funds, Financial, Real Estate, Research, Series 24
Marketing
Ideal Companies: Tesla, Apple, Amazon
Tags for this Online Resume: Financial, Equity, Mba, Networking, Retail, Accounting, Bloomberg, Business Analysis, Business Analyst, Communications
Gary Blacklidge - Executive Financial Analyst and Operations Manager
Highly experienced, cross-functional leader in financial analysis operations management. Over 25 years of experience serving as a senior financial analyst and investment consultant to community colleges and non-profit agencies with portfolios in excess of $100 million. Proven results in driving profitability and building operational efficiency through business data analysis to drive efficiency and inform decision making amo...
Tags for this Online Resume: Management, Business Development, Process Improvements, Risk Management, Accounting, Audit, Data Security, Distribution, Human Resources, Banking Management
Sales Representative
Tags for this Online Resume: Customer Service, Sales, Business Development, Financial, Insurance, Accounting, Advertising, Annuity, Commissions, Financial Services
