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Online Resumes with "investment products"
Wealth Management and legacy Planning
Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special tal...
Ideal Companies: Financial Services, insurance industry, compliance in financial services
Tags for this Online Resume: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits
Financial Specialist - 19 Years of Experience - Near 70130
Tags for this Online Resume: Municipals, Fixed Income, Insurance, Management, Retail, Retail Sales, Sales, Equities, Estate planning, High Net Worth
Managing Director
Tags for this Online Resume: Private Client, Arbitration, Assessments, Financial, Insurance, Integrate, Mutual Funds, Outsourcing, Recruiting, Securities
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
General - 0 Years of Experience
Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. I also offer dependability and adapt very quickly to child environmental needs. Excel at challenging childcare situations. Offer a flexible schedule that allows for ...
Tags for this Online Resume: Deposits, Financial, Financial Controls, Leadership, Planning, SAFE (Slab Analysis by the Finite Element Method), Special Procedures, Teller
Chief Financial Officer
Tags for this Online Resume: Cash Flow, GAAP, Generally accepted accounting principles, Audit, Bad Debt, Equity, Internal audit, Management, Risk Management, Talent Management
Chief Financial Officer
Tags for this Online Resume: Audit, Cash Flow, GAAP, Generally accepted accounting principles, Bad Debt, Internal audit, Management, Risk Management, Talent Management, Financial
Business / Legal Professional with team leadership expertise and entrepreneurial vision with a strong foundation in law.
I am a business / legal professional seeking a challenging opportunity in a growing organization. The ideal company provides a collaborative environment that promotes creativity and expects its team members to take ownership of every task. The company should value participative management and strong, positive leadership. I want to leverage my years of diverse experience to identify and seize opportunities while solving prob...
Ideal Companies: Walmart, Tyson, Edward Jones, Raymond James, Churchill Downs, Inc., PGA, Clubcorp
Tags for this Online Resume: Mortgage Loans, Bankruptcy, SEC, Securities and Exchange Commission (SEC), Arbitration, CFO, Financials, Receivables, Venture Capital, Securities
