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Online Resumes with "private clients"
President - 20 Years of Experience - Near 33935
Tags for this Online Resume: Insurance, Book of business, Account Management, Business Development, Consultative Sales, Management, New Business Development, Private Client, Profit & Loss, Sales
Auditing Clerk - 15 Years of Experience - Near 89117
SUMMARY OF QUALIFICATIONS * Qualified professional with over 25 years in BROKERAGE COMPLIANCE & FINANCIAL INVESTMENT OPERATIONS MANAGEMENT & ADMINISTRATION including: o Federal & State Regulations & Audits o Broker Recruiting & Effective Communication o Heavy Client Interaction, Troubleshooting, Crisis Intervention & Problem Resolution o Developing Strategic Compliance Plans, Policies & Procedures o Detail-Oriented & Creati...
Ideal Companies: Brokerage Compliance Audit, Bank Compliance Audit, Auditor Regulatory
Tags for this Online Resume: Compliance, Securities, Documentation, Insurance, Licensing, Sales, Audit, Coaching, Complaints, Financial
Marketing - 15 Years of Experience - Near 10033
SUMMARY OF QUALIFICATIONS Talented, self-driven PRODUCTION AND MARKETING PROFESSIONAL with 15+ years' successful, progressive experience in project management, digital media production and editorial across a broad range of projects. Forward thinking, articulate able to get others excited about implementing new ideas. Great listener comfortable consulting with clients, providing creative solutions, communicating issues to cr...
Tags for this Online Resume: Financial, Financial Industry, Inventory, Management, Marketing Management, Messaging, PCS, Personal Conferencing Specification (PCS), Private Client, Product Marketing
Claims Adjuster - 0 Years of Experience
Grow in a successful career, at a strong company with an excellent work culture. Once that is centrally located to the city center, and promotes based on hard work and performance, and recognized the need for a well rounded work/life balance.
Ideal Companies: CHUBB, AIG PRIVATE CLIENT GROUP, PURE INSURANCE
Tags for this Online Resume: Adjuster
Recruiter - 8 years
AREAS OF EXPERTISE COACHING Career/Business Goal Setting, Positioning, and Transitioning Decision Framework Mapping LEADERSHIP DEVELOPMENT KEY QUALIFICATIONS TRUSTED ADVISOR & MENTOR Service-oriented compassionate force of active transformation - known for rallying individuals and teams to unlock opportunity potential, with sharp focus on short-term goals and long-term strategy. MASTER CULTURE CURATOR Known for injecting or...
Tags for this Online Resume: Cold Calling, Recruiter, Human Resources, Networking, Referrals, Assessments, HR, Negotiation Skills, Pipelines, facilitator, career coach, soft skills trainer, on-boarding
Financial Specialist
Tags for this Online Resume: Management, Management Solutions, Portfolio Management, Private Client, Wholesaler, High Net Worth, Financial, Planning, Wealth Management, Alternative Investments
Manager - 19 Years of Experience
Exceptional ability to organize and analyze a high volume of data, while managing priorities * skilled at negotiating within adversarial situations * superior interpersonal skills, both oral and written, and the ability to communicate with diplomacy and tact to internal and external customers, including C Level stakeholders * proven track record in process improvement and cost reductions * proficient in SAP ECC, GetPaid Cr...
Tags for this Online Resume: Sales, Deductions, GDSN, GS1, Logistics, Management, Hospice, Private Client, MSDS, Pricing
Financial Specialist
Tags for this Online Resume: Financial, Private Client, Book of business, Insurance, Planning, Retirement planning, Annuity, Management, Consulting, Financial Management
Marketing - 18 Years of Experience - Near 28105
40-50
Tags for this Online Resume: Customer Relationship Management, Email, Equity, Facebook, Marketing Management, Private Equity, Social Media, Private Client, Advertising, Bull
Financial Manager, Branch or Department
Tags for this Online Resume: Management, Cold Calling, Consulting, Financial, Financial Services, Networking, Planning, Private Client, Referrals, Risk Management
Sales Representative - 19 Years of Experience - Near 90265
To obtain a challenging position with an organization where I can utilize my extensive sales and marketing expertise while experiencing the opportunity for excellence and substantial growth potential with a dynamic cutting edge company.
Tags for this Online Resume: Inventory, Documentation, Private Client, Management, Product Development, Billing, Cardiopulmonary resuscitation (CPR), Inventory Control, Rehabilitation, Retail
Financial Manager, Branch or Department - 7 Years of Experience - Near 10990
Tags for this Online Resume: Private Client, Management, Services, Compliance, Book of business, P&L, Payroll, Referrals, Account Management, Accounting
