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Custody, Banking Industry, Investment Management, Management, Platinum, Wealth Management, High Net Worth, Accounting, KYC, Book of business
Senior sales and account management professional with a passion for establishing long-term, strategic partnerships that lead to revenue growth and client retention. Rainmaker, trusted adviser and consultant. Extensive network in consulting, staffing, financial services, health care, technology, and HR advisory. Experience selling staffing and professional services focused on Human Capital consulting, Customer
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Networking, Private Client, Sales, Services, LinkedIn, Management, Management Trainee, Mba, Securities, Series 7
Ideal Companies: 1968, 1968, 1968
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Management, Social Media, Merchandising, Distribution, Private Client, Retail, Wholesale, Corrective Actions, Firepond Concierge, Pricing
Ideal Companies: 1969, 1969, 1969
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Private Client, Customer Service, customer service skills, Policies and Procedures, Recruiting, Retail, Sales, Salesperson, Insurance, Insurance Sales
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Series 7, Equity, Commissions, Equities, Sales, Futures, Latin Language, Private Client
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Book of business, Management, Wealth Management, Mutual Funds, Risk Analysis, Sales, SAP, Assessments, Apple, Dell
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Insurance, Claims Adjuster, Evaluate, Insurance Claims, Statutory, Management, Microsoft, Microsoft Office
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Series 7, Equity, Commissions, Equities, Sales, Futures, Latin Language, Private Client
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Asynchronous Transfer Mode (ATM), Banking Industry, Customer Service, Email, Teller, Wire Transfers, Documentation, Private Client, Journal Entries, Research
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Planning, Sales, Financial, Management, Services, Software, Training, Business Development, Coaching, Private Client
Tags for this Online Resume:
Call Center, Platinum, Insurance, Management, Leadership, Sales, Business Planning, CVS, Human Resources, Inventory