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Online Resumes with "retirement plan"
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
Accounting Clerk - 20 Years of Experience - Near 77578
Summary Seeking a challenging position utilizing my strong background in Corporate Finance with potential Management assignments. Excellent time management and organizational skills. Ability to manage multiple tasks with competing priorities and deadlines, works well independently as well as with a team. Highlight of Experience Accounting Assistant * Process all Receivables for 13 properties * Process Accounts Payables usin...
Tags for this Online Resume: pay, payroll, Accounts Payable, Accounting, General Accounting, Accounting Functions, Accounts Receivable, Billing, Cash receipt, Journal Entries
Insurance Sales Representative - 15 Years of Experience - Near 21234
Tags for this Online Resume: Services, Financial, Quality, Quality Assurance, Quality Control, Customer Service, Policies and Procedures, Billing, Management, Financial Services, insurance, insurance, retirement plans, 401k, 457b IRA
Credit Analyst - 4 Years of Experience - Near 89166
a position that will capitalize on my practical military experience and discipline, as well as my civilian analytical background, as I transition back to the private sector, ultimately contributing to the overall success of your organization. Diligent
Tags for this Online Resume: Insurance, Licensing, Life Insurance, Planning, Retirement planning, Series 6, Cams, Microsoft Office, Security, Trend Analysis
Customer Service Representative - 4 Years of Experience - Near 11203
Service Honorable Discharge from U.S. Marine Corps 9/ 2000
Tags for this Online Resume: Insurance, Financial, Management, Portfolio Management, Wealth Management, Book of business, Health Insurance, Planning, Retirement planning, customer service, call center, sales associate, customer service representative
Tax Manager - 20 Years of Experience - Near 27613
SUMMARY Extensive experience in accounting and taxation, including income tax projections, research and tax planning. Implemented tax strategies saving clients significant income taxes and net investment income taxes. ACCOMPLISHMENTS * Analyzing Form 1099 DIV resulting in higher qualified dividends, thus dividends being taxed at lower qualified dividends and capital gains rates vs ordinary tax rates. * Analyzing and calcula...
Tags for this Online Resume: Accounting, Certified Public Accountant, Tax Preparation, Planning, Tax Planning, Research, Tax Research, Financial, Financial Statements, Documentation
Director of Human Resources - 20 Years of Experience - Near 20147
PROFESSIONAL SUMMARY Human Resources professional with over 20 years of comprehensive human resources management experience including compensation and benefits, recruitment and retention, conflict resolution, change management, labor relations, and training and development in union and non-union environments. Proven leadership and strategic planning ability to develop and build departmental structures to support and expand ...
Tags for this Online Resume: Training, HR, Human Resources, Compensation, Payroll, Leadership, Support, Benchmarking, Benefits, Billing, human resources, recruiter, hr, customer service, recruiting, employee relations, payroll, benefits, staffing
Financial Manager, Branch or Department - 17 Years of Experience - Near 20721
Seeking to obtain a position as a Financial Advisor with a strong company that will allow me to use my knowledge and experience combined with my solid work ethic to build a solid practice and help achieve the goals and objectives of the organization.
Tags for this Online Resume: Estate planning, Planning, Retirement planning, Management, Property Management, Real Estate, Referrals, Benefits, Financial, Financial Services
Human Resource Consultant - 6 Years of Experience - Near 75067
PROFESSIONAL SUMMARY Results-oriented HR Consultant with a comprehensive background in employee relations, recruiting, compensation and benefits creating a team-driven environment that fosters room for growth and development.WORK EXPERIENCE INDIANA UNIVERSITY HEALTH PHYSICIANS HR Consultant - Intermediate Indianapolis, IN 6/2015 - 8/2017 (within department since 2005 through mergers) * Provide full cycle recruitment for Pri...
Tags for this Online Resume: Benefits, Compensation, Employee Relations, HR, Human Resources, Human Resources Information System, Billing, Budgeting, Call Center, Compliance
Sales Representative - 19 Years of Experience - Near 94553
Makita MRO market manager I support my sales territory by presenting Makita products and services to support specific end-user applications by indirect selling to key MRO accounts and distributors. By partnering with National Distributors I am able to sell and focus on many industries including manufacturing maintenance government transportation and utilities. Job responsibilities include -Travel approximately 75% to cover ...
Tags for this Online Resume: Document Management, Management, Management Solutions, Networking, Planning, Referrals, Retirement planning, Benefits, Book of business, Compensation, radionics, technical sales, marketing, inside sales, territory manager, regional territory manager
Insurance Sales Representative - 12 Years of Experience - Near 08540
Summary Respected and trusted financial professional with a passion for helping individuals, families, and businesses in a non-sales oriented environment. Expert in client service, relationship management, portfolio design, retirement planning, life insurance, long-term care, and business succession. Experienced collaborator with attorneys and accountants for estate planning and intergenerational wealth transfer. 12 years' ...
Tags for this Online Resume: Management, Insurance, Planning, Retirement planning, Wealth Management, Financial, Portfolio Management, insurance, employee benefits, benefits consultant, sports, salaried
General - 20 Years of Experience - Near 27587
Summary A client focused leader with over twenty years of high level expertise in retirement plan relationship management, operations, people management, and client service. Excellent communicator and team builder.
Tags for this Online Resume: Management, Book of business, Call Center, Consulting, Pricing, Annuity, Business Plan, Recruiting, Account Manager, Banking Industry
