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Online Resumes with "retirement planning"
Financial Advisor
A position in financial services with the opportunity to advise people in the areas of asset protection, retirement planning, and investments.
Senior Sales Manager Institutional Financial /Investment Products.....25+ years experience.....
I am looking to leverage my industry experience in sales, product development, i.e., consultative collaboration with large clients to identify and create answers to their needs. Prime example was the development of ways to help major clients build their 401k retirement plan programs. I was a vice president & regional sales manager at Fidelity Investments Institutional Sales at the time. I am a mentor and eager to help coac...
Ideal Companies: Federated Investors, Franklin Templeton, Putnam Management
Tags for this Online Resume: strong mentoring skills , regional sales management, makes a positive contribution, led charge inb 401k, skilled, leader, motivator
Financial Advisor
Tags for this Online Resume: stocks , bonds , mutual funds, IRAs, Annuities, Retirement Plans
Personal Financial Advisor
Tags for this Online Resume: Financial consultant, insurance agent, retirement planning
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset
Customer Services & Senior Project Manager
To add measurable value to the firm that employs me by tirelessly serving my internal and external clients.
Tags for this Online Resume: Project management, mutual fund operations, retirement plan operations, change management, business continuity planning, hedge fund operations, call center management
