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Online Resumes with "retirement planning"
Manager - 20 Years of Experience - Near 01747
Ten plus years of experience in manufacturing management and business planning with high growth multinational computer peripheral companies. Key accomplishments include: * Implemented advanced manufacturing techniques including SMT (Surface Mount Technology) Manufacturing SPC (Statistical Process Control) and ESD (Electrostatic Discharge) Control. Selected and implemented the ASK MANAMAN MRP (Manufacturing Resources Plannin...
Tags for this Online Resume: MRP, TQM, MS OFFICE, sap, SALESfORCE, Oracle, Aerospace, Benefits, Mutual Funds, Outsourcing, Planning, Retirement planning, Telecommunications
Administrative Services Manager - 20 Years of Experience - Near 43560
Tags for this Online Resume: Toledo, Administrative Services, Retirement Plans, Investment Solutions, Financial Consulting, Not for Profit
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Financial Advisor - 20 Years of Experience - Near 04096
* Build client relationships Financial investments retirement planning and insurance product sales Experience in forecasting planning and expense management of corporate budgets Produced corporate financial reports for statutory/GAAP accounting income statements and balance sheets Relationships * Effective developing strong relationships to understand client/employee needs and achieve results Positive open leadership style ...
Tags for this Online Resume: non-profit, sales, Financial, fundraising, portland, relationship, client
Not Listed
Summary Profile * Conceptual thinker, possessing high work ethic and standards. * Able to work independently and thrives on team building approach. * Enthusiastic, energetic, resourceful, and motivated with 'hands-on' style of teaching methods. * Maintained focus in demanding work environments, under deadline and pressure conditions. * Met challenges head-on and found solutions to effectively complete multiple assignments o...
Tags for this Online Resume: Consultative Sales, Equity, Networking, Planning, Retirement planning, Sales, California, Cold Calling, Excel, PowerPoint, Training
Datawarehouse Designer - 7 Years of Experience
PROFILE: * Motivated and Astute professional with successful 7+ years diverse experience in SDLC for quickly mastering technology and tools - such as MSBI, Informatica, SQL Server, Power BI, Oracle, SSAS (Tabular) HP Quality Center, ALM etc * Flexible and versatile - able to maintain efficiency and productivity under pressure through extended work hours. Poised and competent with demonstrated ability to easily transcend bus...
Tags for this Online Resume: Data Warehouse, Microsoft SQL Server, Structured Query Language, Oracle, Database, Integrate, Business Intelligence, C# Programming Language, Data Conversion, Informatica
Project Manager
1 1/2 month nothing so far
Tags for this Online Resume: Securities, Security, ACH, Automation, Retirement planning, Solutions Delivery, Statistics, Wealth Management, Engagement Manager, HR
Financial Manager, Branch or Department - 15 Years of Experience - Near 91205
Summary: Experienced: Manager Compliance Supervision Recruiter Team Leader Trainer Investment Advisor Financial Planning Office Inspection Approved Applications Experienced in handling Customer Complaints Customer Service Good Communication skills Have conducted annual reviews for Registered Representatives Trained Financial Planning advisors in Compliance and Sales. Train Advisors on how to work with money managers, and we...
Tags for this Online Resume: Complaints, Compliance, Customer Service, Recruiter, Reviews, Training, Sales, Applications, Asset Management, Benefit Plans
Financial Manager, Branch or Department - 5 Years of Experience - Near 85383
CAREER SUMMARY Financial reporting professional with extensive experience and leadership skills in publishing, consumer goods, distribution, manufacturing, and non-profit. Adept at assimilating complex issues to expedite decision-making with a direct and practical approach to solving problems through people. Enthusiastic toward new approaches to revenue generation and process improvements. Responsible for attaining P&L and ...
Tags for this Online Resume: Director of or Accounting Manager, Cash Flow, Financial, Financial Reporting, Publishing Consumer Goods Not-for-Profit, Analysis, Forecasting, Leadership, Concur Expense, C Programming Language
Financial Services Sales Agent - 20 Years of Experience - Near 11235
PROFILE * New Business Development * Consultative Sales Approach * Budget Oversight & Reporting * Strategic Account Planning * Staff Leadership & Training * New & Recurring Revenue * Marketing Performance * Competitive Analysis * Client Relationships * Strategic Negotiations * Accomplished Sales Leader, Bonafide Million Dollar Producer for over 20 years with an innovative approach to achieving significant business growth. D...
Tags for this Online Resume: Cold Calling, Infrastructure Building, Leadership, Mutual Funds, Sales Management, Fund Raising, Recruiting, Retirement planning, Venture Capital, Due Diligence, Cultural Change, Million Dollar Producer
Sales Manager
With 30+ years of experience in financial services, I continue to be a highly motivated professional with particular expertise in building successful long term relationships based on the firm belief that sales and service are not mutually exclusive. I am a family man with an unmatched drive to succeed and motivate others.
Tags for this Online Resume: Insurance, Life Insurance, Planning, Retirement planning, Marketing Management, Greater Philadelphia, Harrisburg, Wholesaler, Year 2000
Dynamic Corporate Trainer - Sales and Management Development
Management or Training position in an organization that values quality training, successful human relations and teamwork, utilizing proven management, training, selling and interpersonal skills to develop workforce competencies, improve employee acquisition and retention, and manage sales training to drive profitability.
Ideal Companies: Chase, Edward Jones, Merrill Lynch,
Tags for this Online Resume: Insurance, Training, Financial, Financial Services, Services, Planning, Retirement planning, Sales, Retention, Product Development
