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Online Resumes with "retirement planning"
Director of Human Resources - 9 Years of Experience - Near 10562
QUALIFICATIONS Master of Science (MS) -Financial Services, Retirement Planning
Tags for this Online Resume: Benefit Plans, Consulting, Compensation, HR, Human Resources, Human Resources Information System, Payroll, Audit, Defined Contribution, Health and Welfare
Administrative Services Manager - 17 Years of Experience - Near 76148
A fully bilingual Client Service Administrator/Relationship Manager with over 16 years of professional experience in the 401K, IRA, Retirement, Investments, Financial Services and Client Service Administration Industry specializing with assisting Clients with Plan Administration, Sales, Investments, Securities, and Financial Planning seeking and pursuing a position as a Managing Director, Client Service Relationship Manage...
Tags for this Online Resume: ft, worth , 401k, ira, relationship managment, client services, investments, retirment, Financial, Financial Industry, Benefits, Facilitator, Bilingual, Bonds, Customer Service, customer service skills, human resources, customer service, ADMINISTRATION, RETIREMENT PLANS, BILINGUAL, management, manager, assistant manager
Financial Planner - 10 Years of Experience - Near 27513
Financial Profession position bringing experience in strong client service and in building relationship skills, in informing and educating and guiding individuals and families and smaller companies through suitable financial needs, including insurance & retirement planning, educational planning, wealth distributions, rollovers, wires, multitasking in a fast paced environment and strong computer and technical skills. Fluent ...
Tags for this Online Resume: call center, sales, technical sales, sales representative, Financial, FACETS, Debugging, HP, Semiconductors, Unix, inside sales
Financial Specialist - 20 Years of Experience - Near 33426
AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance
Tags for this Online Resume: Financial, Financial Services, Wealth Management, Annuity, finance
Chief Financial Officer - 20 Years of Experience - Near 27713
Tags for this Online Resume: Accounting, Insurance, Payroll, Consumer Goods, Consumer Products, Plastics, Accounting Statements, Acquisitions, Audit, Benefits, costing, retirement plans, CPA, investments
Personal Financial Advisor - 20 Years of Experience - Near 19087
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...
Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance
Manager - 20 Years of Experience - Near 19709
Areas of Expertise Business Development Customer Service Relationship Management Market and Product Intelligence Sales and Sales Support Case Development and Support Private Placements Product Development Retirement Planning Strategies Project Management Wealth Management Strategies Executive Compensation Strategies Group Benefits Management Training and Development Affluent and Small Business Marketing Managed department r...
Tags for this Online Resume: Benefits, Insurance, Management, Planning, Annuity, Product Management, Alternative Investments, Benefits Management, Billing, Business Development, manager
Senior Relationship Manager with 17 Years Business Development
ACCOMPLISHMENTS * Achieved a 70% closing rate adding $100 million in assets to Vanguard by effectively coaching and leading teams of internal partners in preparing RFPs. - Independent surveys to each client resulted in a Net Promoter Score of 10, the highest satisfaction rating. - Created a sales strategy tailored to the culture of lululemon athletica resulting in closing contract for 5000-employee...
Ideal Companies: Amazon, Wells Fargo, United Way, National MS Society, HRC, American Cancer Society
Tags for this Online Resume: Financial, Financial Services, Management, Consulting, Diversity, Banking Industry, Deposits, Accounting, Business Development, Outside Sales, Donor Cultivation/Solicitation/Stewardship
Nonprofit Organizer & Residential Sales - 4 years experience - San Diego
Accomplished individual with extensive experience providing effective operations leadership including recruiting, staffing and training and health & safety compliance management and building a nonprofit organization. Customer Service Manager skilled in analyzing organizational needs and delivering solutions to enhance customer experience. Ability to build teams that work efficiently and cohesively toward common goals and us...
Ideal Companies: Nonprofit, Restaurant, Motivational Speaker,
Tags for this Online Resume: Healthcare , Epa, Dot, OSHA, MWMA, Joint Commission , EVS, Policies and Procedures, Infection control, Housekeeping, Salesforce, ADP, Outlook, Safety Compliance, San Diego, Nonprofit, Administrator, Bed Tracking, Customer Service Relations, EPIC, Transamerica Illistrator, Life Insurance Lic., Annuities, Life Insurance
Financial Manager, Branch or Department - 15 Years of Experience - Near 11432
PROFESSIONAL SUMMARY * Financial reporting and analysis * Payroll processing and analysis * Supervised up to 5 employees * Skilled at resolving complex bank reconciliation issues * Effective Trainer * More than 15 years accounting experience * Experience in both large and small business SBS Promo (STANDARD BUYING SERVICE, LTD) - premium & promotional products Finance Manager, October 16th 2013 to July 20, 2017 * Monthly clo...
Tags for this Online Resume: Accounting, Accounts Payable, Accruals, ACH, Audit, Balance, Balance Sheet, Bank Reconciliation, Budget Preparation, Budgeting, accounting, finance
Human Resources Manager - 20 Years of Experience - Near 92614
SUMMARY Experienced and dedicated Human Resources Professional with a solid background in developing and managing all aspects of HR functions. Organized and detail oriented with highly regarded interpersonal skills. Able to provide appropriate counseling on a wide variety of concerns sensitive to cultural and diversity issues. Experience working within various industries which include: HR MANAGEMENT * Managed, assessed, del...
Tags for this Online Resume: human resources, employee relations, staffing, hr, recruiting, benefits, Billing, Services, ADA, Ada Programming Language
Financial Manager, Branch or Department - 15 Years of Experience - Near 75252
Tags for this Online Resume: Financial, Financial Management, Management, Planning, Policies and Procedures, Certified Financial Planner, CFP, Compliance, Retirement planning, Securities, finance, audit
