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Online Resumes with "retirement planning"
General Manager - 20 Years of Experience - Near 48307
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager
Customer Service Representative - 20 Years of Experience - Near 29115
Hello Human Resources Manager, Since retiring and plans for relocation to your area, I would like to work for your company as a Customer Relations Representative. Hoping that your company will take into consideration my experience, skills and knowledge for this position while working in the pulp and paper industry, pharmaceutical and environmental laboratories. I have customer services experience as a sale-producer (licens...
Tags for this Online Resume: Cost Control, Product Development, Biomedical Industry, Cancer, Complaints, Management, Pharmaceutical, Procurement, Purify
Financial Advisor - 12 Years of Experience - Near 37934
Professional Summary Highly-accomplished and detailed oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution. Operates well in a highly-competitive environment in which leadership skills are key to success.
Tags for this Online Resume: Logistics, Planning, Retirement planning, Bonds, High Net Worth, Mutual Funds, Sales, Financial, Budgeting, Business Development, sales, outside sales, business development, inside sales, sales representative, account executive, account manager, technical sales, marketing
Managing Director - 16 Years of Experience - Near 12304
Summary of Qualifications * Strong Analytical Problem Solving Abilities * Strategic Business Development * Project Management and Planning Skills * Extensive Negotiation Skills * Strong Client Customer Relationships * Presentation & Public Speaking Skills
Tags for this Online Resume: Travel, Benefits, Planning, Retirement planning, Services, Vendor Management, Due Diligence, Financial, management, sales, Business Development
Lawyer - 10 Years of Experience - Near 30350
SUMMARY ATTORNEY Astute attorney with an extensive history of successful governmental audits, negotiating corrections, analyzing and drafting contracts, and litigating bench trials. Proven ability to creatively analyze and implement complex strategies, negotiate favorable results, and maintain mutually respectful relationships while managing multiple priorities. Legal experience with qualified retirement plans, health and w...
Tags for this Online Resume: Insurance, Drafting, Legal, Publications, Benefit Plans, Benefits, Litigation, ERISA, Insurance Application, Project Management
Personal Financial Advisor - 20 Years of Experience - Near 33912
Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneu...
Tags for this Online Resume: Bonds, Financial, Management, Manufacturing, Planning, Tax Planning, Retirement planning, Accounting, Accounts Payable, Accounts Payable/Receivable, Financial Advisor
Manager
Summary Self-motivated, innovative and goal-oriented management professional committed to continuous improvement. Dedicated team player skilled at facilitation and data analysis. Drives company growth by planning, implementing and carrying out cost-saving projects.
Tags for this Online Resume: Security, Process Improvement, Confluence, JIRA, Planning, Retirement planning, Management, Sourcing, Black belt, Data Analysis
Human Resources Manager - 10 Years of Experience - Near 08034
Skills Summary: Leadership, Critical Thinking, Strategic Planning, Training Facilitator, Contract Management, Labor Relations / Employee Relations, ADP, MS Office, ADA, FMLA, HIPAA, basic German ACCOMPLISHMENTS: Human Resources Benefits: Redesigned two HMO medical plans, generating savings of over $1 million annually by thinking outside the box. Renegotiated a group life insurance contract and a long-term disability contrac...
Tags for this Online Resume: Behavioral Health, Benefits, Health and Welfare, Health Insurance Portability And Accountability Act, Program Manager, Retirement planning, Welfare Benefits, HR, employee relations, benefits, strategic planner , leader, negotiator
In Between - 15 Years of Experience
“Hands-on experience balancing the management of investments, servicing existing relationships, and participating in new business activities.”
Tags for this Online Resume: Investment Management, Asset Allocation, Due Diligence, Relationship Management, Senior Portfolio Manager
Regional Vice President - Denver, CO
Professional Summary Dynamic and self-motivated sales professional with over 12 years of experience in both outside sales and sales management. Putting a strong emphasis on developing and cultivating relationships has led to an extremely successful track record in driving results. UT WY. * Produced annuity sales of $53mm in 2014 5th of 18 wholesalers $55mm in 2015 3rd of 18 wholesalers $36mm in 2016 6th of 18 wholesalers re...
Tags for this Online Resume: Wholesaler, Annuity, Customer Relationship Management, Insurance, Long Term Care, Management, Medicare, Self Starter, Polished Presenter, Consultative Sales Approach, Territory Management, Social Security, Outgoing and Likeable
Tax Preparer - 4 Years of Experience - Near 80920
Professional Summary Active insurance agent. Licensed in Life, Annuities, and Property and Casualty insurance. Fluent in Tax preparation, Accounting, Bookkeeping, and Payroll. Property management for a real estate investment company. Restaurant management. Core Qualifications Active Life, and Property & Casualty Insurance License with the Colorado, and Team player Nevada Department of Insurance Fast learner Multi-state payr...
Tags for this Online Resume: Insurance, Payroll, Scheduling, Accounting, Accounts Payable, Management, Microsoft, Microsoft Office, Microsoft Word, Planning, tax
Claims Adjuster
Summary of Qualifications * Insurance Broker with 18 years insurance products experience with dynamic analytical skills in marketing and consulting, claims analysis and identifying & implementing business solutions & cost savings opportunities attained Completion of Insurance Certification * Advertised and sold All Lines of Insurance to include: Personal Home & Auto (P&C), Commercial Insurance, Life Insurance, Health Insura...
Tags for this Online Resume: Highways, Radar, Insurance, Annuity, Health Insurance, Life Insurance, P&C, Claims Adjuster, Management, Services
