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Online Resumes with "senior trust officer"
Trust Administrator
to further career in trust industry, completing appropriate certifications and eventually becoming a Senior Trust Officer
Senior Trust Officer wealth management for 37 years
Financial Advisor - 20 Years of Experience - Near 89509
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...
Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets
Lawyer - 20 Years of Experience
SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, ...
Tags for this Online Resume: Probate, Management, Compliance, trust officer, wealth, wealth advisor, relationship manager, director, president, vice president, senior trust officer
Financial Manager
Tags for this Online Resume: Services, Consulting, Investment Management, Management, Sales, Sales Support, Support, Accounting, Sungard, Financial
Tax Manager
Tags for this Online Resume: Certified Public Accountant, Audit, Estate planning, Planning, Real Estate, Distribution, Management, Accounting, High Net Worth, HVAC
Administrative Assistant - 20 Years of Experience - Near 10507
Tags for this Online Resume: Management, Wealth Management, Business Development, New Business Development, Financial, Portfolio Management, Risk Management, Customer Relationship Management, Policies and Procedures, High Net Worth
Financial Specialist
Tags for this Online Resume: Financial, Planning, Distribution, Insurance, Quality, Quality Assurance, Quality Control, Account Management, Banking Industry, Data Entry
