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Online Resumes with "series 66 "
Personal Financial Advisor - 11 Years of Experience - Near 07601
Professional Summary Financial Services Professional successful in supporting world-class sales teams, aligning all initiatives with strategic business goals, operating effectively in demanding environments, and maximizing available resources to attain noteworthy results. Former Army Aviation Officer and construction industry project supervisor who leverages exceptional communication skills to build quality relationships wi...
Tags for this Online Resume: Series 7, Series 66, NaviPlan, Microsoft Office, CRM, Attention to detail, Relationship Management
Sales Representative - 20 Years of Experience - Oklahoma City Area
SUMMARY OF QUALIFICATIONS A variety of meaningful experience and successful achievement in sales and promotion, investments, management, operations, customer service, planning and organizing. People oriented and self-starter. 713-659-7500 (OK to contact), Arkansas, Kansas, Missouri, and West Texas. I travelled the territory personally meeting with prospects and appraising their equipment for the value it would bring in our ...
Tags for this Online Resume: outside sales, sales representative, account manager, sales, account executive
Financial Specialist - 4 Years of Experience - Near 80212
Tags for this Online Resume: Marketing Management, Business Plan, Financial, Health Insurance, Insurance, Planning, Strategic Planning, risk management, Sports, Social Media, finance, series 7, series 66, risk managment
Financial Manager - 12 Years of Experience - Near 10002
Looking to use my skills and experience to help organizations increase efficiency while increasing profits. I am respected, well-qualified, dynamic, and innovative, top-producing business management professional with 14+ years of comprehensive experience building, developing, and leading high performance, high caliber sales and marketing divisions in competitive, fast-paced, customer-centric investment environments. Expert...
Tags for this Online Resume: Insurance, Management, Advertising, Back Office, Business Development, Equity, Front Office, Integrate, Business Development, Series 7, Series 66, Series 26, Life Insurance, Health Insurance, Compliance, CRM, Salesforce, Financial Services, Consultant, Excel, Powerpoint, SQL
State Government - 0 Years of Experience
SUMMARY OF QUALIFICATIONS * Skilled in Analytical methods of discovery and problem solving, Use of AutoCad systems and cost projections * Instructor qualified, Adjunct Professor of Economics, Corporate Finance, Accounting Principals, Government Budgeting and Account Management, Paid Tax Preparer * Proven leader in Management, Project Planning, Database Development, Networking, Diversity Management and Cross Cultural team bu...
Tags for this Online Resume: Support, Communication Devices, Communications, Configure, Database, Database Administration, Distribution, Local Area Network, Management, Network Configuration, Procurement, Analysis
Focused Financial Administrator
Focused financial professional with good analytical, communication amd leadership skills. Loyal, dependable, and able to make things happen.
Ideal Companies: P&G, Merrill Lynch, Cooper Tire, Arthur Anderson, Merk
Tags for this Online Resume: Management, Accounting, Production Manager, Business
Business Analyst_Product Manager
PROFILE Accomplished professional with excellent analytic, interpersonal, client service and organizational skills. Specific expertise in Business Analysis and financial reporting. Experienced relationship manager with extensive background in supporting Accounting systems and related applications. Valued for deep financial expertise, strong relationship management skills, and business & workflow analytics. Proven success as...
Tags for this Online Resume: Accounting, Architect, Cost Accounting, Financials, Report Writer, Ad Hoc Reports, Applications, EDI, Electronic Data Interchange, Financial, accounting, manufacturing, excel, finance, audit, accountant, gaap
Financial Planner
Tags for this Online Resume: Annuity, Compensation, Equity, Financial, Insurance, Management, Planning, Referrals, AR, Wealth Management
Controller - 20 Years of Experience - Near 66061
CAREER HIGHLIGHTS * Demonstrated success in leadership roles such as Deputy Chief Financial Officer, Finance Director, Finance Manager, and Controller. * Extensive experience within industrious domestic and global environments for prominent companies. * Consistently chosen by senior management to spearhead complex, large scale financial endeavors. * Excellent interpersonal skills, with proficiency in mentoring staff, mainta...
Ideal Companies: Honeywell, Northrup Grumman
Tags for this Online Resume: Enterprise Requirements Planning, Enterprise Risk Management, Financial, Management, Oracle, Oracle ERP, Process Improvements, Financial Industry, Financial Reporting, Management Reporting, SAP ERP, J.D.Edwards ERP, Standard Cost Accounting, Process Cost Accounting, Series 7 Finra License, Series 66 License, Health and Life Insurance License, Board Presentations
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
Sales Manager
Tags for this Online Resume: Advertising, High Net Worth, apparel, CFO, Sales, Financial, Management, P&L, Planning, Insurance
