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Online Resumes with "special needs trusts"
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Senior Estate Planning Attorney
Become associated with a small to mid-sized personalized law firm servicing individuals and families with a variety of estate planning needs ranging from the mundane to the sophisticated.
Ideal Companies: Small to mid-size law firm
Tags for this Online Resume: Post-Death Funding, high end
Loan Officer - 4 Years of Experience - Near 97138
Established customer pipeline took 1003 applications for conventional residential and commercial loans pulled and evaluated credit report submitted loan to lender ensuring proper financial analysis of potential new and existing borrowers throughout processing to funding. * Drove by properties with NOD filed with the County. Distributed promotional flyers personal contact with mortgagor and/or tenant. Probed for disposition ...
Tags for this Online Resume: SysPro, Compliance, Access, Database, Escrow Analysis, Tax Specialist, Insurance, Legal Research, Administrative Assistant, Engineering
