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Online Resumes with "wealth accumulation "
Benefits/ Retirement/Wealth Advisor
Advise clients on building wealth for taxfree retirement income for life
Tags for this Online Resume: wealth accumulation , taxfree retirement income , tax favored benefits, guaranteed income for life
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
Financial Specialist - 12 Years of Experience - Near 37219
As an advisor it is my goal to develop fiduciary based client relationships that are deeper, longer lasting and multigenerational. I believe the first step to achieving true simplification for clients begins with financial planning and the client education that accompanies it. With proper planning a complete and holistic approach can then be taken with respect to family dynamics, individual family members and generational...
Tags for this Online Resume: wealth, advisor, securities, banking, fiduciary, financial planning, tax
Accountant - 20 Years of Experience - Near 32941
PROFILE Self-motivated, goal oriented financial management professional with 16+ years of experience as the primary Financial Manager and 12+ years' experience as General Operating Manager for privately held corporations. Trusted business leader and advisor for accounting and tax matters with 9 years Certified Public Accountant experience and 3 years public accounting experience. Extensive knowledge of Generally Accepted Ac...
Tags for this Online Resume: General Manager, Controller, CPA, Internal Controls, GAAP, Acquisitions, Business Development, Employee Relations, Inventory, Inventory management, Management, Mergers, Mergers and Acquisitions, Acquisitions, Business Development, Employee Relations, Inventory, Inventory management, Management, Mergers, Mergers and Acquisitions
Financial Manager, Branch or Department - 15 Years of Experience - Near 75080
Qualifications Profile Top performing financial investment executive with 15 years of experience devising investment strategies and financial plans for businesses and individuals. Extensive background in financial planning, investments, analysis, and business development. Proficient at leveraging centers of influence and referrals to consistently drive new business. A history of leadership with experience managing client re...
Tags for this Online Resume: Financial, Management, Networking, Planning, Portfolio Management, Referrals, Retail, Retail Banking, Banking Industry, Diversity
