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Personal Financial Advisor Online Resumes
Personal Financial Advisor
Finance Specialist
My career goal is to become a CFO or Portfolio Manager.
Personal Financial Advisor - 1 Years of Experience - Near 95060
SUMMARY * Ranked in the top 8%* out of 66,000 in Investopedia's stock simulation, 8 hours a week researching managing a personal portfolio with similar results * Highly proficient in Microsoft Excel, Self-starter, fast learner * Disciplined with exceptional attention to detail and time management skills * Maintains a high level of professionalism * Strong communicator in team and selling environments * Logical thinker, good...
Ideal Companies: Morgan Stanley, Merrill lynch , UBS
Tags for this Online Resume: Office Administrator, Analytical Skills, Attention to Detail, Management, Microsoft, Microsoft Excel, Time Management
Personal Financial Advisor
Personal Financial Advisor
professor
Personal Financial Advisor
Personal Financial Advisor - 4 Years of Experience - Near 44021
My mission is to help everyone have a plan for retirement and know their number to reach their goal. Sixty eight percent of people retire in poverty. I don't want my clients to part of that group.
Tags for this Online Resume: financial adviser, life insurance, retirement specialist
Personal Financial Advisor
Ideal Companies: jeff, jeff, jeff
Personal Financial Advisor
SUMMARY Seasoned investment manager with an outstanding long-term track record in Global Equity investing and an established history in asset gathering and client service. Skilled, fundamental GARP investor who is knowledgeable about asset allocation, quantitative tools and risk management. Extensive experience in client relationship management, with a record of helping clients meet/exceed their long term goals and objectiv...
Tags for this Online Resume: Emerging Markets, Equity, SAN (Storage Area Network), High Net Worth, CIO, Derivatives, Financial, Financial Analysis, Futures, Infrastructure
