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Rss Personal Financial Advisor Online Resumes

Personal Financial Advisor - 20 Years of Experience - Near 07054

Personal Financial Advisor

Tags for this Online Resume: Planning, Research, Research Planning, Equity, Consulting, Data Analysis, IBM, Investment Management, Management, Wealth Management

Personal Financial Advisor

Personal Financial Advisor

Certified Financial Planner

To further my professional career adding value through utilizing my extensive experience/abilities while enhancing the company's productivity and reputation. Look forward to working with a company that promotes quality products and services and provides me with the opportunity to meet and exceed goals. Allowing me to truly help our clients by giving them superior guidance in order to meet their financial goals is of utmost ...

Tags for this Online Resume: Certified Financial Planner, CFP, Experienced

Personal Financial Advisor

Personal Financial Advisor - 12 Years of Experience - Near 32541

Summary I have worked banking for 12 years. I have been a Head teller, senior teller at Tyndall Federal Credit Union. I worked there 4 years. I am balanced and accurate at my job. I like to multitasking and good at cross selling. At Whitney bank I won private client service award for cross selling. I have been mystery shopped and have always received 100 percent each time. Great team player.Head Teller who consistently exce...

Tags for this Online Resume: Teller, Banking Industry, Statutory, Asynchronous Transfer Mode (ATM), Asset Gathering, Private Client, Sales, Team Player

Personal Financial Advisor

Personal Financial Advisor

Financial Industry Vice President, Senior Vice President, President total of 15 years

Tags for this Online Resume: Documentation, Microsoft Windows, Referrals

Personal Financial Advisor - 13 Years of Experience - Near 07981

Personal Financial Advisor