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Personal Financial Advisor Online Resumes
Personal financial advisor and small business consultant
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor - 20 Years of Experience - Near 06092
SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portf...
Tags for this Online Resume: Defined Benefit, Defined Contribution, Institutional, RIA, Southeast
Personal Financial Advisor - 0 Years of Experience
IN ACTION Consulting Agent/Contractor, Chicago, Illinois 2016 to Present Licensed Agent Initially retained by GoHealth, a publicly traded company within the financial sector, proficiencies in sales conversions topped 60%, 40% ancillary sales and generated 80% client retention. Specialized training in products, platforms and closing techniques. Client referrals and innovative workflow modelling recognized by management and ...
Tags for this Online Resume: Real Estate, Management, Referrals, Retail, Retail Sales, Sales, Construction, Health Insurance Portability And Accountability Act, Logistics, Procurement
Personal Financial Advisor
Personal Financial Advisor - 15 Years of Experience - Near 20874
FINANCIAL PLANNER WEATLH MARYLAND DC FLORIDA
Tags for this Online Resume: Planner, Consultant, Financial, Md dc, Florida
