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Sales & Sales Management Online Resumes

Financial Planner - 12 Years of Experience - Near 19475

Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments wh...

Tags for this Online Resume: Retirement, Mutual fund, Insurance, Series 7, CFP, Series 63, Philadelphia Area, Series 6

Financial Planner - 13 Years of Experience - Near 92354

Financial Planner - 5 Years of Experience - Near 41051

Financial Planner - 9 Years of Experience - Near 92115

I am a CFP(R) with 9 years of experience helping individuals remove the fear of not know when, or if, they can retire, and getting business owners out of the Board Room full-time, and onto the golf course full-time. I want to broaden and increase my reach of clientele to help them with their Wealth Management needs.

Tags for this Online Resume: San Diego, CFP, Wealth Management, Financial Advisor, planning, investment, insurance, estate planning

Financial Planner - 5 Years of Experience - Near 77299

Financial Planner - 20 Years of Experience - Near 21771

Financial Planner - 7 Years of Experience - Near 29466

Tags for this Online Resume: Management, Networking, Payroll, Portfolio Management, Wealth Management, Sales, Territory Sales, Wholesaler

Financial Planner

Financial Planner - 1 Years of Experience - Near 38571

senior sales executive - 15 Years of Experience

Tags for this Online Resume: Equities, Management, Derivatives, Integrate, Connectivity, Futures, Government, Liquidity, Securities, Banking Industry, sales, business development, account executive, account manager, outside sales, sales representative

Financial Manager, Senior Auditor, Marketing Management, Account Management

Highly skilled Financial Manager with 10 years of progressive Banking experience, in Account and Project Management, Policy, Corporate Training, and Internal Audit. Proven leadership, problem solving skills, capable of meeting, exceeding and establishing Corporate Standards.

Tags for this Online Resume: Sarbanes Oxley, Planning, Strategic Planning, Forecasting, Project Management, Project Manager, Quality, Quality Assurance, Quality Control, Budgeting, inside sales, account manager

Financial Planner - 20 Years of Experience - Near 32714

Tags for this Online Resume: Insurance, Life Insurance, Property and Casualty Insurance, Book of business, Customer Service, Management, Sales, Series 6, outside sales, inside sales, sales representative