Rss
Contact_user

Bert M

Financial Management

Occupation:

Financial Manager, Branch or Department

Location:

North Palm Beach, FL

Education Level:

Bachelor

Will Relocate:

YES

CollapseDescription

To grow existing assets and bring new assets under management. Experience includes acquisitions, managing large HNW relationships, strong relationship management background.

Right_template4_bottom

CollapseWork Experience

COMPANY POSITION HELD DATES WORKED

Independent Portfolio Consulting, Inc. Vice Chairman - Managing Director 5/1988 - 11/2016
Right_template4_bottom

CollapseEducation

SCHOOL MAJOR YEAR DEGREE

Spring Hill College Economics 1969 Bachelor Degree
Right_template4_bottom

CollapseAccomplishments

Highlights:

Brought on large relationships to IPC, i.e., Lincoln Financial, New York Life, Met Life, American Portfolios, etc. Closed large accounts. Managed ongoing relationships with key corporations. Listed in Who's Who in Finance, received several Top Producer awards.

Companies I like:

Financial Services, Banks

Left_template4_bottom

CollapseJob Skills

Left_template4_bottom

CollapseKeywords

Left_template4_bottom

CollapseResponsibilities

Critical thinking, accomplish goals on time within or under budget, self-motivate and make certain those on my team are motivated and contribute to the goals set in the short and long-term. Responsibilities were to bring in new business, expand and service existing business.
Left_template4_bottom