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Online Resumes with "Financial Advisor"
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
Award-winning financial sales executive with a superior track record of success in sales requiring consummate business development , communications , collaboration, and deal closing skills.
Seeking a position in sales to leverage my 35 years of consistent success driving revenue growth, market share ,and customer retention in one of the world's most competitive B2B industry sectors . Outstanding communication skills ; extremely comfortable in both 1:1 and group presentation settings .
experienced Learning and Performance professional with strong ability to connect with stakeholders, identify gaps and recommend solutions
Accomplished Sales Enablement Professional with 15+ years of experience in the design of training and educational programs and curricula. Effective in enhancing and advancing organizational objectives. Skilled at Performance improvement, including root cause analysis. Expert in synthesizing information to meet learning requirements and align goals with organizational value and objectives. Ability to assess performance dash...
Ideal Companies: Performance consulting firms, Sales enablement vendors, , Centerstate bank, Citibank, Captrust, Accent technologies, Sales fuel, any of the big 4 management consulting firms: Mickensey, KPMG, Accenture, Insperity, Mindtickle, brainshark, Transamerica,
May 2019 - Present * Morgan Stanley Financial Advisor * Currently a Financial Advisor working towards building a growing client base in the Michigan area and providing sound financial advise to all my potential clients. This includes retirement planning, wealth accumulation and smart, thoughtful investing. * SIE, Series 7 and 66 certified * 2018 - 2019 * Medical Assistant * Responsible for assisting in surgical procedures ...