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Online Resumes with "LPL"
A visionary, adventurer with a pioneering spirit who is driven by potential. Excited about the opportunity to work on digital problems that have never been attempted. Experienced at driving value added cross channel change in digital banks and large financial institutions.
Tags for this Online Resume: Financial, Management, Strategic Vision, Personal Finance Management, Artificial intelligance, Virtual Agent, Marketing Automation, Online Banking, SEO, Executive, Payments, User Experience, Block Chain, Personalization
Innate problem-solver, exceptional leadership, intellectually curious, perseverant, public speaker and proactive. * Proficiency in Microsoft Excel with knowledge in financial modelling, pivot tables, macros and regression analysis. * Experience with Morningstar, E-money, Salesforce, LPL Client Works, Power Point, Tableau and IBM Watson. * Excellent oral and written communication skills in Spanish and English. DELF certific...
Strong servant/leader with a proven history of delivering value to businesses/agencies through Agile methods, the Scrum framework and traditional control-focused Project Management practices by guiding small and large, local and global delivery teams through the challenges of Scrum/Agile adoption and exploitation, self-organization, self-direction and appropriate control-centric project management principles and practices w...
Financial Analyst and Portfolio Manager with Investing & Sales Presentation Savvy...Client Service | Data Analysis | Client Presentation
To work as a financial analyst in San Diego, CA
Tags for this Online Resume: Banking Industry, Investment Management, Mutual Funds, Portfolio Management, Equities, Financial Statements, Financial Analyst, Financial forecasting, Due Diligence, Wealth Management, Client Presentations
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
Tags for this Online Resume: Management, Customer Relationship Management, SharePoint, Sharepoint Technologies, Infrastructure, Project Coordinator, Project Management Office, SalesForce, HP, Marketing Management