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Online Resumes with "Trusts Estates"
Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special tal...
Tags for this Online Resume: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits
Attorney with extensive experience in the financial services industry. Provide consultative, client focused support to financial advisors and third party advisors (attorneys, CPAs), including comprehensive case design, research and analysis (tax, legal), education, and marketing support. Substantive areas of focus include trust and estate planning, charitable planning, planning for closely held businesses, selective employ...