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Online Resumes with "VALIC"
dedicated, honest, energentic, hard working, loyal, kind, respectful, and easy going
Assist individuals and businesses with financial planning expertise. Assess and identify needs, objectively recommend suitable products.
I have been in the investment management business since graduating college in 2000. Initially, I was hired as an Administrative Assistant at Sanford C. Bernstein to join a team of four Financial Advisors and three Sales Assistants who managed approximately $1 billion in assets for high net worth individuals, families, trusts, endowments and retirement plans. I was promoted to Private Client Associate after my first year an...
My career goal is to be part of a sales organization where my efforts and success bring growth and rewards.
ROBERT MERHEB 649 Cedar Lane Bartlett, IL 60103 Phone: 630-677-6039 Email: firstname.lastname@example.org Profile - External And Internal Auditor / Consultant / Sales / Translation A Thorough review of my professional career will demonstrate success in both the domestic and international business communities. My experience and knowledge make me a valuable resources to perform various tasks committed to comple...
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Highly motivated and goal-oriented Licensed Financial Advisor. License includes Series 6, 63, Life and Health. Seeking a position with a strong result based Financial Services Company that will utilize experience and skills with continued growth and advancement.
effective Creative detail oriented and dexterous professional with over 20 years experience spanning across: portfolio associate financial planning sales assistant customer services representative and product specialist delivering and meeting organization targets and deadlines. Adept at multitasking defining problem and proffering solution to ensure the continuity of operations and ascertain the goals of the organization. A...
Thirty years' experience in accounting including full charge through financials. This includes all tax returns. Fifteen years office management experience and supervision of clerical, professional and degreed personnel, fifteen years' experience preparing individual tax returns, ten years' experience preparing corporate and partnership returns. Extensive experience working with management and senior personnel, ten years wo...
for Global Key Account Manager Maintains an extensive background as a team leader and entrepreneur in competitive fields. Makes a direct impact on the company's success through building client relationships, forming well-designed referral systems, and generating millions of dollars in sales. Implements sound business plans, grows market share, and trains teams that become sales leaders in their regions. Combines MBA knowled...
Sales & Marketing Consultant with an MBA, a BS in a scientific discipline and junior project management expertise in analytical tools usage looking for contract or remote position. Remote worker 5 years retail sales Outside and Inside sales Verbal and Listening Skills Strong MS Office Skills MS Sharepoint Business Plan Development Myers Briggs (MBTI): INTJ Master of Business Administration 3 years marketing 7 years financi...