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Online Resumes with "Wealth Advisor"
Described as tremendously motivated sales - driven organized and efficient. An essential asset to a strong performing team excels in coordination with internal management outside services clients and external groups. A proven self-starter with a strong dedication to a belief in a product idea or company. Client focused proving long-term customer satisfaction. Strong history of ensuring solid performance both in sales and ma...
Tags for this Online Resume: Operations, Family office, administration, communications, HR, Operations, Administration, HR, Office management, Management, Account Management, Asset Management, Billing, Human Resources
SUMMARY OF CAREER EXPERIENCE Finance/Banking Lending - Retail and Mortgage lending with concentration in Wealth lending and investments. Commercial Real Estate matters, including commercial mortgage loans, commercial and small business underwriting, risk grading, risk analysis and securitized financings, the acquisition, financing and disposition of Class A, B, C office, retail and industrial properties, commercial and mult...
Tags for this Online Resume: Acquisitions, Due Diligence, Drafting, Management, Probate, Real Estate, Wills, Financial, Mergers, Mergers & Acquisitions, finance, lending, law, legal, contract management, project management, contract specialist, contract administrator, paralegal, firm adminimstrator, human resources, mortgage, underwriting, risk, compliance, executive management
Professional Summary Accomplished business executive with over 35 years of sales and business development experience, possessing outstanding interpersonal, analytical, and organization skills.
Seeking financial services position that embraces an extensive and comprehensive background in financial planning, customer service and tax regulations. Candidate offers exceptional ability to delivery quality results in fast-paced dynamic market environment.