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Online Resumes with "Wealth Planning"

Tax Attorney- Wealth Planning

Tags for this Online Resume: Estate and gift tax, Wealth planning , Business succession planning, Tax attorney


Estate wealth planning, business succession planning, trust and estates, gift tax

Results Driven Technical Sales Executive

Sr. Sales Professional/management opportunity in a growth oriented technical or financial organization where in I can contribute as well as grow.

Ideal Companies: Wachovia, UBS, HSBC, RBC

Tags for this Online Resume: Technical Sales and Marketing Management, Wireless and Fiberoptic Communication field, International Sales, Contract Negotiation, Customer Relationship Management, Field Sales, Sales to National accounts, Sales to Global Accounts, Sales to Government accouns, Team building, Superior Presentation, Major Accounts Development, Field Rep Training, Strong Prospecting, Effective Closing, New Business Development, Opportunity Management, Strategic Market Planning, Strategic Solution oriented Sales, Consultative Sales, Executive selling, Executive presence and image

Senior Insurance Sales Representative

I'm a Financial professional who has 10 yrs experience in assisting Financial Advisors with Life Insurance Planning and other related Planning Strategies to their HNW Clients. Expertise in Estate Planning, Business Continuation and other Wealth Planning Strategies.

Tags for this Online Resume: Insurance, Wholesaler, Planning, Wealth Management, Estate Planning , Wealth Transfer

Wealth Planning

Provide expert Wealth Planning Guidance and develop strong client relationships to help clients achieve their goals and objectives and to develop and grow assets under management.

Tags for this Online Resume: Sales, Financial Planning, Investments, Certified Financial Planner, Client Manangement, Client Relationship

Featured Profile

Vice President - 15 Years of Experience - Near 48313

Dynamic Vice President with 19 years of progressive high-profile banking and financial management experience. Proven executive level expertise at PNC bank supervising 450 branches in two states. Skilled at consumer and commercial lending, mortgages, underwriting, and wealth management. Strong strategic planning knowledge ensuring legal and regulatory compliance, determining and mitigating risk, performing financial analysis...

Ideal Companies: chase, bank of america, citizens, fifth third, comerica, credit unions, tallmer, tcf

Tags for this Online Resume: Management, leadership, executive, vice President, director, sales, Consulting, supervisor, financial analysis, audits, budgeting, cost / benefit analysis, financial statements, expense controls, reporting, account management, territory management, sales cycle management, forcasting, team leader, motivation, process improvement, web design, market analysis, presentations, product marketing, event planning, branding, procurement, purchasing, training, development, operations management, policy development, talent management, performance management, employee engagement, client relations, needs assessment, customer service, internet marketing, social media, banking, mortgage, equity, logisitics, outsourcing, cost reduction, scheduling, public relations, microsoft certified

Legal Secretary - 20 Years of Experience - Near 55304

Highly dedicated Administrative Assistant with extensive experience in law firms. Proven ability to multi-task and prioritize between day-to-day and long-term projects. Excellent ability to interact professionally with clients and handle confidential information in an efficient and discreet manner. Over 20 years’ experience, including the areas of Public Finance, Business/Corporate Law, Real Estate, Bankruptcy and Private...

Tags for this Online Resume: Efiling, Notary Public, Experienced, Multitasker, Accurate, Team Player, Transcriptionist

Experienced Fundraiser - 25 years experience - CAP - CFRE

To work with philanthropic organizations to help them raise more money from individuals and to help trusted advisors help their clients create a legacy through their giving.

Tags for this Online Resume: Fundraising, Philanthropy, Client or Donor Relations, Training, Wealth planning, Legacy Planning

Sales Manager - 15 Years of Experience

PROFESSIONAL SUMMARY LICENCES: FINRA Series 24, 7, 65, 63 and Arizona Life and Health Insurance Analytical and collaborative leader with vision to influence and effectively manage an organization with emphasis on financial results, regulatory adherence and operational efficiency. Diversified background in financial services industry with experience in sales and operations management and comprehensive knowledge and skills in...

Tags for this Online Resume: Financial, Sales, Audit, Compliance, Insurance, Management, P&L, Services, Accounting, Asset Gathering

Featured Profile

Sales Manager - 20 Years of Experience - Near 07704

Resourceful, conscientious, and integrity-driven financial executive with expertise in creating and delivering sustainable sales recruiting, training, and marketing programs, designed to effectively build strong rapport with diverse clientele, secure accounts, driving sales culture, and manage teams and relationships. Strong leader with skills to resolve operational and financial challenges. History of wide-ranging experien...

Tags for this Online Resume: series 24, branch management, series 7, series 65, sales, national accounts, wholesaler, Management, Equity, Compensation

Financial Services Sales Agent - 20 Years of Experience - Near 33155

Tags for this Online Resume: Management, Services, Business Development, Pricing, Product Development, Asset Management, Estate planning, Financial, High Net Worth, Insurance