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Online Resumes with "Wells Fargo Advisors"
Looking to have an impact in an organization where I can help grow and help expand client base by improving product and client satisfaction.
Experienced executive, management consultant and organization analyst with seventeen years experience.sales . Experienced in the corporate and not for profit industries.
Tags for this Online Resume: New York , Management Consultant, Organization Analyst, Business Analyst, University, Professor, Adjunct, non profit, Grant Writer, Social Work, not for profit, Corporate, Trainer, Consultant, Executive, Sales, Therapist
AREAS OF EXPERTISE * Financial Planning * Client Prospecting * Sales Team Leadership Investment Analysis * Sales Analysis & Projection * Business Development Needs Assessment * Financial Solution Design * Project Management
Tags for this Online Resume: Book of business, Leadership, Financial, Management, Planning, Wholesale, Sales, Account Manager, Book of business, Leadership, Financial, Management, Planning, Wholesale, wealth management, account management, securities, lending, insurance, vp, Financial Planning, Investments, compliance
PROFESSIONAL SUMMARY * Extensive experience in DevOps Engineering, Software Configuration, Change Management, Build Management, and Release Management and in-depth knowledge on multiple build, deployment, configuration and SCM tools. * Experience administering, troubleshooting and providing support for the build and deployment process, development tools and Configuration Management procedures for software development groups...
PROFILE Objective 23 years of professional experience: IT solutions, project management, on board of directors, administration, management of operations, forecasting, strategic planning, analytics, consulting, marketing, government budget and contract solutions, C level sales and sales management experience in a business to business setting as an entrepreneur, County Commissioner, regional manager, VP of marketing & sales, ...
Tags for this Online Resume: Documentation, Platinum, Data Reporting, Microsoft Outlook, Sales, Insurance, Business Development, Management, Sales Training, Training, Collaboration, Expert, Large Group Presenter, CS, HTML
SUMMARY SKILLS EXPERIENCE 10/2013 to 01/2018 06/2011 to 10/2013 07/2006 to 07/2011 02/2004 to 07/2006 05/2000 to 12/2003
SUMMARY OF QUALIFICATIONS * Qualified professional with over 25 years in BROKERAGE COMPLIANCE & FINANCIAL INVESTMENT OPERATIONS MANAGEMENT & ADMINISTRATION including: o Federal & State Regulations & Audits o Broker Recruiting & Effective Communication o Heavy Client Interaction, Troubleshooting, Crisis Intervention & Problem Resolution o Developing Strategic Compliance Plans, Policies & Procedures o Detail-Oriented & Creati...
Tags for this Online Resume: Microsoft Excel, Bloomberg, Customer Relationship Management, English Language, Financial Industry, Macro (Predefined Code), Management, Microsoft, Microsoft Office, Microsoft PowerPoint