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Online Resumes with "Wharton School"
High energy, exceptional problem-solving marketer with track record of growth success
Senior marketing strategist with broad business experience and strong communication skills
Successful,energetic insurance professional who leads by example. Loves to develop teams and see an operation grow with profit.
Tags for this Online Resume: Underwriting/Marketing
Can Do Executive who knows how to grow companies and achieve maximum accomplishment in a hurry. Aggressive but personable leader who gets the team moving together toward strategic objectives.
Well rounded person with great interpersonal communication skills; Resourceful,Problem solver
HIGH ENERGY, GOOD COMMUNICATION SKILLS, WELLLIKED, EDUATED AND RESOURSCEFUL
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.