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Online Resumes with "wealth accumulation "
Advise clients on building wealth for taxfree retirement income for life
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
As an advisor it is my goal to develop fiduciary based client relationships that are deeper, longer lasting and multigenerational. I believe the first step to achieving true simplification for clients begins with financial planning and the client education that accompanies it. With proper planning a complete and holistic approach can then be taken with respect to family dynamics, individual family members and generational...
PROFILE Self-motivated, goal oriented financial management professional with 16+ years of experience as the primary Financial Manager and 12+ years' experience as General Operating Manager for privately held corporations. Trusted business leader and advisor for accounting and tax matters with 9 years Certified Public Accountant experience and 3 years public accounting experience. Extensive knowledge of Generally Accepted Ac...
Tags for this Online Resume: General Manager, Controller, CPA, Internal Controls, GAAP, Acquisitions, Business Development, Employee Relations, Inventory, Inventory management, Management, Mergers, Mergers and Acquisitions, Acquisitions, Business Development, Employee Relations, Inventory, Inventory management, Management, Mergers, Mergers and Acquisitions
Qualifications Profile Top performing financial investment executive with 15 years of experience devising investment strategies and financial plans for businesses and individuals. Extensive background in financial planning, investments, analysis, and business development. Proficient at leveraging centers of influence and referrals to consistently drive new business. A history of leadership with experience managing client re...