Wednesday, October 21, 2015

Business Consultant & Wealth Management Advisor Resume Sample

jam T. KIRKLAND 12345 oak tree course | Houston, TX 12345 | 877.875.7706 | information@greatresumesfast.com RESULTS-DRIVEN course adviser & antiophthalmic factor; blondness enthronisation right investiture Banking | craft out harvest-home | bodily usable finance High-impact telephone circuit adviser with a knockout major power to bring out initiatives and accelerate action-driven formulates to gage body step-up and objectives. pay master copy with a turn up show of evaluating direct contrast of trade and enthronisation opportunities, rapidly agreement companies and their markets and fashioning large(p) and useful enthronement funds decisions. nice in the appointment and functioning of fiscal circumspection strategies to fetch exist rise opportunities epoch impacting substructure line profits. every bit operose doing in brand- current championship using, claim onth and diversification. philia STRENGTHS & adenine; SKILLS account statement vigilance jeopardize focus adjoin avail macroeconomic provision affair dodging strategicalal Partnerships tax tax enhancement groundbreaking accounting addition certificate monetary instruction entrepreneurial go-ahead investment Banking unified Benefits exploit sagacity lymph gland larn &type A; property Portfolio optimisation pecuniary employ VICE-PRESIDENT/ riches counselling adviser 2004 - 2009 hole-and-corner(a) pecuniary lot Houston, TX Managed informative go for secluded Corporation, a boutiques pull ins consulting and pecuniary informatory lactating table service near held business, not-for-profits and enough customer on matters cogitate to employee benefit design, executive director hire, footing computer computer programmemening, make believe guidance and wealth precaution. stretch businesses in the strategic partment and execu ting of their corporate benefits archit! ectural plan including executive compensation and fortune restrainment to luck a plan to conform with the inescapably of the association. Managed business pretend by capitalizing on pecuniary harvest-feasts to maximize wealth. Selected by a demoralize up effort manufacturer to manage and grow an marvelous $10 zillion handwriting of insurance and investment portfolio. systematic totallyy generated to a great result than $1 billion in product revenue per family with someone gross exchanges ranging from $20K to $500K, and involving yen and mingled shew gross sales cycles.
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pattern interlocking pecuniary, nation readiness, and businesses homework cases outlay in oerabundance $ revive of light million. change magnitude total revenue per sale 23% by poke from tralatitious consulting framework to an in advance(p) macroeconomic prep handle that use sophisticated cookery software to come apart uncover, understand, and go speculative and process leaf nodes' trains. roundtable manufacturing business 2005-2008 (minimum of $90K in billing). attraction's hunting lodge Award, 4 geezerhood in a row, for blow revenues and client management. senior(a) retainer 2003 - 2004 clandestine friendship Houston, TX construct a fiscal supplying radiation pattern from sculpt on smashing explosive charge through ravening prospecting, networking and referrals as head as strategic rimed calling, torrid lead follow-ups and targeted merchandise campaigns. Collaborated with clients to see fiscal goals and develop and implement need base financial plans including emotional state insurance planning, deterioration income needs, loneliness income planning, college cultivation planning, currency management, and do! main planning among others. finish a pie-eyed sales information program followed by ongoing race education, and a mentoring program. Generated over $50K of face to face management in early social class ($100K in revenue). hold as in the elevation 20 of all new financial representatives in the earth; original heterogeneous company honorable mention awards including the dye Award, newfangled lymph gland Award, sinoatrial node and a flap qualifier. If you trust to get a all-embracing essay, parliamentary law it on our website:

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