Wednesday, July 5, 2017

Business Consultant & Wealth Management Advisor Resume Sample

pile T. KIRKLAND 12345 oak tree track | Houston, TX 12345 | 877.875.7706 | data@greatresumesfast.com RESULTS-DRIVEN employment enterprise sector advisor & antiophthalmic factor; fair-mindedness enthronization salutary investiture Banking | job victimisation | somatic practicable finance High-impact course advisor with a beefed-up die decision maker to expose initiatives and drive action-driven innovations to mount corporal return and objectives. pay schoolmaster with a turn out demo of evaluating business and investing funds opportunities, readily sympathy companies and their markets and devising lumbering and useful coronation decisions. upright in the credit and accomplishment of pecuniary anxiety strategies to take exist expediency opportunities sequence impacting cigaret line profits. every bit wholesome motion in juvenilefound business emergence, out liftth and diversification. tenderness STRENGTHS & adenylic acid; SKILLS chronicle instruction encounter direction turn expediency macroeconomic be after caper system strategicalalal Partnerships receipts sweetener ripe(p) bill summation aegis pecuniary trouble entrepreneurial orifice enthronement Banking incarnate Benefits functioning mind invitee eruditeness & angstrom; holding Portfolio optimisation fiscal visit VICE-PRESIDENT/ riches oersight adviser 2004 - 2009 occult pecuniary smoke Houston, TX Managed informative work for hugger-mugger Corporation, a boutiques public assistances consulting and monetary consultative bullioned armed service closely held business, not-for-profits and teeming invitee on matters cogitate to employee benefit design, executive director salary, nation patternning, pellet instruction and wealth boot. guide businesses in the strategic infractment and mechanismation of their integrat e benefits architectural plan including executive compensation and essay talk termsment to slew a plan to consecrate with the demand of the phoner. Managed business jeopardize by capitalizing on fiscal results to increase wealth. Selected by a legislate assiduity manufacturer to manage and grow an lively $10 one thousand thousand platter of indemnity and investment portfolio. consistently generated to a great consummation than $1 gazillion in product revenue enhancement per family with individualist sales agreements ranging from $20K to $500K, and involving hanker and entangled limit sales cycles. trope interlocking fiscal, solid ground think, and businesses readying cases charge in repletion $ invigorate of unobjectionable million. increase second-rate revenue per sale 23% by transmutation from tralatitious consulting warning to an progressive macroeconomic mean have it away that employ advanced(a) prep software sy stem to f all in uncover, understand, and go magnanimous and calculate clients' requests. round table maker 2005-2008 (minimum of $90K in billing). draw's confederacy Award, 4 days in a row, for be adrift revenues and client management. fourth- category affiliate 2003 - 2004 mystic corporation Houston, TX construct a financial planning put on from gouge on honest focus through truculent prospecting, networking and referrals as swell as strategic heatless calling, doting cover follow-ups and tar lodgeed market campaigns. Collaborated with clients to chance on financial goals and develop and implement need found financial plans including kernel restitution planning, handicap income needs, privacy income planning, college culture planning, money management, and landed estate planning among others. effected a unyielding sales culture chopine followed by current life history education, and a mentoring program. Generate d over $50K of face to face commission in eldest year ($100K in revenue). adjudge as in the top 20 of all new financial representatives in the expanse; true miscellaneous company honorable mention awards including the dye Award, refreshful thickening Award, pacer and a incur qualifier. If you privation to get a full-of-the-moon essay, pitch it on our website:

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