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Online Resumes with "Accredited Asset Management Specialist"

Insurance Sales Manager

Tags for this Online Resume: Series 7, Series 6, Series 63, Series 65, Accredited Asset Management Specialist, Accredited Wealth management Advisor


Senior Sales & Marketing Executive with expertise in distributing investment products and services through private bank, independent, wirehouse and regional brokers/dealers. Proven record of cultivating strong relationships with senior executive leadership and major distribution partners. Expert at identifying critical disconnect slowing sales growth and implementing the strategies, processes, and changes required to remedy...

Tags for this Online Resume: mutual funds, investments, wholesaler, offshore mutual funds, product integration and marketing, relationship management

Managing Director - 6 Years of Experience - Near 80921

Multiple years of domestic and international leadership in business, finance, education, and program development. Experience includes business ownership, program start-up/development, mentoring on diverse levels, and interaction with government agencies both domestic and international, classroom instruction, and public speaking. The experiences have been provided for in both profit and non-profit arenas.

Ideal Companies: Colorado Technical University, Colorado Technical University

Tags for this Online Resume: Accounting, Corrective Actions, Financial Industry, Management, Policies and Procedures, SAP, Accredited Asset Management Specialist, Asset Management, Audit, Facilitator