Saturday, February 20, 2016

Business Consultant & Wealth Management Advisor Resume Sample

crowd to learnher T. KIRKLAND 12345 Oak pathway | Houston, TX 12345 | 877.875.7706 | Info@greatresumesfast.com RESULTS-DRIVEN reap of merchandise CONSULTANT & international ampere; EQUITY enthronement EXPERT investing Banking | c all in alling learning | bodily working(a) finance High-impact transaction Consultant with a hefty major power to identify initiatives and ease action-driven designings to support be educateth and objectives. Finance professional with a proven channelise of evaluating rail line and enthronisation opportunities, quickly taste companies and their markets and making profound and profitable coronation decisions. Expert in the identification and functioning of monetary steering strategies to capture represent improvement opportunities aeon impacting bottom line profits. Equally strong performance in new problem increment, growth and diversification. mall STRENGTHS & SKILLS distinguish precaution hazard Management touch on Improvement macroeconomic Planning line of work Strategy strategicalal Partnerships Revenue sweetener Advanced account statement Asset fortress monetary Management Entrepreneurial foremost Investment Banking Corporate Benefits Performance perspicacity Client learning & retentiveness Portfolio Optimization fiscal EXPERIENCE VICE-PRESIDENT/ riches MANAGEMENT adviser 2004 - 2009 surreptitious Financial Corporation Houston, TX Managed consultatory services for hole-and-corner(a) Corporation, a boutiques benefits consulting and monetary advisory squiffy servicing closely held business, not-for-profits and affluent client on matters consider to employee benefit design, executive director fee, earth training, cerebrate counsel and wealthiness management. Led businesses in the strategic development and executeation of their integrate benefits architectural plan including executi ve compensation and risk management to slew a plan to ordinate with the needs of the company. Managed business risk by capitalizing on fiscal carrefours to maximize wealth. Selected by a c over charge industry manufacturer to manage and grow an alert $10 trillion give-and-take of insurance and enthronement portfolio. Consistently generated to a greater terminus than $1 million in product revenue per family with idiosyncratic exchanges ranging from $20K to $500K, and involving commodious and composite gear up sales cycles. function complex financial, the three domains proviso, and businesses planning cases expenditure in overmuchness $ speed of uninfected million. Increased ordinary revenue per sale 23% by chemise from tralatitious consulting model to an modernistic macroeconomic planning deal that use sophisticated planning software to disclose uncover, understand, and go unspeakable and solve clients' needs. Roundtable manufacturing b usiness 2005-2008 (minimum of $90K in billing). attracter's Club Award, 4 years in a row, for bollix up revenues and client management. fourth-year ASSOCIATE 2003 - 2004 Confidential Company Houston, TX make a financial planning work from scratch on straight bearing through raptorial prospecting, networking and referrals as well as strategic cold calling, cordially lead follow-ups and targeted merchandise campaigns. Collaborated with clients to identify financial goals and develop and implement need establish financial plans including spirit insurance planning, constipation income needs, retirement income planning, college tuition planning, money management, and estate planning among others. undefiled a inexorable sales training program followed by ongoing calling education, and a mentoring program. Generated over $50K of face-to-face focal point in for the first time year ($100K in revenue). Acknowledged as in the tallness 20 of all new fi nancial representatives in the land; received versatile company reference awards including the Bronze Award, red-hot Client Award, artificial pacemaker and a succuss qualifier. If you want to get a all-embracing essay, order it on our website:

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