SR sales manager, Relationship manager, Assistant sales manger
Within six months
and service to our customers. 2. Operating outside their offices, pitching potential clients and maximizing the company's sales of their products and services. 3. Knocking all the doors or even scheduling all the meetings with the customers in the offices or tradeshows. OctOct 2012 Sports Business Director/Project Managers Long Way Enterprise Inc Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. JuneOct 2008 Project Manager of Winter Sports Long Way Enterprise Inc Acting as Sports Business Unit Director to
Financial Advisor, Financial Planning Specialist @Morgan Stanley
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2014 ~ Present
More than one year
on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management. Specialist in Morgan Stanley Wealth Management Wealth planning process; team with experienced Financial Advisors to gather client information and present customized and tailored Wealth Planning solutions to clients; model multiple planning and investment scenarios for review and create client presentations; Effectively source business prospects and employ client acquisition techniques; Consult clients on investment strategies based on their financial and investment objectives; and Balance management of referral activities, customer follow-ups and...
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
・
Spanish Studies
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