- Bank of America (Princeton, NJ)
- …partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more
- Deloitte (Morristown, NJ)
- …development of proposal pricing strategies. * People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively ... client + Outstanding integrity, initiative, creativity, and passion + Demonstrated sales experience + Deep functional knowledge around financial systems and… more