Financial Advisor A Manager
Resume:
Brad D Wilson
Sarasota, FL *****
************@*****.***
Summary To help your organization achieve your goals regarding growth, market share
profitability and presence in your markets by working well with co-workers, suppliers, clients and prospects. To help you seek new markets and avenues to increase revenue and profitability.
Qualifications and experience
Financial advisor to individuals and small businesses
Salvation Army Advisory Board member
Previous president Epilepsy Foundation of SW Florida
Past president, Church of the Palms Foundation
Leadership roles in domestic and international mission efforts
Education Western Michigan University. BBA with an emphasis on Management and
Finance.
Work History Stifel Financial. 2 N Tamiami Trail, Suite 700, Sarasota, FL 34236
Co-founded the office in 2004 and grew the office from 2 to 16 professionals and 5
support staff with the help of other team members. Oversaw my personal practice
change from transactional and portfolio management to holistic estate planning
and relationship management. Manager Dan Long 941-***-****.
Personal Statement I believe in the American system. I am a capitalist. I believe that sales and profits need to occur for business to grow and succeed and for all other organizations to prosper. Business can achieve these goals while working collaboratively with government, NGO’s and local not-for-profit organizations.
References furnished immediately upon request.
Contact this candidate