For Professionals

Pick your region

Search Profiles by Job Title

ENGLISH IN

ENGLISH UK

Deutsh

Español

Français (canada)

Français (france)

italiano

polski

português (brasil)

Login

Edit My Profile

Sign Out

My Account

Skills

Location

School

Company

Name

Search By

Contact Us

Terms of Use

Blog

Accessibility

Privacy Policy

Fraud Awareness

Cookie Policy

About Us

Sitemap

Do Not Sell or Share My Personal Information

All Regions

Bold.pro

Facebook

Instagram

Youtube

Pinterest

What is a Bold Profile?

Job Title

How to Search by

For Employers

Photo

Contact

Summary

Overview

Experience

Education and Training

Certifications & Licenses

Timeline

Tell them why you're reaching out:

I am contacting you because * :

I am contacting you to:

Edit basic information displayed on your Profile

Contact Info

Don't wait! With a free professional profile on Bold.pro you can:

Check your email for submission confirmation and future notifications.

The person you’re trying to reach has disabled the Contact Request option

Contact request cannot be submitted

Success!

Your request is on the way!

Cast a wider net to find even more talent for your team. Start by exploring these profiles.

Cast a wider net to find even more talent for your team. Explore more profiles to find your next great hire.

Cast a wider net and connect with like-minded professionals. Start by exploring these profiles.

Cast a wider net and connect with like-minded professionals. Explore more profiles to grow your network.

You might have mistyped the address or the page has moved.

If you got there from another site, we'd appreciate if you

The Bold Profile you're looking for is no longer available.

We've integrated with our largest Resume Building website, MyPerfectResume, to help you build a professional Bold Profile. Once finished, your Profile will appear on Bold.pro.

You will be redirected from Bold.pro to MyPerfectResume

Associate Principal Engineer

Use our expert recommendations below to get started.

Tell us about your accomplishments

Add anything else you want to know.

Additional information

What are your affiliations?

Select time slots on the calendar below

When are you available to work?

Fill out this section or it will be deleted

This section can't be empty

What skills would you like to highlight?

Showcase your certifications.

What certifications do you have?

Tell us about your {sectionName}

What interests do you have?

What languages do you know?

Focus on your years of experience or amount of courses you have completed.

Showcase your career overview

Highlight your full skillset on your Bold Profile

Show your skills

What software skills do you have?

Briefly tell us about your background

Share your contact information with {name}

See my work availability

Availability

Available

University Overview

Job overview

Hi, I’m

Not Available

If you plan to reach out about a job, feel free to let me know so I don't miss your message.

Bold Profiles Footer Logo

Bold Profiles

By filling out this form, you consent to being contacted and agree to our

Desired Job Title

Work Preference

WORK PREFERENCE

Job Search Status

Location Preference

Important To Me

Work Location

Work Type

Dynamic Financial Advisor with a proven track record at an Independent Practice, specializing in customized financial planning and client retention. Expert in retirement strategies and relationship building. consistently exceed client expectations, guiding them towards their financial goals while expanding my network through innovative marketing initiatives.

At AIA (Thailand) CO. LTD, I excelled as a Financial Advisor, leveraging my expertise in investment planning and exceptional relationship-building skills to enhance client satisfaction and portfolio performance. I pioneered retirement planning services, significantly boosting referral business through strategic financial advising and personalized client education. My mentorship of junior advisors underscored my commitment to team growth and client success.
Diligent BROKER with robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in estate planning and life insurance . Highly motivated Financial Advisor educates clients on life insurance strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented and organized Property Manager effective at managing personnel, property and special projects. Dedicated to interacting with property office and maintenance staff to manage on-site activities. Focused on achieving occupancy goals and working closely with property owners and decision-makers for various needs. Property Manager adept at remaining accessible to residents and board members. Offering excellent organizational and time management skills.

Accountant with 19+ years of experience in full-cycle accounting management. Proven track record of developing and implementing accounting and financial systems, processes, and controls that enhance business profitability. Accountant with extensive experience in full-cycle accounting management. Developed and implemented financial systems and processes that enhance profitability. Achieved accuracy in resource management through effective forecasting and analysis. Financial Advisor with strong analytical and leadership abilities. Trained teams to maintain high standards of detail and compliance, ensuring ethical conduct in all operations. Delivered actionable insights through process analysis and client needs assessments. With focus on client relationships and financial planning, skills in communication, problem-solving, and time management shine. Adaptable and quick to learn, always ready to provide tailored advice and support. Committed to helping clients achieve financial goals with integrity and reliability. Finance professional with expertise in providing tailored financial advice, investment strategies, and risk management solutions. Adept at building long-term client relationships, analysing market trends, and optimising portfolios for growth and stability. Committed to delivering high-quality service and ensuring clients reach financial goals.

A results-oriented , High-caliber, experienced change agent with a more than 16 years’ experience in the Financial Industry & Exceptional background in the areas of Wealth management , Financial Advisory ,Credit Analysis , Operations Management Revenue generator with a good track record of profitable business management, market penetration strategies, resource allocation, competitive analysis , risk assessment, macroeconomic analysis, real estate project financing. Securities Industry Essentials & CFA L1 Candidate

Andres Toledo

Summary

Overview

Work History

Financial Advisor (Intern)

Front Desk Receptionist

Kids basketball coach

Education

BBA - Accounting

High School Diploma -

Skills

Certification

Timeline

Kids basketball coach

Financial Advisor (Intern)

Front Desk Receptionist

BBA - Accounting

High School Diploma -

Similar Profiles

Maria Knight-SuttonMaria Knight-Sutton

Thanwalun ThanyamaisophonThanwalun Thanyamaisophon

Yoel SimonovitsYoel Simonovits

SHABNAM AFZAL BABLASHABNAM AFZAL BABLA

Nishant SharmaNishant Sharma