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Online Resumes with "Nuveen"
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
High energy, MBA grad with a strong educational background in finance, work experince in client relations with strong communication skills. Creative, loyal, and hard working.
Dear Haring Manager: I would like to apply as Financial Analyst in your company. I am sure that I have skills and knowledge to apply this job. I am certain that my abilities are suitable with your requirements in the advertisement. I have knowledge in financial statement analysis, business valuation, forecasting and risk management. I have worked in Fox Fund in Temple University as a Financial Analyst. I was responsible...
Ideal Companies: The Vanguard Group, JP Morgan, BlackRock, UBS, PIMCO, Credit Suisse, AXA, Allianz, Acadian Asset Management, Acadian Asset Management, AdvisorShares, AllianceBernstein, American Century Investments, American Funds, American International Group, Ameriprise Financial, Aviva Investors, Bain Capital, Baltimore-Washington Financial Advisors, The Bank of New York Mellon, Bear Stearns, BlackRock, The Boston Associates, Bridgewater Associates, Calamos, Capital Group Companies, Charles Schwab, Citigroup, Clarium Capital, Columbia Management Group, Cordiant Capital Inc., Covestor, Crossroads Group, Dimensional Fund Advisors, Dodge & Cox, Dreyfus Corporation, Eaton Vance, Edward Jones Investments, Evergreen Investments, Federated Investors, Fidelity Investments, First Command Financial Planning, First Republic Bank, Firstrade Securities, Fisher Investments, Franklin Templeton Investments, Fremont Group, GAMCO Investors, GBC Asset Management, Gluskin Sheff, Goldman Sachs, Guardian Capital Group, Harbert Management Corporation, HarbourVest Partners, The Hartford, Interactive Brokers, Invesco, J. & W. Seligman & Co., Jadda Capital Management, Janus Capital Group, Jefferson National, J.P. Morgan Asset Management, Knight Vinke Asset Management, Legal & General, Legg Mason, Lloyd Bancaire, Lind-Waldock, Merrill Lynch, MFS Investment Management, Morgan Stanley, Neuberger Berman, New York Life Investment Management, Northern Trust, Nuveen Investments, PIMCO, Pioneer Investments, Prudential Financial, PTI Securities & Futures, Putnam Investments, Ruane, Cunniff & Goldfarb, Russell Investments (Northwestern Mutual), Sageview Capital, Stanford Financial Group, State Farm Insurance, State Street Global Advisors, Stifel, T. Rowe Price, TCW Group, TIAA–CREF, Tsai Capital, Value Line, The Vanguard Group, Virtus Investment Partners, Waddell & Reed, Walden Asset Management, Wellington Management Company, Wells Fargo, William Blair & Company, Wilshire Associates, WisdomTree Investments
Experienced Director of Business Development, Sucessful Sales Manager, Mentor, Coach, and Sales Trainer.
I am passionate about helping sales people grow and achieve extraordinary sucess. In both of my Sales Management and Business Development roles, I have worked closely with training and mentoring both new and senior level sales people. I have converted over 20 sales people from average to super successful and achieving their goals and dreams both professionaly and personally. As a Business Developer have a created new and...
Tags for this Online Resume: Sales, Sales Management, Business Development, Sales Training, Sales Team Development, Sales Executive, National Sales Manager, Busines to Business Sales, Regional Sales Manager, Travel
SUMMARY OF QUALIFICATIONS Proven leader with excellent analytical, communication and negotiation skills, and sound business acumen. Change leader with prior accountability for profit/loss and expense management ($250M+). Desire to work for a company where I can deliver value utilizing my strong leadership skills. FTD 11/2012 - 11/2016 EVP. CIO 3/2014 - 11/2016 Reports to: CEO * Leading IT merger integration (Provide Commerc...
PROFILE Motivated, polished and dependable financial services professional with 20+ years of experience in general office management, reception handling, and overall administrative support within a busy office environment. Strong organizational skills with an ability to anticipate needs and prioritize tasks. Impeccable personal integrity, highest work ethic, with reputation for maintaining confidentiality and handling sensi...
Tags for this Online Resume: Inventory, Microsoft PowerPoint, Payroll, Process Invoices, administrative assistant, data entry, receptionist, typing, clerical, Calendar management, Executive and administrative assistant, Office administration, Domestic and international travel arrangement, Process expense reports, Record keeping and editing, Meeting scheduling and coordinating, conference room management, Catering management, Inventory/supply, Vendor coordinator, Front desk management, Personnel training, Travel Arrangement, Expense Report Preparation, Record Keeping/Editing, Meeting Scheduling and Coordination, Video/ audio conference management, Inventory/ supply, Microsoft Office Suite, Google Docs, Performance manuals, Process improvement, Office administration Travel arrangement Calendar management Expense report preparation Record keeping / editing Meeting scheduling & coordination Video/ audio conference management Conference room management Cate