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Summary: * Experienced and reliable professional with a strong academic background and demonstrated success in multiple geographies * Able to work efficiently in group settings and in cross-cultural environments * Multi-task oriented and able to meet required deadlines and goals
PROFILE Marketing/Compliance * Providing strategic solutions and consulting at the C-Level to ensure best practices in wealth management consulting for high net worth industry Team Building & Leadership clients in order to furnish sound, accurate financial analysis and forecasting. Business Opportunity Assessments * Innovative and influential executive with senior level management Cross-Cultural Global Creations expertise d...
SUMMARY Highly successful and versatile Executive Sales Manager with 28 years of proven sales leadership experience in the brokerage / banking industry. Results focused with proven ability to effectively hire, train and lead a financial sales force. Demonstrated achievements in: team building, revenue growth and innovation. Securities Licenses include: Series 7, 9, 10, 24, 53, 63, 66, Life and Health. Enhanced Profitability...
SUMMARY A dynamic, engaging Consultative Selling professional seeking a career position. Expertise includes consultative selling to C-suite executives and individuals, territory sales, lead generation, client retention, and award-winning customer service. A creative, high-energy communicator who enjoys managing multiple projects in a fast-paced environment.
Finance executive and deal specialist, Former PwC HK partner/owner with 27+ years experience, 25+ countries, CPA
I am interested in a pre-IPO CFO, or broad controllership role in a public or intending to be-public organization. I have unique US and international (20+ years in China) industry experiences and expertise in executing deals - with velocity and passion - for decades, providing the skills and knowledge to be successful in helping/enabling any pre IPO or any Company grow and maximize stakeholders’ value.
As a driven executive with extensive experience in corporate finance, generating huge profits, and a proven record of accomplishment in bringing about efficiency improvements, I believe I offer an expertise that would be of benefit to your company. With a hands-on approach, strong leadership skills, and a focus on achieving management excellence as my strengths, I would like to explore the possibility of putting my knowledg...
Tags for this Online Resume: Banking Industry, Management, Underwriting, Mutual Fund Management, Institutional Asset Management, Senior Loan Management, Distresed Debt Management, Equity Trading, Turn Around Manager
PROFESSIONAL SUMMARY: Compliance, Sales Supervision and Financial Services professional with more than 18 years of experience. Holds the Series 7, 9, 10, 63,66, Life, Health and Annuity licenses.
Return to work in the new year.
Experienced Hedge Fund professional looking for Vice president or Director level role in financial services industry with focus on trading and risk management.
Tags for this Online Resume: Accounting, API, Application Program Interface, Associates in Reinsurance, Automation, Bloomberg, Business Analysis, Business Analyst, Coding, risk management, quantitative analysis, financial modeling, Process Improvement, Portfolio Analytics, Option Theory/Derivative (Valuation/Hedging/Reporting/P&L Decomposition), Business Process Optimization, advanced MS Office, Management Reporting
To work for an established financial company, in a position I can enjoy and flourish in.
Ideal Companies: Investment advisors
Tags for this Online Resume: Accounting, Data Migration, Integrate, Management, Portfolio Management, Commissions, Distribution, Liquidity, SMA, finance, Salesforce, Bloomberg, FiServe, Trading, Vestmark, Excel
Experienced Head Of Financial Planning Analysis with a demonstrated history of working in the insurance industry. Strong business development professional skilled in Reinsurance, Corporate Finance, Financial Analysis, Budgeting, and Accounting.
Senior-level professional with extensive finance, administration and accounting experience within the insurance and financial services industries. Varied experience in financial analysis and corporate development including GAAP and statutory financial reporting. A versatile team leader who facilitates business transformation efforts and results with a comprehensive understanding of multiple financial areas including budge...