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Online Resumes with " Financial Advisory"
Defined Contribution Specialist/sales
To secure a job in the defined contribution investment wholesaling field. DCIO or DC Wholesaling to take advantage of my 20 years of experience in the defined contribution market.
Tags for this Online Resume: dcio, defined contribution specialist, defined contribution wholesaling, financial advisory
senior oil & gas executive - M&A, Bus.Dev., financial advisory
Seeking a senior/executive level role in which I will be able to add financial value to an organization due to my extensive multi-disciplined background in the oil & gas sector.
Wealth Advisor - 3 Years
My years of accounting management, financial advisory/analysis and project management background give me strength in financial management.
Relationships Management- Over 15 years- New York, NY
Experienced Relatinship Director with excellent people skills and strong financial advisory background is looking for a position with a commecial bank where banking/investment services are directly offered to clients
Sales Professional
I am a tireless, energetic, and smart sales professional looking for a new challenge that utilizes my business skills. Looking for a career in business development, account management, and sales growth. While I excel at account management and growth, I am also a hunter and enjoy the challenge of earning new clients.
Ideal Companies: Coca-Cola, Wells Fargo, Fidelity, Schwab, US Bank, Medtronic, American Diabetes Association, Life Scan, University of Colorado,
Tags for this Online Resume: Business Development, Credit and Finance Analysis, Sales Management, Consultative Sales, Account Management, Strategic Planning and Execution
Director of Finance, Chicago, IL
Challenge-tackling, innovative international finance management professional with expertise in designing and implementing systems and reporting packages that significantly reduce costs, improve efficiencies, and increase productivity despite volatile financial environments. Proven record in turning around companies facing problems with credit, vendor payments and productivity issues. Adept at cash management, developing sol...
Ideal Companies: Not For Profit, Manufacturing, Inernational
Tags for this Online Resume: Budgets, Strategic Planning, Financial Analysis, Foundations, Non Profit, SAP, Cash Flow, e-Commerce, Inventory, Benefits
Business manager - 8 years experience for financial advisory firm, Admin services for Not for Profit 10 yrs exp
During my successful career I have worked as an Administrative Services Manager (CFO), Finance Director and Business Manager. I have a total of 30+ years of full charge, multi-department, accounting experience in Not for Profit and For Profit ventures. I have been described as “One who displays a strong dedication and commitment to excellence”. I am a very “hands on” personality. It is with pr...
Tags for this Online Resume: Business Manager, Finance Director, Director of Finance, Accountant
Sales Management
To continue on the path of success and move up the letter to become the President of the company in 5 years.
Tags for this Online Resume: Sales, Marketing, Public Relation, Customer Service, Institutional Accounts, Financial Advisory
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Project Manager
Experienced Project Manager looking for a challenging project. I am an experienced project manager working on Management consulting engagements and Manufacturing projects
Ideal Companies: Manufacturing, finance, continuous improvement
Manager - 12 years Experience - Michigan
Resourceful accounting professional offering expertise in property tax administration and consultation, demonstrating strong analytic, communication, and project management abilities. Skilled in reviewing lease transactions and completing tangible property tax filings, compliance, and appeals, as well as audit reviews and verification of real estate assessments. Proficient in preparation of multi-state tax returns, processi...
Ideal Companies: Ford Motor Company, Chrysler, General Motors, General Dynamics, Government Agencies, Real Estate Investment Companies, Macy's, Nordstroms
Tags for this Online Resume: manager, property tax, project management, accounting, bookkeeping, multi-state, budget, audit recovery
