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Online Resumes with " Investment Strategy"
Managing Director
QUALIFICATIONS SUMMARY Experienced and results-driven Broker and Insurance Instructor with proven expertise in maximizing sales productivity, service, market share growth, and profitability Qualifications include: » Capable classroom instruction and maintaining a challenging learning environment » Development of prudent financial/investment strategies » Compliance and quality management » Market research and industry trend ...
Tags for this Online Resume: Business Development, Management, Sales, Forecasting, Quality, Retention, Estate planning, Financial, Planning, Insurance
Medical Sales Representative - 9 Years of Experience - Near 40513
& Achievements * Central and Southern KY new business generation * 171% to Plan 2016 by formulating forecasting and executing sales * 168% to Plan 2017 Awarded branch office within first phone * Built $3M book from residential prospecting/cold-calling prospecting during Great Recession Edward Jones * Strategic planning and business development * Series 7 & 66 Licenses Investments * Financial strategy, investment research an...
Tags for this Online Resume: Management, Financial, Financial Reporting, Book of business, Pathology, Business Development, Health Insurance, Insurance, Planning, Scheduling
SENIOR COMPLIANCE OFFICER
Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...
Ideal Companies: none
Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Experienced marketing, management,creative strategist,fund raiser and team leader
Senior Level management position leading a mission driven non profit organization or managing a corporate foundation.
Ideal Companies: non profit organizations, universities associations, political affairs
Tags for this Online Resume: Accomplished, fund raiser, media savvy, self starter, dependable, creative, results oriented, Management, Graphic Design, Consulting
Investment Manager, Started $trillion Industry, $13B AUM, Mutual Funds, CLO , Institutional Manager
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...
Ideal Companies: Hedge Funds, Mutual Funds, Financial Institutions.
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, Securities
Chief Operations Officer - 20 Years of Experience - Near 07751
Tags for this Online Resume: Financial, Financial Statements, Business Process Re-engineering, Engineering, Management, Outsourcing, Process Re-Engineering, Project Leader, Project Management, Front Office
Investment Professional
Accomplished investment professional with proven success in investment analysis and due diligence, transaction execution, and client relationship management.
Ideal Companies: Simon Property Group, Macerich, Camden Property Trust
Tags for this Online Resume: Real Estate, Bonds, CFA, Communications, Customer Relationship Management, Financial, Financial Industry, Financial Statement, Forecast, Investment Management, Asset Management, Client Service, Investor Relations, Investment Strategy
Financial Services Sales Agent - 16 Years of Experience - Near 10573
Seasoned, enthusiastic and creative sales and marketing professional with a strong background raising capital for alternative investment strategies and a track record of consistent sales accomplishments.
Tags for this Online Resume: Hedge Fund, Equity, Management, Private Equity, Business Development, Alternative Investments, Benefits, Development Initiatives, Futures, New Business Development
Compliance Officer
Ideal Companies: Morgan Stanley , JP Morgan, Blackrock
Tags for this Online Resume: Financial, Financial Statements, Management, Accounting, Financial Reporting, Assessments, Business Process Re-engineering, Cash Management, Engineering, Fund Accounting
Accomplished Sales Manager - 12 Years of Experience - Near 75087
Sales Management executive leader experienced in building internal and external relationships, planning, developing, implementing activities to develop successful teams, skilled in launching new and existing products, executing marketing strategies and developing channel partners.
Ideal Companies: any Fortune 500 CPG companies, Coca-Cola, Keurig/Dr. Pepper, Post, Mondelez International, Inc.
Tags for this Online Resume: Distribution, Key Account Manager, Sales, LinkedIn, Networking, Merchandising, Collaborator, Sales Management, Budgeting, Forecasting, Process Improvement, P&L Management, Distributor Relations, Coaching
Managing Director, CEO, COO, CFO - 20 Years of Experience - Near 06824
Private Equity/Operations Partner/CFO/Turnarounds Successful business leader with wide-ranging financial and operational experience in developing and implementing business plans, transaction execution, hands-on strategic financial and operational management, to propel business success. Board experience and high-level expertise in private equity, M & A, and executive management. Adept at evaluating companies financial and ...
Ideal Companies: Private Equity, Turnaround and Restructuring Consulting, Consumer, Retail, Automotive, Manufacturing
Tags for this Online Resume: Management, Strategic Planning, CFO, Interim Management, Purchase Agreements, M&A, Due Diligence, Executive Management, CEO, COO, Accounting, Due Diligence, outsourcing, restructuring, Managing Director, Financial & Operational Analysis, Interim Executive Roles as CEO, COO, Excel, Power Point, Word
General Manager
Ideal Companies: Google, Facebook, Fashion
Tags for this Online Resume: Sales, Sales Reports, Account Manager, Forecasting, Pricing, Retail, Cost Control, Financial, Financial Analysis, Forecast
