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Online Resumes with "AUM"



Financial Specialist - 18 Years of Experience - Near 18064

I'm a Financial Investment professional with 18 years experience in mutual fund and client account performance reporting. Expertise in monitoring and reconciling client accounts with custodians.

Tags for this Online Resume: Lehigh Valley, PA, performance reporting, portfolio management, attention to detail, train new staff, data entry

Counselor - 20 Years of Experience - Near 92020

Featured Profile

Operations Manager - 17 Years of Experience in complex manufacturing environments- Indianapolis

Seasoned, versatile and performance-focused professional, offering extensive experience in lean manufacturing management, business processes optimization, employee development, and client relationship. Resourceful problem solver with the ability to conceptualize cost-effective solutions to challenging situations. Highly effective leader and team builder, with outstanding communication, negotiation, and organizational skills...

Ideal Companies: RR Donnelley, UN Communications

Tags for this Online Resume: Effective Communicator, Lean MFG, Budget/Risk Management, Quality Assurance, Visionary Leadership, Champion of Safety Initiatives, Talent evaluator and developer, Results Driven

Financial Analyst - 2 Years of Experience - Near 10306

Ruslan Karpov 253 Freeborn Street Staten Island, NY, 10306 Cellphone #: (917) 443-2029 S&P Work #: (212) 438-2075 Ruslan_Karpov@standardandpoors.com 04/10/2016 Dear Hiring Manager, I was pleased to learn of your need for an Analyst. I am very willing and prepared to join your team and become an asset to your company. I've had an array of financially geared experience and courses, which include technical analysis, invest...

Tags for this Online Resume: Excel, Data, Financial, Microsoft Office, Analysis, Macros, SQL, Forex

Financial Specialist - 16 Years of Experience - Near 75230

SUMMARY Senior investment professional that has delivered top tier performance track record in managing and analyzing large portfolios of loan, bond, and equity investments across all sectors both domestically and internationally while substantially exceeding relevant benchmarks and peers. Led teams of analysts and individually directed the investment analysis, underwriting, trading, and portfolio management of both large a...

Tags for this Online Resume: Equity, Private Equity, Telecommunications, Acquisitions, Bonds, Derivatives, Equities, High Yield

Project Manager - 20 Years of Experience - Near 07728

SUMMARY: Senior Project/Implementation manager PMP certified strategic thinker with effective leadership. A proven record of successfully managing multi - million dollar projects and implementations utilizing superior team management skills and best practices throughout the Project and Software Development Life Cycles. Maintain strong client focus and ability to build relationships and trust with internal and external clien...

Tags for this Online Resume: Customer Relationship Management, Management, Custody, Back Office, Equity, Integrate, Aml (Macro Lang), KYC, Acceptance Testing, Business Analysis, conversions

Director - 20 Years of Experience - Near 55129

SUMMARY * 14 years of experience as a Financial Advisor and 9 years of Management experience. * Leader and Change Agent, particularly in the Financial Services Industry. * Successful Revenue Builder who can move the needle and grow a profitable business from the ground up. * Profoundly increased advisory assets at last employer from $750 million AUM (Assets under Management) to $3.4 billion AUM. As such top-line revenue gre...

Tags for this Online Resume: Management, Sales, Financial, Financial Services, Services, Training, Recruiting, RIA, SEC, Securities and Exchange Commission (SEC)

Financial Manager - 20 Years of Experience - Near 06359

Summary Well-rounded financial professional accomplished at relationship building, portfolio management, compliance, regulatory oversight, training, development and project manage - ment. Accomplishments * Reduced capital spending across multiple business segments by leading cross-functional project teams utilizing a collaborative approach to implement and streamline best practices * Decreased cost-expenditure through compl...

Tags for this Online Resume: Management, Wealth Management, Compliance, Best Practices, Business Analysis, Business Analyst, Call Center, CIS (Ibm Customr Info Sys), Coaching, Financial

Featured Profile

Managing Director - 20 Years of Experience - Near 06880

Taking on Investment Management and an Execution Leadership for building Value and Returns on Investments and Assets Managed via capitalizing on Expertise, Successful Track-record and Network of relationships built

Ideal Companies: AIG, Blackstone, KKR, Warburg Pincus, Advent, Carlyle, Apollo, CVC Capital, TPG, Bain Capital, Neuberger Berman Group, Riverstone Holdings, Hellman & Friedman, General Atlantic, Tiger Global Management, Goldman Sachs, JP Morgan, Morgan Stanley Investment Management, American Securities Capital, BC Partners, Insight Venture Partners, Oaktree Capital Management, Clayton Dublilier & Rice, Apax, TA Associates, Rockefeller Family Office, Bloomberg Beta, Energy Capital Partners, New Mountain Capital, L Cetterton, First Reserve Corporation, Denham Capital Management, TowerBrook Capital Partners, Lindsay Goldberg, Sycamore Partners, KPS Capital Partners, American Capital, Sequoia Capital, Madison Dearborn Partners, ACON Investments, Summit Partners, The Jordan Company, Crestview Partners, Bessemer Venture Partners, Court Square Capital Partners, Lion Capital, Welsh Carson Anderson & Stowe, Capital International, HarbourVest, Genstar Capital, Energy Spectrum Capital, Seachlight Capital Partners, Trilantic Capital Partners, American Industrial Partners, Highstar Capital, The Riverside Company, Hamilton Lane, Olympus Partners, Ridgemont Equity Partners, Kelso & Co, WL Ross & Co, Sun Capital Partners, Resource Capital Partners, Tinicum Inc, General Catalyst Partners, Thomas H. Lee Partners, Littlejohn & Co, Blackrock, General Electic, Actis, Rohatyn, Kohlberg & Co, SK Capital Partners, Providence Capital, Sentinent Capital Partners, Cornell Capital, Commonfund, International Finance Corporation Asset Management Co, The Sterling Company, Palladium Equity Partners, Macquarie Group, Lime Rock Capital Partners, Harvest Partners, Greenbriar Equity Group, Bridgewater, Cathay Capital Private Equity, Intel Capital, GE Ventures, JLL Partners, Behrman Capital, Segal Rogercasey, Iridian Asset Management, Citi Private Bank, Southport Partners, Xerox, Pitney Bowes, United Technologies, Algonquin Advisors, Yale Investment Office, Smith Richardson Foundation, Drum Capital Management, Flag Capital Management, Performance Equity Management, Conning, Portfolio Advisors, Newbury Partners, Aetna, Cigna, Hartford Financial Services, Oak Hill Partners, US Trust (Private Equity), Atlantic Trust, Bank of New York Mellon, Brown Brothers Harriman, CIT Group, Columbia University Investment Office, Cowen Group, Ford Foundation, General Motors Asset Management, Goldpoint Partners, IBM Retirement Fund, Jefferies Group, Guggenheim, Lazard, McKinsey & Co, News Corp, One Equity Partners, Parella Weinberg Partners, Schlumberger Limited, Soros Asset Management, Thompson Reuters, Time Warner, Dupont Capital Management, Salient Partners, GE Energy Financial Services, Invesco Private Capital, Leona and Harry Helmsley Charitable Trust, Mercer, Stepstone Group, Travelers Group

Tags for this Online Resume: Private Equity, M&A, International Business Development, Operating Partner, Board Director, Strategy, Investment Management, Stamford, Greenwich, New York, Westport, Norwalk, Darien, Fairfield, Connecticut, Principal Investments, Family Office, Sovereign Wealth Fund, Direct Investment, Co-Investment, Business Development, Interim Management, Board Advisor, Strategic Advisor, Wilton, Rye, White Plains