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Online Resumes with "AUM"
Treasurer - 20 Years of Experience - Near BN6 9WA
Wealth Capital Management Head of Trading & Sales .Managing funds trading G10 markets on short/medium term views .Raising AUM for the fund which is based in the Cayman Islands .Enhancing the profile to the European Market .Achieved yearly targets of USD 4M .Engaging with Private /HNWI customers to trade with Vision Wealth .Managed team of 4 traders and 6 sales August 2013 to Nov 2013 ED & F Man Capital Senior Dealer FX . Ma...
Tags for this Online Resume: fx
Executive Vice President - 20 Years of Experience - Near 33131
hired Invested in several start-up biotech companies in the US. From inception to commercialization of certain novel OTC products to prevent the spread of infection. as the manager for Latin America. This was a new business initiative for DLJ. I was brought in to build the international platform for the firm. In addition to managing my ultra high-net worth clients my primary responsibilities were: Set up new swiss banking o...
Tags for this Online Resume: Recruiting, Banking Industry, Investment Banking, Investment Management, Management, Wealth Management, Asset Management, Banking Operations
System Administrator - 17 Years of Experience - Near 11050
King Street Capital Management New York New York 2004 to Present Global investment management company with $22B in AUM and 250 employees globally. I grew progressively with the company through series of promotions to positions of increased challenge and complexity. I help guide strategic planning project management risk management and policy & procedures development. I provide strategic and tactical support across IT infras...
Tags for this Online Resume: IT Director, IT infrastructure, Technology Director, Head of Infrastructure, Vice President IT, VP of IT, CTO, Chief Technology Officer, Consulting, Desktop Computer
Director of U.S. & International Fixed Income - 10 Years of Experience
Career Summary 2007 - Present PSAGOT INVESTMENT HOUSE - ISRAEL & NEW YORK Israel's leading investment house with $50bn AUM providing pension funds, mutual funds, portfolio management, ETNs, brokerage and research services
Tags for this Online Resume: Bonds, Financial, Financial Modeling, Research, Valuations, Fixed Income, strategic asset allocation, portfolio management, evaluating fixed income mutual funds, credit analysis, trading, Bloomberg
Financial Management
To grow existing assets and bring new assets under management. Experience includes acquisitions, managing large HNW relationships, strong relationship management background.
Ideal Companies: Financial Services, Banks
Tags for this Online Resume: Acquisitions, Ipc, Management, Financial, Financial Industry, Financial Management, Series 63, Series 1, Series 7, Series 65, Series 4
Quality Assurance Analyst - 2 Years of Experience
2014 YEAR END REVIEW TO MY MANAGER Data Integrity There are issues with the data in our core systems that affect reporting, projections, and statistics, etc. I was a key part of this initiative by workin on approximately 1,200 accounts within multiple data sets: draft accounts, credit cards, mortgages, brokerage, etc. Each account required assessing the issues, finding what system fixes needed to be made, and implement...
Ideal Companies: N/A
Tags for this Online Resume: JIRA, Confluence
Learning and Development Consultant – 20 years experience
To contribute my talents and skills to a leadership team with an inspiring purpose, a set of core values that include excellence, respect, open communication, and integrity, and who are engaged in creating a world that works for everyone. Optimal placements would include Best Places to Work in high technology, the first-tier performing arts, public sector organizations and others in which reality-based thinking and enlighte...
Ideal Companies: Kimpton, Salesforce, Robert Half, Intuit, Workday, Swinerton, Marriott, Indeed, Adobe Systems, SAP, Cisco, KPMG, World Wide Technology, AutoDesk, NVidia, Ernst and Young, Deloitte
Tags for this Online Resume: Leadership Development, Culture, Change Management, Organizational Development, Strategy, Facilitation, Learning, Executive Coaching, Curriculum design, Needs assessment, Employee Engagement, Business acumen, Turn around, Action learning, Team Building, Organizational Effectiveness, San Francisco Bay Area, Talent Management, VP Learning, Chief Talent Officer, Masters, Senior manager, Oakland CA, Silicon Valley
Financial Manager, Branch or Department
lead & serve an organization that is inspired help their clients reach their financial dreams. I have always felt as though when our clients succeed we company will succeed. Accomplishments: * Exceeded production goal of 25% increase in revenue every year. * Executed company milestone goal of 1 million dollars in annual revenue in "2017." * Generated over $195, 000 in personal GDC in "2017" while balancing time as Vice Pres...
Ideal Companies: YYYY
Tags for this Online Resume: Benefits, Insurance, Management, Referrals, Securities, Wealth Management, Banking Industry, Bonds, Book of business, Investment Management
Commercial Real Estate Professional, Atlanta, Asset Management/Loan Servicing
SUMMARY OF QUALIFICATIONS Leadership and Portfolio Management Experience: Twelve years experience leading a team of junior professionals and managing regional commercial real estate loan portfolios, national residential portfolio and 3rd party investment portfolios, with assets under management ("AUM") up to $7.65B and portfolio sizes up to 750 loans. Experienced with rules and regulations of the Balance Sheet, Separate Acc...
Tags for this Online Resume: Asset management, Loan servicing, Workout/resolution management, financial/property/borrower/data analysis, Fixed income, CMBS, FNMA, Freddie Mac, real estate/cashflow analysis, property operations, Sales, Insurance, Balance, Balance Sheet
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
Financial Analyst
PROFILE * Member of two man team that helped start-up hedge fund grow from $2 million AUM in 2003 to just under $500 million AUM, and was ranked in Barron's Magazine in 2008 as #100 of the Top Performing Hedge Funds over a three year period 06 - 08 * Fourteen years of experience generating actionable long/short investment ideas across various sectors, including lodging, tech, industrials, services, and with a primary focus ...
Tags for this Online Resume: Financial, Retail, Equity, Financial Analysis, Focus, Hedge Fund, Management, Networking, Research, Services
20 years of Experience in equity trading and sales of equity products
Strategic Financial Executive with extensive expertise in equity trading and sales for the the consumer and retail sectors and with developing trading systems for premier Wall Street firms. A talented client-focused leader with excellent organizational, interpersonal and communication skills. A consummate team player with a collaborative work style, as well as a high energy level, a solid work ethic and impeccable corporat...
Ideal Companies: Pepsico, P&G, Forest Labs, Quintiles, Astellas, Dow, Duracell, Target, Home Depot, Lowes, Wal Mart, UPS, Fedex, IBM, Allergan, Tesla, Campbell Soup
Tags for this Online Resume: Sales, Team Player, High Energy, Client Service, Manage, Training, Client focus, Focus on various types of clients/customers, Retail, Business Development
