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Online Resumes with "Advisory"



Featured Profile

Financial Services Executive - 20+years experience/Relationship Manager and New Business

Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills

Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds

Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Excellent Administrative Coordinator

Detail oriented, independent individual with super interpersonal skills

Ideal Companies: State of Colorado, Federal Government, Local Government

Tags for this Online Resume: Compliance Officer, Manager, Regulatory

Featured Profile

Director

My career passions have focused on managing cross functional teams, operations process improvement, education, occupational health, and wellness. It has allowed me to work with great people who share a common interest in helping people, their communities, and society to improve service delivery, quality, and to reduce process and service delivery risks.

Ideal Companies: Blue Shield, Blue Cross, Kaiser Permanente, Sutter Health, Red Cross, American Cancer Association, American Diabetes, Charter School Association, American Cancer Society, American Hospital Association, Catholic Hospitals West, Robert Wood Johnson Foundation, Wellness Foundation, Concentra, Red Cross, Habitat for Humanity, Laurete, Heald, University of Phoenix, Cornithium, Universal Technical Institute, Center for Collaborative Solutions, Gates Foundation, American Hollistic Health Association, World Federation of Public Health Associations, Microsoft Education, Universal Campus, Children Hospitals and Health Centers. Cancer Center, US Comp Care, Unicare, Charter School Management Association, National Education Policy Center, Inner City Education Foundation Public Schools, Algiers Charter Schools Association, K-12 Charter Schools, McGraw Hill, LeapFrog, Eluminate, Universal Health Services, Health Stream Inc, Quorum Health Resources Partner, VHA, Apple, Mercy Corp, Citizens Schools, Colorado Health Foundational, International Baccalaureate Schools, Pacific Charter School, Apple, ETS, Harcourt, Kaplan, Apollo Group, Fairmont Private Schools, Lucille Packard Childrens Hospital, Cresent Partners, Starbucks, Petes Coffee, Green Mountains, K-12, Inside Track, KP, American Medical Alert, SOS, Atrion, Somantrics, DaVita, Dialysis Corp, Medtox Scientific, Teradata, United Way, VHA, West Ed, Benetech, Amazon, Lincoln Education Services, Amazon, Lincoln Education Services, SPCA, Habitat for Humanity, The College Board, United Health, Care, Connection Academy, Room To Read, Advanced Mechanics, Priemier, Advanced Academics, KC Learning, Connection Academy, Teach America, Luxotica, Broad Lane, Teach America, Gallup, Transend Services, Cryolife, Natus Medical, Abaxis, Health Stream

Tags for this Online Resume: Education, Doctorate, MBA, Operations, Director, Executive, President, International, Consulting, Quality, Procedures, Integrate, Visionary, Budget, Containment, Startups, Turnaround, Entreprenuer, Regional, Program, Project, Management, Occupational, Health, Safety, Environmental, Hospital, Board, Compliance, Audits, Research, MSPH, Lean, LEED, Leadership, Revenue, Merger, Producitivity, Strategic, Stakeholder-Relations, Policy, Development, Planning, Entrepreneur, Healthcare, CIH, CSP, Clinic, MRFIT, Edmonton, Alberta, California, Monterey, San Diego, Seatle, Oregon, Washington, Nevada, Phoenix, Austin, Atlanta, Denver, BS, Biology, Public Health, Organizational-Development, Boards, Published, Shipyard, Nuclear, Instructions, Develop, Create, Design, Nurse, Emergency, Corpsman, Marines, Navy, Fieldmed, Counselor, Medical, Industrial-Hygiene, Sr.-Director, Vice-President, Bonds, Proposal, Grants, Publisher, Test

Featured Profile

Successful relationship manager, private banker, MBA

I am seeking a position in which I can leverage my superior ability to create and sustain revenue generating relationships with individuals and businesses.

Ideal Companies: PNC Financial, BNYMellon, Citizens Bank, Fidelity Investments, Bank of America/Merrill Lynch

Tags for this Online Resume: Relationship Management, Credit trained

Featured Profile

Engineering Consultant/ Manager

Engineering Consultant with over 30 years of industry experience implementing Design for Manufacturability (DFM), Lean Manufacturing, Process Reengineering, Plant Floor Optimization, Total Quality Management (TQM) and Supply Chain Management methodologies. His clients include General Motors, EDS, Federal Mogul, A.T. Kearney, Visteon, Delphi, and Rolls Royce Aerospace.

Ideal Companies: Automotive, Aerospace, Automotive Suppliers, manufacturing

Featured Profile

School Social Worker, New Jersey, School Certification

I am a certified school social worker who seeks to work with disabled children. I have experience working with the physically disabled and the behavorially impaired. I have particular interest in the DDD population and I am available now.

Tags for this Online Resume: School Social Worker, Counselor, Therapist

Featured Profile

Senior Advisor - Risk Manager, Compliance - CPA - CFE

Opportunity to utilize broad background in risk management (identification and mitigation). Coordinate risk management activities with other corporate governance processes, such as internal audit and internal control design and implementation.

Ideal Companies: Exxon, Chevron, Shell, MaxPetroleum, Petronas, Repsol

Tags for this Online Resume: Compliance, International, Risk Management, Internal Audit, Risk Identification, Internal Control Environment, Risk Appetite, Corporate Objectives, Inherent Risk, Fraud

Featured Profile

Attorney - Complete Foreclosure and Default Servicing in Chicago, Illinois

I am looking to expand my legal experience in the foreclosure default servicing industry toward an in-house management, oversight and advisory position.

Ideal Companies: Bank of America, JPMorgan Chase, PNC Bank, Wells Fargo, Fannie Mae, Freddie Mac, American Home Mortgage, Harris BMO

Tags for this Online Resume: Attorney, Lawyer, Foreclosure, Default Servicing, Litigation, Real Estate, Eviction, Building Code Violations/Property Preservation, REO Rental

Featured Profile

Retail Operations & Management Consultant

I am a highly successful Retail Manager with 5 plus years experience working as a Senior Business Consultant for a Turnaround Management Firm. Consulting experience included the positions of Field Marketing Manager, Fuel Inventory Retail & Marketing Manager and interim Chief Operating Officer. I seek a position that will utilize my skill set in overseeing the Operations & Management of multiple unit(s)/location(s) retail ...

Ideal Companies: Navigant, Hilco Real Estate, Coca Cola Consolidated, Pepsico, RJR Tobacco Company, CVS Caremark, Walgreens, Belk,

Tags for this Online Resume: Retail General Manager, Multi-Unit Manager, Interim Chief Operating Officer, Experienced Contract Negotiator, Retail Petroleum Marketing, Petroleum Inventory Manager, Vendor Management (Wholesale, Inventory Management, Certified AIM (Assisted Inventory Management) Trainer CVS Pharmacy, Business Process, Experienced Profit-Loss Manager, Regional Expert Direct Store Delivery, Customer Service Representative, Training Store Manager, Atlantic Seaboard States, Gulf Coast States, Southwestern United States, Seasoned Air Traveller, Bachelors Degree - Accounting

Financial Specialist

Financial professional with solid, broad-based experience in both performance measurement and risk management of the funds of hedge funds and traditional asset management. Strategic thinker with strong quantitative background and rigorous analytical skills. Proven ability to manage multiple priorities in a fast-paced transaction environment. Excellent communication and coaching skills with detailed knowledge of capital m...

Tags for this Online Resume: Expert in FactSet, PerTrac, Advent, Northfield, Wilshire, Lipper LANA, Russell Performance System, Effron PSN, Vestek Thomson Financial, Bloomberg Financial, Reuters, Morningstar Direct, Microsoft Word, Excel, PowerPoint, Access

Featured Profile