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Wealth Management and Investment Portfolio Management Professional

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Accountant

Accounting & Finance Resumes - Accountant Resumes - Elmhurst, IL

ROBERT MERHEB 649 Cedar Lane Bartlett, IL 60103 Phone: 630-677-6039 Email: merheb@sbcglobal.net Profile - External And Internal Auditor / Consultant / Sales / Translation A Thorough review of my professional career will demonstrate success in both the domestic and international business communities. My experience and knowledge make me a valuable resources to perform various tasks committed to comple...

Tags for this Online Resume: Sales, Representation, Finance, Government, Accounting

Featured Profile

Summer Associate_MBA candidate_Investment Analyst_ Investment Management_Investment Banking_3 years experience_Fortune 500 experience)_CFA level

Accounting & Finance Resumes - Financial Analyst Resumes - Glendale, AZ

MBA '11 in Global Finance Student at Thunderbird School of Global Management with solid background and experience in corporate finance, investment management, capital market and with significant progress towards CFA & CAIA designation: Seeking an opportunity in investment management/banking summer associate role to further career and company’s growth.

Ideal Companies: Goldman Sachs, UBS, JPMorgan, Bank of America, Blackstone, Citi, ING

Tags for this Online Resume: Manadarin, MBA, Summer, Internship, CFA , Financial, Investment, mergers and acquisitions, investment banking, SPSS, Modeling, research, Chinese, Phoenix, new york, San Francisco, Capital market, Excel, Analyst, Thunderbird

CFA, FRM, CAIAm Atlanta

Management & Business Resumes - Financial Manager Resumes - Charlotte, NC

Seek entry level leadership role in alternative investments firms, endowments, fund of hedge funds, etc.

Tags for this Online Resume: CFA, Investment Research, Alternative Investments, Assets Allocation, Risk Management

Assistant Vice President

Accounting & Finance Resumes - Financial Specialist Resumes - Carmel, IN

working with high net worth individuals and family groups in setting investment strategies, implementing asset allocations, rebalancing each client’s portfolio and implementing strategy changes.

Tags for this Online Resume: Wealth , Private Banker, Advisor, Consultant, Fianancial, Investment

Portfolio Strategist - 15 years - CFA/CAIA/Asset Allocation/Financial Planning/Business Development/Product Marketing

Accounting & Finance Resumes - Accountant Resumes - Boston, MA

Investment Professional/Advisor

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Newark, NJ

Tags for this Online Resume: asset allocation, wealth management, advisory, consultative sales, risk management strategies

Quantitative

Research Resumes - Analyst Resumes - Bear, DE

Quantitative support of portfolio manager - risk and factor models. Portfolio manager US large cap value fund.

Ideal Companies: Sanford Bernstein

Tags for this Online Resume: Quantitative

Global Investment Professional

Accounting & Finance Resumes - Accountant Resumes - District Heights, MD

Forward-focused multilingual finance professional with US domestic and international experience and a focus on financial services. A natural flair for details and tremendous analytical skills constantly refined with tools such as the CFA program (Level 2 Candidate). Skilled leadership and proven competencies in improving organizational productivity though the development and implementation of creative strategies that foster...

Ideal Companies: ExxonMobil, IBM, IFC, Bank of America, Citigroup, Boeing, FannieMae, Merril Lynch,

Tags for this Online Resume: Financial Analysis, Finance Management, Budget Analysis, Financial Analysis & Modeling, U.S. GAAP & IFRS, Asset Allocations Strategies, Investment Accounting, Securities Valuation, Business Development

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