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Online Resumes with "Assets under management"
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Chief Lending Officer, Chief Credit Officer-30 Years of Experiance
Entrepreneurial, growth-minded Executive with extensive experience accelerating revenue generation and portfolio expansion within established and startup environments. Analytical strategist skilled in conceptualizing, developing and implementing high-impact marketing and sales initiatives aimed at enhancing company standing in competitive markets. Articulate leader proven in mentoring and mobilizing multidisciplinary teams.
Ideal Companies: Bank of Hawaii, Bank of America, BB&T Bank, CITI Bank, Regions Bank. Fifth Third Bank, JB Morgan Chase,
Tags for this Online Resume: Credit, Risk, Credit Policy , Banking Risk, Credit Risk, Executive, Lending expert, Credit and Risk Expert, Asset Based LEnding, Factoring
Wealth Planning
Provide expert Wealth Planning Guidance and develop strong client relationships to help clients achieve their goals and objectives and to develop and grow assets under management.
Tags for this Online Resume: Sales, Financial Planning, Investments, Certified Financial Planner, Client Manangement, Client Relationship
Branch Operations Manager - Financial Services Industry
Experienced branch operations manager and broker sales assistant with goal to provide top level support and assistance to financial advisors for growing firm’s revenues and assets under management while establishing the firm as the firm of choice for all their clients’ needs.
Tags for this Online Resume: Financial Services, Branch Operations Manager, Series 7 and 63, Branch Compliance Officer, Broker-Dealer, Registered Client Service Associate
Executive Vice President - 20 Years of Experience - Near 53066
Award-Winning SVP, with more than 20 years of senior-level operational leadership experience in building and leading unified performance based cultures that consistently converted organizational intent into action for financial service, telecommunications and manufacturing organizations with assets under management ranging from $63.4 billion to $190.7 billion. Most recently, promoted to serve as Senior Vice President and H...
Tags for this Online Resume: Strategic Planning, Customer experience enrichment, Business Intelligence, P, Managing High Volume, Performance Metrics, Vendor Alliances, Wisconsin
Sales Manager - 20 Years of Experience - Near 32033
I am an Executive who has worked for Fortune 100 commercial finance companies my entire career. I am a highly motivated with a proven track record and the ability to increase bottom line profitability through strategic planning, tactical implementation, productive organizational processes, problem solving, sales management know-how and administrative aptitude in managing a P & L.
Tags for this Online Resume: Jacksonville, Strategic, Sales, Manager, Motivated, Experienced, Thinker, Builder, Business Development, Financial
Financial Manager, Branch or Department - 11 Years of Experience - Near 08830
To pursue a highly rewarding career, seeking for a job in challenging and healthy work environment where I can utilize my skills and knowledge efficiently for organizational growth.
Ideal Companies: JPMC, BOA, MERYL LYNCH, GOLDMAN SACHS, BARCLAYS, MORGAN STANLEY
Tags for this Online Resume: Project Management, Requirement Analysis
Co-Founder of Jewelry Business with Product Development and Sourcing Expertise
Entrepreneur who founded a fine jewelry retail and wholesale business generating an annual sales volume of $800,000 and a customer base of over 100 clients with retail sales driven by successful marketing and promotional campaigns and wholesale sales from developing strong partnerships with independent retailers and buyers
Ideal Companies: Bulgari, Harry Winston, Cartier, Montblanc
Tags for this Online Resume: Merchadising, Product Sourcing, Product Planning, Product Development, Purchasing, Marketing
Director - 15 Years of Experience - Near 22207
Dear Hiring Manager, As a business development and financial investment executive, my background includes extensive experience in strengthening and creating innovative revenue-generating strategies for the financial and management consulting services sectors. My expertise lies in leading high-performance teams, producing investors / investments and consulting on operational issues. Furthermore, I focus on building high-...
Ideal Companies: Google Ventures, Vulcan, National Geographic Society, Bill and Melinda Gates Foundation
Tags for this Online Resume: Consulting, CFO, Banking Industry, Financial, Management, Equity, Private Equity, Acquisitions, Business Development, Investments, Alternative Investments, Investment Banking, Leveraged Finance, Non-Profit, Family Offices, Project Management, Leadership
Program Manager/Policy Manager/Grants Manager/Senior Analyst
To obtain a long-term career-oriented position in program/policy/grants management with a dynamic organization that values individual initiative, encourages team work, and promotes employee growth and advancement.
Tags for this Online Resume: program management, grants management, policy research, project management, analysis, writing
Personal Financial Advisor - 15 Years of Experience - Near 75104
PROFILE * Highly experienced Financial Services Management Professional with a record of success building and growing Financial Service organizations from the ground up. Uniquely qualified to drive aggressive business development initiatives with expertise in Operations, Investment Management, and Sales. Working knowledge with Bloomberg, Microsoft Office suite. CAREER HIGHLIGHTS * Established and grew Bryn Mawr Financial fr...
Tags for this Online Resume: Sales, Management, Financial, Its, Portfolio Management, Start up, Wholesale, Fixed Income, Cold Calling, Fixed Income Investments
Financial Manager, Branch or Department - 20 Years of Experience - Near 07974
Tags for this Online Resume: Certified Financial Planner, FINRA SERIES 65, MBA, Portfolio Management, Management, Retail, Bonds, Gateway, Housekeeping, Purchasing
