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Online Resumes with "Assets under management"
Chief Financial Officer
Tags for this Online Resume: Cash Flow, Financial, Financial Reporting, Forecast, Management, Property Management, Real Estate, Accounting, Fund Accounting, Equity, Innovative Planning Strategies, Executive Management, Project Management, Operations Efficiency, Forecasting and Budgeting, Financial Modeling, Start-Ups, Organizational Restructure, Mergers, Financial Analysis, Due Diligence, Business Process Analysis, Investment Analysis, Regulatory Reporting, GAAP, GASB, ERP Integration Solutions, Sarbanes Oxley Compliance, Audit, 990s | CAFR | 10-Q | 10-K, Fund Administration
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)
General Manager
SUMMARY 20-plus years combined experience in national and international Management (Switzerland, Hong Kong, Singapore and the United States) successfully owned and managed 2 median sized companies, incl. Operations, Sales, Marketing, Financial Management, Customer Service and HR. Implemented long term growth strategies. Turned around companies and increased revenues as well as control/reduced costs by analyzing historic and...
Tags for this Online Resume: Management, Operations, Financial, Asset Management, Sales, Financial Industry, Financial Management, Bay Area
Chief Information Officer - 20 Years of Experience - Near 60175
SUMMARY OF QUALIFICATIONS Proven leader with excellent analytical, communication and negotiation skills, and sound business acumen. Change leader with prior accountability for profit/loss and expense management ($250M+). Desire to work for a company where I can deliver value utilizing my strong leadership skills. FTD 11/2012 - 11/2016 EVP. CIO 3/2014 - 11/2016 Reports to: CEO * Leading IT merger integration (Provide Commerc...
Tags for this Online Resume: Infrastructure, Desktop Computer, Distribution, CIO, Disaster Recovery, Distributed Processing, Management, Risk Management, Security, Voice, management
Team Leader, CTO, CIO
Experience Summary: Program/Technical Leadership involving Workplace, Technology Platform, Application, Infrastructure and Architecture over and large global teams over the past 30 years * Cloud Stack Technical Strategy for next generation multiCloud Life Assured Compliance startup with a 200 Cloud company ecosystem * Business Data center/wireless ISP Rollup analysis for VC groups - business and technical due diligence on 3...
Tags for this Online Resume: Desktop Computer, Infrastructure, Architect, Accounting, Aerospace, Apache Hadoop, Application Development, Certification for Information System Security Professional, CIO, Cisco, big data, extreme storage, sdn, sde, sds
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
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
Vice President - 20 Years of Experience - Near 33319
& CORE COMPETENCIES An accomplished visionary executive that possesses various qualities including participative leadership along with broad-spectrum experience in the Healthcare Administration and Financial Services sectors. A decisive leader with proven success in identifying hidden opportunities for operational improvement development and growth. Ability to use clear/concise communication skills to facilitate mission obj...
Tags for this Online Resume: Management, Infrastructure, Training, Asset Management, Compliance, SEC, Securities and Exchange Commission (SEC), Compensation, Services, Financial
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
General
Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...
Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits