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Online Resumes with "Banking Client"
Credit Analyst and RM - Near 98684
Qualifications Experience in providing relationship management to High Net Worth individuals, Nonprofits and to Commercial Banking clients. Expertise to include advanced level Consumer and Commercial credit structuring, financial analysis and loan document preparation. Extensive background in and Activities History Nonprofit Consultant and Volunteer - from 2014 to present Consulted with Friends of DanceWorks WA to lead thei...
Tags for this Online Resume: Banking Industry, High Net Worth, Insurance, Sourcing, Analytical Skills, Assessments, Credit Analysis, Financial, Financial Statements, Management, Professional
Financial Manager
ACCOMPLISHMENTS Shortly after graduating from college I accepted a Management Training position with Manufacturers Hanover Trust Company involving personal trust and custodial services administration and was promoted through a series of increasing responsibilities to the position of Trust Officer in 1984 and held that position until December 1986. I made significant contributions in new business development, new clients, as...
Tags for this Online Resume: A SERIES, Alternative Investments, Analytical Skills, Asset Growth, Asset Management, Banking Industry, Banking Operations, Banking or Financial, Business Development, Communication Skills
Project Manager - 20 Years of Experience - Near 30655
HIGHLIGHTS OF QUALIFICATIONS * Providing Key Project Management (PMP) as well as hands on experience in the Acquisitions and Mergers of business technology and business practices into new business platforms. This would be the integrating old business legacy systems with new technology or integration into new owner systems and software. Mergers with Airline, Banking and Automotive companies. * Senior management consultant wi...
Tags for this Online Resume: Security, Cellular, Software, Software Development, Strategic Initiatives, ACD, Vignette, Adobe, Automatic Call Distribution, e-Commerce, it jobs, agile, software, sql, Senior Program / Project Manager, M&A Consultant
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
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
Financial Professional/Accounting Assistant - 15 Years of Experience - Near 20720
PROFILE I am a motivated. Customer oriented individual looking to utilize several years of experience in financial, client and administrative services to benefit your organization's goals and objectives. I work fast under pressure with multiple tasks and deadlines and I am looking for an exciting environment that provides challenging work and opportunities that would enable me to apply my administrative and analytical skill...
Tags for this Online Resume: Inventory, Management, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, PDF, Reconciliations, finance, excel
Training & Development Manager
Profile Track record of success in launching, growing and managing multi-billion dollar startups specialized in both retail and wholesale mortgage banking ~ Expertise in developing and executing targeted strategies to generate new business, expand revenue channels and facilitate competitive market leveraging ~ Dynamic leader proficient in recruiting, training, developing, and directing top-performing teams ~ Extensive full ...
Tags for this Online Resume: Sales, Wholesale, Networking, Start-ups, Banking Industry, Budgeting, Equity, Equity Investment, management, manager, Trainer
Senior Vice President - 15 Years of Experience - Near 75035
ACCOMPLISHMENTS * Exceeded performance measures in all category related to contact center operations for over 23 years * Developed and implemented processes to reduce operational cost and increase efficiency with various banking operations functions * Championed off shore support to take advantage of world clock and reduce resolution time for transactions initiated by clients and Advisory members * Implemented offshore fulf...
Tags for this Online Resume: Customer Service, Service & Support, Audit, Financial, Protocol, Back Office, Banking Industry, Banking Operations, High Net Worth, Project Management
Compliance Officer - 20 Years of Experience - Near 10025
ACCOMPLISHMENTS * Certified Anti-Money Laundering Specialist - CAMS * Created the AML/BSA Internal Audit Program for both the Bank and Broker Dealer * Trained Head Office Audit Team to effectively audit the Bank's AML/BSA program * Fostered a control-oriented environment by developing and implementing the Bank's initial AML policies and procedures to ensure compliance with the United States Patriot Act. * Implemented the Ba...
Tags for this Online Resume: Assessments, Due Diligence, KYC, Aml (Macro Lang), Policies and Procedures, Audit, Microsoft Internet Explorer, Securities, Wire Transfers, Banking Industry
Experienced Employee with a Background in Mortgage Modification and Underwriting, AML & Credit Analysis.
To obtain a permanent positions with a company that will have growth potential.
Ideal Companies: Bank of America, USAA
Tags for this Online Resume: dallas tx, marylands, washington dc, mortgage, loan officer, credit analyst, underwritiong, audit, Quality, Quality Assurance
Chief Financial Officer - 20 Years of Experience - Near 92103
Entrepreneurial executive interested in contributing his 20+ years of international, financial and multi-industry experience and abilities to a dedicated team of talented professionals with a clear vision for growth and profit.
Tags for this Online Resume: Treasurer, International, San Diego, start-up, acquisition, entrepreneur, Sales, Equity, finance, controller, CFO, Director, Singapore, Tokyo, Hong Kong, Dubai, aviation, banking, MBA, FINRA, Brokerage, Growth, Board, KPI, derivatives
Scientist
Tags for this Online Resume: C Programming Language, Data Analysis, Enterprise Guide, Integrate, Microsoft Windows 2003, SAS, SAS Enterprise Guide, Scheduler, Unix, Enterprise Miner
