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Online Resumes with "Boutique Investment"
Creative MBA in Real Estate & Finance
Dynamic, hands-on real estate professional offering detail analysis/planning skills and solid management expertise, directing major initiatives and guiding portfolios to consistent returns, defying market trends.
Ideal Companies: Jones Lang, CB Richard Ellis, KB, Starwood, Marriot, Morgan Stanley, Goldman Sachs, Nissho Iwai, Merill Lynch, CITIC, or other Boutique Investment Banking Firm with an Internationl or Real Estate Focus
Tags for this Online Resume: Real Estate Development, International, Strategic Planning, Investment Banking, Management, Financial Analysis
Featured Profile
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume:
Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
Featured Profile
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume:
Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
Managing Director - 20 Years of Experience - Near 11768
Qualifications Summary Analytical and seasoned operations professional with a deep investment banking background that is an expert in financing and hands-on quarterbacking the process of taking companies public through a variety of vehicles such as IPOs, direct listings, mergers and * Middle-market, boutique investment bank with a focus on the U.S. and Greater China * Current Series 7, 24, 63, and 79 securities licenses * S...
Tags for this Online Resume:
Banking Industry, Debt, Investment Banking, Accounting, Acquisitions, Due Diligence, Mergers, M&A, Private Equity, Advertising, CFO, Director, Strategy, Fund Management, Casinos & Gaming
Executive Assistant - 13 Years of Experience - Near 07047
Tags for this Online Resume:
Executive Assistant, President, C-Suite, Boutique Investment, Family Office, Hospitality, Academics, Legal, Microsoft Office
Vice President - 7 Years of Experience - Near 92649
COVER LETTER: Dear Sir/Madam, I would be honored to work at an esteemed investment banking practice or private equity firm catering primarily to the middle market. My name is Nickolas Lanza. I am Series 7, 66, 79 licensed and have seven years of transaction origination, processing, and execution experience in the lower middle market working at Plethora Businesses, a boutique investment banking firm in Orange County, CA. As ...
Tags for this Online Resume:
Due Diligence, Valuations, Equity, Financial, Financial Modeling, Financial Statements, Forecasting, Management, Investment Banking, sales, manager
President - 15 Years of Experience - Near 21032
Profile Creative Strategic Management Consulting & New Business Development/Sales professional. Own Fortune 500 and start-up sales/marketing, finance, strategy, and management experience. Demonstrated ability to operate successfully in fast-paced, complex environments while directly interfacing at the highest executive levels. Skilled in Client Relationship management and in gaining executive level commitments involving pro...
Tags for this Online Resume:
Account Management, Account Manager, Acquisitions, Active Server Pages, Banking Industry, Business Development, Communications, Computer Industry, Consulting, Development Activities
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume:
Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
Featured Profile
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume:
Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
Managing Director - 20 Years of Experience - Near 11768
Qualifications Summary Analytical and seasoned operations professional with a deep investment banking background that is an expert in financing and hands-on quarterbacking the process of taking companies public through a variety of vehicles such as IPOs, direct listings, mergers and * Middle-market, boutique investment bank with a focus on the U.S. and Greater China * Current Series 7, 24, 63, and 79 securities licenses * S...
Tags for this Online Resume:
Banking Industry, Debt, Investment Banking, Accounting, Acquisitions, Due Diligence, Mergers, M&A, Private Equity, Advertising, CFO, Director, Strategy, Fund Management, Casinos & Gaming
Executive Assistant - 13 Years of Experience - Near 07047
Tags for this Online Resume:
Executive Assistant, President, C-Suite, Boutique Investment, Family Office, Hospitality, Academics, Legal, Microsoft Office
Vice President - 7 Years of Experience - Near 92649
COVER LETTER: Dear Sir/Madam, I would be honored to work at an esteemed investment banking practice or private equity firm catering primarily to the middle market. My name is Nickolas Lanza. I am Series 7, 66, 79 licensed and have seven years of transaction origination, processing, and execution experience in the lower middle market working at Plethora Businesses, a boutique investment banking firm in Orange County, CA. As ...
Tags for this Online Resume:
Due Diligence, Valuations, Equity, Financial, Financial Modeling, Financial Statements, Forecasting, Management, Investment Banking, sales, manager
President - 15 Years of Experience - Near 21032
Profile Creative Strategic Management Consulting & New Business Development/Sales professional. Own Fortune 500 and start-up sales/marketing, finance, strategy, and management experience. Demonstrated ability to operate successfully in fast-paced, complex environments while directly interfacing at the highest executive levels. Skilled in Client Relationship management and in gaining executive level commitments involving pro...
Tags for this Online Resume:
Account Management, Account Manager, Acquisitions, Active Server Pages, Banking Industry, Business Development, Communications, Computer Industry, Consulting, Development Activities
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume: Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
