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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

20 years in the Brokerage Industry in the New Accounts Dept. I was manager and VP in my last two companies.

My career goals are to obtain a managerial position in the New Accounts Department or other back office operation area. I'm looking to work for a company I can growth with and have a long term relationship.

Ideal Companies: Broker Dealer Companies.

Tags for this Online Resume: Finance, Management, New Accounts, Leadership

Highly experienced and successful executive sales leader.

Seeking an opportunity to further build my career with a world class, growth oriented, organization that offers the perfect enviornment for my employing my abilities and experience for the benefit of the company, the business and therefore my own career goals. Where my skills and experience can be effectively utilized in the best possible way for achieving the company's goals, mentoring those under my leadership and partner...

Ideal Companies: Major Financial Services Firms

Tags for this Online Resume: Leadership, Mentoring, Decision-making, Persuasiveness, Ethics, Collaboration

VP Fixed Income and Collateral Management

Management & Business Resumes - Administrative Services Manager Resumes - Monroe, NY

I am a skilled professional with a proven record of exceeding expectations and building solid teams. Highly competitive, disciplined and a performance driven executive with 28 years of financial management experience. Possesses a solid understanding of a diverse range of business management applications including operations, analysis and quality assurance. Capable in back-office operations and administration with sharp eye...

Tags for this Online Resume: Government Securities, Back Office Operations, Business Continuity Manager, Operations Manager, Banking, Broker Dealer

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Director of Operations

Accounting & Finance Resumes - Accountant Resumes - Thornwood, NY

Operations or Accounting for a brokerDealer,Prime Broker,hedge Fund

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Senior Relationship/Sales Executive

Sales & Sales Management Resumes - Advertising Sales Agent Resumes - Bay Shore, NY

A senior level executive with a record of success and advancement in a variety of relationship management, sales, training, marketing and product management roles. Proficient in managing teams in client facing roles, developing marketing and sales campaigns, managing P&Ls, developing product strategies, interfacing with software development teams and implementing customer satisfaction initiatives. A proven track record of t...

Tags for this Online Resume: relationship management, product, CRM, quota, exceeded, team

Broker Dealer Compliance Consultant/Part Time FINOP/ CCO/ Supervisor/

Management & Business Resumes - Administrative Services Manager Resumes - Delray Beach, FL

To assist firms in maintaining compliance with all current rules and regulations.

Tags for this Online Resume: Compliance, CCO, FINOP, Operations Specialist, ROP, Trader

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