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Online Resumes with "Client Investments"
Seasoned, Multi-lingual Banker
I am looking for a challenging position where I can best utilize my business and relationship skill sets. A good blend of independent work as well as internal partnering is optimal to my best performance.
Ideal Companies: Citibank, JP Morgan Chase, Bank of America, BNP Paribas, Standard Chartered, Rabobank, ANZ Bank, Deutsche Bank, and GECC.
Tags for this Online Resume: MBA, Series 7, Spanish, Corporate Banking, Relationship Manager, Banking, Bilingual, International Banking, Strategic Planning, Asset Management, Financial Reporting, Investment Advisory, Financial, Market Analysis, Global Investments, Portfolio Management
President/Financial Planner
I have been a commissioned financial planner for 21 years and have grown from cold calling to President of my own company over those years. I have done just about everything my industry has to offer very well and I am looking to use my two plus decades of industry knowledge in finance, economics, and the biotech world to embark on my next career challenges.
Ideal Companies: Financial venture capital, pharmaceutical or biotech.
Tags for this Online Resume: finance, economics, sales, management, biotech, pharmaceutical, financial modeling/planning
Financial Services Sales, Wealth Advisor, Business Development Officer - 20 Years of Experience - Near 33908
To further my challenging career as a financial services specialist utilizing my extensive experience in client/investment management, wealth creation/preservation and delivering exceptional service to enable the firm, our team and clients to achieve growing success.
Tags for this Online Resume: Naples, Wealth Advisor, Finance, Incentive based compensation, Travel, Business Development, RIA, Fort Myers
DIRECTOR - GLOBAL APPLICATIONS
A senior manager with a combination of vision and corporate realism, I have been acknowledged for my capacity to harness the enthusiasm and talents of others, identify core issues, and exploit the necessary resources available to stretch funds and achieve technology objectives.
Ideal Companies: Microsoft, Nike, Amazon, Starbucks, AT&T, Expedia,
Tags for this Online Resume: IT Strategy, Project Management, Offshore Operations, Vendor Negotiations, Customer Relationship Management, Customer Relationship Management, Management, Program Manager, Compensation, Consulting, Account Management, MySQL, PhP, Apache, Linux
Property Site Manager - 20 Years of Experience - Near 92584
Utilizing lifetime education, background knowledge, learned skills and expertise to solve problems and fulfill a need all while exceeding perceived expectations. Sharing abilities, strengths and employed talents in collaboration with others to accomplish common complex tasks and goals. Professional Highlights Bank REO (real estate owned) Field Agent Manage multiple vacant properties and inspect regularly for health, safety ...
Tags for this Online Resume: Real Estate, Salesperson, Architectural, Construction, Microsoft, Microsoft Office, Skill, Temecula, Tools, Field Agent, Broker, Mechanical, Flexible, Closer, Educator, Knowledgeable, Proactive, Confident, Innovator, Detailed, Locksmith, Menifee, Murrieta, Perris, Hemet, Lake Elsinore, Technology, Innovative, Organize
Financial Analyst
Tags for this Online Resume: Bloomberg, Microsoft, Fixed Income, Equities, Management, Economics, Finanical Modeling, Analyst, Portfolio Manger, APX, Advent, Excel
Senior Account Manager - 12 Years of Experience - Near 11764
Responsible for Involved in all aspects of business development, including but not limited to marketing, product development, branding, inventory and supply chain management, vendor negotiations and management, client acquisition and relationship management, public relations and social media networking. The company is an organic skincare company. It has grown to over 600 reps nationwide, averaging $70000 in sales/month. the...
Tags for this Online Resume: Networking, Public Relations, Business Development, Inventory, Management, Product Development, Supply Chain, Cancer, Pathway, Business Modeling
Sales Manager - 19 Years of Experience - Near 98031
SUMMARY OF QUALIFICATIONS 24 years of extensive background in successful international and domestic Corporate Sales, Marketing, and Business Development. Strong ability to analyze and observe the big picture for both short and long-terms programs and to execute on the best strategic positions for a given region, customer, or business development project. Business Development Background: Summary of Business: Profitable Carbo...
Tags for this Online Resume: Logistics, Management, Mining, Procurement, Research, Water Treatment, Marketing Management, Sales/Marketing, Business Development, Business Intelligence
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
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
Insurance Sales Representative - 15 Years of Experience - Near 97229
PROFESSIONAL SUMMARY * Working in an entrepreneurial atmosphere - consulting, insurance, design and technology focused * Significant years working in the finance industry * Hardworking, multi-task oriented, self-directed and committed to producing results for self and team * Strong relationship builder and communication skills, customer oriented, project coordinator * Results oriented, problem solver, efficient researcher, ...
Tags for this Online Resume: Management, Risk Management, apparel, Communication Skills, Compensation, Consulting, Customer Relationship Management, Financial Industry, Google Apps, Insurance, insurance, sales, customer service, marketing
Senior Relationship Manager with 17 Years Business Development
ACCOMPLISHMENTS * Achieved a 70% closing rate adding $100 million in assets to Vanguard by effectively coaching and leading teams of internal partners in preparing RFPs. - Independent surveys to each client resulted in a Net Promoter Score of 10, the highest satisfaction rating. - Created a sales strategy tailored to the culture of lululemon athletica resulting in closing contract for 5000-employee...
Ideal Companies: Amazon, Wells Fargo, United Way, National MS Society, HRC, American Cancer Society
Tags for this Online Resume: Financial, Financial Services, Management, Consulting, Diversity, Banking Industry, Deposits, Accounting, Business Development, Outside Sales, Donor Cultivation/Solicitation/Stewardship
