Summary Well-rounded financial professional accomplished at relationship building, portfolio management, compliance, regulatory oversight, training, development and project manage - ment. Accomplishments * Reduced capital spending across multiple business segments by leading cross-functional project teams utilizing a collaborative approach to implement and streamline best practices * Decreased cost-expenditure through compl...

Tags for this Online Resume: Management, Wealth Management, Compliance, Best Practices, Business Analysis, Business Analyst, Call Center, CIS (Ibm Customr Info Sys), Coaching, Financial

CFA, Private Wealth Relationship Manager

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Chicago, IL

Tags for this Online Resume: Due Diligence, High Net Worth, Cash Flow, Cash Flow Analysis, Construct (App Dev Tool), Management, Wealth Management, Financial, Financial Services, In-Circuit Emulator

Chief Financial Officer

Accounting & Finance Resumes - Chief Financial Officer Resumes - Atlanta, GA

PROFILE Accomplished, high tech senior financial executive with more than 20 years of progressive experience in Finance, Planning and Operations Management. Relevant experience includes: growing early stage and mid cap software companies (from $50M to $250+M in a 5-year period and from $500M to $1.5B over a 7 year period) identifying and leading M&A that expands TAM, driving synergies and increasing shareholder value. Prove...

Tags for this Online Resume: Management, FP&A, Legacy, Pricing, Software, IBM, Integrate, Mergers, Tivoli, Planning

Personal Financial Advisor - 13 Years of Experience - Near 17102

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Harrisburg, PA

PROFESSIONAL SUMMARY Finance professional with detailed experience in financial planning, risk analysis and portfolio management seeking strong team and cultural fit.

Tags for this Online Resume: Bloomberg, Equity, Financial, Financial Services, Services, Alternative Investments, Banking Industry, Bonds, Data Management, High Net Worth

Financial Advisor - 19 Years of Experience - Near 08071

Sales & Sales Management Resumes - Financial Advisor Resumes - Spotswood, NJ

Summary of Qualifications * Highly accomplished professional with 25 years of sales and business development experience in the Financial Industry * Right personality to interact with A-Level clients * Demonstrated customer service excellence, business acumen and strategic planning ability * Committed to quality and building an organization focused on analytical reasoning, innovation, collaboration and profitability * Specia...

Tags for this Online Resume: Financial, Microsoft Outlook, Public Relations, Publications, Capital markets, Consulting, Joint Ventures, Pharmaceutical

Compliance and Operations Manager - 15 Years of Experience - Near 21074

Sales & Sales Management Resumes - Sales Manager Resumes - Hampstead, MD

Professional Summary Experienced in retirement planning, investments, legal, and financial planning business. Experienced manager responsible for leading sales, operations, and business analysis project groups for small, midsize and large corporations. Led and assisted groups in the development and rollout of financial products and services for defined contribution plans. Oversee day to day business operations of wealth man...

Tags for this Online Resume: Financial Services, Compliance, Manager Operations, Planning, Controls, Business Planning, Administration, Business Process Re-engineering, Compliance, Operations, Controls, Manager, Financial Services, Investments