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Online Resumes with "Fiduciary Services"
Innovation Manager
Smart, articulate, innovative professional with broad technical and financial expertise.
Ideal Companies: Google, Qualcomm, Chumby
Tags for this Online Resume: MBA, M.S. Computer Science, innovative, analytical, energetic, articulate, product management, project management, game development, private equity, venture capital
Trust Administrator
Dedicated professional with ten years experience in Fiduciary Services. Excellent communication skills. Punctual, dependable, hardworking, loyal
Ideal Companies: Citigroup, Raymond James, Edward Jones, Jackson Morgan Investment
Attorney, Financier, Director, Executive
Legal administrative experiences in financial institutions have directed strategic planning, regulatory examination compliance and business development assistance in the introduction of new business and product lines. As an in-house corporate counsel and also in private practice, relationship administration has blended legal and business proficiencies with an outstanding record of forensic accounting experiences, sound bus...
Ideal Companies: law firms or financial intermediaries
Tags for this Online Resume: consultant, banker, attorney, fiduciary, research
Financial Planner
Tags for this Online Resume: CFP , Economics, Fiduciary Services, Strategist, CRPS
Financial Manager, Branch or Department
QUALIFICATIONS AND EXPERTISE Proven business professional with extensive experience and recognized success in developing and leading sales, administration, and marketing. Accomplished and adept in the areas of business transformation, business start-ups and the establishment of new markets, the restructuring and development of sales and administrative teams and the achievement of record revenue results. Extensive training, ...
Tags for this Online Resume: Management, Pricing, Wealth Management, High Net Worth, Benefits, Elder Law, Sales, Business Development, Development Activities, Investment Management
Database Designer - 17 Years of Experience - Near 20850
I am pro-active, in that I take the initiative to learn new software skills, I take various classes and read many application reference books. I am familiar with many programming languages, including VBA, SQL and HTML, and I continuously work to improve my knowledge of programming languages and to learn more languages and applications in the future, such as MySQL, PHP, etc. All of the applications I know I have either tak...
Ideal Companies: Private company where security clearance is not required. 1 yr -
Tags for this Online Resume: Information Technology, Support, Desktop Computer, Software, Graphic Design, Help Desk, Help Desk Support, Microsoft Visual Basic for Applications, Distribution, Excel, VBA, PHP, MS Office, MySQL
Financial Analyst - 5 Years of Experience - Near 92606
Tags for this Online Resume: Accounting, Budgeting, GAAP, Generally accepted accounting principles, Information Technology, Management, Microsoft, Microsoft Excel, Accounts Payable, Administrative Assistant
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration
Information Technology Manager
Tags for this Online Resume: SCRUM, Scrum Agile Methodology, Lotus, Lotus Notes, Microsoft Outlook, Microsoft Windows NT, Relational Database, Services, Systems Analyst, Agile
