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Online Resumes with "Fiduciary"
Self-reliant and pro-active Account Manager
Dedicated and meticulous employee who thinks on his feet creatively and communicates well with others.
Ideal Companies: My interests include Micro-finance and sustainable economic development
Tags for this Online Resume:
Bilingual, Spanish, Account Management, Project Management, Direct Marketing, Investment Banking
Trust Officer, preventing and solving client fainancial and estate issues in a fiduciary manner
Manage trust and investment accounts in a bank trust or wealth management department or with an independent trust company.
Tags for this Online Resume:
retain clients, analyze client financial plan, retirement assets, fiduciary concepts, make decisions, high net worth, CTFA, Analyze client financial and estate plans, Interpret trusts, fiduciary specialist, Approve annual account reviews and discretionary matters, client relationships
Insurance Brokerage and Risk Management Consulting Senior Vice President & Producer
Established Financial Institutions & Environmental Insurance Group Practice.
Supervised the underwriting and marketing of Directors & Officers, Professional Liability, Fiduciary and fidelity products to banks, insurance companies, security brokers and money management firms.
Tags for this Online Resume:
risk management, environmental insurance, Commercial Banking , Professional Liability, MBA, Underwriting
Featured Profile
Office Support Trainer/Supervisor
Enabling stakeholders to perform at his or her peak.
Tags for this Online Resume:
Business Ethics, Training, Employee Education, Accounting (Associates), Willing to travel, Doctorate of Management in Organizational Leadership (2014), Fiduciary Conservationist, Client Services
Team Leader - 43 years Experience - Lancaster, PA
My career objective is to utilize my knowledge and experience of fiduciary, risk avoidance, and personnel management.
Tags for this Online Resume:
Lancaster, Trust, risk avoidance
Founder/Performing Assets, LLC - Florida & Director of Loss Mitigation, Virginia Law, PLC
His overall objective is to help the home owners, the professionals representing them, and deter professional non-compliance, foreclosure, prevent displacement of families, and provide financial preparation for a strong future by instilling ownership of financial direction and responsibility. His vision is to exonerate the attitude of entitlement by allowing clients to have clarity, balance, and focus in planning a course f...
Tags for this Online Resume:
Realtor, Loan Disposition Analyst, Consultant, Expert Witness, Real Estate Loss Mitigation, Negotiator, Mediation Attorney Support, Loan Mod & Short Sale Negotiator
Public Accountant / Assistant Controller
12 years of experience in accounting profession, including public accounting and manufacturing corporations, as well as privately held service company. Positions held: up to controller's assistant level. Education: MS/BS. Should be done with CPA licensing by the end of 2008. Looking for a position in Boston, MA area.
Ideal Companies: Public accounting, Manufacturing corporations
Tags for this Online Resume:
accountant, tax
Trust Officer, Family Office
To provide expert advice and guidance on business succession and individual estate planning in the Family Office setting
Tags for this Online Resume:
Trust Officer, Business succession, estate planing, Tax, Estates, Fiduciary
Featured Profile
Senior Corporate Attorney & Business Advisor--Strategic Planning, Management & Contracts
Self-motivated corporate attorney and business advisor with wide range of sophisticated experience seeking to transition to consulting or management role in a corporate setting in the greater Chicago area. Demonstrated success in developing relationships with new and existing clients, generating substantial fees through transactional, real estate, estate planning and other legal matters. Strong capabilities in strategic p...
Ideal Companies: Sara Lee, Kraft Foods Group, Northwestern Memorial Hospital, Northern Trust, Rush University Medical Center, Harpo, Inc., Lettuce Entertain You, Levy Restaurants
Tags for this Online Resume:
Strategic, Legal, Public Relations, Executive, Operations
Featured Profile
Client Service Manager-12 years Experience
Multi-faceted, efficient & reliable management professional with 20+ years of experience, supporting Company directives in meeting and exceeding fiduciary objectives in a fast paced work environment, with extensive accolades for limiting risk. Effective communicator with a diversified skill set. Excellent inter-personal, oversight and strategic management skills.
Office Support Trainer/Supervisor
Enabling stakeholders to perform at his or her peak.
Tags for this Online Resume:
Business Ethics, Training, Employee Education, Accounting (Associates), Willing to travel, Doctorate of Management in Organizational Leadership (2014), Fiduciary Conservationist, Client Services
Team Leader - 43 years Experience - Lancaster, PA
My career objective is to utilize my knowledge and experience of fiduciary, risk avoidance, and personnel management.
Tags for this Online Resume:
Lancaster, Trust, risk avoidance
Founder/Performing Assets, LLC - Florida & Director of Loss Mitigation, Virginia Law, PLC
His overall objective is to help the home owners, the professionals representing them, and deter professional non-compliance, foreclosure, prevent displacement of families, and provide financial preparation for a strong future by instilling ownership of financial direction and responsibility. His vision is to exonerate the attitude of entitlement by allowing clients to have clarity, balance, and focus in planning a course f...
Tags for this Online Resume:
Realtor, Loan Disposition Analyst, Consultant, Expert Witness, Real Estate Loss Mitigation, Negotiator, Mediation Attorney Support, Loan Mod & Short Sale Negotiator
Public Accountant / Assistant Controller
12 years of experience in accounting profession, including public accounting and manufacturing corporations, as well as privately held service company. Positions held: up to controller's assistant level. Education: MS/BS. Should be done with CPA licensing by the end of 2008. Looking for a position in Boston, MA area.
Ideal Companies: Public accounting, Manufacturing corporations
Tags for this Online Resume:
accountant, tax
Trust Officer, Family Office
To provide expert advice and guidance on business succession and individual estate planning in the Family Office setting
Tags for this Online Resume:
Trust Officer, Business succession, estate planing, Tax, Estates, Fiduciary
Featured Profile
Senior Corporate Attorney & Business Advisor--Strategic Planning, Management & Contracts
Self-motivated corporate attorney and business advisor with wide range of sophisticated experience seeking to transition to consulting or management role in a corporate setting in the greater Chicago area. Demonstrated success in developing relationships with new and existing clients, generating substantial fees through transactional, real estate, estate planning and other legal matters. Strong capabilities in strategic p...
Ideal Companies: Sara Lee, Kraft Foods Group, Northwestern Memorial Hospital, Northern Trust, Rush University Medical Center, Harpo, Inc., Lettuce Entertain You, Levy Restaurants
Tags for this Online Resume:
Strategic, Legal, Public Relations, Executive, Operations
Featured Profile
Client Service Manager-12 years Experience
Multi-faceted, efficient & reliable management professional with 20+ years of experience, supporting Company directives in meeting and exceeding fiduciary objectives in a fast paced work environment, with extensive accolades for limiting risk. Effective communicator with a diversified skill set. Excellent inter-personal, oversight and strategic management skills.
Senior Corporate Attorney & Business Advisor--Strategic Planning, Management & Contracts
Self-motivated corporate attorney and business advisor with wide range of sophisticated experience seeking to transition to consulting or management role in a corporate setting in the greater Chicago area. Demonstrated success in developing relationships with new and existing clients, generating substantial fees through transactional, real estate, estate planning and other legal matters. Strong capabilities in strategic p...
Ideal Companies: Sara Lee, Kraft Foods Group, Northwestern Memorial Hospital, Northern Trust, Rush University Medical Center, Harpo, Inc., Lettuce Entertain You, Levy Restaurants
Tags for this Online Resume: Strategic, Legal, Public Relations, Executive, Operations
Client Service Manager-12 years Experience
Multi-faceted, efficient & reliable management professional with 20+ years of experience, supporting Company directives in meeting and exceeding fiduciary objectives in a fast paced work environment, with extensive accolades for limiting risk. Effective communicator with a diversified skill set. Excellent inter-personal, oversight and strategic management skills.
