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Online Resumes with "Financial Services Executive"
Financial Service Executive
Tags for this Online Resume: Client Services & Support, Customer/Client Relationships, Work Force Management, Analytical Skills, Training & Development, Time Management
Investment Banker, Financial Services Executive, New York
Tags for this Online Resume: Investment Banking, Management Consulting, Banking, Finance, Consulting, Securities
FP&A Executive - 30 years experience
Financial services executive with extensive financial planning & analysis and strategic planning experience. Primary focus is on actionable analyses and reporting with an emphasis on performance management. Recognized for ability to deliver results, build committed teams and develop productive relationships with business partners.
Tags for this Online Resume: Financial planning & analysis, forecasting, strategic planning, financial modeling, reporting, performance management
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Administrative Services Manager
Financial Services Executive
Financial Services Executive Assistant - 15+ years experience
I'm looking for a position that is going to help make a company better and challenge me based on my experience, education and background.
Tags for this Online Resume: Finance, Insurance, Training, Marketing, Administrator, problem-solver
