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Online Resumes with "Financial Solutions"



Sales and Marketing

Sales/marketing executive position with high caliber organization providing financial solutions for companies, families and/or individuals.

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HVAC/R Project / Service Manager - HVAC/R and Direct Digital Controls

Strategic, visionary and award-winning make-it-happen leader. Analytical problem solver. Develop solutions to improve efficiency and accuracy. Effective team leader able to effectively and efficiently manage operations to achieve planned goals, revenue, quality assurance, and asset protection. Critically evaluate and minimize operational costs in context of organization profitability. Dedicated to maintaining reputation bui...

Ideal Companies: Siemens, Automated Logic, EMCOR Group, Schneider Electric, Comfort Systems USA, Service Experts, Johnson Controls,

Tags for this Online Resume: Project Engineer, Project Manager, Operations Manager, Service Manager, HVAC/R, Automation Direct Digital Controls

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Relationship Manager-30 years experience-Chicago, IL

I have been in Client Services and Relationship Management for over 30 years and take pride in always treating the client with respect, integrity and honesty. These values have led me to keep very satisfied clients from the basic to the very complex and challenging. Client retention is very important and has led to numerous additional cross and upsells as well as new business. It may seem simple, but simply responding to ...

Ideal Companies: Northern Trust Company, BNY/Mellon

Tags for this Online Resume: relationship manager, account manager, investor relations, manager, corporate trust, financial services

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WEALTH MANAGEMENT PROFESSIONAL

Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...

Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation

Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management

Financial Solutions Advisor / Assistant Vice President

Tags for this Online Resume: Financial Advisor, Investment Advisor, Financial Services, Financial Planner

IT Project Manager, any where in the world

Many years experience in Financial Services as Solution Delivery Manager, Senior Project Manager, Team Leader, Business Analyst, Technical and Functional Consultant of Client Services, Professional Services, Product and Development Management for Global Top Consulting and Software Companies. During which time I have managed large global Professional and Client Services teams in the, Integration, Development, Data Migration...

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Successful Wealth Advisor and Private Banker

I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...

Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.

Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member

Recent Master of Business Administration Graduate

I am a recent MBA graduate that is looking to move into a position with an opportunity of a management roll. Through work and education I am working to cultivate my strengths and improve on my weaknesses.

Ideal Companies: Open to companies that operate domestically and/or internationally.

Tags for this Online Resume: Cross generational workplace training, MBA Candidate

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Financial Advisor

Investment advisor/bank branch manager with more than 20 years of experience planning, developing and implementing financial solutions for clients. An accomplished financial advisor with a bachelor degree in economics and a broad-based diverse background in financial industry products.

Ideal Companies: Financial institutions are my background but I am willing to work in management at any industrial, manufacturing, energy or any large corporations. I am really interested in a geographical area more than a certain company to work for.

Tags for this Online Resume: Sales, Management, Financial products, Investment Licenses, Risk Management, Financial Solutions, Investment Advisor, Compliance, Analysis, Florida, North Carolina, South Carolina, Business, Economics, Finance

Senior Financial Solutions Sales Specialist - 14 Years Experience - Open to Relocation

Tags for this Online Resume: Telecommunications, Leasing, Loan, Technology, Lending, Financial Services