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Online Resumes with "HNW"
financial Advisor
working with HNW clients, professionals and business owner.
Ideal Companies: Northwest
Tags for this Online Resume: Sales
Private Banker
Private Banker managing HNW client relationships and portfolios.
18 year veteran in the development, acquisition, retention and understanding of U/HNW, Institutional & Corporate Clients
Tags for this Online Resume: Institutional Research Sales, Financial Sales, business development, hedge fund marketing, investor relations, closer, client services, investment management, asset gathering, capital introduction
Administrator
The opportunity to provide exceptional financial solutions to COIs and HNW clients in southwest Florida.
Portfolio Manager- HNWI, Tel Aviv
I am currently employed as a wealth manager for HNW clients in a large Israeli investment company.I am quite experienced in portfolio management and financial advisory for wealthy individuals.Me and my wife are considering relocation to Europe. I am a french citizen and eligible to work in Europe.Please feel free to review my attached CV. Best regards, Sagi Stroumza
Tags for this Online Resume: israel, wealth, HNW, hebrew, advisor, private
Investment Consultant, Central and Southern New Jersey
Attain a rewarding career meeting with clients and prospects of whom are looking to receive investment advisory services.
Tags for this Online Resume: CFA, Investment, Series, HNW, advice, passionate
Investor Relations Associated ยด- 4 years experience - New York
My qualifications include 5 years of international work experience in Finance, Accounting and Management. Prior to joining Associated Renewable, I served as an Analyst at the New York Stock Exchange, performing market analyses for DAF AG, the German equivalent to CNBC and worked with New York-based start-ups, assisting them in attracting venture capital and angel investments. Before moving to New York, I served as a Senior ...
Senior Insurance Sales Representative
I'm a Financial professional who has 10 yrs experience in assisting Financial Advisors with Life Insurance Planning and other related Planning Strategies to their HNW Clients. Expertise in Estate Planning, Business Continuation and other Wealth Planning Strategies.
Tags for this Online Resume: Insurance, Wholesaler, Planning, Wealth Management, Estate Planning , Wealth Transfer
Portfolio Manager / Fixed Income Specialist / Analyst 20+ yrs. experience - Phila. area
Financial professional seeking position in the Wilmington - Philadelphia - MD area. Diverse expertise in Fixed Income and Capital Markets, Asset management for institutional and HNW.
Financial Specialist
Areas of Expertise Cross-Asset Trading / Execution Institutional / HNW Clients Trading Systems Proprietary Trading High-Volume Trading Market Insight / Trading Ideas
Tags for this Online Resume: Insurance, Microsoft Exchange, Derivatives, Derivative Trading, Mergers, Sales, System Testing, Test, Management, Wealth Management
Senior Vice President - 20 Years of Experience - Near 98052
PROFESSIONAL SUMMARY * Successful blend of experience as Advisor and Unit Leader serving HNW clientele for major financial organizations. * Extensive experience and valued insight in all facets of lending options, structure and opportunities. * Highly proficient in all stages of the financial planning process along with the delivery and implementation of complex solutions in investment strategies, risk management and estate...
Tags for this Online Resume: Banking Industry, Licensing, Real Estate, Retail, Securities, Series 7, Commercial Loans, Estate planning, Financial, Financial Analysis, management
Senior Mortgage Sales and Credit Risk Specialist - 10 Years of Experience - Near 11743
Results-oriented, innovative professional with extensive mortgage lending experience within the highly competitive financial services industry, credited with achieving excellence in customer service, sales performance, and risk management. Analytical professional skilled at successfully originating, underwriting, and providing detailed analysis of complex income, credit, and loan structures to create custom-tailored opti...
Ideal Companies: Citi, Wells Fargo, Goldman Sachs
Tags for this Online Resume: Underwriting, Management, Wealth Management, Retail, Lending, Sales, High Net Worth, Mortgage, Hub, Management Solutions