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Online Resumes with "High Net Worth "
High-energy sales leader with over eight years of experience in financial services advising corporations, entrepreneurs, senior executives, nonprofits, foundations and high net worth individuals.
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
Equity Research Analyst - 18 years experience - Company Analysis & Coverage
I am an equity research analyst with 18 years experience in equity research and company analysis. Coverage of mainly technology companies (hardware, software, telecom services, IT services, semiconductor, etc.)Detailed financial modeling and valuation analysis. Company visits and management contacts. Formal presentations to high net-worth retail and institutional clients.
Tags for this Online Resume: Equity, Research, Financial Modeling, Company Analysis, Stock Recommendation, Due Diligence
Wealth Management
I would like to work in advisory capacity with high net worth clients to help them address the complex financial needs that they have. I am looking for a firm that can provide the resources and support that will allow me to grow the business by increasing the share of relationship with existing clients as well as attractive solutions for new clients. I am interested in companies that have a culture of high ethical standards...
Ideal Companies: Plante Moran, Fidelity, Northern Trust, Citigroup Global Wealth Management, Bessemer Trust
high net worth relationship manager
Tags for this Online Resume: relationship manager, private banking , Philadelphia , trust, investment managment , financial planning , high net worth
Senior Benenfits Manager - 5 years experience
Human Resources Director with 5+ years experience in designing compensation packages inclusive of salary/bonus plus benefit selection, employee relations, performance review, writing policy and procedures, updating employee handbooks for compliance with state and federal labor standards, record maintenance, staffing and training program development, and conflict resolution.
Ideal Companies: Humana, Home Depot, Lowes, Pet Smart, Target Corp, Chilis, Wells Fargo
Tags for this Online Resume: Healthcare, Hospitality, Customer service, Financial
analyst - 1 year experience- new york city
i graduated from MIT Sloan Master of Finance and have held various internships and full time positions in accounting and finance industry. I am actively looking for entry level positions that can leverage my skill set.
Tags for this Online Resume: new york city, financial planning and analysis, corporate finance, research, quantitative, strong writing skill, excel, microsoft office suite, financial modeling
Managing Director Wealth Management for 5th Largest Brokerage House
Hi! I'm Mark Gardner. I'm the person known for Creating Wealth for Successful People. My expertise is Managing and Growing "Key executives" investment dollars and I’m known for my ability to use highly advanced tax strategies and interface with a company’s existing team of Professionals to build plans tailored exclusively for the client. I grew up in Houston Texas and played Basketball during my high school years. After ...
Tags for this Online Resume: Team Leader, Top Performer, Over Achiever, Innovative, Networker
Relationship Banker, Fort Lauderdale, FL
Accomplished Relationship Banker and Wealth Management Professional with over 20 years of experience in strategic planning and innovative marketing within the financial industry. A client-focused top performer with extensive experience in cultivating relationships with high net-worth individuals. Looking for a solid company and reputable organization to join.
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
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
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
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
