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Online Resumes with "High Net Worth "
Personal Financial Advisor
Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...
Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking
Financial Analyst | Portfolio Management | Financial Sales Support
Financial Analyst with professional experience including supporting financial sales teams and conducting problem solving analysis. Driven finance professional with the demonstrated ability to coordinate risk assessments for global automotive original equipment manufacturers (OEMs) within an academic setting. Analytical finance leader leveraging a foundational career history in effectively servicing individual high net worth...
Ideal Companies: Ford, General Motors, GM, Chrysler, FCA, Ally, Ally Financial, Ford Credit, Comerica, Comerica Bank, Chase, JP Morgan Chase, Chase Bank, Flagstar Bank, Quicken, Quicken Loans
Tags for this Online Resume: Leadership, Finance, Customer Service, Public Speaking, Microsoft Office, Social Media, PowerPoint, Marketing, Research, Event Planning, Financial Statement Analysis, Capital Markets, Fixed Income, Equity Analysis, Advanced Financial Analysis, Corporate Finance, Financial, Financial Analysis, Financial Sales Support, OEM, Portfolio Management, Business Development, Account Management, English, Spanish, Arabic, SQL, Microsoft Excel, Microsoft Access
Senior Vice President - 20 Years of Experience - Near 10512
Tags for this Online Resume: Asset Management, High Net Worth, Management, Financial, Verbal Communication Skills, Capital markets, Communication Skills, Estate planning
Insurance Sales Manager - 20 Years of Experience
Tags for this Online Resume: Insurance, Life Insurance, Commissions, Securities, Compliance, Sales, Gross Commissions, Economic Trends, High Net Worth, Microsoft
Financial Analyst - 17 Years of Experience - Near 63038
AREAS OF EXPERTISE: * Problem Analysis & Resolution * Credit/Lending Sales * Office Management * Cost Basis Analysis * Compliance/Risk Management * Developing/Managing Client Relationships * Oral & Written Communications * Proficient with MS Office, Word, Excel & PowerPoint * Held NASD Series 7, 6, and 63 Licenses
Tags for this Online Resume: Management, Sales, Series 7, Wealth Management, Accounting, High Net Worth, Series 6, Sub-ledgers, Compliance, Manager Wealth Management Series 7 Series 6 Series 63 Compliance MS Office
Executive Assistant - 20 Years of Experience - "Making Life Easier for Busy Executives"
Areas of Expertise ? Corporate Communications & Reporting ? Client Relations ? Project Management ? Managing Calendars & Travel ? Process Improvement ? Planning Meetings & Corporate Events ? Performing Accounting Functions ? Supervising & Training Personnel ? Microsoft Office
Tags for this Online Resume: Banking Industry, Email, High Net Worth, Training, Travel, Accounting, Management, Administrative Assistant, Commercial Lending, Organized, Gatekeeper, Multi-Task
Financial Analyst - Commodities 20+ Years of Experience - Near 60643
A career opportunity in a progressive financial / insurance environment that will benefit from my experience in securities / commodities analysis & trading design.
Tags for this Online Resume: Pricing, Settlements, Commodities, Futures, Equity, Estate planning, Financial, Financial Services, High Net Worth, Insurance, Commodities Financial services Insurance
Financial Manager, Branch or Department - 20 Years of Experience - Near 29906
Sales and marketing executive with extensive experience in asset management. Seeking to Build a business over 5-10 years and transition it for retirement.
Tags for this Online Resume: High Net Worth, Consulting, Distribution, Due Diligence, Management, Business Development, Asset Management, Equity, New Business Development, Private Equity, Beaufort, SC and Savannah, GA
Financial sales/trading/analysis bilingual chinese - Near 11375
QUALIFICATIONS_________________________________________________________ * MBA Concentrate in Finance. Banking and marketing experience in USA and China * Proven bilingual marketing ability in financial institutions. * Sophisticated in MS Excel, Power Point and Bloomberg Terminal. * Licenses include Series 7 and Series 63. Bilingual in English and Mandarin. * Quick learner and exceptional team player.
Tags for this Online Resume: Financial, Banking Industry, Bilingual, Bloomberg, English Language, Financial Industry, High Net Worth, Management, Market Research, Marketing Management, mandarin, financial analysis, sales
Personal Financial Advisor - 19 Years of Experience - Near 19341
SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...
Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial
Financial Manager, Branch or Department
Tags for this Online Resume: Custody, Equity, Fixed Income, Fixed Income Trading, High Net Worth, Investment Management, Management, Cash Management
Financial Analyst
Tags for this Online Resume: Management, Microsoft Outlook, High Net Worth, Investment Management, Quick Books, Quickbooks, Corrective Actions, Financial, Financial Statements, P&L
