CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "High Net Worth "

Credit Analyst and RM - Near 98684

Qualifications Experience in providing relationship management to High Net Worth individuals, Nonprofits and to Commercial Banking clients. Expertise to include advanced level Consumer and Commercial credit structuring, financial analysis and loan document preparation. Extensive background in and Activities History Nonprofit Consultant and Volunteer - from 2014 to present Consulted with Friends of DanceWorks WA to lead thei...

Tags for this Online Resume: Banking Industry, High Net Worth, Insurance, Sourcing, Analytical Skills, Assessments, Credit Analysis, Financial, Financial Statements, Management, Professional

Lawyer - 13 Years of Experience - Near 60617

Tags for this Online Resume: Custody, Family Law, Insurance, Management, Banking Industry, Health Insurance, High Net Worth, Securities, Microsoft

Administrative Services Manager - 18 Years of Experience - Near 07644

Qualifications: * Goal and detail oriented * Analytical problem solver * Strong work ethic * Quick learner and efficient worker * Proven leadership skills * Team Player, dependable and responsible * Strong organization and communication skills * 18+ years in wealth management bringing a strong wealth of knowledge and experience * Always seeking to add value to ensure the company's goals are met and exceeded Experienced with...

Tags for this Online Resume: Audit, Cash Management, Documentation, High Net Worth, Management, Securities, Security, Wealth Management, ACH, Process Improvements, High net wealth

Customer Service Manager - 15 Years of Experience

Tags for this Online Resume: Accounting, Email, KYC, Audit, Inventory, Policies and Procedures, Sales, Management, High Net Worth, Administrative Assistant

Executive Director - 20 Years of Experience - Near 32303

Tags for this Online Resume: Advertising, Bankruptcy, Business Plan, Equity, Forth Programing Language, High Net Worth, Integrate, Litigation

Commercial Real Estate Sales Agent - 16 Years of Experience - Near 92660

SUMMARY Real Estate and Business Executive with over 30 years of experience. Clear thinker with the ability to effectively communicate priorities and make strategic decisions in a fast paced environment. Led multi-regional property teams and cultivated an environment of inclusion and success in order to achieve performance goals in line with corporate objectives. Has built and cultivated strong relationships within the brok...

Tags for this Online Resume: High Net Worth, Investment Opportunities, Real Estate, Consulting, Due Diligence, Management, Asset Management, Property Management, Light Emitting Diode

Sales Representative - 15 Years of Experience - Near 11776

up Negotiate with the customer to close sales orders and overcome objections while maintaining appropriate business margins SUNY Morrisville a private jet charter company catering to extremely high net worth individuals and senior level executives of Fortune 500/ Fortune 1000 companies

Tags for this Online Resume: Sales, Account Manager, Business Development, Business Development Manager, Enterprise Software, Financial, High Net Worth, Microsoft, Microsoft Excel, Microsoft Outlook, saas

Accountant - 20 Years of Experience

PROFILE ( Extensive Accounting and Finance Management Experience ( Analytical, results-oriented senior accounting professional with experience that includes internal controls assessment, variance analysis and compliance oversight in traditional and, most recently, telecommute/remote roles. Adept at streamlining processes while maintaining corporate policy integrity and adhering to internal controls guidelines. Versed in ide...

Tags for this Online Resume: Financial, Financial Statements, General Ledger, High Net Worth, Accounting, Accounting Records, Budgetary, Deductions, Management, Journal Entries

Compliance Officer - 19 Years of Experience - Near 11561

SUMMARY Chief AML Officer for global investment firms, evaluating transaction monitoring processes and procedures from a both proactive and lookback perspective and preparing remediation plans to address any gaps. Prepared investigative files utilizing and drafted SARs as needed. Developed complete proprietary IT compliance test-script module to facilitate clear and accurate surveillance and analysis of counterparty risk. G...

Tags for this Online Resume: Outsourcing, Compliance, Monitoring, SEC, Securities and Exchange Commission (SEC), Training, Management, Equity, High Net Worth, Policies and Procedures

Chief Financial Officer - 13 Years of Experience - Near 07452

AREAS OF EXPERTISE * * Brokerage Operations * Registered Investment Advisors - Asset Management and Wealth Advisors * Taxation * Regulatory Reporting: FINRA, SEC, NFA & CFTC * Internal Controls * Hedge Funds

Tags for this Online Resume: Accounting, Financial, Management, Asset Management, Capital markets, Cash Flow, Forecasting, Internal Controls, P&L, High Net Worth

Financial Specialist - 10 Years of Experience - Near 85271

SUMMARY: Corporate banking and capital markets veteran and a holder of the Chartered Financial Analyst ("CFA") designation with formal credit training and experience in financial analysis, cash / treasury operations, financial modeling including 3, 5, and 7-year projections using both scenario and sensitivity analysis. Front office client-facing manager with institutional and high net worth retail investor relationships whi...

Tags for this Online Resume: Compliance, Account Reconciliation, Billing, Financial Management, Financial Modeling, Investment Management, Phoenix, CFA, Treasury