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Online Resumes with "High Net Worth "
Program Manager
Tags for this Online Resume: Business Development, Management, Data General Nova, High Net Worth, Research, Cms, Joomla, Microsoft, SalesForce, Sesame Framework
Assessor
PROFESSIONAL SUMMARY Dynamic Private banker with strong background in all aspects of financial management. Successful at managing multiple assignments and maximizing customer satisfaction. SUMMARY OF QUALIFICATIONS * Exceptional background working with clients, families and their advisers to examine objectives, determine risk threshold, and provide proper solutions. * Extensive knowledge of financial products. * Superior re...
Tags for this Online Resume: Banking Industry, Business Development, Financial, High Net Worth, SAP MM module, KYC, English Language, Financial Management, French Language, Management
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
Financial Manager - 15 Years of Experience - Near 89122
SUMMARY Mortgage servicing executive, consultant, and mortgage loan originator, specializing in non-performing assets, regulatory compliance and loan administration. Significant experience implementing and managing mortgage servicing best practices to comply with GSE, CFPB, and National Mortgage Settlement. Dedicated to exceptional Call Center Customer Service and Resolution. Leadership strengths include talent acquisition ...
Tags for this Online Resume: Call Center, ACH, Customer Service, Engineering, High Net Worth, Insurance, Interactive Voice Response, Management, Monitoring, Planning
Personal Financial Advisor - 6 Years of Experience - Near 60202
Tags for this Online Resume: finance, excel, microsoft office, high net worth individuals, high net worth, analyst, organizational skills, communication, series 7, interpersonal skills, team, collaborative, multitasking, fast-paced environment, cfa, written communication, financial services, customer service, professionalism, investment, personal investment, portfolio
Financial Specialist - 11 Years of Experience - Near 07630
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...
Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance
Mortgage Processor - 15 Years of Experience - Near 33549
Tags for this Online Resume: Compliance, Dos, High Net Worth, Insurance, Microsoft DOS, Underwriter, Appraisals, Prime, Property Appraisals, Real Estate, typing, customer service, receptionist, data entry, clerical
Financial Specialist - 20 Years of Experience - Near 34108
My career history spans over 23 of financial/trade operations, investment/client service experience with 13 years in Trust Administration. I focused on analyzing and providing solutions for a complex and high net worth client base while exceeding compliance requirements. I'm looking for a growing company that shares my focus of exceptional client service and excelling compliance regulations. In the past I passed and held S...
Tags for this Online Resume: Order Entry, Receivables, Support, Planning, Statistics, Consultative Sales, Management, Portfolio Management, finance, excel, Investment Associate, Trust Operations, Securities Trading
Managing Director - 20 Years of Experience - Near 89011
Tags for this Online Resume: Management, Wealth Management, Insurance, P&L, High Net Worth, Audit, CFO, Networking, Private Client, Banking Industry, management, manager, banking, international, travel
Financial Specialist - 20 Years of Experience - Near 08844
SUMMARY Financial Services Professional with over 30 years of experience in all aspects of Sales and Trading and Compliance. Strong emphasis on Client Sales. Major strengths: * Well-developed Leadership and decision-making skills. Proven expertise in building strong client relationships. * Enthusiastic team player. * Results-oriented manager and producer. OneWall Advisors New York Senior Vice President July 2012 - Dec 2016 ...
Tags for this Online Resume: Aml (Macro Lang), Banking Industry, Capital markets, CHF, Compliance, Due Diligence, Equities, Financial, Financial Services, Fixed Income
Assistant Manager - 20 Years of Experience - Near 75024
Organizational Development, Business Communications and Office Operations/Skills with Experience Professional Highlights Mortgage Loan Officer- 30 Years Experience Originate Business, Self-Source B2B and B2C and full knowledge regarding FHA, VA, FNMA, FHLMC, USDA programs Devise and implement innovative marketing principles and promotional sales events for residential and commercial properties to further support financial g...
Tags for this Online Resume: Customer Service, Marketing Management, Payroll, Real Estate
Senior Vice President - 20 Years of Experience - Near 33950
PROFILE Accomplished Relationship Manager with extensive experience in Commercial lending, Business banking, C&I lending, Private banking, and Wealth Management. Experienced in underwriting complex loan credits. Skilled at business development and networking to facilitate origination of new clients for a Commercial Bank/Private Banking platform. Ability to cross sell Trust, Investment, Treasury Management, and Banking produ...
Tags for this Online Resume: Management, Banking Industry, Business Development, Wealth Management, Credit Analysis, Investment Management, Commercial Loan portfolio, Commercial Loans, High Net Worth, Networking, management, manager, sales
