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Online Resumes with "High Net Worth "



Featured Profile

Wealth Management and Investment Portfolio Management Professional

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Executive Level Manager

Proactive Manager of high end high net worth residential communities and commercial properties, heavy experience in Facilities, operations construction and general management

Ideal Companies: Large Condo Associations, Private Estates or Islands, well established PM Companies

Tags for this Online Resume: Executive Manager, General Manager, Property Manager, Community Association Manager, Facilities Manager, Maintenance Director, Area Manager, Director of Property Management, Regional Property Manager, Chief Building Engineer

Ronald Menard

Temporary or full time accounting position. Currently working on completing CPA examination.

Ideal Companies: Google

Investment-Financial Advisor/West Palm Beach

With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...

Tags for this Online Resume: high net worth, excel, client relationships

Experienced Investment Professional

Accomplished, detail-oriented professional who successfully traded managed accounts of institutional and private clients using a combination of technical and fundamental research. Analytical thinker and adept decision-maker who can implement multiple trading strategies with a variety of investment products under different market conditions.

Ideal Companies: Blackrock, Goldman Sachs, Merill Lynch, JP Morgan

Tags for this Online Resume: Trader

Alternatives Sales Specialist - 8 years experience - HSBC Private Bank

A client facing professional with expertise in advising on Alternative Investments to financial advisors, high net worth individuals, institutions, consultants, family offices, advisors in the US and Latin America. Experienced in hedge fund of funds portfolio management, marketing of private equity, real estate, fund of funds, and currently responsible for the sales of HSBC’s Alternatives business in the Americas. Seeking t...

Tags for this Online Resume: Experienced, International, Resourceful, Diligent, Intelligent, Articulate

Financial Planner

Tags for this Online Resume: CFP, Private Banking, Middle Market Corporate, Wealth Management, Ultra-High Net Worth, High Net Worth

Senior Development Director - non-profit organizations - 20 years experience

Development professional with proven success in effectively planning and directing the solicitation of major gifts to secure funding for organizations through local and national foundations,corporations and high net worth philanthropic individuals.

Tags for this Online Resume: capital campaigns, special events, strategic planning, major gifts, planned giving, annual fund

Featured Profile

Experienced Financial Services & Business Development Leader, Columbus, Indiana

Proven Financial Services and Business Development leader with extensive experience concentrated in sales and marketing, targeting business professionals, high net worth clients and new business development in highly competitive markets. Expertise in building and sustaining key customer partnerships, clarifying issues and customer needs, mobilizing support and resources, and facilitating decisions. Consistent record of ac...

Banker

I m looking for a banker job in which i can unveil my skills, job in which i have an interacion with customers, deal with them, fullfill their needs etc

Ideal Companies: chase, bank of america, citibank, commerce bank, all banks

Tags for this Online Resume: teller experience 7 months, peronal banker experience, relationship banker experience, always over achieve targets, excellent customer service, win many contests in bank by over aceiving targets

Administrative Assistant - 10 Years of Experience

I have experience in supervising staff and working with high net worth clients, both of which require extra attention to the “people management” side of business. Through successfully managing both internal and external relationships, I have accelerated the achievement of goals and positioned myself as a valuable resource in a variety of situations.