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Online Resumes with "High Net Worth "
Fortune 500 experience - Key Bank-high net worth clients
To use my skill, education and experiene to benefit others in the health and wellness field or banking or customer service. Very reliable,professional and driven - high performer
Tags for this Online Resume: experienced, sales, professional, customer service, excellent communication skills, insurance
Regional Operations and Sales Manager, Central Florida
Detail-oriented, goal-driven, and accomplished professional, offering extensive experience in franchise sales and development, operations management, and marketing. Equipped with proven record of performing above expectations while adapting to any stressful situations without compromising the quality of products and services. Highly capable of establishing a network of high-net-worth individuals as well as successfully comp...
Tags for this Online Resume: Regional Sales Manager, Regional Operations Manager, Regional Manager, Franchise Sales Manager, Franchise Operations Manager
Assistant Vice President
working with high net worth individuals and family groups in setting investment strategies, implementing asset allocations, rebalancing each client’s portfolio and implementing strategy changes.
Tags for this Online Resume: Wealth , Private Banker, Advisor, Consultant, Fianancial, Investment
Advertising Sales Agent
Sovereign Bank, North Andover, MA April 2004-present Financial Relationship Specialist · Manages a portfolio of the top 248 high net worth customers · Sells a full array of both traditional and non-traditional business and personal banking products, including:checking, savings, IRAs, loans and lines · Works with other branches to help them develop effective sales campaigns · Trains new staff on policies and procedures...
Relationship Manager
Seeking a challenging position in the Relation Banking area where my experience and expertise can be used in servicing high net worth clients to maximize profitability for the corporation.
Relationship Manager - Personal/Corporate including Private Banking
Provide outstanding wealth management services to high net-worth clients.
Tags for this Online Resume: Private Banking, Personal Trust Administration, Corporate Trust Administration, AML, KYC, Asset Management Solutions
Sales Executive, Chicago
JASON NEAGU 1830 N. Winchester Chicago, IL 60622 Telephone: (312) 925-5456 E-mail: jasonneagu@hotmail.com Dear Hiring Executive: I would like to express my interest in contributing to your organization as a multi-talented sales professional with a specialty in luxury goods and high net-worth clients. Please find my resume enclosed; it will inform you of my diverse abilities, qualifications, and strengths. ...
Tags for this Online Resume: Sales Management, Business development, account executive, relationship manager, sales executive
Finance Services Manager: Banking Sector
Resourceful professional with exceptional track record in wealth management and retail services. Well versed in operations and business management, as well as motivating, mentoring, and coaching staff on optimal sales strategies, compliance requirements, and strong customer service. Highly proficient in cultivating productive relationships with internal and external stakeholder groups, and building talented, high performing...
Ideal Companies: JPMorgan Chase, Bank United, BB&T, Regions Bank
Tags for this Online Resume: Business Support Manager, Client Services Manager, Branch Manager, Bank Manager
CPA & Financial Planner
To find a position that will provide the opportunity
Tags for this Online Resume: Financial Planner, CPA, Financial Planning, Wealth Management, Wealth Manager, Tax, Public Accounting, High Net Worth Clients, Tax Planning
Investment Analyst, Boston
Tags for this Online Resume: Sales , Trading, Investments, wealth management, high net worth, analyst, associate, asset management
Young Professional Administrator
I am highly motivated, energetic, positive and a quick learner. I am a people person and love a good challenge.
Ideal Companies: Wells Fargo, Microsoft, Kaiser, McGraw Hill, State Farm
Tags for this Online Resume: Administration, Banking, Customer Service, Credit, Finance
General Manager
My goal is to run my own private company or a division of a larger private company. My professional experience is in sales and marketing to high net worth individuals. Most recently I have added experience in manufacturing operations, employee relations and hiring. I have an accounting background with experience in budget, P&L responsibility, and cash management. My true talents are customer experience and service, projec...
Ideal Companies: Wellpoint, Chevron, Intuit, Adobe, Autodesk, University of California Berkeley, Google,
