CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "High net worth individuals "

Vice President

Accomplishments Vice President, Branch Manager Business Development Officer & Manager Commercial Real Estate Banking Specialist Commercial Loan Officer Business Development Officer Senior Business Banking Specialist Investment Banking Specialist Consistent achievements as top producer, increasing revenues, portfolios, and profits through expertise and business development. Cultivate and manage new and existing client relati...

Tags for this Online Resume: Marketing Management, Banking Industry, Book of business, Business Development, Financial, Product Development, Public Relations, Real Estate, Business Development Manager, Consulting

Business Analyst - 8 Years of Experience - Near 90503

Summary * 8+ years of experience as a Business System Analyst/Data Analyst in industry domains including Mortgage, Capital Markets, Wealth Management, Retail Banking, e-Commerce and Insurance. * 3+ years of experience in Guidewire Policy Center and Guidewire Claims Center for Property & Casualty Insurance. * Strong understanding of Retail Banking, including Credit Card, Mortgage, Account Transactions, Wire Transfers, Bill P...

Tags for this Online Resume: Microsoft Visio, Unified Modelling Language, VISIO, Agile, Management, Oracle, Business Requirements, Integrate, Quality, Email

Tax Manager - 20 Years of Experience - Near 77005

CAREER SUMMARY: Highly qualified attorney and tax consultant with demonstrated expertise in the areas of federal income taxation, with specific attention to employee benefit and compensation issues, and estate planning. Federal income tax and employee benefit and compensation services provided to closely held, as well as publicly held, companies with gross revenues in the range of $5,000,000 - $100,000,000. Estate planning ...

Tags for this Online Resume: Federal Tax, Estate planning, High Net Worth, Planning, Consulting, Benefit Plans, Wills, Benefits, Compensation, BAR, accounting, tax, excel

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

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

General Counsel - 20 Years of Experience - Near 90405

Alejandro B. Vargas is an International Business Lawyer with a in depth experience in structuring, negotiating, closing and managing businesses, joint ventures and strategic alliances, with an expertise in negotiations, management, mergers & acquisitions, corporate financing, investor relations, asset management, business development and marketing and distribution of telecommunications products and private equity and privat...

Tags for this Online Resume: Acquisitions, Asset Management, Business Development, Distribution, Entertainment, Equity

Sales Representative - 20 Years of Experience - Near 60515

I with generating enough new business that I was awarded Partner for my contributions to the profits of the Chicago office. I trained 12 personnel to achieve higher grades of employment with solid understanding of compliance regulations. sold my company to Raymond James & Company and became the office manager in Chicago managing 15 employees. Along with optimizing profits and controlling P & L. and compliance regulations. 1...

Tags for this Online Resume: Derivatives, Benefits, P&L, High Net Worth, Series 63, Series 7, sales, outside sales, business development, sales representative, inside sales, account executive, account manager, compliance, regulatory, derivative execution, problem solving, customer service

Real Estate Sales Agent - 4 Years of Experience - Near 29650

AREAS OF EXPERTISE License Realtor Mortgage Banking & Management Sales & Contact Reports Loyalty & Rewards Marketing Performance Measurement & Motivation Direct Sales & Marketing Territory Development & Sales Management Team Leadership & Development Sales Closings & Techniques Prospecting & Cold Calling Market Share Expansion Business to Business Sales Sales & Marketing Program Design & Execution Presentations & Proposals E...

Tags for this Online Resume: Marketing Management, POD, Sales, Microsoft, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Account Management, Banking Industry, Business Development

Accountant - 20 Years of Experience - Near 08884

Qualifications Profile Seeking a position with a small to mid-sized public accounting firm. Experience includes Real Estate, Manufacturing, Distribution, Professional Services, Privately Held Businesses, Hospitality, Construction, Entertainment, Partnerships, Hedge Funds, Publicly Traded Companies, and Limited Partnerships and Low Income Housing Tax Credits, and HUD. Client sales volumes ranged from $250,000 to over $100,00...

Tags for this Online Resume: Financial, Financial Statements, Real Estate, Audit, Footnote disclosures, Services, Financial Accounting Standards Board (FASB), Pronouncements, Consulting, Financial Statement

Sales Manager - 19 Years of Experience - Near 34243

M ichael.Robinson64@gmail.com the region of Florida, Property Assessed Clean Energy Funding provides eligible property owners with improvement funding for projects that impact clean energy, energy efficiency and hurricane preparedness improvements for residential and commercial properties. PACE Program funding was adopted into Florida law (Statute 163.08) in 2010 allowing cities, counties and districts to opt to into the pr...

Tags for this Online Resume: Management, Business Development, EMT, Microsoft Access, Product Management, Security, Banking Industry, Business Documents, Financial, Financial Statements