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Online Resumes with "High net worth"



Angela A. Jones

High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal

Ideal Companies: UBS Global Asset Managemen, , USAA, , Morgan Stanley, , Citigroup, , Capital Group Companies, , Investment Management Oriented Compnanies

Executive Assistant

I have many years of interacting with high net worth executives and clients in a fast paced environment, as well as the ability to work independently and handle confidential matters discreetly. With an excellent telephone manner, very positive personality and a professional demeanor, I have the ability to manage an office environment including routine office support duties, teams of up to 20 or more members, and intricatel...

Tags for this Online Resume: Travel & Expense Reports, High-Net Worth Clientele, Confidentiality, Organization, Proactive, Self starter

Featured Profile

Executive Sales Representative

I want to be the best I can be for myself and my son. I want a career with a company that will allow me to be rewarded for my production.

Ideal Companies: Nike, Under Armour, Remington Arms, Colt Inc., Dell, HP, Exxon

Tags for this Online Resume: self starter, dedicated, sales representative, dynamic, personable, awesome outlook on life

Featured Profile

Financial Analyst, Washington DC

Bilingual Financial Analyst eager to contribute strong managerial, problem-solving, and business development skills toward supporting the employer as a driven and productive team member

Tags for this Online Resume: finance, mergers, private equity, accounting, invesment management, financial analyst, EXCEL, MILLIMAN, ACCESS, ACT

Financial Advisor

I have been in the investment management business since graduating college in 2000. Initially, I was hired as an Administrative Assistant at Sanford C. Bernstein to join a team of four Financial Advisors and three Sales Assistants who managed approximately $1 billion in assets for high net worth individuals, families, trusts, endowments and retirement plans. I was promoted to Private Client Associate after my first year an...

Tags for this Online Resume: Financial Advisor, Financial Analyst, Manager, Operations, Sales, Business Development

Lila Mektiev - Portfolio Associate

I am looking for a position in Asset Management Firm or a department of a Bank or Brokerage Firm. I worked in various positions such as Trader, Trade Support, Portfolio Administrator, Performance Analyst and thus I would like find something related to these positions.

Ideal Companies: European Banks, Large brokerage firms, Mid-size Asset Management Firms

Featured Profile

Managing Director

To obtain a position with a team that utilizes my proven sales experience as well as new business development and entrepreneurial experience in a variety of executive roles in financial services.

Ideal Companies: JP Morgan Chase, Northern Trust, Harris, UBS, Citi, Chicago Mercantile Exchange

Tags for this Online Resume: Sales, Business Development, Management , Wholesaling, Marketing, Account Management

Featured Profile

Accountant

Ideal Companies: Merrill Lynch, Wachovia Securities, Bank of America

Tags for this Online Resume: Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66

SVP in search private client management and customer service

Seeking position in advisory capacity for high net worth individual with combination lending investment strategies and estate planning

Tags for this Online Resume: baltimore, pikesville

Personal Lines Account Manager High Net Worth

To join a team with a leading Brokerage in the industry.

Tags for this Online Resume: Property Casualty, Sales

Vice President, Financial & Estate Planning Services, Vancouver BC

To make a difference in a dynamic organization where I can grow as an accreditted financial/estate planning professional.

Tags for this Online Resume: High Net Worth Planning, Training, Seminars, Coaching, Personal/Corporate Financial Planning, Life Insurance/Living Benefits/Mutual Funds, Recruiting, Mentoring, Sales Management, Retirement Planning Solutions