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Online Resumes with "High net worth"
Featured Profile
Trust and Fiduciary Specialist
I am seeking a permanent full-time position with a Trust Company or in a Trust Department of a Financial Institution where my knowledge and experience in estate planning, fiduciary law, and taxation will contribute significantly to its service, growth and profitability.
I am an attorney with an LLM in Taxation. I have practiced estate planning for over 16 years. I have been a partner of two law firms and the office managi...
Tags for this Online Resume:
taxation, trust, estate, fiduciary, trustee, High Net Worth
Financial Services Professional
Results-focused professional with over 15 years of experience directing day-to-day operations, managing personal book of business and working with institutional and retail high net-worth money managers independent broker dealer, CFP's and stock brokers. As a highly organized and efficient leader with outstanding decision-making and problem-solving skills, I also offer great flexibility in adapting to new situations and envi...
Tags for this Online Resume:
Landscape Design, Estimating & Sales, Sales, Project Management, Marketing & Advertising, Consulting, Financial Services, Business Development, Sales Associate, Practice Management, Relationship Management
Career, What?!
free-spirited, enthusiastic, dreamer, i love people, world traveler, loyal, friendly, big heart, adventureous, counselor, cultured, fun, love for life, love music
Ideal Companies: Google, Ebay, United Nations, Berlitz, International House, CNN, BBC, NBC, Apple, Dreamworks, Sony Pictures
Bulge Bracket Investment Bank Analyst, New York- Experience in Corporate Real Estate and Financial services Industry
Priviate Wealth Management, Develop trustworthy relationship with High Net Worth Clients, Obtain Securities Licenses such as Series 7, 63, and 66.
Tags for this Online Resume:
Commercial Real Estate Leasing, Property Evaluation and Investments, Sales and Relationship Management, Client Service Skills in PWM and Private Banking, Fluent in Chinese(Mandarin) and English, Analytical Skills and Financial Modeling
Featured Profile
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume:
Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Featured Profile
Successful relationship manager, private banker, MBA
I am seeking a position in which I can leverage my superior ability to create and sustain revenue generating relationships with individuals and businesses.
Ideal Companies: PNC Financial, BNYMellon, Citizens Bank, Fidelity Investments, Bank of America/Merrill Lynch
Tags for this Online Resume:
Relationship Management, Credit trained
Featured Profile
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume:
Project Management Professional
Featured Profile
Financial Advisor/Investment Manager
Indentify high net worth clients, evaluated individual needs to offer sound advice and drive asset base growth.
Trust and Fiduciary Specialist
I am seeking a permanent full-time position with a Trust Company or in a Trust Department of a Financial Institution where my knowledge and experience in estate planning, fiduciary law, and taxation will contribute significantly to its service, growth and profitability.
I am an attorney with an LLM in Taxation. I have practiced estate planning for over 16 years. I have been a partner of two law firms and the office managi...
Tags for this Online Resume:
taxation, trust, estate, fiduciary, trustee, High Net Worth
Financial Services Professional
Results-focused professional with over 15 years of experience directing day-to-day operations, managing personal book of business and working with institutional and retail high net-worth money managers independent broker dealer, CFP's and stock brokers. As a highly organized and efficient leader with outstanding decision-making and problem-solving skills, I also offer great flexibility in adapting to new situations and envi...
Tags for this Online Resume:
Landscape Design, Estimating & Sales, Sales, Project Management, Marketing & Advertising, Consulting, Financial Services, Business Development, Sales Associate, Practice Management, Relationship Management
Career, What?!
free-spirited, enthusiastic, dreamer, i love people, world traveler, loyal, friendly, big heart, adventureous, counselor, cultured, fun, love for life, love music
Ideal Companies: Google, Ebay, United Nations, Berlitz, International House, CNN, BBC, NBC, Apple, Dreamworks, Sony Pictures
Bulge Bracket Investment Bank Analyst, New York- Experience in Corporate Real Estate and Financial services Industry
Priviate Wealth Management, Develop trustworthy relationship with High Net Worth Clients, Obtain Securities Licenses such as Series 7, 63, and 66.
Tags for this Online Resume:
Commercial Real Estate Leasing, Property Evaluation and Investments, Sales and Relationship Management, Client Service Skills in PWM and Private Banking, Fluent in Chinese(Mandarin) and English, Analytical Skills and Financial Modeling
Featured Profile
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume:
Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Featured Profile
Successful relationship manager, private banker, MBA
I am seeking a position in which I can leverage my superior ability to create and sustain revenue generating relationships with individuals and businesses.
Ideal Companies: PNC Financial, BNYMellon, Citizens Bank, Fidelity Investments, Bank of America/Merrill Lynch
Tags for this Online Resume:
Relationship Management, Credit trained
Featured Profile
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume:
Project Management Professional
Featured Profile
Financial Advisor/Investment Manager
Indentify high net worth clients, evaluated individual needs to offer sound advice and drive asset base growth.
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Successful relationship manager, private banker, MBA
I am seeking a position in which I can leverage my superior ability to create and sustain revenue generating relationships with individuals and businesses.
Ideal Companies: PNC Financial, BNYMellon, Citizens Bank, Fidelity Investments, Bank of America/Merrill Lynch
Tags for this Online Resume: Relationship Management, Credit trained
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume: Project Management Professional
