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Were you looking for High-net-worth job results?
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Online Resumes with "High net worth"
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
