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Online Resumes with "Individual Investor"
investment specialist
to work at the executive level or consultant
Ideal Companies: virgin industries
Tags for this Online Resume: investments
Personal Financial Advisor - 19 Years of Experience - Near 19341
SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...
Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial
Not Listed - 15 Years of Experience - Near 21234
Technology Services, Hunt Valley, MD 2016 to 2017 Project Manager for T. Rowe Price Plan, organize and manage all efforts of project management related to the DOL Ruling in the Individual Investors business sector of T. Rowe Price. Manage efforts affecting business processes, practices, compliance and training for over 2000 associates. Manage project financials for internal budgets for technology and contract labor resource...
Tags for this Online Resume: Microsoft Word, Motorola, Occupational Safety and Health Act, Oracle, OSHA, PMI, PMP, Project Management, Project Manager, Quality
Tax Manager - 10 Years of Experience - Near Portland, OR
Prepare Morrow is the largest tower crane and hoist rental provider in North America with a global network of full-service facilities with 27 locations in 6 countries. Primary Responsibilities: * Assist tax manager with all aspects of income tax filings for US/Canada federal, state, and local income tax returns for US parent and international subsidiaries * Review/prepare state and local/municipal sales and use tax and prop...
Tags for this Online Resume: Audit, Property Tax, Software, Filing, Real Estate, State Tax, Accounting, EMC, Management, SAN (Storage Area Network), accounting, tax, manufacturing, gaap, excel, accountant
Chef or Head Cook - 10 Years of Experience - Near 02720
SUMMARY As I Financial Adviser, I am responsible for bringing on new clients and managing current client's accounts. I am responsible for the recommendation of certain products and investments to not only grow their portfolios, but protect them in a declining market. I have individual investors and institutional investors, such as 401 (k)'s with companies. My investment licences include Series 7 and 66. I am also licensed i...
Tags for this Online Resume: Chef, Quality, Quality Assurance, Quality Control, apparel, Purchasing, Retail, Financial, Health Insurance, Insurance
Lawyer - 20 Years of Experience - Near 10075
CAREER SUMMARY Corporate lawyer with in depth experience and expertise in securities, private, hedge and capital funds, Investment Company and Investment Advisers Acts, mergers and acquisitions and general corporate transactions. Served as outside general counsel to companies in industries including high-technology, alternative energy, packaging and jewelry. Clients included public corporations private equity funds biotech ...
Tags for this Online Resume: Banking Industry, BAR, BDC, Distribution, Drafting, Equity, ERISA, Acquisitions, Business Development, Corporate General
Commercial Real Estate Super-Senior Analyst
I have been a commercial real estate appraiser for nearly 30 years, traveling to 41 U.S. states, 3 Canadian provinces, 3 Mexican states, Japan, and the Netherlands. I am currently acting as a consultant in various short-term projects advising commercial real estate investors. I am primarily an analyst, and am interested in joining a firm in which I could contribute as a commercial real estate analyst.
Ideal Companies: Jones Lang Lasalle; Deloitte; PriceWaterhouseCoopers, CBRE, Jackson Cross
Tags for this Online Resume: Financial, Microsoft, Microsoft Access, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visual Basic for Applications, Microsoft Word, Appraisals, Management, Microsoft Excell, Microsft PowerPoint, Microspoft Visual Basic for Applications, Microspoft PowerPoint, Real Estate, Marshall & Stevens, EAC Valuation, Argus software, Delaware Chancery Court, Expert Witness
Sales Manager - 0 Years of Experience
To become a a valued asset to an employer through had work performance, ethics and work Culture
Ideal Companies: Hubbell, Cree, LSI, Phillips, Building Products Manufacturers, Electrical Product Manufacturers
Tags for this Online Resume: Strategic Planning & Execution, SR. Level Professional Sales Executive, Digital Marketing & Sales Managment, Quality Assurance & Risk Management, MS Office, Client & Vendor Relationships, Team Building & Leadership, Lighting Energy Analysis Audit, Facilities & Property Management, Staff Training & Development, Process Improvement, Budgeting, Forecasting, & P&L’s, New Revenue Generation, Business Development
Network Engineer - 2 Years of Experience - Near 1000
Tags for this Online Resume: Management, Financial, Financial Statement, Integrate, TSO, Wholesale, Accounting, Financial Accounting, Matlab, Microsoft Visual Basic for Applications
