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Relationship Manager - over 20 years of experience -both retail and institutional

My goal is to obtain a position that I am able to utilize my experience and skills in client relations,strong interpersonal skills, excellent communication skills, cross functional team leadership, customer focus, customer liason, problem solving and strategic planning. My background includes institutional asset management, retail mortgage sales, product development, project management and client relationship management. I...

Tags for this Online Resume: customer service, liaison, product presentation, relationship manager, point person, clientt relations

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WEALTH MANAGEMENT PROFESSIONAL

Accounting & Finance Resumes - Financial Specialist Resumes - Salt Lake City, UT

Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...

Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation

Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management

Senior investment management professional with 35 years experience - Philadelphia area

Accounting & Finance Resumes - Personal Financial Advisor Resumes - Flourtown, PA

SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...

Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals

Executive Vice President - 20 Years of Experience - Near 80403

Management & Business Resumes - Executive Vice President Resumes - Golden, CO

SUCCESSFUL FINANCIAL SERVICES EXECUTIVE INSTITUTIONAL ASSET MANAGEMENT | CORPORATE TRUST | PRIVATE WEALTH MANAGEMENT Senior-level leadership-oriented financial professional with a history of implementing forward-thinking change within organizations, continually maximizing resources, increasing efficiencies, and adding profitability to the bottom line. Ability to recognize potential solutions, formulating business plans and...

Tags for this Online Resume: Denver, California, Results Oriented, Decision Maker, Successful, Innovative, Financial Services

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Senior Vice President - 20 Years of Experience - Near 10005

Management & Business Resumes - Senior Vice President Resumes - New York, NY

Tags for this Online Resume: Business Development Consultant, Sales Closer, Diverse Sales Management, Mentor, Leader

Sales Manager

Sales & Sales Management Resumes - Sales Manager Resumes - Geneva, IL

PROFILE Seasoned senior sales and marketing executive with over 30 years of direct marketing, team leadership and executive management roles in both global and national institutional asset management and consulting firms. Proven goal-oriented track record. Passionate and motivational team builder.

Tags for this Online Resume: Clubs, Compensation, Insurance, Investment Management, Management, Consulting, Marketing Management, Presentation Skills, Asset Management, CT

Asset Manager, Banking Real Estate Sales

Management & Business Resumes - Administrative Services Manager Resumes - Clawson, MI

I am a Real Estate Asset Manager. I have 25 years of experience in managing and selling foreclosure property. My ultimate goal is to work for a Banking or Real Estate Institution as an Asset Manager. Selling and managing foreclosure and troubled assets.

Tags for this Online Resume: Asset Manager, Banking, Real Estate, Sales, Foreclosure property, REO Assets, Purchasing, Management, Property Management, Acquisitions

Executive Vice President - 20 Years of Experience - Near 32967

Human Resources Resumes - Consultant Resumes - Vero Beach, FL

PROFILE INVESTMENT BANKING EXECUTIVE with a 25 year track record of success in institutional securities and institutional asset management including sales & marketing of traditional, niche and alternative fund products. A strategic and tactical thinker accustomed to complex organizational structures in a global business environment. Board level work & sales experience. Perfect spoken and written German.

Tags for this Online Resume: Consulting, Banking Industry, Equity, Underwriting, Derivatives, Infrastructure, Investment Banking, Investment Management, Management, Private Equity

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Investment Manager, Started $trillion Industry, $13B AUM, Mutual Funds, CLO , Institutional Manager

Accounting & Finance Resumes - Financial Specialist Resumes - Hinsdale, IL

As a driven executive with extensive experience in corporate finance, generating huge profits, and a proven record of accomplishment in bringing about efficiency improvements, I believe I offer an expertise that would be of benefit to your company. With a hands-on approach, strong leadership skills, and a focus on achieving management excellence as my strengths, I would like to explore the possibility of putting my knowledg...

Ideal Companies: Hedge Funds, Mutual Funds, Financial Institutions.

Tags for this Online Resume: Banking Industry, Management, Underwriting, Mutual Fund Management, Institutional Asset Management, Senior Loan Management, Distresed Debt Management, Equity Trading, Turn Around Manager, Securities

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