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Online Resumes with "Investment Advisor"
Relationship Manager/Communications Manager, Denver
I desire a postion that uses my skills as a proven Business to Business relationship manager, marketing communications manager and leader.
Ideal Companies: Viasat, TIAA CREF, Davita, Johns Manville, Great West Financial, Oppenheimer Funds, Janus Funds,
Tags for this Online Resume: Relationship Manager, Communications, Financial Services
Acting Director of Marketing - 13 years experience - Project management and team development
Seasoned marketing executive with strong project management and team building skills. I am great at putting together teams and making things happen within institutions, and want to continue working at a high level in this capacity outside of the non-profit realm.
Ideal Companies: YouTube, Franklin Templeton, Solar City
Tags for this Online Resume: Marketing strategy, Project management, Team building, Marketing and Media, detail oriented, Digital Marketing, Email Marketing, Work flow, Art Direction, Copywriting, Process improvement
VP., Trading & Operations, Los Angeles, CA
Successful trading & operations manager for the past 20+ years. Last long term management position, oversaw 72 seasoned Independent Investment Advisors. Many of these advisors and I had followed each other through the past three mergers. I've gained their trust and respect since I have been in their shoes as a sales advisor and trading expert.
Tags for this Online Resume: Operations Manager, Trading Manager, Compliance Manager, Fixed Income, Options, FINRA
Executive, Financial analyst, Austin
To apply my 20+ years as a financial analyst to an entrepreneurial opportunity in Austin.
Ideal Companies: Green Mountain Energy, NRG, HomeAway, uShip,
Tags for this Online Resume: analysis, speaker, sales, energetic, strategy, balanced
Sales Professional
I am a tireless, energetic, and smart sales professional looking for a new challenge that utilizes my business skills. Looking for a career in business development, account management, and sales growth. While I excel at account management and growth, I am also a hunter and enjoy the challenge of earning new clients.
Ideal Companies: Coca-Cola, Wells Fargo, Fidelity, Schwab, US Bank, Medtronic, American Diabetes Association, Life Scan, University of Colorado,
Tags for this Online Resume: Business Development, Credit and Finance Analysis, Sales Management, Consultative Sales, Account Management, Strategic Planning and Execution
Director of Finance, Chicago, IL
Challenge-tackling, innovative international finance management professional with expertise in designing and implementing systems and reporting packages that significantly reduce costs, improve efficiencies, and increase productivity despite volatile financial environments. Proven record in turning around companies facing problems with credit, vendor payments and productivity issues. Adept at cash management, developing sol...
Ideal Companies: Not For Profit, Manufacturing, Inernational
Tags for this Online Resume: Budgets, Strategic Planning, Financial Analysis, Foundations, Non Profit, SAP, Cash Flow, e-Commerce, Inventory, Benefits
Investment Advisor Representative - LPN 10 years
Seeking a job in the Medical and/or Healthcare sector.
Featured Profile
WEALTH MANAGEMENT PROFESSIONAL
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
Financial Solutions Advisor / Assistant Vice President
Tags for this Online Resume:
Financial Advisor, Investment Advisor, Financial Services, Financial Planner
Senior Financial Planner
Tags for this Online Resume:
Financial Planner, Investment Advisor, Wealth Management, Benefits consultant
Featured Profile
analyst - 1 year experience- new york city
i graduated from MIT Sloan Master of Finance and have held various internships and full time positions in accounting and finance industry. I am actively looking for entry level positions that can leverage my skill set.
Tags for this Online Resume:
new york city, financial planning and analysis, corporate finance, research, quantitative, strong writing skill, excel, microsoft office suite, financial modeling
WEALTH MANAGEMENT PROFESSIONAL
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
analyst - 1 year experience- new york city
i graduated from MIT Sloan Master of Finance and have held various internships and full time positions in accounting and finance industry. I am actively looking for entry level positions that can leverage my skill set.
Tags for this Online Resume: new york city, financial planning and analysis, corporate finance, research, quantitative, strong writing skill, excel, microsoft office suite, financial modeling
