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Online Resumes with "Investment Advisory Firm"



Registered Operations & Client Services Specialist

Full-time employment in Walnut Creek area with stock brokerage, investment advisory firm or bank.

Tags for this Online Resume: AXYS/Advent, ACT, MS Office

Accomplished legal & compliance executive for registered investment advisory firms

Accomplished legal and regulatory executive with experience designing, implementing and maintaining US and Global compliance programs for equities investment advisory firms, managing global compliance teams, managing SEC regulatory exams, registering firms and private funds with various international jurisdictions, managing the acquisition and integration of other investment advisory firms, negotiating corporate agreements,...

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

Investment Consultant

Join an established registered investment advisory firm which strongly exhibits a collaborative, client-focused philosophy.

Tags for this Online Resume: Research Analyst, Investment Consultant, Wealth Management, Client Services

Result and detail-oriented Senior AML Project Manager with 10+ years of experience directing large scale projects ($10M+) that comes in within tight deadlines and budget constraints (installed ACTIMIZE in 6-8 months); Clearing Firm AML Officer with extens

Seeking AML Project Manager, AML Consultant/contrator job, compliance officer/manager for broker dealer or SEC registered investment advisory firm

Tags for this Online Resume: AML project manager/consultant/officer, Actimize, broker dealer SEC investment advisory compliance regulation, CAMs, series 24 7 4 65 6 insurance license, private equity

Investment Office, Investment Analyst, Connecticut

My goal is to re-engage in the investment industry of which I have over 20+ years of experience. My specialties are all types of investments across all asset classes. I have held senior positions at several investment advisory firms, foundations and endowment asset firms. My goal is use that experience in improving the returns, efficiency and risk management of an investment firm.

Tags for this Online Resume: hedge, investment, fund of fund, consultant, investment officer, analyst

Investment Advisor, Seattle

I would love to use my client service skills and investment management knowledge working with an investment advisory firm that values its affluent clients, its employees and an outstanding firm reputation. I work well in a team environment and independently, as dictated by the task at hand.

Tags for this Online Resume: Registered Investment Advisor, Portfolio Manager, Client Relationship Manager, Investment Counselor, Investment Manager, Investor Relations

Featured Profile

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

Featured Profile

Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA

To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...

Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust

Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations

Financial Manager

60148/(630) (239) 591-6332 Business Banking Officer/Assistant Vice President. Relocated by Fifth Third to Southwest Florida following the sale of Camcorp Financial Group to develop customer relationships with business customers in the greater Naples area. Responsible for generating core deposit and loan growth. In 2007, core deposits grew +$10MM with loan growth up $4MM. Total customer relationship portfolio exceeded 180. R...

Tags for this Online Resume: Financial, Banking Industry, Deposits, Business Development, Insurance, Management, Accounting, Asset Management, Bonds, General Accounting