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Online Resumes with "Investment Consultant "
Investment Analyst, investment consultant
Tags for this Online Resume: Investments, CFA
Investment consultant, investment analytics, private equity portfolio manager, client service, product marketing 24 years experience Pittsburgh marketing
Strong, broad-based investment background. Served as an investment consultant to very large, highly prominent institutional investors and as a private equity fund of funds portfolio manager for high net worth private wealth clients. Was responsible for doubling number of private equity clients through marketing efforts. Presented to new business prospects that hired Mellon to service over $65 billion in assets. Also pos...
Tags for this Online Resume: investment, consulting, marketing, analytics, private equity, client service
Financial Analyst
Tags for this Online Resume: investment consulting, asset allocation, institutional clients, endowments and foundations, manager search and evaluation, business development
Financial Analyst
Tags for this Online Resume: business development, branch manager, relationship management, loan officer, financial analysis, investment consultant
MGG Invest and Consulting – CEO
results oriented executive, with law degree, vast experience in corporate law, tourism business development, political-legal consulting, international conservation programs, philanthropy, fundraising, fund administration expertise, invest and business development, HR, management and administrative know-how, International consulting, project management, and Human Rights, disaster response
Finance Professional with Over 20 Years Finance, Accounting, Treasury, Investments & Management Experience, MBA, MA Acc., CPA
I am a hands-on, highly motivated financial professional. I have over twenty years of corporate finance, investments, accounting, planning, cash management and forecasting, and capital budgeting experience, including the last eleven years in the Assistant Treasurer role. I spent the last six years as Director of Investments and Assistant Treasurer of BlueCross BlueShield of Tennessee. For the five years prior to that, I was...
Tags for this Online Resume: Treasury, Finance, Investments, Portfolio, Cash Management, Forecasting, Risk Management, Planning, Foundations, Health System, Health Insurance, Debt Financing, Capital Structure
Financial Analyst - 3 Years, Equity Research Analyst 2 years, Business Analyst SQL 2 years
I am a financial professional who has seven years of experience in the banking industry as a consultant and financial analyst will enable me to bring immediate value to the company. During those seven years, I played key roles in budget planning, accounting and financial analysis in two different multinational banks and an investment consulting company.
Tags for this Online Resume: Financial Analyst, Merger and acquisition, Excel Macros and Pivot Tables, Equity research, Business Analyst, Strategic Planning, Chicago , Bank, Budgeting, Financial Modeling, Forecasting, Access
Administrative Services Manager
Tags for this Online Resume: Portfolio Manager, Investment Consultant , CIMA, Great Investment Performance Track Record, Superior Consultative Sales Skills , Ultra High Net Client Realtionship Background
Sales Consultant
Possess additional experience as a banking tech support specialist, as a retail sales manager, and as an investment consultant. Also worked in a temporary capacity as a packaging supervisor and as a sales and marketing consultant.
Tags for this Online Resume: Business Development , Client Relationship Management , Market Trend Analysis , Consulting, Accounting, Reporting
Investment Consultant/Relationship Manager
Diversified financial professional experienced with products and services enabling institutional/high net worth investors to effectively monitor investment portfolios to achieve desired results. Recognized expertise in performance analysis and relationship management.
Tags for this Online Resume: Performance Measurement, Investment Strategy, Marketing, Relationship Management
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
Benefits Manager - 20 Years of Experience - Near 66018
Supervises all aspects of the day-to-day administration of retirement benefit plans, 401(k), ES0P, Pension,Non-Qualified. • Ensure retirement plans are in compliance with all plan documents, guidelines, policies and regulations. Responsible for annual audit with external and internal auditors. • Administration of 1500 participants in the 401(k) Plan, ESOP Administration, Pension Plan, non-union and union and Non Qualified...
Tags for this Online Resume: Retirement, Benefits, Compliance, Relationship management, RFP, Administration, Supervisor, Manager
