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Online Resumes with "Investment Planning"



Client Relationship Manager /Sales Representative

Client Relationship Manager /Sales Representative who is consistently over target with exceptional sales relationship building skills. Sales skills acquired in project management, Real Estate, B2B Technology Services, Corporate Finance, Banking, Investment planning and analysis, and Lending options Experience in Real Estate, Banking, IT services and Financial Products industries. Completed many self-study programs to obtain...

Tags for this Online Resume: IT Field Sales, IT Account Manager, IT Account Executive, Outside Sales Representative, Account Manager, Account Executive, Feild Sales , Account Representative

Featured Profile

Engineering, Construction, & Maintenance Manager - Refining & Marketing (BP/ARCO) - 20 years experience

Twenty years experience in the oil industry with ARCO/BP. Strong track record of retail, logistics, and refinery engineering, construction, and maintenance roles. Demonstrated accomplishments in operational optimization, project management, cost reduction, and business strategy. Seeking an opportunity to build upon strong analytical base in an Engineering, Operations, or Commercial role.

Ideal Companies: Tesoro, Conoco Phillips, Valero, BP, Shell, Chevron

Tags for this Online Resume: engineering, operations, logistics, project management, business development, retail, refining, marketing, fleet management, union supervision, joint venture, chairman of board, energy negotiations, commercial, strategy development, investment planning, pipelines, terminals

Cyn Profile

I am a seasoned, results-driven, accomplished technology leader with extensive experience across multiple technology domains. I have held strategic roles including Chief Administrative Officer, Head of the Governance function, Strategic Program Manager/Director, and Strategic Vendor Manager. I am equally capable across the plan-build-operate functions in technology management. I am a driven, self-motivated individual kn...

Ideal Companies: google.com, goldman sachs, morgan stanley, jpmorganchase, kaiser-permanente

Tags for this Online Resume: IT Director, CAO, business management, program management, portfolio management, program delivery, technology innovation

Featured Profile

Featured Profile

Summer Associate_MBA candidate_Investment Analyst_ Investment Management_Investment Banking_3 years experience_Fortune 500 experience)_CFA level

MBA '11 in Global Finance Student at Thunderbird School of Global Management with solid background and experience in corporate finance, investment management, capital market and with significant progress towards CFA & CAIA designation: Seeking an opportunity in investment management/banking summer associate role to further career and company’s growth.

Ideal Companies: Goldman Sachs, UBS, JPMorgan, Bank of America, Blackstone, Citi, ING

Tags for this Online Resume: Manadarin, MBA, Summer, Internship, CFA , Financial, Investment, mergers and acquisitions, investment banking, SPSS, Modeling, research, Chinese, Phoenix, new york, San Francisco, Capital market, Excel, Analyst, Thunderbird

Financial Planner

Tags for this Online Resume: Business Development, Account Executive, Client Relations, Sales, Investment Planning, Retirement Planning

Visionary and result oriented IT leader with over 15 years of experience in formulating and executing on strategic technology plans. Developed, mentored and directed global teams to deliver large IT programs and process improvement initiatives.

Tags for this Online Resume: ERP implementations, Strategic technology investment planning, Lean Six Sigma process design, Vendor management, Portfolio management, Cross functional leadership

Financial Planning or Mortgage Loan Originator, Williamsburg VA

I am interested in becoming a team member of an organization that is interested in increasing their business footprint in Williamsburg, Virginia. My goal is to join a company I believe in and one with which I can develop a long-term relationship. Integrity and doing what is right for the customer are paramount. Money will follow when one is doing the right thing for their client and/or customer.

Tags for this Online Resume: Mortgage Origination, Financial Planning, Investment Planning, Sales, Portfolio Management, Mortgage Production Manager, Customer Service, Certified Financial Planner, Loan Officer

Featured Profile

Featured Profile

financial advisor

Tags for this Online Resume: asset management, investment planning, derivative trading

Results Driven Technical Sales Executive

Sr. Sales Professional/management opportunity in a growth oriented technical or financial organization where in I can contribute as well as grow.

Ideal Companies: Wachovia, UBS, HSBC, RBC

Tags for this Online Resume: Technical Sales and Marketing Management, Wireless and Fiberoptic Communication field, International Sales, Contract Negotiation, Customer Relationship Management, Field Sales, Sales to National accounts, Sales to Global Accounts, Sales to Government accouns, Team building, Superior Presentation, Major Accounts Development, Field Rep Training, Strong Prospecting, Effective Closing, New Business Development, Opportunity Management, Strategic Market Planning, Strategic Solution oriented Sales, Consultative Sales, Executive selling, Executive presence and image