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Online Resumes with "Investment Portfolio Management"
Controller - 20 Years of Experience - Near 55369
Seasoned finance executive with solid and progressive experience in all facets of accounting and financial management. Highly skilled in collaborating with all stakeholders to achieve business and financial objectives. Adept in streamlining processes with design and implementation thereby achieving enhanced productivity.
Tags for this Online Resume: Professionalism and Ethics, Internal and External Audit Management, Financial Operations Efficiencies , Budgeting , Mergers , Investment Portfolio Management, Strategic Planning, Financial Analysis
Inside Sales Representative - 13 Years of Experience - Near 92661
Executive Vice President, Marketing and Sales Seasoned financial services executive having worked in the investment and portfolio management industry since 2003. Prior to joining Genus Pacific Corporation , I founded Remken Financial Corporation, an investment and portfolio management firm in Orange, California that sourced Capital Market investors and partnered them with existing portfolio managers. In addition, the firm...
Tags for this Online Resume: point , excell, Newport beach
Financial Specialist - 20 Years of Experience - Near 66210
Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and exte...
Tags for this Online Resume: Fixed Income, Management, Security, Forecast, Sales, Financial, Financial Management, Insurance, MBS, Planning, finance, TRADER
Financial Analyst - 1 Years of Experience - Near 80231
Summary of Qualifications * BSBA dual major Finance and RMI graduate relevant coursework includes Financial Markets & Institutions, Business Capital, Investment Portfolio Management, Introduction to Commodities, Financial & Commodity Derivatives, Accounting * Financial modeling experience and advanced Excel skills, including Pivot Tables Goal Seek and Solver LOOKUP and IF Function knowledge of trading and investment analysi...
Tags for this Online Resume: Accounting, Arabic Language, Bloomberg, Commodities, Customer Service, customer service skills, Derivatives, English Language, Financial, Financial Industry, audit, finance, excel
Chief Executive Officer - 20 Years of Experience - Near 61770
Profile Offers extensive experience leading all aspects of banking and financial services, encompassing operations, lending, investment/loan portfolio management, compliance, and auditing. Excels in preparing, administering, and monitoring comprehensive line item budgets in support of business growth and profitability. Highly proficient in creating detailed Excel spreadsheets as well as accurate call report schedules. Core...
Tags for this Online Resume: Applications, Asynchronous Transfer Mode (ATM), Audit, Banking Industry, Benefits, Budgeting, Business Development, Cabling, Capital Planning, Cash Management, management, manager, Multi-Branch Leadership, Strategic Planning, Profit/Loss Responsibility, Asset/Liability/Risk Management, Agricultural/Commercial/Real Estate Lending, Loan Underwriting/Review, Interest Rate Management/Pricing, Customer Service, Vendor Analysis/Management, GAAP/SAP, General Ledger, Data Processing, Federal/State Laws & Regulations, Finance, Insurance, IT/Cyber-security, Compliance, Loan/Investment Portfolio Management, Human Resource Management, Financial/Cash Flow Analysis & Underwriting, Professional Written Correspondence, Microsoft Office Suite (Word, Excel, Outlook, Access, Power Point, Publisher)
Personal Financial Advisor - 20 Years of Experience - Near 19087
SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...
Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance
Project Manager - 20 Years of Experience - Near 02186
SUMMARY Extensive Investment Services program and project management experience in application development and systems integration covering all phases of the project life cycle. Expertise includes: Customer relationship management, business needs analysis, process reengineering, software and database design, systems integration, project planning, ROI analysis and project risk management. Experience in: client relationship m...
Tags for this Online Resume: Accounting, Compliance, Consulting, Automation, Banking Industry, Billing, Commercial Lending, Distribution, Filing, sql, software, Mickey
Controller - 20 Years of Experience - Near 01077
Professional Summary My background in the accounting/finance area is extensive. I bring to the table years of experience but an open mind to adapt to the culture and needs of any company. I am result driven and always meet or exceed any goals set before me. In the past I was honored to be elected as Business Man of the Year by the Westfield Chamber of Commerce. I offer you this level of expertise and dedication in supportin...
Tags for this Online Resume: Planning, Strategic Planning, Financial, Financial Analysis, General Ledger, Bankruptcy, Management, Monthly Financial Statements, Payroll, Pricing, accounting, controller, excel, manufacturing, finance
Chief Financial Officer - 20 Years of Experience - Near 33321
Areas of Expertise * Strategic Financial Planning * Risk Management * International Bank Management * Mergers & Acquisitions / Due diligence * Budgeting / Forecasting * Strategic Partnerships / Alliances * Financial Reporting / Planning * International Tax & GAAP Accounting * Modeling / Financial Analysis Compliance * Investment Portfolio Management * High-Level Relationship Management * Trading (Bonds and Currencies) * Ree...
Tags for this Online Resume: Transportation, Due Diligence, Financial, Logistics, Outsourcing, Pharmaceutical, Planning, Purchasing, Strategic Partnerships, Management
