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Online Resumes with "Investment Professional"



Investment Professional - 15+ years experience - Hedge Funds & Alternatives

Investment professional seeking to expand into more asset classes and asset allocation role. With 15+ years of due diligence and portfolio management responsibilities, I am looking to lead a group that is interested in developing an investment process that will continue long into the future.

Tags for this Online Resume: Investment Management, Alternative, Investment Research, Portfolio Management, Hedge fund, Chief Investment Officer

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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

Real Estate Investment Professional

I am a senior real estate professional who has successfully performed a broad range of functions for a variety of property types. My accomplishments have consistently resulted in profitability and significant value creation for investors ranging from high net worth individuals to such major investors as Morgan Stanley Real Estate Funds. I would like to explore new opportunities that would enable me to help a company grow ...

Tags for this Online Resume: Boston, Real Estate Investment, Real Estate Management

Investment Professional with more than 7 years of experience

I am a seasoned finance professional with more than 7 years of experience in private equity, mergers & acquisitions and corporate strategy & planning in industries spanning real estate, energy, mining, power, logistics, and consulting. I am an MBA and hold a Bachelor’s degree in Computer Engineering with a minor in Business Management. I am also a CFA Level III Candidate. I am currently seeking opportunities where I can uti...

Tags for this Online Resume: Valuation, Private Equity, M&A, Strategy, Consulting, Real Estate

Investment Professional - 6 years experience - Excel, SQL, Access

An investment professional with 6 years of experience discussing portfolios and investment options, maintaining integrity of data exchange with portfolio accounting systems, and reporting for performance measurement on both a scheduled and ad hoc basis.

Tags for this Online Resume: Microsoft Excel, Trade Reconciliation, Reporting, Performance, Analyst, Financial Services

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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

Featured Profile

Chief Financial Officer, Chief Investment Officer, Treasurer

JOHN S. BARTLES 126 Elm Street, PO Box #1  Gnadenhutten, OH 44629  (740) 254-4962  johnbartles@sbcglobal.net EXECUTIVE PROFILE RISK MANAGEMENT | REGULATORY COMPLIANCE | ORGANIZATIONAL LEADERSHIP A senior level finance executive with more than 20 years of success in the development and implementation of highly effective strategies that have resulted in significantly improved risk management, bank performance, asset qua...

Tags for this Online Resume: Chief Financial Officer, Chief Investment Officer, Treasurer, California, Arizona, Nevada

Vice President, Commodities Research, CFA Charterholder

I am an experienced investment professional with a proven track record of delivering high-quality, anticipatory, and actionable research and risk analysis to C-level company management and portfolio managers via written reports and presentations. I am seeking to be an investment analyst at an endowment, foundation, pension fund, or fund of funds. This would be an excellent fit for my cross-asset skill set, leveraging my exp...

Ideal Companies: Wellington

Tags for this Online Resume: Equity Research, Latin America, Emerging Markets, Research Associate, Commodities, Asset Allocation, Endowment, New York, Boston, Connecticut, fund of funds, Investment, CFA

Financial Analyst/ Foreign Exchange Strategist/Trading Analyst/ Economist

Portfolio Manager/Investment Professional/trading strategist/ Economist

Tags for this Online Resume: Financial Analyst, CFA , Accounting, Trading, Financial Markets, Forex Analysis

Broker Investment Professional

Tags for this Online Resume: tampa , series 7, scottsdale, seris 6 63, honolulu

Real Estate Finance & Investment Professional - 10 years Experience - San Francisco

Dear Sir or Madam, I am contacting you regarding the Real Estate finance and investment position in San Francisco. My experience and large network of relationships will be very accretive to your platform, as I recognize the significance of developing and maintaining a strong network for business development and transaction execution. During my career I have participated in the origination and execution of in excess of $1 b...

Tags for this Online Resume: real estate, Capital Raising, Underwriting, JV, Joint Venture, Private Placement, Investment Banking, Vice PResident