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Online Resumes with "Investment Professional"



Portfolio Manager / Analyst / Relationship Manager

I'm an investment professional with over 20 years of experience managing top performing investment strategies, researching companies and managing people and client relationships as a portfolio manager, Director of Research, research analyst and relationship manager.

Tags for this Online Resume: portfolio manager, research analyst, relationship manager, client service, Chief Compliance Officer, Director of Research

Personal Financial Advisor - 20 Years of Experience - Near 45243

At this stage of my life after a successful career as an Investment Professional within the Broker Dealer channel I wish to transition to another an opportunity within Wealth Management. Remaining in an industry I have long had great interest in and passion for. Quite simply I am seeking an opportunity where I can contribute, be challenged and compensated in that order.

Tags for this Online Resume: Series 7, 9, 10, MBA, Wealth Management, Wholesaler, Insurance

Investment Professional with 20 Plus years-- Near 07920

To find a postion in the FinancialService Field

Tags for this Online Resume: New Jersey, New York City, Financial Service, Investment, Managed Accounts, Trading

Financial Services Sales Agent - 15 Years of Experience - Near 02066

Highly motivated financial sales executive with a history of successfully distributing financial products to top tier investment professionals. Proven record for driving new business development for various products and firms. Initiates excellent communication with financial advisors and managers. Provides analytical and strategic planning for financial advisors in regards to asset allocation. Proven ability to provide te...

Tags for this Online Resume: mutual funds, alternatives, investments , CIMA, Sales, financial advisor relationships, success, senior

Credit Analyst - 20 Years of Experience - Near 02186

Senior investment professional-

Featured Profile

Commercial Real Estate Investment Professional - 20 Years of Experience - Near 75254

Pursuing an opportunity with a forward thinking firm looking for a commercial real estate professional with 25 years experience in acquisitions, asset management and sales.

Tags for this Online Resume: Acquisitions, Real Estate, Brokerage, Investment Sales, AAsset Management, Real Estate Investments, Director of Investments, Operating Partner

Financial Specialist - 18 Years of Experience - Near 18064

I'm a Financial Investment professional with 18 years experience in mutual fund and client account performance reporting. Expertise in monitoring and reconciling client accounts with custodians.

Tags for this Online Resume: Lehigh Valley, PA, performance reporting, portfolio management, attention to detail, train new staff, data entry

Sales Representative - 20 Years of Experience - Near 34957

Tags for this Online Resume: South Florida, Sales, Financial, Investment professional, Trading financial software, Software sales, Account executive, Sales representative

Financial Specialist - 20 Years of Experience - Near 02110

Insightful, analytical and results-oriented investment professional with a strong expertise in macroeconomic analysis and portfolio management. Top performing equity manager and contrarian macro strategist, with a proven track record of successfully forecasting economic cycles and anticipating market trends well ahead of the consensus. I am seeking a position where my combined portfolio management and investment strategist ...

Tags for this Online Resume: portfolio mgmt, macro strategy, cycle analysis, asset allocation, contrarian, mutual funds, hedge funds, equities

Private Equity Investment Professional - 8 Years of Experience - Near 10018

Featured Profile

Manager - 8 Years of Experience - Near 30044

Investment professional with a track record of increasing revenues and ROI improvements. 8 years of diverse financial services experience, exceptional sales skills and an MBA to help corporations attain their goals. Advanced background in financial statement analysis, accounting, data/trend analysis and forecasting. Consensus driven communicator and team leader to promote organizational success.

Ideal Companies: Fortune 500 Firms Publicly Traded

Tags for this Online Resume: Excel, Atlanta, Lawrenceville, AIF, RPA, MBA

Senior Investment Professional - Trader, Portfolio Manager, Analyst, Private Equity, Hedge Fund Over 20 years Experience

Financial Services professional with investment management and investment banking experience. Seeking senior role in Atlanta area.

Tags for this Online Resume: Trader, Sales, Hedge Fund, Private Equity, Investment Banking, Business Development