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Online Resumes with "Investment Services"



Why I Am a Successful Candidate:

My value to a business enterprise, its employees and customers is to impact sales revenue generation and company growth. What I bring is over twenty years of successful sales and sales management experience, capabilities and training that I have acquired working within start-ups and established technology companies. What I do is focus on solving business problems across a broad range of industries and building executive rel...

Tags for this Online Resume: sales, sales management, techonology, software, successful, President's Club

Associate, Assistant, Executive, Officer, Wealth management, Private Banking.

professional with extensive knowledge of banking and investment services, international wealth management, global private banking and retail banking areas. Proven record of building excellent customer relations. Proficient in identifying potential sales opportunities. Talent for solving challenging problems. Proven effectiveness to multitask in competitive, high-impact, and fast-paced environments while juggling multiple ...

Tags for this Online Resume: Wealth management, Microsoft Office 2010, gate-keeper, high net worth, customer service

Director of Real Estate Services, Grand Rapids

I am looking for a mid to executive level position within a growing organization. I would like to assist companies, with their facilities and asset management strategies, utilizing and leveraging my experience and expertise to affect bottom line results. The career should allow for growth through acquisition and opportunity development, through new business networking. An ideal position would be Director or Vice President o...

Tags for this Online Resume: Corporate Real Estate, Regional Director, Director of Real Estate Services, Construction & Property Management, Real Estate investment Trusts, Leasing, Acquisition, and Development

Featured Profile

Wealth Management and Investment Portfolio Management Professional

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Featured Profile

Accountant

Tags for this Online Resume: Treasury, Finance, Trust Operations, Client Services, Excel, Investment Services

Featured Profile

Advisory Services Professional

Dedicated career professional with more than twelve year’s experience in Investment, Financial & Banking Services; a wide range of skills and proficiencies crucial to the investment services industry. I am a conscientious, personable and skilled contributor with high quality standards and a proactive attitude towards affecting solutions.

Financial Services Operation Specialist

Results driven investment services professional possessing a strong background in financial transaction management

International Corporate Attorney

intelligent, responsible, detail-oriented, team-player, self-motivator

Ideal Companies: Microsoft, Trump International, Citigroup, Credit Suisse, UBS

Featured Profile

Finance Services Manager: Banking Sector

Resourceful professional with exceptional track record in wealth management and retail services. Well versed in operations and business management, as well as motivating, mentoring, and coaching staff on optimal sales strategies, compliance requirements, and strong customer service. Highly proficient in cultivating productive relationships with internal and external stakeholder groups, and building talented, high performing...

Ideal Companies: JPMorgan Chase, Bank United, BB&T, Regions Bank

Tags for this Online Resume: Business Support Manager, Client Services Manager, Branch Manager, Bank Manager

Project Coordinator

Effective, organized facilitator with ten years’ experience in Project Management, Retail and Business to Business Sales and Administrative Services supported by 8 years Investment Services experience.