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Online Resumes with "Investment Solutions"
Marketing Communications Guru
Dedicated and talented leader of integrated communication efforts. I have what it takes to get the message to the public.
Ideal Companies: Socially responsible
Tags for this Online Resume: Marketing, Event Planner, Marketing Communications, Meeting Planner, Project Manager
Paraplanner/Financial Operations, Portland, OR
Detail-oriented client services professional with 5+ years experience in the independent financial services industry. Known for utilizing strong technical background and exceptional planning skills to analyze clients’ financial condition and present effective insurance/investment solutions. Chartered Retirement Planning Counselor (CRPC), FINRA series 7 and 63 and Life/Disability/LTC licensed. A productive problem-solver pro...
Tags for this Online Resume: clilent service, Excel, trading, planning
Angela A. Jones
High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Ideal Companies: UBS Global Asset Managemen, , USAA, , Morgan Stanley, , Citigroup, , Capital Group Companies, , Investment Management Oriented Compnanies
Financial Advisor
As a highly driven Financial Advisor with experience in retirement planning and developing investment solutions, with the experience of owning a small business, and direct marketing/ advertising skills, my objective is work for a company that will recognize my diverse experience in information technology, finance and management.
Practice Management Consultant
I partner with financial advisors to help them enhance client relationships and grow their practices using fee based investment solutions.
Ideal Companies: Zacks Investments
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
Experienced Wealth Management Consultant with 8 years of experience in San Jose
Highly accomplished and results-driven financial professional with 8 years of experience driving business development and portfolio analysis in a wealth management firm.
Spearheaded multiple transitions of wealth management firms and devise innovative marketing plans to achieve dramatic revenue growth.
Created sound investment solutions and facilitated effective financial management strategies to increase portfolio value.
Featured Profile
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume:
Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Featured Profile
Financial Advisor
Investment advisor/bank branch manager with more than 20 years of experience planning, developing and implementing financial solutions for clients. An accomplished financial advisor with a bachelor degree in economics and a broad-based diverse background in financial industry products.
Ideal Companies: Financial institutions are my background but I am willing to work in management at any industrial, manufacturing, energy or any large corporations. I am really interested in a geographical area more than a certain company to work for.
Tags for this Online Resume:
Sales, Management, Financial products, Investment Licenses, Risk Management, Financial Solutions, Investment Advisor, Compliance, Analysis, Florida, North Carolina, South Carolina, Business, Economics, Finance
Featured Profile
Environmental Scientist - 18 Years of Experience - Near 48657
My academic and professional career focuses on integrating eco-system based management principles with economics, science and policy development for creating paradigm shifts in the way that we influence and integrate sustainability into real-world decision making.
Tags for this Online Resume:
Program Management, Project Coordination, Policy, Sustainability, Climate Change, Marine, Ocean, International
Featured Profile
Financial Specialist - 7 Years of Experience - Near 94510
Contribute to a company’s growth, reputation through application of my broad banking and investment knowledge and experience.
Ideal Companies: Credit Suisse, Morgan Stanley, State of California, Federal Reserve Bank, First Republic, City National Bank, Aspirant, Fremont Bank
Tags for this Online Resume:
Compliance, Sales, Banking, Investments, Planning, Brokerage, MS Office, Client Service, Analysis, Operations, Coaching, Team work, Research, Profiling
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
Experienced financial advisor and trust and estates attorney
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Financial Advisor
Investment advisor/bank branch manager with more than 20 years of experience planning, developing and implementing financial solutions for clients. An accomplished financial advisor with a bachelor degree in economics and a broad-based diverse background in financial industry products.
Ideal Companies: Financial institutions are my background but I am willing to work in management at any industrial, manufacturing, energy or any large corporations. I am really interested in a geographical area more than a certain company to work for.
Tags for this Online Resume: Sales, Management, Financial products, Investment Licenses, Risk Management, Financial Solutions, Investment Advisor, Compliance, Analysis, Florida, North Carolina, South Carolina, Business, Economics, Finance
Environmental Scientist - 18 Years of Experience - Near 48657
My academic and professional career focuses on integrating eco-system based management principles with economics, science and policy development for creating paradigm shifts in the way that we influence and integrate sustainability into real-world decision making.
Tags for this Online Resume: Program Management, Project Coordination, Policy, Sustainability, Climate Change, Marine, Ocean, International
Financial Specialist - 7 Years of Experience - Near 94510
Contribute to a company’s growth, reputation through application of my broad banking and investment knowledge and experience.
Ideal Companies: Credit Suisse, Morgan Stanley, State of California, Federal Reserve Bank, First Republic, City National Bank, Aspirant, Fremont Bank
Tags for this Online Resume: Compliance, Sales, Banking, Investments, Planning, Brokerage, MS Office, Client Service, Analysis, Operations, Coaching, Team work, Research, Profiling
