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Online Resumes with "Investment Team Leader"



Dynamic, goal-oriented investment professional with a history of solid results

As an executive with more than 30 years of leadership experience, I have developed winning organizations through challenging team members to set then accomplish ambitious goals. I have strong leadership and management capabilities focused on inspiring the team to strive for excellence. Throughout my career I have been a problem solver, using my analytical abilities to identify obstacles and then conceptualize successful s...

Ideal Companies: Invesco Aim, Wells Fargo, U.S. Bank, M&I, PNC, Fidelity, T Rowe Price

Tags for this Online Resume: Equity Portfolio Manager, Chief Investment Officer, Investment Team Leader, Mutual Fund Manager, Consultant, Compliance Officer

Financial Manager, Branch or Department

lead & serve an organization that is inspired help their clients reach their financial dreams. I have always felt as though when our clients succeed we company will succeed. Accomplishments: * Exceeded production goal of 25% increase in revenue every year. * Executed company milestone goal of 1 million dollars in annual revenue in "2017." * Generated over $195, 000 in personal GDC in "2017" while balancing time as Vice Pres...

Ideal Companies: YYYY

Tags for this Online Resume: Benefits, Insurance, Management, Referrals, Securities, Wealth Management, Banking Industry, Bonds, Book of business, Investment Management