Join an established registered investment advisory firm which strongly exhibits a collaborative, client-focused philosophy.
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Research Analyst, Investment Consultant, Wealth Management, Client Services
Seeking AML Project Manager, AML Consultant/contrator job, compliance officer/manager for broker dealer or SEC registered investment advisory firm
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AML project manager/consultant/officer, Actimize, broker dealer SEC investment advisory compliance regulation, CAMs, series 24 7 4 65 6 insurance license, private equity
My goal is to re-engage in the investment industry of which I have over 20+ years of experience. My specialties are all types of investments across all asset classes. I have held senior positions at several investment advisory firms, foundations and endowment asset firms. My goal is use that experience in improving the returns, efficiency and risk management of an investment firm.
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hedge, investment, fund of fund, consultant, investment officer, analyst
I would love to use my client service skills and investment management knowledge working with an investment advisory firm that values its affluent clients, its employees and an outstanding firm reputation. I work well in a team environment and independently, as dictated by the task at hand.
Tags for this Online Resume:
Registered Investment Advisor, Portfolio Manager, Client Relationship Manager, Investment Counselor, Investment Manager, Investor Relations
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Compliance, Investments, Investigation, Examinations, Securities, Investment Advisory
Give me the task, identify the the goal, tell me the time-frame. It will be accomplished. It always has been, and I can give you specific "impossible" examples in my work history where the "impossible" was done on time.
Ideal Companies: CitiCorp, e-Bay, Cisco Systems, Microsoft, PayPal Inc., ING Direct, Charles Schwab.
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Finance
For ten years I developed an investment advisory practice that required developing, coordinating, and running all areas of a business. I am now directing all my efforts toward my passion of developing the technologies and advancing the techniques that make businesses thrive.
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entry level, web developer, web development, jr., drupal, project management
Re-entry into the Financial Services sector utilizing my many successful years in the Investment Advisory business. Willing to begin as an Executive Assistant or Junior Financial Advisor where the path and sponsorship to re-license are authorized. Open to new positions utilizing my skills. Non-profit orgs also welcome.
Tags for this Online Resume:
Financial , Executive, Professional, Manager, Music, Public Relations
