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Online Resumes with "Investment advisory"



Featured Profile

Sales Professional

I am a tireless, energetic, and smart sales professional looking for a new challenge that utilizes my business skills. Looking for a career in business development, account management, and sales growth. While I excel at account management and growth, I am also a hunter and enjoy the challenge of earning new clients.

Ideal Companies: Coca-Cola, Wells Fargo, Fidelity, Schwab, US Bank, Medtronic, American Diabetes Association, Life Scan, University of Colorado,

Tags for this Online Resume: Business Development, Credit and Finance Analysis, Sales Management, Consultative Sales, Account Management, Strategic Planning and Execution

Featured Profile

Director of Finance, Chicago, IL

Challenge-tackling, innovative international finance management professional with expertise in designing and implementing systems and reporting packages that significantly reduce costs, improve efficiencies, and increase productivity despite volatile financial environments. Proven record in turning around companies facing problems with credit, vendor payments and productivity issues. Adept at cash management, developing sol...

Ideal Companies: Not For Profit, Manufacturing, Inernational

Tags for this Online Resume: Budgets, Strategic Planning, Financial Analysis, Foundations, Non Profit, SAP, Cash Flow, e-Commerce, Inventory, Benefits

Featured Profile

Master of Finance Graduate-Bachelor of Finance, Accounting and Management

I am a new graduate with a master of finance degree and a specialization in energy. My career objective is to work as an adept analyst in an organization where my profound knowledge in finance and accounting will be utilized to ensure mutual success and advancement.

Ideal Companies: Citi Group, Moody's

Tags for this Online Resume: Energy, Auditing, Valuation, Banking, Financial Modeling, Financial Analysis, Fund and Portfolio Management, Management Accounting, Business Strategy, Corporate Finance, Microsoft Office

Senior Counsel - 3 years experience as Attorney, 6 years experience as Paralegal

I am an Attorney with broad-based experience in investment advisory issues, providing legal support to several asset class divisions, including equities, fixed income, alternatives and structured products.

Experienced Financial Services Professional - 20 years of experience

I am Financial Services professional with 20 years of experience in operations, compliance and audit. I have experience with both broker/dealers and investment advisory businesses. I have managed staffs as large as 40 people, both on site and from remote locations.

Tags for this Online Resume: audit, compliance, baltimore, wealth management, financial services, operations

Featured Profile

Director of Alternative Investment Products - 13 years Experience - Los Angeles

Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in: * Private Equity Portfolio Management * Real Estate Debt Programs * Hedge Fund-of-Funds * Distresse...

Tags for this Online Resume: Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans

Featured Profile

Seasoned, Multi-lingual Banker

I am looking for a challenging position where I can best utilize my business and relationship skill sets. A good blend of independent work as well as internal partnering is optimal to my best performance.

Ideal Companies: Citibank, JP Morgan Chase, Bank of America, BNP Paribas, Standard Chartered, Rabobank, ANZ Bank, Deutsche Bank, and GECC.

Tags for this Online Resume: MBA, Series 7, Spanish, Corporate Banking, Relationship Manager, Banking, Bilingual, International Banking, Strategic Planning, Asset Management, Financial Reporting, Investment Advisory, Financial, Market Analysis, Global Investments, Portfolio Management

Broker Dealer and investment advisory attorney

Senior Financial Manager Registered Investment Advisory

Featured Profile

Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA

To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...

Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust

Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations

Financial Specialist - 18 Years of Experience - Near 33028

To Whom It May Concern: I am a bilingual, economics educated, goal-driven ex Head of Sales and Trading, Bank Portfolio Manager, and Investment Advisory with greater than 18 years of institutional and ultra-high-net-worth experience on both the buy and sell side. With my many years of on the job experience I have achieved a remarkable in-depth and diverse understanding in NYC trading floors (NYSE, COMEX, and CBOE); com...

Educator and Financial Specialist

I am a problem-solver with simple and practical solutions to organizational issues. Continuous improvement in people and processes is my goal. My mission is to innovate, teach, and inspire others to create lasting and meaningful changes. Some recent accomplishments include: Facilitation of financial management online to undergraduate BYU-Idaho students. Solicited and awarded new investment advisory relationship for Sn...