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Online Resumes with "Investment management"
Financial Advisor/Investment Manager
Indentify high net worth clients, evaluated individual needs to offer sound advice and drive asset base growth.
Residential Land Investment Specialist
Senior Investment Manager of operations leading small team to acquire, entitle, manage, develop and dispose of real estate investments at above desired financial returns.
Manager, Investment Management, CFA, 25 years experience - many asset classes
Tags for this Online Resume: Investment Management, Manager, CFA Charter Holder, Operations, Team Building, Asset Management, Asset Allocation, Due Diligence, Portfolio Management
Underwriting Manager, San Jose, CA Compliance Manager San Jose, CA; Regional Sales Manager, Chief Banking Officer, Executive Sales Manager
Continue my career in a capacity of mentoring and coaching Junior Management Pesonnel; Contribute to the revenue expectations of the Unit; Develop and implement revenue generating programs and products; Exceed investor policies and guidelines as it related to compliance and sale able assets
Ideal Companies: CitiMortgage, Bank of America, Bank of the West, Quicken Loans, GMAC Mortgage, Comerica, Fannie Mae, Freddie Mac
Tags for this Online Resume: Underwriting Manager, Compliance Officer, Mortgage Lending Manager, Director of Operations, Chief Banking Officer, Fulfillment Center Manager, Processing Manager
Financial Advisor
I am seeking a position as a personal financial advisor that will allow me to help individuals and families improve the quality of their lives and help them fulfill their hopes and dreams through sound investment management and financial advice.
Tags for this Online Resume: Certified Financial Planner, Certified Financial Planner, CFP, CFP, Wealth Manager, Wealth Manager, Financial Advisor, Financial Advisor, Investment Manager, Investment Manager, Wealth Management, Wealth Management
Treasury Professional, Raleigh
Provide leadership in the financial function of an organization. This includes developing processes and procedures to ensure the financial planning and capital allocation are consistent with the strategic goals and objectives. My goal also includes managing the treasury functions including cash management, short and long-term financing, investments, bank relationships, etc.
Tags for this Online Resume: Investment Management, Investor Relations, Financial Planning, Financial Planning, Cash Management, Project Analysis, Project Analysis
Wealth Management Consultant
Estate Planning, Retirement Planning, Investment Management, Insurance Planning
Securities Compliance Examiner with the SEC-nine years experience / adjunct professor a ttwo local colleges and university
Compliance consultant
Tags for this Online Resume: Adviser, Financial, investment management, CFE, Accounting, finance, auditing
Project Manager, New York
Innovative systems implementation specialist with background in investment-related project management, business analysis and investment management and regulatory reporting seeks challenging new position in Asset Management, Private Equity or Hedge Fund.
Relationship Manager VP - Business Development
Looking to expand my current skill sets, experience and knowledge with a company in Business Development and assiting in growth, sales and cost reduction.
Tags for this Online Resume: Business Development, sales & marketing , relationship manager, investment manager, finance and accounting, business analyst
Dynamic Take Charge Change Agent and Technologist - Consulting, Software, Services, 20 years experience Java, .Net, SOA
Seeking role as a leader and individual contributor in problem solving, business and technology transformation, building and coaching global teams, implementing sweeping changes, increasing revenues through innovative software products and services, reducing costs through re-engineering and technology-enabled automation.
Ideal Companies: IBM, HP, Accenture, Deloitte, Computer Software, IT Consulting and Services
Tags for this Online Resume: SOA, Java, .NET, System Architect, Oracle, SQL Server, Business Analyst, Strategic Planning, Profit and Loss, Ajax, RIA, Analytical Warehouse
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
