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Online Resumes with "Investment management"
Financial Analyst - 9 Years of Experience - Near +2340
SUMMARY A Business analyst / Risk & Compliance professional, with exceptional record of delivering cost effective, high performance solutions to meet challenging business demands and creating value for stakeholders. Garnered extensive knowledge in Governance, Risk And compliance, Business analytics, Enterprise Risk Management, Internal Audit, Financial Analysis, Big Data Analytics, Project Management and Internal Control/Co...
Tags for this Online Resume: Management, Asset Management, Audit, Risk Analyst, Investment Management, Training, Risk Assessment, Risk Management, Credit Controller, Business Analysis
Financial Manager, Branch or Department - 16 Years of Experience - Near 22101
Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to r...
Tags for this Online Resume: Annuity, Health Insurance, Insurance, Series 6, Series 63
Chief Executive Officer
Summary * Effective leader of global equity, fixed income, and multi-asset teams, as well as asset allocation committees * Developed unique innovative investment applications, methodologies and strategies for global tactical asset allocation, strategic policy allocation, currency management, return forecasting, quantitative security selection, portfolio optimization, risk management, alternatives, derivatives, equity transi...
Tags for this Online Resume: Strong Team Leader, CEO & Chief Investment Officer, Research and Product Development, Build & Develop Professionals, Executive Management, Investment Management, Multi-Asset Allocation, Forecasting, Optimization and Analysis, SF Bay Area
Executive Vice President
Tags for this Online Resume: Business Development, Management, New Business Development, P&L, Property Management, Program Management, Real Estate, IBM, Investment Management, SAN (Storage Area Network)
Chief Financial Officer - 20 Years of Experience - Near 46814
CAREER SUMMARY Financial executive with significant experience with high quality companies. As a manager and leader developed extensive experience and expertise including: Financial & Managerial Reporting Debt Financing Insurance and Risk Management Loan Workout Operations Review Investment Strategies Partnership Structuring Disposition of Assets Capital Planning Cash Management Employee Benefits Property Management Acquisi...
Tags for this Online Resume: Accounting, Finance, Banking Relationships, Payroll, Employee Benefits, Financial Analysis, Audit, Real Estate, Budgeting, Forecasting, Financial Statements, Insurance
Financial Analyst
Tags for this Online Resume: Management, Aml (Macro Lang), Beta Testing, Documentation, Due Diligence, Equity, High Net Worth, Investment Management, KYC, Prime
Executive Assistant - 14 Years of Experience
Tags for this Online Resume: Video, CAO, Human Resources, Investment Management, Management, Marketing Management, Vendor Invoices, Administrative Tasks, Fixed Income, Fixed Income Trading
Financial Services Sales Agent
SUMMARY OF QUALIFICATIONS Successful institutional marketer, with more than 20 years of investment experience in the financial services industry. Main areas of emphasis include public and corporate pension plans, foundations and endowments, and high-net-worth investors. Proactive sales professional with significant expertise in establishing relationships, building coalitions, and facilitating sales directives to achieve str...
Tags for this Online Resume: Market Research, Research, Sales, Sales Executive, Security, Investment Management, Management, Equity, Accounting, High Net Worth
Medical & Health Services Manager - 5 Years of Experience
Professional Summary * Expertise in diverse domain technologies like Healthcare. * Dynamic, self-directed, resourceful and results driven individual produce quality of work even under extreme time pressure and deadlines. * Experience in successfully managing time. * Collaborate in teams to produce quality results * A highly organized and friendly professional able to establish long term relationship with clients, co-workers...
Tags for this Online Resume: Quality, Services, Structured Query Language, Business Requirements, Integrate, Inventory, JIRA, Management, Plating, Prime
Sales Manager
PROFILE Seasoned senior sales and marketing executive with over 30 years of direct marketing, team leadership and executive management roles in both global and national institutional asset management and consulting firms. Proven goal-oriented track record. Passionate and motivational team builder.
Tags for this Online Resume: Clubs, Compensation, Insurance, Investment Management, Management, Consulting, Marketing Management, Presentation Skills, Asset Management, CT
Accountant - 13 Years of Experience - Near 94928
PROFESSIONAL SUMMARY A friendly, detail-oriented Accounting professional with more than 15 years of experience in corporate environments including 5 years as a Loan Servicing Manager for a Mortgage Brokerage in Novato, CA and 7 years as Senior Manager of Global Revenue for a fixed income investment management firm in New York City. Proficient in a wide range of accounting functions, including general accounting, journal ent...
Tags for this Online Resume: Accounting, Accruals, Billing, Business Development, Financial, Financial Statement, Forecast, Investment Management, Management, Microsoft PowerPoint
Financial Specialist - 7 Years of Experience - Near 19380
Tags for this Online Resume: Management, Policies and Procedures, Drafting, Estate planning, Investment Management, Planning, Compliance, Research, Analysis, Risk