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Online Resumes with "Investment managment"
Chief Financial Officer - 20 Years of Experience - Near undefined
I am a real estate professional with over 20 years of experience in the real estate development, investment, management, acquisition and accounting roles
Tags for this Online Resume: multifamily, development, property management
Insurance Sales Representative - 20 Years of Experience - Near 84128
My career objectives are outlined in my resume. I desire to compete my career in the service of the American public. Honesty and friendliness are my credo. I am seeking a customer service provider. In a new field, Frank Harrison Godfrey frankhgodfrey@gmail.com 801-699-9870 SUMMARY Being reliable for clients through the use of professional Market Strategists. Using experience to translate recommendations for clients. Prepar...
Tags for this Online Resume: Trusted , Confident, Needs Analsys, Budgets, Asset Manager, Planner, Communicator, Problem Solver
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
Credit Analyst - 15 Years of Experience - Near 07028
Strategic credit analyst and leveraged loan underwriter with an established record of contributions in structuring and negotiating transactions with middle market and large-cap clients. Strong presentation and relationship building with diverse constituents including clients and internal colleagues. Empowering leader with strong analysis, problem solving and critical thinking skills. Seeking opportunities in fixed income in...
Tags for this Online Resume: Credit Analyst, Investment Management, New York, Fixed Income, Finance, CFO, Hedge Fund, Private Equity
Financial Services Sales Agent - 12 Years of Experience - Near 33470
I am a financial professional with over 12 years of experience. The breath of experience qualifies me for roles demanding diverse skills and interfacing with clients either on the phone or face to face.
Tags for this Online Resume: Business Development, Planning , team oriented, verbal and written communication, investment management, relationship building
Financial Services Sales Agent - 20 Years of Experience - Near 02110
25 years of investment sales and consulting relations experience. Accomplished investment management professional with solid business development skills, key contacts and strong history of raising assets, over $3 billion in AUM since 2008.
Tags for this Online Resume: Consultant Relations, Institutional Sales and Consultant Relations, sales , financial services, hedge funds, private equity , real estate
Financial Specialist - 15 Years of Experience - Near 11563
Tags for this Online Resume: Investment Management Operations, Separately Managed Accounts, Reconciliation, Project Management, Product Management, Managed Accounts
Sales Manager - 20 Years of Experience - Near 43017
Accomplished Sales Management Executive, with extensive senior-level experience in all aspects of account management, business development, compliance, relationship development and revenue generation within the brokerage and investment management industry. Consult effectively with client management to effectively prioritize activities and achieve defined objectives, with the ability to translate client requirements into sal...
Ideal Companies: JPMorgan Chase & Co, PNC Bank, FINRA, SunTrust, Northern Trust, Fidelity, Vanguard, BNY Mellon, Wells Fargo, Franklin Templeton, LPL, Nationwide, American Funds, Federated
Tags for this Online Resume: Managing Director, Director, Sales Manager
Chief Financial Officer - 20 Years of Experience - Near 44122
To Identify & Create Significant Shareholder/Stakeholder Value!
Ideal Companies: smuckers, nestle, KPMG, E&Y, Deloit & Touche, Arcelor Mital, GE, BHSF, AT&T, Cleveland Cliffs, General Motors, Ford
Tags for this Online Resume: Executive, Manager, Operations, Director, Vice President, VP, CFO, COO, Management, PWC
Sales Manager - 20 Years of Experience - Near 75230
Accomplished Financial Services Executive with proven track record of success in consulting, investment management, mutual fund, business development, relationship management and compliance fields.
Tags for this Online Resume: Executive management, board candidate, mutual fund, investment management, business development, dallas fort worth, proven professional
Financial Specialist - 18 Years of Experience - Near 18064
I'm a Financial Investment professional with 18 years experience in mutual fund and client account performance reporting. Expertise in monitoring and reconciling client accounts with custodians.
Tags for this Online Resume: Lehigh Valley, PA, performance reporting, portfolio management, attention to detail, train new staff, data entry
Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC
OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.
Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley
Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management
