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Online Resumes with "Investment process"
Administrative Assistmant
Versatile executive leader with over fifteen years experience in Accounting, Public and Business Administration and five years in Real Estate Sales. Proven record for successfully implementing administration services to a wide range of City Departments for the City of San Diego as well as community business experience.
Ideal Companies: att
Dynamic, goal-oriented investment professional with a history of solid results
As an executive with more than 30 years of leadership experience, I have developed winning organizations through challenging team members to set then accomplish ambitious goals. I have strong leadership and management capabilities focused on inspiring the team to strive for excellence. Throughout my career I have been a problem solver, using my analytical abilities to identify obstacles and then conceptualize successful s...
Ideal Companies: Invesco Aim, Wells Fargo, U.S. Bank, M&I, PNC, Fidelity, T Rowe Price
Tags for this Online Resume: Equity Portfolio Manager, Chief Investment Officer, Investment Team Leader, Mutual Fund Manager, Consultant, Compliance Officer
EQUITY ANALYST PORTFOLIO MANAGER
10+ years experience which combines expert qualifications in financial analysis with a perfect knowledge of valuation methods and an extensive experience with the day-to-day management of investment processes which requires a good understanding of financial markets. Pro-active and results oriented in all aspects of financial analysis and valuation. Solid planning and organizational skills in coordinating all aspects of eac...
Tags for this Online Resume: MODELING AND VALUATION, EUROPEAN STOCKS AND MARKETS, PORTFOLIO MANAGEMENT, FINANCIAL ANALYSIS AND ASSUMPTIONS, LARGE AND SMALL CAPS, STOCK PICKING AND LONG ONLY
The Analytic Center
High energy sales professional with exceptional interpersonal, communication and leadership skills.
Ideal Companies: IBM
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
Featured Profile
Featured Profile
PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK
PROFESSIONAL SUMMARY
Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...
Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT
Tags for this Online Resume:
Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java
Investment Professional - 15+ years experience - Hedge Funds & Alternatives
Investment professional seeking to expand into more asset classes and asset allocation role. With 15+ years of due diligence and portfolio management responsibilities, I am looking to lead a group that is interested in developing an investment process that will continue long into the future.
Tags for this Online Resume:
Investment Management, Alternative, Investment Research, Portfolio Management, Hedge fund, Chief Investment Officer
State Certified Real Property Appraiser
To provide leadership, knowledge, and support for all aspects of the mortgage loan/investment processes. Utilize knowledge, education, and resources to provide assistance in the loan origination/closing process.
Chief Executive Officer - 20 Years of Experience - Near 27517
QUALIFICATIONS Unique experience blending transactional and operational experience at the CEO, CFO and CPA (audit) levels. * Diverse background in operations and investments, yielding a comprehensive understanding of and experience in the investment process including due diligence as well as post investment monitoring and consulting phases. * Extensive experience in: o start-up companies serving as the de facto CFO and Cont...
Tags for this Online Resume:
AT&T, Audit, Bankruptcy, Licensing, Litigation, Manufacturing, Mergers, Acquisitions, Business Intelligence, Competitive Analysis
Finance Manager- 24 years Experience in the Greater Atlanta Area
Used Car Manager John Miles Chevrolet November 2016- June 2017 Conyers Ga. Worked daily on used car inventory worked all used car deals with salesman for potential sale prep wholesale pieces for the upcoming auction priced inventory weekly based upon competitors planned upcoming sale advertising along with monthly budget for entire month and also monthly one on one's with pre-owned salesmen on goals and areas of improvement...
Tags for this Online Resume:
Retail, Benefits, Financial Industry, Wholesale, Sales, Advertising, Inventory, Management, Microsoft, team, Training, Professional
Featured Profile
PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK
PROFESSIONAL SUMMARY
Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...
Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT
Tags for this Online Resume:
Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java
Investment Professional - 15+ years experience - Hedge Funds & Alternatives
Investment professional seeking to expand into more asset classes and asset allocation role. With 15+ years of due diligence and portfolio management responsibilities, I am looking to lead a group that is interested in developing an investment process that will continue long into the future.
Tags for this Online Resume:
Investment Management, Alternative, Investment Research, Portfolio Management, Hedge fund, Chief Investment Officer
State Certified Real Property Appraiser
To provide leadership, knowledge, and support for all aspects of the mortgage loan/investment processes. Utilize knowledge, education, and resources to provide assistance in the loan origination/closing process.
Chief Executive Officer - 20 Years of Experience - Near 27517
QUALIFICATIONS Unique experience blending transactional and operational experience at the CEO, CFO and CPA (audit) levels. * Diverse background in operations and investments, yielding a comprehensive understanding of and experience in the investment process including due diligence as well as post investment monitoring and consulting phases. * Extensive experience in: o start-up companies serving as the de facto CFO and Cont...
Tags for this Online Resume:
AT&T, Audit, Bankruptcy, Licensing, Litigation, Manufacturing, Mergers, Acquisitions, Business Intelligence, Competitive Analysis
Finance Manager- 24 years Experience in the Greater Atlanta Area
Used Car Manager John Miles Chevrolet November 2016- June 2017 Conyers Ga. Worked daily on used car inventory worked all used car deals with salesman for potential sale prep wholesale pieces for the upcoming auction priced inventory weekly based upon competitors planned upcoming sale advertising along with monthly budget for entire month and also monthly one on one's with pre-owned salesmen on goals and areas of improvement...
Tags for this Online Resume:
Retail, Benefits, Financial Industry, Wholesale, Sales, Advertising, Inventory, Management, Microsoft, team, Training, Professional
PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK
PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...
Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT
Tags for this Online Resume: Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java
