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Online Resumes with "Investment professional"
SR Human Resources Professional - 18 Years of Experience - Near 77075
delivery of employee-valued HR programs and services, and development of a diverse and positive work environment. Research and invest in professional development programs designed to improve job skills, leadership capabilities and employee productivity. Educating employees about the importance of self-awareness, self-care and behavioral change in improving wellness and productivity.
Zealous trainer & advisor of star employees
Well balanced knowledgable educator and teacher with outstanding speaking and training skills developed through creative, hard working experience from the bottom up.
Ideal Companies: The Hartford, Citigroup
Tags for this Online Resume: Consultant, Broker, Investment Professional, Insurance Broker
Sales Representative - 20 Years of Experience - Near 33613
Senior Sales/investment professional with 4 years in insurance, 12 years in financial planning. Managing Director of International NGO 7 years (Africa). Consulting/Real Estate Development 4 years combined. Expert at new business development, domestically and in East Africa as well
Tags for this Online Resume: Business Development, Consulting, Management, NCR, Financial, Planning, Strategic Planning, Certified Financial Planner
Administrative Assistant - 5 Years of Experience - Near 78666
SUMMARY OF QUALIFICATIONS * Pro-active leader and communicator with strong attention to detail. * Manage multiple projects using organizing skills to prioritize within high-volume, fast - paced environment. * Observing, receiving, and obtaining information from all relevant sources. Research and invest in professional development programs designed to improve job skills, leadership capabilities and employee productivity. Pro...
Tags for this Online Resume: Bank Deposits, Deposits, POS, Purchasing, Attention to Detail, Customer Service, Forecast, Inventory
Seasoned Commercial Real Estate Finance and Investment Pro
I am a seasoned commercial real estate finance and investment professional with an 18 year track record of success. I have closed over $3 billion of transactions. Areas of expertise include traditional balance sheet construction and bridge lending; structured finance; Fannie, Freddie and FHA multifamily programs; LIHTC, New Market Tax Credits and historic tax credits; REIT credit facilities; loan syndications, CMBS and inte...
Tags for this Online Resume: reit, fund, bank, lender, commercial real estate, institution, multifamily, relationship manager, capital, real, estate, Argus, word, excel
Financial Specialist - 16 Years of Experience - Near 75230
SUMMARY Senior investment professional that has delivered top tier performance track record in managing and analyzing large portfolios of loan, bond, and equity investments across all sectors both domestically and internationally while substantially exceeding relevant benchmarks and peers. Led teams of analysts and individually directed the investment analysis, underwriting, trading, and portfolio management of both large a...
Tags for this Online Resume: Equity, Private Equity, Telecommunications, Acquisitions, Bonds, Derivatives, Equities, High Yield
Sales Representative - 9 Years of Experience - Near 06897
Took Norwalk, CT. FactSet provides financial information and analytic software for investment professionals. 2014, FactSet's annual sales were $920 million. Institutional Sales Gathered new, growing existing and retaining key hedge fund clients for StreetAccount, while cross-selling into FactSet Research Systems opportunities. Demonstrated product capabilities via WebEx, conference call and on-site client meetings with Dire...
Tags for this Online Resume: outside sales, research sales, b2b sales, CT, Marketing Management, Sales, e-Commerce, Account Management, Billing, Business Development
Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105
SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...
Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning
Non-retail Sales Supervisor
40 year Investment Professional with market and product knowledge sales savvy proven leadership ability entrepreneurial spirit with team focus character - the sincere commitment to doing what's right for my customers.
Tags for this Online Resume: Annuity, Equity, Insurance, Retail, Benefits, Bonds, Compensation, Fixed Income, High Net Worth, Insurance Sales
Financial Manager, Branch or Department
CAREER SUMMARY * Investment professional with experience which includes compliance, sales supervision, fixed income portfolio management * Developed a database driven process that resulted in a 95% timesaving in uploading portfolios (Mercantile Bank) * Converted MS Excel account reconciliation process to a MS Access system resulting in a 99% time saving (Louisiana School Employees Retirement System)
Tags for this Online Resume: Series 7, Commodities, Database, Futures, Cash Flow, Compliance, ABS, Account Reconciliation, Analytical Skills, Annuity
Personal Financial Advisor - 20 Years of Experience - Near 06092
SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portf...
Tags for this Online Resume: Defined Benefit, Defined Contribution, Institutional, RIA, Southeast
Financial Analyst - 8 Years of Experience - Near 76180
Investment professional with expertise in the design of investment risk, performance attribution & risk reporting gained within top financial institutions
Tags for this Online Resume: P&L, Summit, Mutual Funds, Futures, Banking Industry, Bonds, English Language, Equity, Financial, Financial Risk Management
