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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

Office Clerk - 30 Years of Experience

Tags for this Online Resume: C Programming Language, Communication Skills, Fast-paced Environment, Logistics, Management, Microsoft Access, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint

Broker/Business Development Director/Partner - 8 Years of Experience - Near 60611

Dynamic professional possessing a proven track record of superior performance, seeks to utilize expertise in Business Development and Sales, Financial Analysis/Modeling, Commercial Real Estate Brokerage & Development, Contract/Lease Negotiations, Property Management, Accounting/Tax Advisement, Manufacturing Consulting, Law, or Valuation to drive key initiatives/profitability within a progressive organization.

Ideal Companies: Dow Jones, Goldman Sachs, William Blair, The John Buck Company, Duke Real Estate, Jones Lang LaSalle, Apartments.com, Landmark Dividend, Assemblers, Transwestern, Golub, Magellan, AMLI, CoStar, Equity, OMD, Tishman Speyer, BP, CME Group, Wrigley, Sidley Austin, Fidelity Title, Stewart Title, JP Morgan, JP Morgan Chase, Neuberger Berman, FactSet, Robert Half, CBRE, NAI Hiffman, SalesForce

Tags for this Online Resume: Chicago, Microsoft Office, Business Development, CRM, Attorney, Consultant, Account Executive, Director, Partner, Tax, Broker, Sales, Writing, Excel, Word, PowerPoint, Outlook, Cold Calling, Social Skills, Networking, B2B Sales, C-Level Executives, Land Development, SalesLogix, ACT

Controller - 17 Years of Experience - Near 06850

To obtain a C-Level position in a company where I can grow with the company and utilize my skills and expertise.

Ideal Companies: PWC, Ernst & Young, Deloitte & Touche

Tags for this Online Resume: Oracle, MySQL, Java, SAP, Yardi, Microsoft, Accounting, Human Resources, Equity, Filing

Director - 15 Years of Experience - Near 22207

Dear Hiring Manager, As a business development and financial investment executive, my background includes extensive experience in strengthening and creating innovative revenue-generating strategies for the financial and management consulting services sectors. My expertise lies in leading high-performance teams, producing investors / investments and consulting on operational issues. Furthermore, I focus on building high-...

Ideal Companies: Google Ventures, Vulcan, National Geographic Society, Bill and Melinda Gates Foundation

Tags for this Online Resume: Consulting, CFO, Banking Industry, Financial, Management, Equity, Private Equity, Acquisitions, Business Development, Investments, Alternative Investments, Investment Banking, Leveraged Finance, Non-Profit, Family Offices, Project Management, Leadership

Investment Banker / Chief Financial Officer - 17 Years of Experience - Near NYC / CT

I have found a niche working with early/mid-stage companies, preparing them for capital raise and often taking an interim executive/operating role.

Ideal Companies: Financed startups seeking next round of financing.

Tags for this Online Resume: Banking Industry, CFO, Due Diligence, High Yield, Investment Banking, Wireless, Bonds, Financials, Infrastructure, Mining, finance