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Online Resumes with "Managed Money"



Wealth Management

I would like to work in advisory capacity with high net worth clients to help them address the complex financial needs that they have. I am looking for a firm that can provide the resources and support that will allow me to grow the business by increasing the share of relationship with existing clients as well as attractive solutions for new clients. I am interested in companies that have a culture of high ethical standards...

Ideal Companies: Plante Moran, Fidelity, Northern Trust, Citigroup Global Wealth Management, Bessemer Trust

Credit Consultant

Helping people manage their money. (I could be a robot at my current job!)

Ideal Companies: Anywhere but Nuclear

Tags for this Online Resume: Consultant

Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Featured Profile

Radio Cohost- Los Angeles

My career goal is to become the host on my own sports radio show. I have a strong passion for sports and would love to share this passion with sports radio listeners.

Ideal Companies: ESPN, Fox Sports West

Tags for this Online Resume: communication, sports

Senior Administrative Assistant - 20 years Experience - Philadelphia

I am a Senior Administrative Assistant who has over 20 years experience managing money, staff, purchasing, maintaining records and conflict resolution in both government and civilian sector

Tags for this Online Resume: Client Services, Purchasing, Financial tracking, Cutomer Service, Progam Assistant, Customer Service

Director/Leader Broker Dealer Services

My objective is to acquire a key position within the financial services industry that will allow me to use the skills that I have acquired, while helping the organization I join reach its set objectives.

Ideal Companies: Fund Companies, broker dealers (Merrill Lynch, Citigroup Fidelity), retirement organizations, banks and transfer agencies

Tags for this Online Resume: project manager, Mutual Funds, Business Analyst, SERVICE manager operations, brokerage Operations, Clearnace and Settlement, DTCC

Master Plumber, QA/QC, 17 years

I have owned my own company and know how to treat employees,manage money, ordering material for all jobs, public relations with clients, and delivering total satisfaction to customers.

Financial Analyst/Billing Analyst Multifarious Experience Morgan Stanley/Merrill Lynch

Seeking employment in a department that has a positive high energy attitude toward work and their goals. I have vast experience in the world of Finance. Dealt with reconciling trades at the institutional level, creating fee structures for FA's clients managed money accounts to doing due diligence for clients and their legal contracts. Worked for two of the largest Fortune 500 companies over several years. Enjoy problem solv...

Tags for this Online Resume: Financial Analyst Experienced, Do Not Need Medical Benefits, Junior Accountant Corporate, Billing Analyst, Accounts Payable/Receivable, Temporary Employee, Part Time, Full Time

Financial Examiner - 16 Years of Experience - Near 78258

Skilled financial professional with sixteen years expertise in retail and managed-money brokerage trading practices and back-office clearing functions. Analytical and detailed-oriented, able to identify and implement process improvements that increase accuracy, consistency, and efficiency. Collaborative team player with strong communication, decision-making and time management abilities. Experience as lead and subject m...

Tags for this Online Resume: Analytical, Advanced Excel , Advanced Access, Complex problem resolution, Business Process Improvemen, Business requirements matrixes, Business systems analysis, Securities, Management, Audit, Automation, Compliance, Fraud, Investment Management, Process Improvement

Featured Profile

Financial Services Sales Agent - 19 Years of Experience - Near 19806

Professional Summary Professional Summary * Strategic business development professional with a keen ability to conceive, manage, and cultivate relationships with large-scale clients in order to increase revenue, meet business objectives, and deliver shared success through measurable results. * Detail-oriented and informed business expert eager to drive company mission and synthesize project scope using analytics and industr...

Ideal Companies: SoFi, Experian, TransUnion, PSCU, CSCU, Fiserv, Google, Dun & Bradstreet, FICO

Tags for this Online Resume: Business Development, Business Development Manager, Sales, Sales Executive, Services, Dun And Bradstreet, Financial, Financial Services, Management, Bank Sales, Credit Union Sales, FinTech, Philadelphia Area, Credit Card

Featured Profile

Educated, hardworking leader that is looking to inspire the next generation.

Summary Educated, hardworking leader that is looking to inspire the next generation. After serving in the military and then the fire department, I have years of public service experience. After finishing my Master's degree, I have been looking for the right profession that I can use the skills I have gained, while giving back to my community. I am recently eligible to teach Social Studies thru the Florida Department of Educ...

Ideal Companies: I would like to use my extensive education, focusing on Emergency Management or Public Administration. I would prefer to relocate to either Central or Western Virginia. I am open to locations in and around the Appalachian or Smoky Mountains.

Tags for this Online Resume: Public Administration, Emergency Management, Teacher, Social Studies, Political Science, FEMA, Supply Chain, Banking, Logistics, Purchasing

Help Desk Specialist - 18 Years of Experience - Near 90710

To obtain a position where my 20 years of experience working directly with customers providing support in the areas of technology in an educational setting. In addition, I have over 20 years in leadership & management! (I believe you manage money and material goods but you lead people)! I am an excellent listener, quick learner, and I have worked with diverse populations, handle ambiguous situations and the ability to work ...

Tags for this Online Resume: Illustration, Biomedical Industry, Communications, Satellite, Services, Surgical, IBM, Medical, Medical/Surgical, Video