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Online Resumes with "Net Worth"
Accountant
CAREER SUMMARY Strong focus on customer service and relationships within the securities industry. Customer base has included high net worth retail accounts to large institutional organizations, where sensitivity to timely and clear response are key to success. Client contact has entailed electronic format to one-on-one presentations. Responsibilities have ranged from trade execution to nurturing relationships with invest...
Tags for this Online Resume: client services, equity trader, relationship manager, customer relations
18 years in leadership roles
Results-driven, solutions-focused and detail-oriented Professional desiring a challenging and progressive position where expertise in finance, sales and business operations as well as executive management will prove instrumental to a company’s success.
Ideal Companies: Microsoft, JP Morgan Chase, Prudential, Wachovia
Tags for this Online Resume: Executive Sales Management
Trust Officer, preventing and solving client fainancial and estate issues in a fiduciary manner
Manage trust and investment accounts in a bank trust or wealth management department or with an independent trust company.
Tags for this Online Resume: retain clients, analyze client financial plan, retirement assets, fiduciary concepts, make decisions, high net worth, CTFA, Analyze client financial and estate plans, Interpret trusts, fiduciary specialist, Approve annual account reviews and discretionary matters, client relationships
Raising Assets, Boston
Financial services professional with successful record of marketing investment strategies to high net worth individuals, family offices, and institutional clients. I have a thorough understanding of the competitive landscape and growth opportunities for ETF managed portfolios. I would like to work with a GIPs-compliant manager who needs help growing their asset base through multiple channels.
Senior Relationship Manager, 17 years experience handling portfolios of international clients EMEA
I am a Senior Relationship Manager who has 17 years experience in handling portfolios of ultra high net worth clients from Europe, Middle East and Africa. Fluent in Arabic and French.
District or Regional Sales Development
Mid-career executive/senior sales management or marketing professional position in the P & C insurance sector located within 50 miles of Chicago metro area. Skills include strategic analysis and planning, business development, distribution channel management, production underwriting, negotiation and conflict resolution, and talent management and development. Experience in corporate roles that are regional, national and gl...
Tags for this Online Resume: Business Development, Sales Management, Training and Education, Distribution , Marketing, Underwriting, Knowledge Management, Property and Casualty, Field Underwriting, Coaching and Mentoring, Product Development, Strategic Planning
Executive, Financial analyst, Austin
To apply my 20+ years as a financial analyst to an entrepreneurial opportunity in Austin.
Ideal Companies: Green Mountain Energy, NRG, HomeAway, uShip,
Tags for this Online Resume: analysis, speaker, sales, energetic, strategy, balanced
Director of Operations/Finance Professional wants to help your organization maximize outcomes.
Resourceful professional with wealth of experience in directing broad range of business operations, including finance, HR, marketing, and physical plant, incorporating best management practices that promote process efficiency and cost control. Track record for developing short- and long-range strategic, budget, and IT plans, as well as meeting or exceeding fundraising targets. Well versed in recruiting and leading talented ...
Ideal Companies: New Balance, Nike, Coke, Staples, BJ's
Tags for this Online Resume: Office 365, QuickBooks, SharePoint, Office, DonorPro, WordPress, Drupel, Social Media
Concrete Sales Manager
To Whom It May Concern: I am writing to explore the possibility of pursuing a Sales position at Titan America. Currently, I am a Territory Manger at Certified Slings, where I manage relationships with high-net-worth individuals as well as corporations. My experience in the construction industry, focus on all facets of the concrete and concrete block industry, including sales & sales management. I am well versed in concre...
Tags for this Online Resume: Orlando, Florida, Florida , Concrete Sales, Territory Manager
Real Estate Investment Professional
I am a senior real estate professional who has successfully performed a broad range of functions for a variety of property types. My accomplishments have consistently resulted in profitability and significant value creation for investors ranging from high net worth individuals to such major investors as Morgan Stanley Real Estate Funds. I would like to explore new opportunities that would enable me to help a company grow ...
Tags for this Online Resume: Boston, Real Estate Investment, Real Estate Management
Director of Finance, Chicago, IL
Challenge-tackling, innovative international finance management professional with expertise in designing and implementing systems and reporting packages that significantly reduce costs, improve efficiencies, and increase productivity despite volatile financial environments. Proven record in turning around companies facing problems with credit, vendor payments and productivity issues. Adept at cash management, developing sol...
Ideal Companies: Not For Profit, Manufacturing, Inernational
Tags for this Online Resume: Budgets, Strategic Planning, Financial Analysis, Foundations, Non Profit, SAP, Cash Flow, e-Commerce, Inventory, Benefits
Commodity trader/ executive
Creating and building a portfolio of high net worth clients for the purpose of speculating in the Commodity markets
