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Online Resumes with "Net Worth"
Accomplished Executive Assistant & Office Manager - 20+ Years Experience
Experienced professional with recognized office management abilities combined with problem-solving attitude. Expertise in partnering with senior leadership to achieve objectives. Extensive background in investor and client relations, dealing with high net worth individuals. Skilled in employee relations and facilities management. Keen business acumen and interpersonal skills.
VP Business Development - communications expertise
I offer a proven track- record of exceeding revenue objectives. My background emerges out of the licensing and distribution industry where as corporate executive and subsequent small business owner I successfully identified, negotiated, and managed product expansions on behalf of high net worth celebrity clients and public corporations across various consumer product and distribution sectors. I have effectively translated t...
Financial Advisor - 27 years experience - Folsom, CA
I work well with high net worth families in their efforts to build a sound, multi-generation, financial plan.
Tags for this Online Resume: Certified Financial Planner, Registered Investment Advisor, Financial Consultant, Financial Advisor, Insurance, Estate Planning
Public Accountant and Tax Services-Seasoned professional, productive manager
I have Corporation, Partnership, LLC's, Individual (sch. B,C,D,E,H)Bookkeeping, account analysis, adjusting entries, closing books, projections in various businesses and high net worth individuals. I am ready to work, able to travel and familiar with firm environments.
Financial Advisor
Successfully impact the performance of client porfolios. Initially, first 2-3 years is composed of salary,commission,and bonus compensation package. After year 3 compensation is 100% commission.
Tags for this Online Resume: bank stock specialist, brokerage/investment advisor, private placement capitalization, entrepreneurship, research, investments, portfolio management, financial analysis, business development, client management/retention, strategic marketing/market analysis, high net-worth accredited investors
Financial Advisor/Financial Services Professional
I am a Financial Professional with over 10 years of experience in the financial services industry. Working with high net worth individuals, business owners and executives to identify, plan and reach their short and long term goals.
Tags for this Online Resume: North Carolina, South Carolina, Financial Services, Relationship Management, Business Development
CPA/ Controller
I am looking for placement with a progressive local firm that specializes in closely held entities and high net-worth individuals. The firm should provide the full spectrum of services including financial and estate planning as well as the general accounting and tax services. Secondly, I would be looking for placement as a Controller/CFO with a non-public company.
Ideal Companies: No one specific
Tags for this Online Resume: Lacerte, ProSystems, Quickbooks, Financial services
Director of Alternative Investment Products - 13 years Experience - Los Angeles
Alternative investments product specialist and proven private equity portfolio manager with investment and asset management experience; Served six plus years in leadership capacities on Board of Institutional Limited Partners Association (ILPA) representing US $1+ trillion of private equity capital. Deep knowledge in: * Private Equity Portfolio Management * Real Estate Debt Programs * Hedge Fund-of-Funds * Distresse...
Tags for this Online Resume: Alternative Investments, Private Equity, Assets, Distressed Debt, Convertible Bonds, Real Estate Debt Programs, Mezzanine Debt, Distressed Real Estate, Hedge Fund-of-Funds, Public Finance, Leveraged Loans
Senior Vice President - High Net Worth Sales -30 years experience - Michigan
I am a Senior Financial Services professional with 30 years of sales experience in closing business (both high net worth individuals and businesses) for multi-billion dollar investment management firms.
Tags for this Online Resume: Ft. Myers FL, Wholesaler, Wealth Management, Investment
Executive/Personal Assistant - 20+ years experience
I am an executive / personal assistant who has a servant's heart and am available to work long hours and weekends who works well with high-net worth individuals who have children or elderly family members.
Personal/Executive Assistant - 10 +years of Experience - Chicago
I am an Executive/Personal Assistant/Estate Manager for high net worth families with over 5 years experience. My primary responsibility was to serve as the right hand to my employer as well as to ensure that the 12,000 sq ft estate ran smoothly, consistent with my employer’s directives, continuity and the highest level of service. I directly supervised a 13 person household staff and worked directly with my employer with ...
Tags for this Online Resume: Out of the box thinker, Problem Solver, Estate Management, Personal Assistant, Executive Assistant, Event Planner, Calendar Managment
Senior VP Development and Fundraising - Red Cross - Philadelphia
Dynamic Fundraising & Development strategist, experienced in securing lucrative Corporate and Foundation partnerships. Exceptional communicator with strong high net worth individual needs assessment aptitude. Results-driven fundraising leader experienced in training and mentoring highly productive teams.
Tags for this Online Resume: Fundraising , Development, Chief Development Officer, Director of Development, High net worth individuals , Foundations, Philadelphia, Corporate Relations , Information Technology, Campaigns, Capital Campaign, Alumni Relations, Charity, Cancer Research, Humanitarian
