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Online Resumes with "Net Worth"
Bulge Bracket Investment Bank Analyst, New York- Experience in Corporate Real Estate and Financial services Industry
Priviate Wealth Management, Develop trustworthy relationship with High Net Worth Clients, Obtain Securities Licenses such as Series 7, 63, and 66.
Tags for this Online Resume: Commercial Real Estate Leasing, Property Evaluation and Investments, Sales and Relationship Management, Client Service Skills in PWM and Private Banking, Fluent in Chinese(Mandarin) and English, Analytical Skills and Financial Modeling
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Successful relationship manager, private banker, MBA
I am seeking a position in which I can leverage my superior ability to create and sustain revenue generating relationships with individuals and businesses.
Ideal Companies: PNC Financial, BNYMellon, Citizens Bank, Fidelity Investments, Bank of America/Merrill Lynch
Tags for this Online Resume: Relationship Management, Credit trained
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume: Project Management Professional
Financial Advisor/Investment Manager
Indentify high net worth clients, evaluated individual needs to offer sound advice and drive asset base growth.
Featured Profile
Collector of debt
To obtain a position with a company that I can grow with, and I also will grow their net worth.
Featured Profile
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
Executive Level Manager
Proactive Manager of high end high net worth residential communities and commercial properties, heavy experience in Facilities, operations construction and general management
Ideal Companies: Large Condo Associations, Private Estates or Islands, well established PM Companies
Tags for this Online Resume:
Executive Manager, General Manager, Property Manager, Community Association Manager, Facilities Manager, Maintenance Director, Area Manager, Director of Property Management, Regional Property Manager, Chief Building Engineer
Ronald Menard
Temporary or full time accounting position. Currently working on completing CPA examination.
Ideal Companies: Google
Investment-Financial Advisor/West Palm Beach
With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...
Tags for this Online Resume:
high net worth, excel, client relationships
Collector of debt
To obtain a position with a company that I can grow with, and I also will grow their net worth.
Featured Profile
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
Executive Level Manager
Proactive Manager of high end high net worth residential communities and commercial properties, heavy experience in Facilities, operations construction and general management
Ideal Companies: Large Condo Associations, Private Estates or Islands, well established PM Companies
Tags for this Online Resume:
Executive Manager, General Manager, Property Manager, Community Association Manager, Facilities Manager, Maintenance Director, Area Manager, Director of Property Management, Regional Property Manager, Chief Building Engineer
Ronald Menard
Temporary or full time accounting position. Currently working on completing CPA examination.
Ideal Companies: Google
Investment-Financial Advisor/West Palm Beach
With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...
Tags for this Online Resume:
high net worth, excel, client relationships
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
