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Online Resumes with "Personal Financial Advisor"
Personal Financial Advisor
Customer Service
Excellent communicator with strong time management and customer needs assessment skills. Experience in working in high-volume call center.
Tags for this Online Resume: Corporate Trainer, Personal Financial Advisor, Pre-School Teacher, Educator, Customer Service representative
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisor
portfolio management and advisory
I am searching for a client facing role focusing on business development where I may leverage my experience and relationships in the investment management sector. I am currently with a private banking team at BAML ($4Bn AUM) in Houston. My role involves consulting institutional portfolio managers, private bankers and family offices on complex/customized investment strategies (alternatives). I dedicate much of my efforts to...
Tags for this Online Resume: Equity, Management, Risk Management, Bonds, Private Equity, Banking Industry, Capital markets, Equities, Financial, Financial Models, Private equity
