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Online Resumes with "Portfolio Management "
Strong Senior Level Asset Manager
Strong leader and manager
Ideal Companies: Asset Management
Tags for this Online Resume: Real Estate, Asset Management, Investments, Portfolio Manager, Chief Operating Officer
Portfolio Manager / Wealth Manager / Research Analyst / Adjunct Professor
Commercial Lending officer, Credit manager-5 years experience
Experienced professional with a successful career in business banking, credit analysis and portfolio management.
Tags for this Online Resume: Credit Analyst, Commercial Lending, Relationship manager, finacial analysis, business banking, Account Executive
Commercial Property Manager
Commercial Portfolio Manager for one or more buildings
Administrative Services Manager
Tags for this Online Resume:
Business Liaison, Program Management, Project Management, Portfolio Manager
Capital Markets, Milwaukee
Tags for this Online Resume:
Portfolio Management, Branding and Product Placement, Management & Leadership, Business Development, High profile presence, MBA, MS
Accountant
Secure a position with like minded professionals to cultivate my talent and abilities.
Tags for this Online Resume:
Commodities, Quanitative Risk, Hedge Fund, Asset Management, Trading, Portfolio Manager, Risk Management, Data Modeler, Trading System Developer, Stocks, Manager
Auditor/ Banker, Salma Mukhtar
Seeking a challenging financial accounting position in a progressive organization by contributing the experience gained in audit and the banking sector in a manner that helps achieving the company’s mission and objectives. By utilizing my analytical skills, financial background with Fortune 500 clients, and client portfolio management experience, I believe I can be a valuable asset to an organization.
Featured Profile
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.
Accountant
Tags for this Online Resume:
real estate finance, commercial real estate, real estate receiver, asset manager, loan portfolio manager, loan manager
Featured Profile
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
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
