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Online Resumes with "Portfolio Monitoring"
financial sales professional
I would like to be in a team environment were my experiencce in wealth managemnet and investment advisory sales can make a difference
Tags for this Online Resume: financial sales, investments
Entrepreneur, Investor
I enjoy discovering new opportunities, optimizing and scaling-up existing businesses, and investing.
Ideal Companies: Goldman Sachs, McKinsey, OnSet Ventures, Berkshire Hathaway
Tags for this Online Resume: CFA, consulting, strategy, venture, investment, analysis, banking, stock, financial, Excel
Senior Credit Officer
Senior level position in areas such as credit research/analysis, credit portfolio management and credit review
Tags for this Online Resume: Senior Credit Officer , Senior Credit Portfolio Manager, Credit Review, Senior Credit Review Officer, Banking, Corporate Lending, Credit Portfolio Monitoring
Angela A. Jones
High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Ideal Companies: UBS Global Asset Managemen, , USAA, , Morgan Stanley, , Citigroup, , Capital Group Companies, , Investment Management Oriented Compnanies
Client-focused relationship manager, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect, offering these core strengths
I Developed and managed relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engaged in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring credit quality and risk management guidelines are maintained. Presented a variety of product solutions to client needs. Provided responsive quality ser...
Ideal Companies: City National, CitiBank, One West Bank, Bank of America, Wells Fargo, Union Bank
Tags for this Online Resume: Relationship Management, Financial Manager, Business Development, Integrity , Operations Management, Property Management
Collateral Analyst
To practice my expertise in the banking, finance, and asset-based lending fields, and to enhance my knowledge in these areas.
Tags for this Online Resume: Commercial Finance, Asset BasedLlending, Commercial Loans, Credit analyst, Portfolio Monitoring, Financial Analyst
Portfolio Analyst, Asset Management , PIMCO
Ambitious, resourceful and self-motivated financial professional with eight years of experience in fixed income investment portfolio monitoring and modeling environment is seeking a new challenge in financial services industry.
Tags for this Online Resume: Portfolio Compliance Analyst, Asset Management, Research and analysis, Portfolio Operations , Financial Modeling, Portfolio Monitoring
Experienced professional with extensive risk, audit and compliance knowledge seeking a role that utilizes my experience and background.
Experienced in Compliance, Fraud, Securitized Debt, Process Improvement, Credit, and Audit research within the Financial Services Industry. Strong technical training, research, and excellent communication skills. Detail oriented with a great sense of teamwork. Flexible and committed to adding values to key deliverables in any related environment and brings to each project a passion for results. Thrives in a working environm...
Ideal Companies: TSYS, VISA, Lockheed Martin, PriceWaterhouseCoopers, JPMorgan Chase, Citibank, ADP,
Tags for this Online Resume: Business Analyst, Process Improvement, MCP, Project Management, Atlanta, Maryland, BSA, AML, SAR, EDD, KYC, OFAC, •TSYS, FMS, MODEL, OBIQ, LexisNexis, CSI, Oracle Platforms, SAP Apps
Credit Analyst - 3 Years of Experience - Near 12211
Professional Summary Competent and experienced management professional with over 7 years experience in the roles of corporate relationship manager and credit analyst. Extensive experience in assessing creditworthiness of various mid size corporate in different sectors, knowledge of financial ratios, leverage, cash flows, debt service coverage, collateral coverage, Loan to value, assessment of loan quantum, loan tenor, repay...
Tags for this Online Resume: Banking Industry, Corporate banking, Documentation, Portfolio Monitoring, Financial Analysis, Underwriting, Loan Documentation, Multiple Proposals, Compliance, Real Estate, Credit Policies
Financial Analyst - 20 Years of Experience - Near 60544
SUMMARY Financial expert with over two decades of experience buying and selling financial instruments such as ACCOMPLISHMENTS Active Series 3 Licensed Broker and Commodity Trading Advisor Registered CTA with the National Futures Association (NFA.futures.org) Expert in derivatives and commodities regulations Properly managed retirement and liability funds Prepared monthly, quarterly and annual reports on their statuses Devel...
Tags for this Online Resume: Financial, Futures, Management, Risk Management, Series 3, Accounting, Bloomberg, Business Development, Buying, Commodities, finance, commodity trading
Business Development - Account Management - 20 years Experience - Madison, WI
Summary I have spent my entire professional career perfecting my skills in Advertising & Marketing, Printing, Photography, New Business Development, Project Management and Client Services. I have accomplished these roles as a business owner, manager and account executive. Accomplishments Launched a full-service Digital & Print Creative advertising and marketing business. Over a 2.5-year period, brought in over 25 new client...
Tags for this Online Resume: Sales, Cold Calling, Email, Social Media, Marketing Management, Services, Fabrication, Packaging, Quality, Quality Assurance, business development, Photography, marketing, advertising, account manager, marketing manager, director, manager
Account Manager
Summary I have spent my entire professional career perfecting my skills in Advertising & Marketing, Printing, Photography, New Business Development, Project Management and Client Services. I have accomplished these roles as a business owner, manager and account executive. Accomplishments Launched a full-service Digital & Print Creative advertising and marketing business. Over a 2.5-year period, brought in over 25 new client...
Tags for this Online Resume: Sales, Social Media, Cold Calling, Email, Marketing Management, Services, Fabrication, Packaging, Quality, Quality Assurance
