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Online Resumes with "Portfolio management "



Personal Financial Advisor - 20 Years of Experience - Near 33912

Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneu...

Tags for this Online Resume: Bonds, Financial, Management, Manufacturing, Planning, Tax Planning, Retirement planning, Accounting, Accounts Payable, Accounts Payable/Receivable, Financial Advisor

Project Manager - 15 Years of Experience - Near 30038

SUMMARY * Certified PM with over 15+ years of experience providing concurrent full life cycle project management over large-scale IT implementations from cradle to grave. * Experience managing projects ranging in size and scope from $55K to $50M+ with active team resources of 300+. Extensive experience interfacing with customers, vendors, contractors, senior stakeholders and internal/external project teams. * Successful man...

Tags for this Online Resume: Services, Agile, Business Requirements, PeopleSoft, Planning, SalesForce, SDLC, Assessments, sql, linux, javascript, html, software, c++, java, API, Compliance, Budgeting, Estimation, Story Board, Sprints, SaaS, CRM, Procurement, Change Management, Change Request, Change Agent, Release Management, Migration, Implementation, Waterfall, Project Management, Portfolio Management, E-Commerce, Scheduling, Testing, Scrum, Integrations, Cross Functional Leadership, Vendor Management, Risk Management, Issue Resolution

Financial Specialist - 10 Years of Experience - Near 60612

Areas of Expertise * Sales & Marketing * Investment Management * Strategic Planning/Analysis * Financial Services * Hedge Funds * Customer Services * New Business Development * Portfolio Management * Capital Markets * Relationship Building * Communication Skills

Tags for this Online Resume: Futures, Sales, Business Development, Capital markets, Communication Skills, Derivatives, Financial, Financial Services, Interest Rate, Investment Management

Project Manager - 20 Years of Experience - Near 33314

QUALIFICATION SUMMARY IT Infrastructure Architect & Project Manager Specialist with 24+ years of work experience, specifically in the design, implementation, and operation of networks, telecommunications services, IP telephony system, Microsoft operating systems, design and implementation of data centers, user support second-tier "call center." Ability to communicate effectively with managers at all levels and to successful...

Tags for this Online Resume: Project Management, Services, Management, Security, Infrastructure, Microsoft, Microsoft Exchange, Microsoft Office, Microsoft Project, Microsoft Project Server, sql

Director of U.S. & International Fixed Income - 10 Years of Experience

Career Summary 2007 - Present PSAGOT INVESTMENT HOUSE - ISRAEL & NEW YORK Israel's leading investment house with $50bn AUM providing pension funds, mutual funds, portfolio management, ETNs, brokerage and research services

Tags for this Online Resume: Bonds, Financial, Financial Modeling, Research, Valuations, Fixed Income, strategic asset allocation, portfolio management, evaluating fixed income mutual funds, credit analysis, trading, Bloomberg

Financial Manager, Branch or Department - 10 Years of Experience - Near 90746

I use a personal touch in working with people, listen intently to their needs in order to provide the best solution, meet their financial goals and objectives. Responsibilities also include delegating to and reviewing project work along with relationship development and portfolio management. In prior jobs I have held responsibility over seeing company-wide accounting processes, account reconciliations, finance operations ...

Tags for this Online Resume: Insurance, Accounting, Microsoft Excel, Financials, Pricing, Account Reconciliation, Financial, General Ledger, Life Insurance, Real Estate

Manager - 20 Years of Experience - Near 60051

Effective leader able to take products/services to new professional and successful levels by developing new consumer driven services that improve the business bottom line and propel company offerings to the top. Dedicated and focused on my team's performance driving them to achieve their business/financial goals. My strong financial background allows me to manage marketing spend to ROI by monitoring and evaluating key perfo...

Tags for this Online Resume: Networking, Accounting, High Net Worth, Bookkeeper, Customer Relationship Management, Management, Portfolio Management, Public Relations, ROI, Social Media, administration, human resources

Project Manager - 20 Years of Experience - Near 77084

SUMMARY Seeking a Senior Project/Program Management or Management position where my experiences and skills are fully utilized and help the company to improve its revenue and bottom line. An experienced and results oriented Project Management Professional (PMP) with the ability to manage and deliver over 150 projects across 20 organizations and industries. Expert in Agile/scrum, Waterfall, SDLC, Lean, Six Sigma and ITIL. Str...

Tags for this Online Resume: Test, Financials, Management, Project Management, Project Manager, SAP, Program Manager, Project Leader, Project Management Office, SharePoint, software, telco

Senior Marketing Executive

Tags for this Online Resume: Management, Portfolio Management, Sales, Advertising, Consumer Products, Business Development, Certified Public Accountant, Infection control, Motorola, Active Server Pages

Project Manager - 20 Years of Experience - Near 97229

CAREER SUMMARY Proven Organizational Transition Manager with extensive experience in organizational change and transition management, communications and education development, coordination, and delivery in a large and complex organization. Expert in forming and leading Subject Matter Expert and Process Improvement Teams to identify and assess change targets and to develop and deploy change plans in a global environment. Add...

Tags for this Online Resume: Change Manager, Business Requirements, Development Methodology, IEEE, Itil, Project Management, Project Manager, SDLC, Training, Communications

System Administrator - 20 Years of Experience - Near 21403

CAREER SUMMARY * Business Executive and Program Manager with significant contract and IDIQ experience producing business and technical solution architectures, and managing full lifecycle complex IT programs in the $10M - $100M yearly range. * Launch customer Business Analysis and IT Strategies resulting in greater than 20% cost efficiencies while increasing service scope: enterprise data centers and service desks, telecom, ...

Tags for this Online Resume: Application Development, Assessments, Communications, Configuration Management, Configure, ISO, ISO 9000, Its, Management, NASA

Project Manager - 15 Years of Experience - Near 95014

Professional Summary * 20 years with Hewlett-Packard, including 10 years in business analysis and 10 years in project management of large scale IT cross-functional application integration and migration projects. * Proven technical project management and problem-solving skill, create scope of work, manage project schedule/milestones/sign-off, track issues and execute according to plan. * Strong experience in facilitating mee...

Tags for this Online Resume: Consulting, e-Commerce, IBM, IBM Mainframes, Project Management, Project Manager, Support, Technical Support, Management, Portfolio Management, c++, software, linux, sql, it jobs, java