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Online Resumes with "Portfolio management"



Case Manager (in the past:Commercial Acct Manager in banking, insurance; making transition to healthcare)

To transition into the role of Case Manager in healthcare. For the past five years, I have been an Account Manager in insurance, and prior to that three years as a Portfolio Manager in banking. I have eleven additional years experience in banking.

Tags for this Online Resume: Powerpoint, Excel, Healthcare, Word

Financial Analyst

To apply my financial and managerial skills in an esteemed organization to help it achieve its goal.

Tags for this Online Resume: Finance analyst, Investment analyst, Risk Management, Portfolio management, MS Excel, Budget Analyst

Assistant Portfolio Manager

Financial Professional

Tags for this Online Resume: Portfolio Management, Capital Markets, Risk Management

Experienced financial professional (9+ years): looking for research/analyst/consulting opportunities within asset management, investment research, and corporate banking space

I am seeking career opportunities within 4 areas: Capital Markets, Asset Management, Investment Research, and Trading. I am a NASD Series 7 and 66 licensed financial professional. I have an economics BA from the College of the Holy Cross and a finance MBA from Fordham University. My 9+ years in financial services has been spent within retail brokerage and institutional investment operations.

Ideal Companies: Goldman Sachs, Bear Stearns, Lehman Brothers, Morgan Stanley, Merrill Lynch

Tags for this Online Resume: portfolio management, investment research, investment banking, trader, analyst, consultant

Project Manager

Tags for this Online Resume: Finance, Business Analysis, Process Improvement, Data integration, Software Development Lifecycle, Portfolio management

Customer Relationship Management Executive

Proven expertise as a leader focused on quality, team building and continuous improvement. A strong communicator possessing the ability to build mutually beneficial relationships within a matrix organization and lead cross functional teams to achieve the desired results. A visionary with the ability to effectively implement change with the highest level of ethical standards. Aligns within an organization as a customer advoc...

Tags for this Online Resume: CRM, IT Leadership, Service Management, Portfolio, Customer satisfaction, Mentoring

Investment Professional-Portfolio Manager-CFP

To gain long term employment within the securities industry, in the area(s) of management, training, investment analysis/money management and/or working with clients directly in a consultative sales/planning environment. To contribute to, and improve upon high standards set forth, and assure timely quality output, above and beyond the said standards. To achieve opportunity for advancement for myself as well as the company...

Project Manager

Tags for this Online Resume: project manager, program manager, portfolio manager, business analyst, dedicated, project management body of knowledge, microsoft project, visio

PORTFOLIO MANAGER • INVESTMENT STRATEGIST • DERIVATIVES STRATEGIST

PORTFOLIO MANAGER • INVESTMENT STRATEGIST • DERIVATIVES STRATEGIST

10+ Years Experience, Real Estate Sales, Acquisition, Management, Remodel, Construction

Tags for this Online Resume: Portfolio Management, Real Estate Negotiator, Business Management, Marketing, Personal Assistant, Tax Exchange

Chief Strategy Officer

Highly experienced strategy/organizational development/performance management program director who will assist the Chief Executive in achieving transformational change and breakthrough results.

Ideal Companies: INFOR, ORACLE, SAP, S1, CNN

Tags for this Online Resume: Strategic planning, Balanced Scorecard, Project Management, Program Management, Portfolio Management, Change execution, Strategy Execution, Process improvement, Organization development, Performance management