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Online Resumes with "Portfolio"



Certified Financial Planner/Tax Preparer/Southeast

I am a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future ...

Tags for this Online Resume: Certified Financial Planner, Tax Preparer, Life Planning, Financial Planner, Retirement Planner

Independent Contractor, Analyst, Manager, Executive

I would be excellent in evaluating investment analysis as it relates to real estate investment properties, development, property management, and solutions for problem properties or financial matters relating thereto. Also, any banking positions having to do with loan placement, mortgages, portfolio administration, etc.

Alternatives Sales Specialist - 8 years experience - HSBC Private Bank

A client facing professional with expertise in advising on Alternative Investments to financial advisors, high net worth individuals, institutions, consultants, family offices, advisors in the US and Latin America. Experienced in hedge fund of funds portfolio management, marketing of private equity, real estate, fund of funds, and currently responsible for the sales of HSBC’s Alternatives business in the Americas. Seeking t...

Tags for this Online Resume: Experienced, International, Resourceful, Diligent, Intelligent, Articulate

Loan Counselor

Tags for this Online Resume: New York, actuary, investment, portfolio management, finance, risk management, San Francisco

Financial analyst

analyzing macro economic data, portfolio management or risk management

Tags for this Online Resume: analyzing, economic, risk, portfolio, model, IT

Trade Support Specialist/Middle Office Operations

A hardworking and reliable investment operations associate, with profit and loss responsibility as well as a wide range of skills in trades management, modeling, portfolio management, cash management, asset management, account management, and reporting. Additional strong capabilities in mutual funds, future commodities, equities, and foreign exchange. Productive, disciplined, and with an eye for detail, ensures duties are...

Tags for this Online Resume: Trade Support, Operations, Middle Office, Equities, Mutual Funds, Hedge Funds

Featured Profile

Senior Program Projects Manager Architect Consultant

Senior Programs/Projects Manager, Business/Technical Analyst, Consultant: Business Process Engineering, Business Research, Software Systems Development, Inventory & Supply Chain Management, Cross-Functional Project, Security and Change Management Programs Business/Technical Analyst, Strategist, Architect, and Leader with an MBA and extensive experience in business and technology research, consulting, planning, designing, o...

Tags for this Online Resume: Project Manager, Information Technology, Business Architect, Program Manager, Business Analyst, Systems Analyst

District Sales Manager

Currently, my position as a District Sales Manager is very challenging and rewarding. I am enrolled in Human Resources Certification classes to increase my professional portfolio. My long term career goal is to become a Director within management capacity.

Vice President of Sales and Marketing

My goal is to join an organization that will provide the opportunity to be actively involved with strategy development and implementation while leading a dynamic sales or marketing team. In addition I would like this organization to supply opportunities where I can expand my skills in operations.

Tags for this Online Resume: Leadership, Change Management, Global Sourcing, P&L Responsibility, Talent Management, Portfolio Management

Accountant

Tags for this Online Resume: Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent Accounting, Organizational Skills, Consolidations, Policies and Procedures, Lease Management and Accounting, Grant Management and Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost of Goods Sold, Bad Debt Management, Cash and Accrual Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust Accounting, Projections, Chart of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree Accounting, TurboTax, Accounting

Administrative Services Manager

Tags for this Online Resume: Investment Analyst, Portfolio Manager, Executive, Busi, Financial manager, Business Development, Investment Manager