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Online Resumes with "Portfolio"



Featured Profile

Featured Profile

Global Custody and Customer Service Professional with over 25 years experience

Tags for this Online Resume: Global Custody, Cash Reconcilement, Wealth Management, Portfolio Management

Financial Planning or Mortgage Loan Originator, Williamsburg VA

I am interested in becoming a team member of an organization that is interested in increasing their business footprint in Williamsburg, Virginia. My goal is to join a company I believe in and one with which I can develop a long-term relationship. Integrity and doing what is right for the customer are paramount. Money will follow when one is doing the right thing for their client and/or customer.

Tags for this Online Resume: Mortgage Origination, Financial Planning, Investment Planning, Sales, Portfolio Management, Mortgage Production Manager, Customer Service, Certified Financial Planner, Loan Officer

commercial finance and lending

to employ my many years of experience and knowledge in banking and commercial lending to many different industry's.

Tags for this Online Resume: credit, lending, sales, business development, portfolio managment, cross selling

banking sales manager, Chambersburg PA- 26 years banking experience

Dynamic Banking Sales and Client Management professional with more than 26 years of experience managing portfolios of personal and small business banking clients. Skilled in prospecting new business, retaining and deepening existing relationships, analyzing client financial and operating strategies, and recommending financial products and services to best meet immediate and long-term needs. An articulate, results-oriented...

Investor Portfolio Management, Tyler, TX, HOA Portfolio Manager, Tyler, TX

Real Estate Professional seeks position as a Regional Property Supervisor,or in the management of Investment Property Portfolios. or

Financial Analyst, Asset Management, Los Angeles

My name is Dong Li and I just graduated from Claremont Graduate University, with Financial Engineering Master’s Degree. I am interested in the Position of Financial Analyst / Portfolio Management Assistant.

Tags for this Online Resume: financial analyst, portfolio management assistant, financial engineering, fixed income, asset management, accountant

Expressive Arts Coach

Coach Underdogs, Overcats (and the occasional Sidewinder) to move from personal weakness to personal empowerment, from learned helplessness to self sufficiency, from depression, anger, and despair to optimistic progress toward achievable goals through expressive arts.

Ideal Companies: Indian Health Service, Workforce Development, Eastern Washington University

Tags for this Online Resume: Expressive Arts, Licensed Professional Counselor, Pilot Project, Native American

Proven Energy Efficiency Leader, Global

With more than 15 years of experience in all aspects of energy efficiency, including design, marketing, implementation, management and direct sales to the end use customer, Keith brings a wealth of knowledge to the industry. He has leadership experience with residential and small/medium business customers and has account sales and customer relationship responsibilities with small/medium businesses, large commercial and data...

Tags for this Online Resume: Energy Efficiency, Strategic Planning, Renewable Energy, Team Leadership, Program Development, Program Management

Capital Market Portfolio Manager, Vice President

Tags for this Online Resume: Financial analysis , Banking , Credit, International , Syndication, Relationship management

Program Manager

Energetic and seasoned IT Professional with strategic program/project/portfolio and business management expertise. Recognized as proficient problem-solver who uses technical skills and business savvy to develop workable solutions. Demonstrates strong customer focus when assessing new opportunities to improve existing processes. Builds culture of simplification and cost reduction. Creates consistent and valuable customer exp...

Tags for this Online Resume: Marketing Automation, Business Process Management, Lean Six Sigma, Salesforce, Process Improvements, Business Intelligence & Data Warehousing, Customer Experience, Voice of Customer Analytics, Program / Project Management , Life Cycle From Strategic Planning to EOL, ERP Implementations, CRM Implemenation, Vendor Management