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Online Resumes with "Portfolio"
Vice President And Financial Advisor specializing in coaching and leading cross-functional teams
With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...
Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.
Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment
Loan Officer - 20 Years of Experience - Near 66503
Tags for this Online Resume: Commercial Loan portfolio, Management, Wealth Management, Wholesale, Banking Industry, Commercial Loans, Deposits, Commercial Lending, Process Improvement
Real Estate Manager
Tags for this Online Resume: Emerging Markets, Infrastructure, Bloomberg, Bridges, Capital markets, Deal Closing, Due Diligence, Economic Trends, Engineering, Financial
Loan Officer - 19 Years of Experience - Near 33626
Tags for this Online Resume: Real Estate, Commercial Loan portfolio, Financial, Financial Statement, Financials, Underwriter, Deposits, Mortgage Loans, Pricing, Telemarketing, finance, excel
Manager
Tags for this Online Resume: Legacy, Operational Excellence, Infrastructure, Management, Outsourcing, Reliability, System Infrastructure, Wealth Management, Asset Management, CIO
Gary Blacklidge - Executive Financial Analyst and Operations Manager
Highly experienced, cross-functional leader in financial analysis operations management. Over 25 years of experience serving as a senior financial analyst and investment consultant to community colleges and non-profit agencies with portfolios in excess of $100 million. Proven results in driving profitability and building operational efficiency through business data analysis to drive efficiency and inform decision making amo...
Tags for this Online Resume: Management, Business Development, Process Improvements, Risk Management, Accounting, Audit, Data Security, Distribution, Human Resources, Banking Management
Marketing - 20 Years of Experience - Near 07021
Tags for this Online Resume: Retail, Capital markets, Advertising, Distribution, Management, Product Development, Cash Flow, Connectivity, Customer Relationship Management, Dermatology
Loan Officer
Tags for this Online Resume: Retail, Pricing, Risk Analysis, Underwriting, CT, Financial, Financial Analysis, sheets, Real Estate, Accounting
Credit Analyst - 20 Years of Experience - Near 34109
Results oriented business professional with 30+ years experience in banking. Self-motivated individual with a strong ability to contribute to corporate objectives. Demonstrated strengths include: * Analysis of commercial credit and determination of creditworthiness * Organizing and formatting of departments and procedures * Developing systems and procedures to allow for efficient operation * Written and oral communication ...
Tags for this Online Resume: Documentation, Due Diligence, Banking Industry, Commercial Lending, Credit Analysis, Financial, Financial Analysis, Financial Industry, Integrate, Mba
Business Analyst - 0 Years of Experience - Near 07094
Tags for this Online Resume: Management, Portfolio Management, Consulting, Reuters, Accounting, Accounting Records, Business Analysis, Business Analyst, Derivatives, Microsoft
Financial Manager, Branch or Department - 20 Years of Experience - Near 81301
Tags for this Online Resume: Wealth Management, Commercial Loan portfolio, Management, Asset Management, Leadership, Loan Operations, Banking Industry, Financial, Financial Statements, Credit Analysis
Principal - 20 Years of Experience - Near 80357
Tags for this Online Resume: Business Analysis, Business Analyst, Management, Portfolio Management, Process Improvement, Project Management, System Implementation, Architect, Business Objects, Data Mapping
