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Online Resumes with "Portfolios"



Experienced Wealth Management Consultant with 8 years of experience in San Jose

Highly accomplished and results-driven financial professional with 8 years of experience driving business development and portfolio analysis in a wealth management firm. Spearheaded multiple transitions of wealth management firms and devise innovative marketing plans to achieve dramatic revenue growth. Created sound investment solutions and facilitated effective financial management strategies to increase portfolio value.

Auditing

24 years of experience in Federal and State Regulatory Environment with a diverse portfolio of asset size financial institutions. Extensive experience with applying GAAP, Regulatory accounting, Regulatory Laws (lending, Savings, GLBA) and promoting safety and soundness. Highly motivated and committed to executing organizational initiatives. Diligent and dedicated professional with a commitment demonstrated through high qu...

Executive Level Construction Manager with 30 Years of Experience

I am an Executive Level Construction Professional that has led the Division Office, Operations and Preconstruction efforts for 2 ENR Top 30 firms. My project portfolio is diverse and includes numerous projects over 100MM.

Program Manager

Tags for this Online Resume: Project Management, Program Management, Portfolio Management, Agile, Estimating, Excel

Featured Profile

Call Center Director

DIRECTOR Highly motivated, results-oriented, assertive individual with a successful history of personnel and project management, performance, productivity, and process improvement. Success driven professional with a track record of promotion, continually meeting / exceeding productivity and operational goals, and maximizing productivity in both a nonprofit and for-profit environment. Highly competent in professional p...

Ideal Companies: Sabre Holdings, Hilton, Sheraton, GE, Expedia, Bank of America, Chase, Dr Pepper, 7-Eleven, Alon USA, Atmos, AT&T, Centex, Comerica, Corner Bakery Cafe, Dean Foods, El Chico, EmCare, Energy Future Holdings, Energy Transfer Partners, ExxonMobil, FedEx Office, Fossil Inc, Harwood International, Hotels.com, Hunt Petroleum, i2 Technologies, Idearc Media, Interstate Batteries, Lockheed Martin Aeronautics, McAfee, Merit Energy Company, MetroPCS, Microsoft, Neiman Marcus, Raytheon, Research in Motion, Regus, Rosewood Hotels and Resorts, Samsung Telecommunications, Southwest Airlines, Symantec, Tenet Healthcare, Texas Industries, Trammell Crow, United Surgical Partners International, Verizon Wireless

Tags for this Online Resume: Call Center Director, Sales Management, Director, Manager, Fundraising, Donor acquisition

Project Manager

Flexible self starter, innovative,problem solver,excellent time manager, organized,energetic Project Manager that knows what it takes to get the job done.

Ideal Companies: Verizon, British Telecom

Tags for this Online Resume: IT Software Project Manager, Telecommunications Project Manager, Project Manager

Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Featured Profile

Business Banking Loan Approval Officer

I am seeking a position that will allow me the opportunity to utilize and continue to develop my problem solving, organizational and technical skills in an environment with potential for growth and achievement that directly impacts the success of the corporation and its profitability.

Ideal Companies: Chase Bank, JP Morgan, JP Morgan Chase, Wells Fargo, PNC Bank, BBT Bank

Tags for this Online Resume: business banking loan approval officer, business banking loan uderwriter, credit analyst, commercial loan underwriter, small business loan underwriter

Featured Profile

Project Manager

Tags for this Online Resume: PMO, Vendor Relations, Project Management, Portfolio Management, Team/People Leadership, New Product Introduction

VP Credit over 20 Years Experience

I am Financial Professional with over twenty years experience, which includes large ticket underwriting, Credit Model design, portfolio analysis and management.

Tags for this Online Resume: Philadelphia, SBA 7 a, Underwiter , Collections , HMDA, CRA

collections manager 6 years

To choose a challenging position in the area of servicing portfolios.