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Online Resumes with "Private Wealth"
Not fror profit illinois
Associate Director level position in not for profit or Assistant Vice President, Trusts or Private Wealth
Investment consultant, investment analytics, private equity portfolio manager, client service, product marketing 24 years experience Pittsburgh marketing
Strong, broad-based investment background. Served as an investment consultant to very large, highly prominent institutional investors and as a private equity fund of funds portfolio manager for high net worth private wealth clients. Was responsible for doubling number of private equity clients through marketing efforts. Presented to new business prospects that hired Mellon to service over $65 billion in assets. Also pos...
Tags for this Online Resume: investment, consulting, marketing, analytics, private equity, client service
Analyst and client service associate - 2 yrs experience - San Francisco
I am a financial professional with 2 years in the private wealth management industry seeking a position in which I may apply my skillset in a more dynamic way in a creative environment.
Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA
To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...
Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust
Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations
Legal Secretary - 20 Years of Experience - Near 55304
Highly dedicated Administrative Assistant with extensive experience in law firms. Proven ability to multi-task and prioritize between day-to-day and long-term projects. Excellent ability to interact professionally with clients and handle confidential information in an efficient and discreet manner. Over 20 years’ experience, including the areas of Public Finance, Business/Corporate Law, Real Estate, Bankruptcy and Private...
Tags for this Online Resume: Efiling, Notary Public, Experienced, Multitasker, Accurate, Team Player, Transcriptionist
Financial Analyst - 20 Years of Experience - Near 07977
Seeking a salaried support role with a registered investment advisor in private wealth management
Tags for this Online Resume: accomplished, planner
Personal Financial Advisor - 6 Years of Experience - Near 48823
Private Wealth Investment Consultant
Tags for this Online Resume: Hedge Fund, Wealth, CHP, Equities, Options, Portfolio Management, Florida
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
Financial Specialist - 20 Years of Experience - Near 10022
ARTHUR NEAL SHERMAN 192 Jefferson Ave River Edge New Jersey 07661 201 741-6104 arthurnsherman@gmail.com Friday, March 27, 2015 This letter is to express my interest in the Managing Director position posted on the Efinancial platform. Based on my skills and the twenty plus years in New York, on Wall Street, I am confident I would be an asset to the team and organization. My resume that highlights my skill-sets and exper...
Tags for this Online Resume: New York, Asset Management, Investment Banking, hedge fund, managing director, business development
Executive Vice President - 20 Years of Experience - Near 80403
SUCCESSFUL FINANCIAL SERVICES EXECUTIVE INSTITUTIONAL ASSET MANAGEMENT | CORPORATE TRUST | PRIVATE WEALTH MANAGEMENT Senior-level leadership-oriented financial professional with a history of implementing forward-thinking change within organizations, continually maximizing resources, increasing efficiencies, and adding profitability to the bottom line. Ability to recognize potential solutions, formulating business plans and...
Tags for this Online Resume: Denver, California, Results Oriented, Decision Maker, Successful, Innovative, Financial Services
Senior Financial Services Candidate - 20 years experience in Capital Markets & Asset Management
A role that creates a distinctive career path in Investment Banking, Private Wealth Management, or Capital markets for a licensed securities representative who can think outside the box.
Tags for this Online Resume: San Francisco, Relationship Management, Institutional, Corporate, High Net Worth, Trading, Brokerage
Financial Planner and Advisor
Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor
Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning
