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Online Resumes with "Private Wealth"



Financial sales/trading/analysis bilingual chinese - Near 11375

QUALIFICATIONS_________________________________________________________ * MBA Concentrate in Finance. Banking and marketing experience in USA and China * Proven bilingual marketing ability in financial institutions. * Sophisticated in MS Excel, Power Point and Bloomberg Terminal. * Licenses include Series 7 and Series 63. Bilingual in English and Mandarin. * Quick learner and exceptional team player.

Tags for this Online Resume: Financial, Banking Industry, Bilingual, Bloomberg, English Language, Financial Industry, High Net Worth, Management, Market Research, Marketing Management, mandarin, financial analysis, sales

Featured Profile

Executive Assistant - 10 Years of Experience - Near 28216

SUMMARY * Seasoned professional with experience supporting senior level executives * Excellent interpersonal, organizational, and communication skills * Ability to work under tight deadlines with minimal supervision * Self motivated and pro-active with proven leadership skills * Tactful and possess secure management of confidential information * Strong multi tasking skills with high attention to detail

Ideal Companies: Finance, Education, Healthcare

Tags for this Online Resume: Executive Assistant, Acquisitions, Bank Reconciliation, Credit Cards, Office Manager, Quickbooks, Microsoft PowerPoint, Scheduling, Administrative Assistant, Event Planning, Finance, Charlotte

Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105

SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...

Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning

CFA, Private Wealth Relationship Manager

Tags for this Online Resume: Due Diligence, High Net Worth, Cash Flow, Cash Flow Analysis, Construct (App Dev Tool), Management, Wealth Management, Financial, Financial Services, In-Circuit Emulator

Assistant Manager - 20 Years of Experience - Near 10473

Professional Summary: An office professional experienced in sales support, administration, and client relations. Employs professionalism and superior communication skills to meet company needs. Strong computer skills. Consistently meets project deadlines. STEVEN AMES CO., NY, NY (Private Wealth Management - Investor) May 2005 - Present Executive, Personal Assistant ANN AMES, NY, NY - STEVEN AMES ESTATE (Vice-President, Trus...

Tags for this Online Resume: Administrative Assistant, Database, Filing, Information Requests, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Scheduling, Secretarial, assistant manager

Financial Advisor - 10 Years of Experience - Near 91361

AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill

Tags for this Online Resume: Equity, Financial, Private Equity, sales, sales management, banking, private wealth management, financial planner, thousand oaks, cfo, territory management, Regional Sales Manager, Financial Sales, Vice President of Sales, Business Development, outside sales

Project Manager - 8 Years of Experience - Near 07032

COVER LETTER: Dear Sir/Madam, It is my great pleasure to apply for this exciting and challenging position that will serve our business by delivering high-value services and products using the principles of quality to reduce waste, JIT inventory and streamlined processes while managing risks, compliance, and audit. As a project manager, PMP, I have implemented short-duration iterative cycles with zero-defects, and my experti...

Tags for this Online Resume: Oracle, Sales, Business Analyst, Business Objects, Data Warehouse, Financial Industry, Focus, HR, agile, sql, java, javascript, html, software, Agile Scrum, Agile, Scrum, Coach, web, intranet, QA, DBA, Data Quality, Data Modelling, AML, KYC, Waterfall, oracle, sybase, retail, insurance, investment, bank, electronics, project manager, data warehousing, PMP

Sales Manager - 20 Years of Experience - Near 06482

Seasoned leader in Information Technology at a sales management capacity holding several executive level positions. Operational and professional services with more than ten million in revenue. Leadership responsibilities include, acting as a virtual CIO, working and managing Global Corporations, as well as, multiple offices and small private wealth firms in the Northeast. Utilized the best technologies, consulting services ...

Tags for this Online Resume: Sales, Sales Executive, Technical Sales, Adobe, Attention to Detail, Customer Relationship Management, Customer Service, Database, Domain Name System, Firewall

Contract Administrator - 20 Years of Experience - Near 31005

SUMMARY OF CAREER EXPERIENCE Finance/Banking Lending - Retail and Mortgage lending with concentration in Wealth lending and investments. Commercial Real Estate matters, including commercial mortgage loans, commercial and small business underwriting, risk grading, risk analysis and securitized financings, the acquisition, financing and disposition of Class A, B, C office, retail and industrial properties, commercial and mult...

Tags for this Online Resume: Acquisitions, Due Diligence, Drafting, Management, Probate, Real Estate, Wills, Financial, Mergers, Mergers & Acquisitions, finance, lending, law, legal, contract management, project management, contract specialist, contract administrator, paralegal, firm adminimstrator, human resources, mortgage, underwriting, risk, compliance, executive management

Financial Professional/Accounting Assistant - 15 Years of Experience - Near 20720

PROFILE I am a motivated. Customer oriented individual looking to utilize several years of experience in financial, client and administrative services to benefit your organization's goals and objectives. I work fast under pressure with multiple tasks and deadlines and I am looking for an exciting environment that provides challenging work and opportunities that would enable me to apply my administrative and analytical skill...

Tags for this Online Resume: Inventory, Management, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, PDF, Reconciliations, finance, excel

Financial Services Sales Agent - 20 Years of Experience - Near 21212

Summary of Qualifications: Employed in the mortgage banking industry for thirty plus years Howard Bank: Senior Mortgage Banking Officer, March 2107 - September 2017, released as production was not closing a fast as they would have liked. Really did not give me time in my view to really get up to speed. Produced over $11,000,000 in loans, but were not closing as fast as they wanted. Also, they purchased 1st. Mariner Bank and...

Tags for this Online Resume: Banking Industry, sales, outside sales, inside sales, sales representative, marketing, account executive, account manager

Customer Service Representative - 20 Years of Experience - Near 21212

Summary of Qualifications: Employed in the mortgage banking industry for thirty plus years Howard Bank: Senior Mortgage Banking Officer, March 2107 - September 2017, released as production was not closing a fast as they would have liked. Really did not give me time in my view to really get up to speed. Produced over $11,000,000 in loans, but were not closing as fast as they wanted. Also, they purchased 1st. Mariner Bank and...

Tags for this Online Resume: Banking Industry, customer service, sales, customer service representative