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Online Resumes with "Private Wealth"
Financial Manager - 12 Years of Experience - Near 10002
Looking to use my skills and experience to help organizations increase efficiency while increasing profits. I am respected, well-qualified, dynamic, and innovative, top-producing business management professional with 14+ years of comprehensive experience building, developing, and leading high performance, high caliber sales and marketing divisions in competitive, fast-paced, customer-centric investment environments. Expert...
Tags for this Online Resume: Insurance, Management, Advertising, Back Office, Business Development, Equity, Front Office, Integrate, Business Development, Series 7, Series 66, Series 26, Life Insurance, Health Insurance, Compliance, CRM, Salesforce, Financial Services, Consultant, Excel, Powerpoint, SQL
General
Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...
Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits
20 years of Experience in equity trading and sales of equity products
Strategic Financial Executive with extensive expertise in equity trading and sales for the the consumer and retail sectors and with developing trading systems for premier Wall Street firms. A talented client-focused leader with excellent organizational, interpersonal and communication skills. A consummate team player with a collaborative work style, as well as a high energy level, a solid work ethic and impeccable corporat...
Ideal Companies: Pepsico, P&G, Forest Labs, Quintiles, Astellas, Dow, Duracell, Target, Home Depot, Lowes, Wal Mart, UPS, Fedex, IBM, Allergan, Tesla, Campbell Soup
Tags for this Online Resume: Sales, Team Player, High Energy, Client Service, Manage, Training, Client focus, Focus on various types of clients/customers, Retail, Business Development
Consistent and Results-Oriented
I plan to utilize and further develop my skill set in the financial markets as well as private wealth management to rise to a senior-level position in the future. Building a large number of connections within the industry and maintaining these relationships is another career objective.
Executive Assistant
Tags for this Online Resume: Management, SharePoint, Sharepoint Technologies, Business Analysis, Inventory, LMS, Microsoft Word, Project Coordinator, Project Management, Project Manager
Loan Counselor - 36 Years of Experience - Near 34293
To seek a Financial Center Manager or Personal Banking position in the Venice, Florida market. I have over 20 years of Banking experience in the Sarasota County area and past positions held were Regional Consumer Sales Consultant for Sarasota/Manatee Counties, Branch Manager, Small Business Banking Officer (Financial Consultant) as well as a Sr. Consumer Lending Officer. My past 10 years of experience has been originating m...
Tags for this Online Resume: Management, Consumer Lending, Msa (Accounting Pkg), Retail, Sales, Annuity, Banking Industry, Deposits, Documentation, Insurance
Executive Director - 20 Years of Experience - Near 30066
Tags for this Online Resume: Banking Industry, Management, Sales, Financial, Financial Services, Integrate, Investment Management, Planning, Services, Wealth Management
Sales Representative - 20 Years of Experience - Near 07086
Tags for this Online Resume: Sales, Consultative Sales, Management, Security, Acquisitions, Business Development, Business Development Manager, Corporate Accounts, CT, Energy Conservation
President
Tags for this Online Resume: Management, Wealth Management, Compensation, Consulting, Distribution, Financial, Inventory, Manufacturing, Platinum, Private Client
Marketing
Tags for this Online Resume: White Papers, Video, Brand Management, Communications, Idd (Idms Db Utility), Management, Marketing Management
Assistant Director - 15 Years of Experience - Near 20080
Tags for this Online Resume: Management, Capital markets, Deal Closing, Deposits, Equity, Retail, Alternative Investments, Bonds, Book of business, Cash Management
Financial Analyst
Tags for this Online Resume: Management, Balance, Balance Sheet, Cash Flow, Emerging Markets, Equity, Financial, Financial Modeling, Forecast, Futures
