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Online Resumes with "Private banking"
Senior Vice President - 20 Years of Experience - Near 33950
PROFILE Accomplished Relationship Manager with extensive experience in Commercial lending, Business banking, C&I lending, Private banking, and Wealth Management. Experienced in underwriting complex loan credits. Skilled at business development and networking to facilitate origination of new clients for a Commercial Bank/Private Banking platform. Ability to cross sell Trust, Investment, Treasury Management, and Banking produ...
Tags for this Online Resume: Management, Banking Industry, Business Development, Wealth Management, Credit Analysis, Investment Management, Commercial Loan portfolio, Commercial Loans, High Net Worth, Networking, management, manager, sales
Auditor - 20 Years of Experience - Near 10500
Senior Director with more than 24 years of experience in the Financial Industry combined with unique leadership and managerial skills, is ready for new professional challenges in Multi-National or Global Financial Institution. During my professional development, I had the chance of managing multi-cultural teams, executing multi-tasks focused on achieving specific objectives, designing, implementing and auditing processes an...
Tags for this Online Resume: Audit Head, Money Market Operations, Fixed Income Operations, Financial Crime Compliance
Project Manager - 20 Years of Experience - Near 10019
PROFESSIONAL SUMMARY Proven Leader/Exceptional Organizational Skills/Process Improvement Focused Collaborative Problem Solver Senior Management Professional with extensive Business Analysis and Process Re-Engineering expertise in both Technology and Business Organizations/Disciplines. Strong Project Management Expertise employing a rigid Project Management Methodology utilizing a variety of methodologies including CMM, RUP,...
Tags for this Online Resume: it jobs, Infrastructure, Audit, Financial, Financial Analysis, Fixed Income, Insurance, Management, Policies and Procedures, Program Management, software, html
Regional Sales Manager
The dealer's financial needs would be further assessed and the full array products and services available at a large commercial bank would be presented provided trained in the proper usage and monitored for success. Team members from Treasury Management Card Solutions Group Banking Private Banking Derivatives Merchant Services would be utilized to custom-tailor services to the customer's needs and closed. Accomplishments - ...
Tags for this Online Resume: Sales, Management, Business Development, DMS, Dms (Data Mgmt Tool), Sales Training, Training, Buying, Insurance, Point Of Sale (Pos), sales, outside sales, business development, sales representative, account executive, technical sales
Lawyer - 20 Years of Experience - Latin American markets
I would like to move into a more diverse environment with hands-on supervision of local legal firms advising corporate operations in different countries abroad. With over 20 years of experience in multiple legal services from private to public corporations as well as governmental entities, I could be become a valuable asset to any company with presence in or seeking insertion in Latin American markets. Also I am fully bilin...
Ideal Companies: Any corporate or financial structure seeking expansion to Latin America
Tags for this Online Resume: Banking Industry, Real Estate, Bankruptcy, Litigation, Acquisitions, Arbitration, Licensing, Mergers, Mergers and Acquisitions, Software, International Law, Corporate COunsel, Senior General Counsel, Intellectual Property
General Manager - 20 Years of Experience - Near 48307
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager
Project Manager - 20 Years of Experience - Near 11377
Profile Project Manager/Business Analyst with wide ranging experience in the financial services industry, including positions with Merrill Lynch, E*Trade, JP Morgan Chase and BNY Mellon Pershing. Background of accomplishment includes global technology planning and governance, project management, process re-engineering, change management and systems implementations in the United States and Japan. Professional Achievements/ C...
Tags for this Online Resume: Infrastructure, Management, Banking Industry, Equity, Change Management, Microsoft Change Management, Data Manager, Investment Banking, Audit, Capital markets, it jobs, software
Senior Business Development Executive - 20 Years of Experience - Near 78260
CAREER HIGHLIGHTS Reinvigorated Athletics program into a most exceptionally successful sports teams in the history of Texas A&M University Athletics. Produced 52 All-American Award winners. Named conference coach of the year 12 times. Through relationship selling, referred $1 million to Private Bank at Wells Fargo. Implemented digital transformation practices at Cook Engineering. Managed relationships representing a value o...
Tags for this Online Resume: Sales, Banking Industry, Business Development, Benefits, Insurance, Recruiting, Account Management, Artificial Intelligence, C Programming Language, Consulting, business development, account manager, account executive
Vice President - 15 Years of Experience - Near 90035
PROFESSIONAL SUMMARY Over 14+ years of Banking experience in Business Development, Business Banking, Commercial Lending, and Private Banking experience including: Management of commercial loan portfolio, maintain compliance and mitigating loss. Primary focus to provide financing solutions to Privately Owned Businesses, Real Estate Companies, Private Partnerships, Professional Services Firms, Private Equity Funds and Non Pro...
Tags for this Online Resume: Banking Industry, Accounting, Entertainment, Management, Wealth Management, Commercial Lending, Deposits, Services, Documentation, P&L
Senior Vice President - 20 Years of Experience - Near 98052
PROFESSIONAL SUMMARY * Successful blend of experience as Advisor and Unit Leader serving HNW clientele for major financial organizations. * Extensive experience and valued insight in all facets of lending options, structure and opportunities. * Highly proficient in all stages of the financial planning process along with the delivery and implementation of complex solutions in investment strategies, risk management and estate...
Tags for this Online Resume: Banking Industry, Licensing, Real Estate, Retail, Securities, Series 7, Commercial Loans, Estate planning, Financial, Financial Analysis, 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
Executive Assistant - 10 Years of Experience - Near 28105
Profile PROJECT/PROGRAM COORDINATOR / SPECIAL PROJECTS OPERATIONS PROCESS IMPROVEMENT "Mathilda is a top-notch professional. She is detailed in her work and provides an intuitive, take-charge approach as she provides support to her team." - Bruce Farrell, CEO at Liberty Bank (managed Mathilda at Borel Private Bank & Trust Company. * POSITIVE CHANGE AGENT who specializes in drastically increasing the productivity and efficie...
Tags for this Online Resume: Management, Data Management, AR, Training, Legal, Administrative Assistant, Administrative Tasks, Automotive, CIO, Client Communications
