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Wealth Management and Investment Portfolio Management Professional

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Highly experienced and successful executive sales leader.

Seeking an opportunity to further build my career with a world class, growth oriented, organization that offers the perfect enviornment for my employing my abilities and experience for the benefit of the company, the business and therefore my own career goals. Where my skills and experience can be effectively utilized in the best possible way for achieving the company's goals, mentoring those under my leadership and partner...

Ideal Companies: Major Financial Services Firms

Tags for this Online Resume: Leadership, Mentoring, Decision-making, Persuasiveness, Ethics, Collaboration

Finance Services Manager: Banking Sector

Resourceful professional with exceptional track record in wealth management and retail services. Well versed in operations and business management, as well as motivating, mentoring, and coaching staff on optimal sales strategies, compliance requirements, and strong customer service. Highly proficient in cultivating productive relationships with internal and external stakeholder groups, and building talented, high performing...

Ideal Companies: JPMorgan Chase, Bank United, BB&T, Regions Bank

Tags for this Online Resume: Business Support Manager, Client Services Manager, Branch Manager, Bank Manager

Director of Development

A “top tier” and experienced economic development expert who is able to build consensus utilizing exceptional communication. Championed international initiatives and influenced businesses in Europe to relocate to Florida, which revitalized the economy of several communities. Identified organizational weaknesses, created process improvements and developed plans encompassing strategy, budget development/administration and pr...

Ideal Companies: Taylor Made, Nike, Wells Fargo, Bessemer Trust, Northern Trust, Universities, Large not-for- profits

Tags for this Online Resume: contact management ACT, Outlook, Consensus Builder, Thinks outside the box, Vice President, VP, Director, Development, Administration, Project Manager, Project Management, Strategy, Banking, Finance, Advisor, Financial Manager, Finance Manager, Executive Director, Executive Vice President, EVP, Chief Financial Officer, CFO