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Online Resumes with "Trust Investments"



Financial Analyst (Banking, Trust, Investments) - 20 Years Experience

Finance professional seeking a career in the following positions: financial analyst, compensation analyst, vendor management, business analyst, staff accountant.

Tags for this Online Resume: financial analyst, compensation analyst, vendor management, business analyst, staff accountant, mergers and acquisitions

Featured Profile

Senior IT Quality Assurance Manager

MBA candidate with 15 years practical experience in the Software Development Life Cycle (SDLC) including Project Management, Quality Assurance, Test Execution, Software Development and Resource Management. Enjoys leading diverse teams, coaching people, driving strategic process transformations and delivering quality software solutions seeks a dynamic position in a team-oriented environment.

Ideal Companies: Delta, Coke, Chick-fil-A, IBM,

Tags for this Online Resume: IT Quality Assurance, Automation Testing, Portfolio Management, Project Management, Program Management, Strategic Test Planning, Software Testing, Budget Management, Team Recruitment, Development and Leadership, Test Management, QA Manager, Manual Testing, Integration Testing, IT Manager, HP ALM, HP Quality Center, Microsoft Suite, Word, Excel, PowerPoint

Featured Profile

Chief Financial Officer - 11 years experience - San Diego

I'm a financial professional with 11 years experience as CFO of a high-growth business plus 17 years in commercial bank credit and cash management services. Expertise in planning, budgeting, financial reporting, obtaining and managing credit facilities, and managing all administrative functions including human resources, IT and contract review.

Tags for this Online Resume: Forecasts, Financial Statements, Metrics, Accounting, Finance, Banking, Surety Bonds, Mergers, HR, IT

Financial Advisor - 20 Years of Experience - Near 89509

SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...

Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets

Featured Profile

Chief Executive Officer

Areas of Expertise ( Strategic Planning ( Market Needs/Competitor Analysis ( Profit & Loss ( New Business Development ( Mergers & Acquisitions ( Lobbying ( Budgeting/Forecasting ( Contact Negotiations ( Team Management

Ideal Companies: Boeing, Lockheed, General Dynamics, Price Waterhouse, CACI, ManTech, Deloitte,

Tags for this Online Resume: Expert Systems, Security, Acquisitions, Business Development, GFS, Government, Venture Capital, Sales, SAN (Storage Area Network), Defense, Chief Executive Officer

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

Training & Development Manager

SUMMARY Leads and is accountable for the success of an assigned transition project. Responsible for an array of activities including initializing and planning projects, developing project cost structure, tracking and reporting project deliverables, managing risk, applying project management processes and tools and ensuring projects are competed on time, within budget and with high customer satisfaction. KEY RESPONSIBILITIES...

Tags for this Online Resume: Documentation, Training, Management, Pricing, Customer Service, HR, Human Resources, Sales, Applications, Banking Industry

Personal Financial Advisor - 0 Years of Experience

Tags for this Online Resume: Management, Recruiting, Sourcing, P&L, Sales, Rdos (Data General Os), Real Estate, Series 3, Series 63, Annuity

Featured Profile

Proven Vice President, District Manager | Helping Companies Translate Their Business Goals to Reality

Utilize talent and skill set to grow an organization and impact internal and external clients. The areas of expertise below, help to define how passionate I am about growing a business and overcoming the challenges in our dynamic world. • Strategic Business Planning • Program Management • Cash Flow Optimization • Industry Trends & Forecasting • Process Redesign/Organization • Change Management • Project Lifecycle Coor...

Ideal Companies: Accenture, McKinsey, KPMG, Wells Fargo, Key Bank, First Bank, Chase

Tags for this Online Resume: Strategic Initiatives, Balance Sheet, Banking Industry, Budgeting, Business Acumen, Business Planning, People Leadership, Consulting, Management, Sales Management, Project Lifecycle Coordination, Risk Analysis, Retail Banking, Mortgage Banking

Recruiter

Tags for this Online Resume: Benefits, Compensation, Employee Relations, HR, Human Resources, Recruiter, Complaints, Payroll, Recruiting, Insurance

Personal Financial Advisor

Tags for this Online Resume: Management, Due Diligence, Financial, Market Research, Research, SEC, Securities and Exchange Commission (SEC), Marketing Management, Sales, Analytical Skills

Auditor

Tags for this Online Resume: Audit, Internal audit, Compliance, Management, Program Manager, Project Management, Risk Assessment, Sarbanes Oxley, SOX, Test