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Online Resumes with "Trust Services"
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
ACCOUNTING AND FINANCE DIRECTOR
Dynamic Accounting and Financial Professional with over 15 years’ experience in high profile organizations. Skilled financial expert providing international accounting and consulting guidance and support to worldwide United Nations programs and projects. Strong academic management experience serving as college Vice President of Finance and as an Associate Professor providing critical human resource support to challenging i...
Ideal Companies: Non-Profit Organizations, Professor of Business and Accounting PricewaterhouseCoopers, Ernst and Young
Tags for this Online Resume: Audits, Budgeting, International Business, Financial Statements, Internal Controls, Strategic Planning, Reporting, Change Management, Consulting, Inventory Management, Team Leadership, Motivation, Financial Operations, Benefits, Compensation, Organizational Development, Training, Development, Conflict Resolution, Risk Management, Estate Planning, Wills, Trusts, Financial Analysis, excel, powerpoint, word, punctuality
Attorney, Financier, Director, Executive
Legal administrative experiences in financial institutions have directed strategic planning, regulatory examination compliance and business development assistance in the introduction of new business and product lines. As an in-house corporate counsel and also in private practice, relationship administration has blended legal and business proficiencies with an outstanding record of forensic accounting experiences, sound bus...
Ideal Companies: law firms or financial intermediaries
Tags for this Online Resume: consultant, banker, attorney, fiduciary, research
Business Banker / Community Development Officer
To join an interactive organization that offers me a constructive workplace for communicating and interacting with a wide array of business organizations
Ideal Companies: Banking, Community Development Organizations
Tags for this Online Resume: Community Development, Treasury Management, Commercial Lending, Business Development
A success driven, results-oriented TOP FINANCIAL SERVICES EXECUTIVE, offering a unique combination of lthealth management, including brokerage, trust services and asset management, banking, retail and wholesale
Program Manager/Business Development - 20 Years of Experience - Near 39157
Professional looking to return to the private sector in a business development role that could evolve into management. I am experienced with over twenty years of administrative management, franchise ownership & operations, sales and customer service in a variety of industries, including banking and financial institutions, remodeling construction and governmental project management & compliance. Experienced in business oper...
Tags for this Online Resume: project manager, sales management, business owner, business development, human resources, marketing , operations experience
Financial Planner and Advisor
Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor
Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning
Vice President - 20 Years of Experience - Near 13039
Profile Senior Financial Operations Director who optimizes operational and financial performance of back office securities processing functions. Expertise in driving client service, retention, and market growth. Specialize in leading continuous process improvement initiatives. Strongly committed to cultivating strong employee, customer and management relationships, to ensure most seamless integration of company-wide initiat...
Tags for this Online Resume: Due Diligence, Financial, Financial Analysis, Financial Services, Management, Mergers, P&L, Process Improvements, Securities, Real Estate, management, manager, Financial Services Operations Manager, operations
Executive Vice President - 20 Years of Experience - Near 33131
hired Invested in several start-up biotech companies in the US. From inception to commercialization of certain novel OTC products to prevent the spread of infection. as the manager for Latin America. This was a new business initiative for DLJ. I was brought in to build the international platform for the firm. In addition to managing my ultra high-net worth clients my primary responsibilities were: Set up new swiss banking o...
Tags for this Online Resume: Recruiting, Banking Industry, Investment Banking, Investment Management, Management, Wealth Management, Asset Management, Banking Operations
Financial Manager - 20 Years of Experience - Near 10312
Summary of Qualifications Eighteen years of experience in Corporate Trust with expertise in restructured assets, tender option bonds, asset - backed securities, commercial paper, corporate securities and municipal derivative products. Successful track record of identifying and providing business solutions for highly sensitive, large revenue-generating clients. Ability to manage projects, provide product and sales support, d...
Tags for this Online Resume: Sales, Cash Flow, Cash Flow Analysis, Derivatives, Insurance, Interest Rate, Liquidity, Swaps, Management, Product Management, management, manager
Accountant
SUMMARY OF QUALIFICATIONS ROCS Consulting Managing Director, 2000 - Present Proprietor of an Independent Consulting practice. The firm specializes in Regulatory, Compliance and Operational consulting for the securities and banking industry. ROCS Consulting provides assistance to Broker Dealers, Registered Investment Advisors, Banks, Trust Companies, Insurance Companies, Investment Companies, Bank Securities Dealers and Tran...
Tags for this Online Resume: Accounting, Back Office, Banking Industry, Capital markets, Complaints, Consulting, Derivatives, Equity, Financial, Financial Reporting
Vice President of Marketing
Results-oriented Director of Marketing with a proven record of successfully directing all aspects of marketing in a data-driven environment. Collaborates with research and analytics to drive forward-thinking strategies. Specializes in strategic planning, qualitative and quantitative research, interactive marketing, creative development, public relations and large-scale marketing operations. Thrives on process development, p...
Ideal Companies: Fidelity, Gallagher, Chase, Northern Trust
Tags for this Online Resume: Banking Industry, Advertising, B-to-B, Marketing, Web Design, Strategic Planning, Outsourcing, Turnaround, Coaching, Financial Services, Cost Control, Team Leadership/Motivation, Salesforce CRM, Employee Engagement, Target Marketing, Stakeholder Engagement, Market Analytics, Social Media, Project Management, Workforce Planning
