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Online Resumes with "UHNW"
Professional wealth manager/advisor to the UHNW market
Continue to refine my high end wealth management acumen and join an organization that is unencumbered to today's traditional wealth management model with the desire to become a partner in the near term.
Tags for this Online Resume: asset allocation, cash flow analysis, business development, trusted, advisor, high net worth
18 year veteran in the development, acquisition, retention and understanding of U/HNW, Institutional & Corporate Clients
Tags for this Online Resume: Institutional Research Sales, Financial Sales, business development, hedge fund marketing, investor relations, closer, client services, investment management, asset gathering, capital introduction
Syndicate Associate
Find a role with a stable firm that proves challenging, rewarding, and beneficial to all parties involved.
Tags for this Online Resume: Series 7, Series 63, Series 24, relationship management, UHNW client management, Microsoft Office
Senior Mortgage Sales and Credit Risk Specialist - 10 Years of Experience - Near 11743
Results-oriented, innovative professional with extensive mortgage lending experience within the highly competitive financial services industry, credited with achieving excellence in customer service, sales performance, and risk management. Analytical professional skilled at successfully originating, underwriting, and providing detailed analysis of complex income, credit, and loan structures to create custom-tailored opti...
Ideal Companies: Citi, Wells Fargo, Goldman Sachs
Tags for this Online Resume: Underwriting, Management, Wealth Management, Retail, Lending, Sales, High Net Worth, Mortgage, Hub, Management Solutions
Federal Government - 20 Years of Experience - Near 77379
Ideal Companies: 1963
Tags for this Online Resume: Security, Physical Security, Planning, Strategic Planning, Team Lead, Project Management, Project Manager, Compliance, Layout, Logistics
Regional/Multi-Unit Manager - 9 Years of Experience - Near 60491
Ideal Companies: Family Office, Private UHNW Hedge Funds, Petroleum, Grains, commodity or currency hedging
Tags for this Online Resume: FACETS, P&L, Pricing, Customer Accounts, Procurement, Project Management, Project Manager, Reuters, Risk Assessment, Futures
President and CEO Commercial and Residential Real Estate Sales and Finance
Core Goal is position as Managing Director of Major Comercial Real Estate Sales and Finance firm where I can use my 25+ years experience and expertise to leverage and build up the Firm in the $20B+ sector. My particular specialty is start-up and expansion of a Real Estate Sales and/or Finance Company that does not have a footprint in UHNW geographical locations in Beverly Hills, Manhattan Beach, and Newport Beach. I offer...
Ideal Companies: Cushman Wakefield, CBRE, Collins International, Sperry Van Ness, Caruso Affiliated Holdings, Wells Fargo Private Bank, JP Morgan Chase, UBS, CNB, Chase Finance Middle Markets.
Tags for this Online Resume: Adobe, Adobe Acrobat, Adobe Illustrator, Adobe Photoshop, Coreldraw, Customer Relationship Management, Database, Lotus 123, Management, Expert Negotiater Complex 10MM+ Real Estate and Finance, Business Development, Recruitment, Training, Coaching, Objection Handling, Strategic CRM Marketing, Middle Market, Complex Credit Underwriter, SalesForce
