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Online Resumes with "Wealth "
Lawyer - 12 Years of Experience - Near 29745
Focused on Created business consulting firm focused on clients with operational/legal issues relating to banking relationships, accounting practices, tax concerns, risk management, and employment controversies. Developed and advocated a systematic approach for clients to explore business exit scenarios, identify saleable/marketable assets, and implement succession planning. Managed a small staff. * Negotiated a settlement w...
Tags for this Online Resume: Litigation, Appraisals, Property Appraisals, SEC, SEC filings, Securities and Exchange Commission (SEC), Commercial Lending, Filing, Human Resources, Management
Residential Real Estate Sales Agent - 20 Years of Experience - Near 60035
Tags for this Online Resume: Financial, Insurance, Life Insurance, Management, Portfolio Management, Wealth Management, Cash Flow, Cash Flow Analysis, Project Management, sales, real estate
Financial Specialist - 20 Years of Experience - Near 98402
Qualifications CPA - Inactive B.A. Accounting & Finance 4 Years of Commercial Real Estate Lending Construction and Permanent Financing 10 years of applicable management level experience. Bank Controller for a $2.0 billion commercial bank in the northwest. Direct supervision of a 12 person team including GAAP accounting, financial reporting, budgeting & planning, financial analysis, asset/liability management, and profitabil...
Tags for this Online Resume: Consulting, Life Insurance, Management, Planning, Series 7, Wealth Management, Accounting, Budgeting, cpa, controller
Executive Assistant - 20 Years of Experience - Near 22182
Tags for this Online Resume: Estate planning, Management, Planning, Tax Planning, Wealth Management, Focus
Loan Counselor - 12 Years of Experience - Near 76040
Summary of Qualifications: * 10+ years Mortgage industry experience including Origination's and Default servicing. * Knowledge of the Tila-Respa Integrated Disclosure (TRID) guidelines. * Knowledge with FHA, Conventional and VA loan Underwriting policies and guidelines. * Experience with mortgage loan underwriting, compliance, investor products and underwriting guidelines. Experienced with LP, DU system and Automatic Underw...
Tags for this Online Resume: Compliance, Pipelines, Financial, Financial Statements, Management, Microsoft Exchange, Wealth Management, Customer Service, FHA, Documentation, excel, gaap, audit, accounting
Developer
SUMMARY * Around 4 years of IT experience in developing Business Intelligence and Data Warehouse applications. * Total 3 years of Experience in Dashboard Development & Report Designing / Development Skills. * Highly experienced in domains like Health care, Investment Banking, Finance and Wealth Management. * Good knowledge on migration process. * Good Agile and Scrum experience. * Reporting on project status to senior manag...
Tags for this Online Resume: Oracle, Structured Query Language, Microsoft Access, Microsoft Excel, Microsoft SQL Server, Programming, Radar, RDBMS, sql, qlikview, tableau
Residential Real Estate Sales Agent - 17 Years of Experience - Near 92626
I am a team player with great leadership skills. I'm very ambitious, and hardworking, who is able to multi-tasks with effective communication and verbal, and written skills. My goal is to achieve a position within a dynamic corporation where I can learn and grow to be an integral part of the company's future.
Tags for this Online Resume: Banking Industry, Management, Policies and Procedures, Team Lead, Wealth Management, Deposits, Documentation, Insurance, Retail, Wholesale
Technical Trainer - 15 Years of Experience - Near 77469
I am an excellent trainer with experience training Soft Skills, telemarketing, sales and CRM applications including but not limited to Siebel, Oracle, Clarify, and SAP. I am free to travel up to 100% of the time. I have a great training style with a consultative approach to training that makes the class fun as well as informative to students. In addition to my training experience I have a wealth of successful sales and t...
Tags for this Online Resume: Houston, TX, SharePoint , Outlook, Siebel, SAP, Oracle, wireless, Click Schedule, Microsoft Windows 7, Windows 7, Microsoft Windows, Networking, Inventory, Microsoft, Oracle, AT&T
Managing Director - 17 Years of Experience - Near 10605
Career Highlights Implemented international presence of the Swiss Corporate Bank in Americas region by: * Building an enhanced product offering for corporates out of NY * Developing the corporate coverage team to achieve tangible and sustainable revenues * Setting-up a strong bank coverage team with a sales focus and adequate product knowledge
Tags for this Online Resume: Sales, Custody, Pricing, Aml (Macro Lang), Asset Management, Business Management, KYC, Liquidity, Management, Wealth Management
PMO/Project Manager - Financial Services - New York City
A firm believer that PMO’s should be enablers of progress, not a bureaucratic entity that will count, measure anything and everything just because it can be; producing reams of reports that contain pages and pages of “data” as opposed to meaningful “information” for the actual intended audience; imposing an overhead of 7%-10% on otherwise productive Project Management time filling out redundant templates. I have: Introduc...
Tags for this Online Resume: Banking Industry, Commercial Lending, Front Office, Management, Wealth Management, Derivatives, Disaster Recovery, PMP, Project Manager, AML, agile, software, brokerage, capital markets
System Administrator - 1 Years of Experience - Near 84045
Summary Results driven staff member with a proven ability to complete jobs quickly and correctly with little to no supervision. Able to learn new skills rapidly and apply wealth of experience to new systems. Motivated to maintain outstanding customer satisfaction in all areas of work. Accomplishments * - Results- Developed new scheduling system that cut errors by more than 75%. This also saved thousands in overtime hours. -...
Tags for this Online Resume: Complaints, Training, Weapons, EMT, Safety Equipment, Construction, Active Directory, Apple, CNC, Configure, html, linux
Managing Director - 20 Years of Experience - Near 07093
PROFILE * Substantial business development and international relations experience implementing strategic initiatives in investment banking, capital markets and asset management lines of business for leading financial institutions. * Extensive knowledge of a broad array of financial products ranging from esoteric structured products such as collateralized fund obligations to flow products such as bonds and equity derivatives...
Tags for this Online Resume: Capital markets, Business Development, Cash Management, Management, Derivatives, Risk Management, Banking Industry, Consulting, Interest Rate, capital markets, Investment Banking, sales, ESG, Impact Investments
