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Online Resumes with "Wealth "



Financial Analyst - 4 Years of Experience - Near 10075

Tags for this Online Resume: Management, Microsoft Exchange, Banking Industry, Futures, Retail, Settlements, Swaps, Reconciliations, Security, Wealth Management

Featured Profile

Senior Manager, Functional Excellence

A proven leader of large scale change-intensive projects, offering expertise in defining the critical milestones (those that have significant interdependencies with other parts of the effort), helping executives map these results to their Strategic Roadmap, and working with the broader leadership team to achieve the enterprise business objectives. An excellent communicator and a versatile project management professional wit...

Ideal Companies: Goldman Sachs, First Republic Bank, Wells Fargo Bank, Deutsche Bank

Tags for this Online Resume: Financial Reporting, Financial Services, Forecasting, Infrastructure, Process Improvement, Assessing Regulatory Impacts (Dodd-Frank), Implementing Project Methodologies (Waterfall and Agile), CCAR Capital Plan

Compliance Manager

Highlights of Qualification Sales professional with a wealth of knowledge in banking, for following areas: Credit Training, Mortgage Lending, Collections, Strong Customer Service Relation, Recruiting knowledge, Training and Coaching, Strong Written and Verbal Communication skills, Interpersonal Skills, Technical Experience in Windows, Outlook, Excel, Lotus Application, Self-Motivated Individual The ability to handle Tasks o...

Tags for this Online Resume: Banking Industry, Coaching, Communication Skills, Customer Service, Insurance, Lotus, Microsoft Excel, Microsoft Outlook, Microsoft Windows, Recruiting

Copywriter - 19 Years of Experience - Near 07834

PROFILE Strategic, imaginative, and proactive Senior Copywriter who knows how to create brand building campaigns for CPG, corporations, retail, healthcare, non-profits, and B2B. Excellent storyteller for blog, "http://10minutesofbrilliance.com" 10 Minutes of Brilliance, with 24,000 followers. Cirque du Soleil-like ability to juggle competing projects, egos and deadlines with skill and an unflappable, professional attitude. ...

Tags for this Online Resume: senior copywriter, New York, Advertising, Communications, copywriter, New Jersey, creative

Chief Operations Officer

PROFESSIONAL SUMMARY r b OPERATIONS EXECUTIVE: I consider myself a Dynamic, results-oriented Operations Executive with a wealth of r experience. I have a track record of achieving results, improving standards and processes as well as driving mo- rale and profit. i d g The bottom line: I love developing people and bringing out the best in them teaching them to achieve and grow e beyond what they thought they could. I love to...

Tags for this Online Resume: Information Technology, P&L, Scheduler, Audit, Internal audit, Corporate Training, Management, POS, Purchasing, Training

Financial Manager - 20 Years of Experience - Near 78737

He is an accomplished dynamic wealth management professional with extensive experience in investment consulting operational support management and customer service. He has been recognized by his both supervisors and peers as a confident and capable individual who personifies the traits of integrity and tenacity. He works well in both individual and team-oriented situations and demonstrates the drive and desire to secure the...

Tags for this Online Resume: Finance, Leadership, Management, Marketing Management, Series 65, Sales, Sales Increase, Securities, Series 63, Series 7, Texas Life and Health Ins. Lic.

Personal Financial Advisor - 16 Years of Experience - Near 28075

Summary I have 19 years of successful experience within the Wealth management and Financial services industry. During that time, I would describe myself as a diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. I have a proven track record as an effective communicator and team-builder with strong analytical, management and organizational skills. Accom...

Tags for this Online Resume: Training, Banking Industry, Estate planning, Planning, Financial, Management, Securities, Wealth Management, Book of business, Certified Financial Planner

General Manager - 20 Years of Experience - Near 89052

Summary My career trajectory has been one of progressive responsibility and leadership, for which I have been richly rewarded. I am passionate about developing strong, knowledgeable staff who strives to achieve high standards. As an executive retail manager and a top-performing real estate agent, I've applied both my interpersonal skills and my analytical abilities to create conditions that allow for tremendous growth in re...

Tags for this Online Resume: Accounting, Cash Management, Cost Control, Financials, Human Resources, Inventory, Inventory management, Nevada, Kronos (Labor Mgmt Sys), Management, Arizona, Texas

business anaylst, project manager

$ 130k or higher

Tags for this Online Resume: Business analyst, portfolio management, custody, wealth management, fund accounting, trade processing

Programmer Analyst

PROFESSIONAL SUMMARY I have worked in the clinical laboratory field and in Clinical IT support for 10 + years. What I have to offer is a wealth of years of clinical experience and IT experience used with multiple IT coworkers, software, and medical instrument vendors. My skill set includes training installation, and troubleshooting, and working to find solutions.

Tags for this Online Resume: Chemistry, Hematology, Immunology, Instrumentation, Medical, Quality, Quality Assurance, Quality Control, Training, Applications, Cerner, AIX(Unix), Medical Technology, Relational Database Querying, Microbiology, Microsoft Office

Chief Financial Officer - 13 Years of Experience - Near 07452

AREAS OF EXPERTISE * * Brokerage Operations * Registered Investment Advisors - Asset Management and Wealth Advisors * Taxation * Regulatory Reporting: FINRA, SEC, NFA & CFTC * Internal Controls * Hedge Funds

Tags for this Online Resume: Accounting, Financial, Management, Asset Management, Capital markets, Cash Flow, Forecasting, Internal Controls, P&L, High Net Worth

Developer - 11 Years of Experience

Experience Summary: * 11+ years of total experience in Business Requirements Analysis, Data Integration, Data Warehouse/Data Marts, Business Intelligence, ETL, Dimensional Data Modeling, Coding, Development, Testing and Implementation with RDBMS and non RDBMS. * 10 years of experience using Informatica in designing and developing ETL mappings and scripts using Informatica Power Center 9.6/9.5/9.1/8.6/8.5/8.1/7.1/7.0. * 3 Ye...

Tags for this Online Resume: ETL, Extract Transform Load Tools, Informatica, Power (Os Enhancemnt Tool, SAP, Services, Customer Relationship Management, Management, Business Requirements, Requirements Analysis