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Online Resumes with "Wealth Management "
Financial Specialist - 18 Years of Experience - Near 33028
To Whom It May Concern: I am a bilingual, economics educated, goal-driven ex Head of Sales and Trading, Bank Portfolio Manager, and Investment Advisory with greater than 18 years of institutional and ultra-high-net-worth experience on both the buy and sell side. With my many years of on the job experience I have achieved a remarkable in-depth and diverse understanding in NYC trading floors (NYSE, COMEX, and CBOE); com...
Personal Financial Advisor - 20 Years of Experience - Near 33313
Tags for this Online Resume: banking, trust, wealth management
Application Support - 7 Years of Experience - Near 07306
I am an IT professional having 7+ years of experience in Java/J2EE based applications. I have worked both in development and application support environments. Profile: 7+ years of total IT experience which includes software application design, development & deployment, building infrastructure, production support (L3 support), software QA & testing. Currently Role: Technology Analyst - Financial Services & Insurance ...
Tags for this Online Resume: Retail Banking, Core Java, J2EE, Struts, JSP/Servlets, SQL & PL/SQL
Financial Planning and Analysis
An established professional with broad experience in leading special project teams to drive corporate performance goals and profitability. Accomplishments demonstrate expertise in designing, implementing, improving and managing complex reporting, accounting/business operations by utilizing appropriate human capital, technologies and external resources to build, motivate and repair organizations.
Ideal Companies: Financial Service Companies
Tags for this Online Resume: Activity Based Costing, Budget Administration, Strategic Planning, Pricing, Forecasting, Trend Analysis, Project Management, Transformation, Six Sigma, Financial Analysis, Performance Management
Financial Specialist - 20 Years of Experience - Near 10022
ARTHUR NEAL SHERMAN 192 Jefferson Ave River Edge New Jersey 07661 201 741-6104 arthurnsherman@gmail.com Friday, March 27, 2015 This letter is to express my interest in the Managing Director position posted on the Efinancial platform. Based on my skills and the twenty plus years in New York, on Wall Street, I am confident I would be an asset to the team and organization. My resume that highlights my skill-sets and exper...
Tags for this Online Resume: New York, Asset Management, Investment Banking, hedge fund, managing director, business development
Lifestyle (Special Events, P.R, Community) VP, Liasion, Consultant, Management, Planner
The ideal career position is to be the Lifestyle (Special Events/Public Relations/Community Relations) V.P.,( Director/Liaision) for a President( Owner, CEO, Angel Investor, Wealth Manager… Builder, Developer, Educator, Charity, and or small company place 1-50 employees ) where my talents would flourish, be appreciated and we would share an espirit de corps. The ambiance of the person/business/company is that of being: ...
Marketing - 15 Years of Experience - Near 94708
Accomplished executive leader with 15+ years implementing marketing, sales, and business development strategies to build & manage relationships, generate leads, and build brand awareness. Leveraged technology and key partnerships to develop brand value and generate leads for High Net-worth wealth management firms. Demonstrated successful results in building relationships with financial advisors and High net worth investors....
Tags for this Online Resume: Marketing, Sales, Business Development, San Francisco, relationship management, branding, design, wealth
Customer Service Representative - 20 Years of Experience - Near 10301
Financial services professional with extensive relationship management and client services experience. Proven ability to manage and grow multiple client relationships, clearly understand client needs and deliver outstanding service. Seeking Client Relationship role that will allow me to leverage my extensive experience to support the organization’s objectives and customer needs.
Tags for this Online Resume: accaccount manager, relationship manager, finanacial services, CRM, wealth management, mutual funds, securities operations, securities investments
Financial Manager, Branch or Department - 11 Years of Experience - Near 08830
To pursue a highly rewarding career, seeking for a job in challenging and healthy work environment where I can utilize my skills and knowledge efficiently for organizational growth.
Ideal Companies: JPMC, BOA, MERYL LYNCH, GOLDMAN SACHS, BARCLAYS, MORGAN STANLEY
Tags for this Online Resume: Project Management, Requirement Analysis
Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?
I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...
Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock
Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD
Sales Analyst- 15 Years of Experience - Near 95476
Focused Performance Analyst with exceptional planning and implementation capabilities. Wealth of management and sales skills.
Tags for this Online Resume: Business Objects, Excel, Word, Powerpoint, Project management, Forecasting and planning, Superb communication skills
Financial Advisor - 10 Years of Experience - Near 32708
Consistent achievements as a top private banking and wealth management producer increasing revenues, portfolio size, and profits through expertise in business development, relationship management with exceptional service follow up. Specialized experience in the professional healthcare sector in relation to practice finance, wealth management, risk management, asset protection, wealth transfer for medical professionals and p...
