CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Wealth Management "

Project Manager - 12 Years of Experience - Near 95129

Tags for this Online Resume: Business Development, Management, Risk Management, Project Management, Project Manager, Wealth Management, Business Analysis, Business Analyst, RAID, Payments, Liquidity Management, Cloud Technology, SaaS

Project Manager - 15 Years of Experience - Near 08731

Program/Project Manager with over 20+ years of diverse technology experience in the financial industry supporting software development and infrastructure support. Hands on working with Business Analyst in the development and implementation of business process and workflows. Recently handpicked by senior executives to turn around underperforming projects and drive transformational change to incorporate PLC and SDLC fundament...

Tags for this Online Resume: Distribution, Desktop Computer, Microsoft Windows 7, Project Management, Project Manager, Windows 7, Management, Wealth Management, Accounting, Applications, Infrastructure Management, Risk, Compliance

Budget Analyst - 20 Years of Experience - Near 33411

Tags for this Online Resume: Management, Wealth Management, Accounting, CMA, Financial, Financial Analysis, Payroll, People Soft, Reporting Tools, Security, accounting, excel

Compliance Manager - 20 Years of Experience - Near 60515

Tags for this Online Resume: ERISA, Hedge Fund, Policies and Procedures, Securities and Exchange Commission (SEC), Wealth Management, compliance, financial services

Compliance and Operations Manager - 15 Years of Experience - Near 21074

Professional Summary Experienced in retirement planning, investments, legal, and financial planning business. Experienced manager responsible for leading sales, operations, and business analysis project groups for small, midsize and large corporations. Led and assisted groups in the development and rollout of financial products and services for defined contribution plans. Oversee day to day business operations of wealth man...

Tags for this Online Resume: Financial Services, Compliance, Manager Operations, Planning, Controls, Business Planning, Administration, Business Process Re-engineering, Compliance, Operations, Controls, Manager, Financial Services, Investments

Project Manager

SUMMARY Experienced IT Software professional specialized in working with clients to understand and implement requirements and applications/systems to provide business analytics and strategic solutions in various roles as a Senior Business Analyst, Senior Project Manager, Senior SFDC Architect, Senior Program Manager/Product Manager and Senior Product Owner. Collaborate with product management, engineering and other cross-fu...

Ideal Companies: program mgnt

Tags for this Online Resume: Inventory, Support, Active Server Pages, Forecast, Forecasting, Oracle, Quality, Quality Assurance, Data Entry, Planning

Recruiter

Tags for this Online Resume: Business Development, Management, Recruiting, Hedge Fund, Wealth Management, Market Research, Recruiter, Research, Sourcing, Diversity, customer service, human resources

Administrative Assistant - 15 Years of Experience - Near 00612

SUMMARY Over 16 years of experience in the banking/financial services industry. Very strong investment, wealth management, treasury services, credit and deposit knowledge to successfully support a team with portfolios of 1-5MM dollars. High proficiency with loan documentation handling due to high loan volume. Excellent oral and written communication skills and organizational ability to work on numerous tasks simultaneously....

Tags for this Online Resume: Financial, Support, Written Communication, Aml (Macro Lang), Documentation, KYC, Management, Risk Management, Banking Industry, Banking or Financial

Legal Officer - 15 Years of Experience - Near 10036

I am interested in finding a position where I can use my skills in legal/financial/audit areas and improve my knowledge of wealth management, tax and/or real estate advisory. As you will see from the enclosed resume, I have more than 15 years of experience in legal, operations and management positions and I have been consistently rewarded for hard work with promotions and increased responsibilities. My commitment to profe...

Tags for this Online Resume: Real Estate, Accounting, Financial, Planning, Retail, Legal, Management, Asset Management, management, operations, family office

Business Analyst - 8 Years of Experience - Near 90503

Summary * 8+ years of experience as a Business System Analyst/Data Analyst in industry domains including Mortgage, Capital Markets, Wealth Management, Retail Banking, e-Commerce and Insurance. * 3+ years of experience in Guidewire Policy Center and Guidewire Claims Center for Property & Casualty Insurance. * Strong understanding of Retail Banking, including Credit Card, Mortgage, Account Transactions, Wire Transfers, Bill P...

Tags for this Online Resume: Microsoft Visio, Unified Modelling Language, VISIO, Agile, Management, Oracle, Business Requirements, Integrate, Quality, Email

Manager - 5 Years of Experience - Near 07733

Tags for this Online Resume: Bonds, Complaints, Management, Mutual Funds, Wealth Management, Financial, Financial Industry, Financial Services, Securities, Security

Personal Financial Advisor

SUMMARY: * Lead Business Analyst with development background. Strong experience in CRD 2,3,4, Basel 3, Uncleared Margin Reporting, Margin, Data Migration, Trade applications Migration, Securitized Trading (ABS, CMBS, RMBS), Foreign Exchange (FX-Spot, FX-Swaps, FX-Forwards), Fixed Income (Bonds), Equities, Derivatives (Options, Swaps), Wealth Management & Prime Brokerage (Margin, Security Lending, Settlement) & Prime Brokera...

Tags for this Online Resume: Applications, Fixed Income, SCRUM, Microsoft SQL Server, Structured Query Language, Data Migration, Derivatives, Functional Specs, Management, Data Dictionary