CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Wealth Management "

Results Driven Business Leader

JD results-driven leader with extensive entrepreneurial and business management experience eager to contribute expertise in driving operations toward actively supporting a progressive organization in maximizing financial and operational performance as a key team member.

Tags for this Online Resume: excel, wealth manager, tax, controller, finance, forecasting, capital raising, technology

Operations Specialist looking for a career change

Ideal Companies: Lehman Brothers, Citibank, SEC, Royal Bank of Scotland, Bear Stearns, GE, Price Water House Coopers

Administrative Services Manager

Tags for this Online Resume: MS Office, Trust Associate, Wealth Management, Client Services, Financial

Dynamic, goal-oriented investment professional with a history of solid results

As an executive with more than 30 years of leadership experience, I have developed winning organizations through challenging team members to set then accomplish ambitious goals. I have strong leadership and management capabilities focused on inspiring the team to strive for excellence. Throughout my career I have been a problem solver, using my analytical abilities to identify obstacles and then conceptualize successful s...

Ideal Companies: Invesco Aim, Wells Fargo, U.S. Bank, M&I, PNC, Fidelity, T Rowe Price

Tags for this Online Resume: Equity Portfolio Manager, Chief Investment Officer, Investment Team Leader, Mutual Fund Manager, Consultant, Compliance Officer

PRIVATE BANKING & WEALTH MANAGEMENT SERVICE OFFICER

Sales Management Professional in New York City area

A position where I can hone my sales skills and eventually gain additional responsibilities such as management of a team, preferably at a financial services and banking organization.

Tags for this Online Resume: Wealth Management, Retail Banking, Performance Coaching, Mortgage Sales and Underwriting, Inside Sales, Call Center Management, Relatonship management, Client Acquisition

Wealth Management Professional and Trainer

To find a challenging and rewarding position within a growing company

Financial Advisor, Texas

I always want to be a wealth management, which is my career goal. I am now preparing for CFA level one exam seriously.

Tags for this Online Resume: Financial analysis , financial advisor, financial planner

Business Analyst

Tags for this Online Resume: Business Analysis, Client Reporting, Wealth Management, Performance Reporting, Asset Allocation, Program Management

AML Compliance

Anti-Money Laundering (AML) Compliance for International and Domestic Private Bank overseeing wealth management, risk assessment and banking at some extent. Activities: KYC/CIP, source of wealth information and proven documentation, including Political Exposed Persons (PEP); investigative research on beneficial owners of new accounts to assure adherence to BSA, Patriot Act, OFAC and other regulations. EDD (Enhanced Due Dili...

Ideal Companies: Banking: Deustch, UBS, Credit-Suisse, Goldman Sachs, and other international companies, Environment, technology, healthcare industries, Anistia Int'l, Transparencia Int'l etc

Tags for this Online Resume: International, Portuguese, Latin America, Anti-money laundering, Marketing, Promotions, Events, Social Responsibility, Environment

Wealth Management

To become a succesful team member with Financial Advisors and offer banking solutions.

Tags for this Online Resume: Banking, Finance , Loan officer, Excel, Sales, Management

360 degree financial services executive

Financial services COO, CFO, Corporate Treasurer, Corporate Controller,Business Head of Brokerage/Insurance/Financial Planning. Licensed CPA,CFP,NASD Principal,Registered Investment Adviser,Licensed Life and Health Insurance and licensed Attorney.

Ideal Companies: financial services, financial consulting, wealth management

Tags for this Online Resume: full charge financial services CFO/business leader