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Online Resumes with "Wealth Management sales"
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
wealth management executive - 23 years of experience , New York
Fixed income portfolio management , executive wealth management sales,
Tags for this Online Resume: wealth management , sales executive, fixed income , asset management , municipal bonds , asset allocation
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
Director - 19 Years of Experience - Near 70047
Performance and results driven professional with a wealth of Management Sales and Operations experience. Respected hands on
Tags for this Online Resume: Management, Scheduling, Asset Management, Human Resources, Manufacturing, Sourcing, Account Management, Budgeting, Cost Control, Distribution
Financial Advisor - 0 Years of Experience
Over 25 years of professional experience small and medium size businesses. 12 plus years in the banking and credit field. * Retail Banking/Branch Management * Portfolio Management* Credit & Asset Analysis * Client Relations* Strategic Financial Planning* Loan Origination* Business Development * Effective Issue Resolution* Wealth Management* Sales & Marketing* Team Leadership.
Tags for this Online Resume: Management, Wealth Management, Banking Industry, Commercial Lending, High Net Worth, Payroll, Retail, Retail Banking, Sales, Account Management
Financial Manager, Branch or Department
Ideal Companies: JP Morgan, Amazon, Goldman Sachs
Tags for this Online Resume: Management, Project Management, Wealth Management, Business Development, Business Management, Product Management, Banking Industry, Acquisitions, Financial Industry, Investment Banking
