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Online Resumes with "Wealth Manager"
CPA, OWN AND RUN CPA FIRM, PRESIDENT
I'm a Certified Public Accountant with deep and varied Accounting experience. I have creatively solved problems for my clients for more than 20 years. I have experience in almost any Accounting topic. I've been there and done that. You will find a very well rounded and flexible thinker that successfully solves your problems in Accounting and beyond.
Tags for this Online Resume: Asset Management, Income Taxes, Accounting, Auditor, Wealth Management, Management Advisory Service, Setting up start up companies, Install Accounting Systems, Educate and operate systems for clients, Accounts Payable, Payroll supervisor, Construction Accounting, Accounts Receivable, Financial Analysis, General Ledger, Cash Flow management, Asset Protection, Charitable Remainder Unitrust, Insurance Office Consultation, Consultation to painting contractors, Choice of Entity Analysis, Decision Trees, Venture Capital, Bookkeeping, Cost Accounting, Management Accounting, Analysis Risk, Internal Control Systems, Process Improvement, Inventory Control, Tax Law Research, Accounting GAAP Research and application, Variance Analysis, Business Start up Structures, Income Tax Preparation, Sales Tax Reports, Payroll Reports, Budgeting, Financial Statement Reporting, Finance Accounting, Accrual Journal Entries, Oil Revenue Accounting, F.A.S.B., Hospital Accounting , Public Speaking
Senior Generalist Vice president of HR
Seeking to leave the wealth management business and return to my successful career in HR.
Market President/District Manager -18 years
Responsisble for up 24 branch locations throughout Southern California. Generate revenue by attracting new customers and cross-selling to exsisting. Develope plans and sales strategies for sales representatives that will help achieve their goals in sales, service and risk. Recruit, hire , train , develope and coach team members to breakthrough performance goals. Work with partners to achieve customer and company goals.
Ideal Companies: Banking , Retail, Finance
Tags for this Online Resume: leader, passion , competitive, responsible, focused , strategic
Seasoned Reconciliation Analyst - Baltimore
I'm a Operations Analyst wide over 8 years of financial services experience encompassing Investment Banking, Commercial Banking and Wealth Management.
Crown Wealth Management--1 year
I have several years working with budgets, reconciliation of bank statements, inventory control, financial records and reports, income projections, general ledger, accounts payable and prepared, distributed and analyzed monthly financial reports
Tags for this Online Resume: accounts payable, inventory control, reconcilliation, sales tax report, analysis, income projections
Experienced Human Resources Professional (Relocating to Austin, Dallas, or Ft Worth Texas)
To obtain a HR position within a successful organization
Ideal Companies: Pepsi, Capitol One, Nike, AT&T, Delta Airlines, Zappos.com, And Quicken Loans
Tags for this Online Resume: Microsoft office, Taleo, Cyborg, ADP, Gallup, Papervision, Workday, Lotus Notes, Peoplesoft, Employee Relations, Training, Performance Management, Recruiting, Onboarding, Talent Management, Talent Acquisition, Coaching, and Conflict Management, Strategic Planning, Organizational Development, Excellent communication skills, Excellent organizational skills and high attention to detail, knowledge of MS Office, Problem solving and analytical skills
Wealth Management, Fairfield Ct
Seek wealth management career. Municipal bond expert
Tags for this Online Resume: Municipal, Portfolio, Credit
wealth management associate
Tags for this Online Resume: wealth management , customer service, administrative, insurance
Not Listed - 20 Years of Experience - Near 20012
senior retail banking executive with extensive experience in optimizing businesses, leading and developing people, building relationships and working effectively with cross-functional teams. My experience was gained primarily with a global fortune 100 financial services organization.
Tags for this Online Resume: business banking, wealth management, market executive, activity management, credit analysis, sales management
wealth management 10 years experience
Obtain a satisfying position on the private banking/ wealth management team.
Tags for this Online Resume: wealth management, private banking, financial planning, estate planning, experienced, central florida
Investment Manager and Investor Relations Professional
Financial sector professional with over 4 years of experience and deep knowledge of the industry. Background includes working as a portfolio manager: managing more than 200M $ for private and business clients- stocks and bonds picking, analyzing micro and macro trends, specializing in daily trading in the Israeli market, NYSE, NASDAQ, writing a daily analysis and articles for the well-known financial website "Bizportal", re...
Tags for this Online Resume: New York, Investment Management, Investor Relations , Market Research , Strategic Planning , Financial Analysis , Portfolio Management , Investment Banking , Global Management , Public Relations , Data Analytics, Decision Making , Professional Journalism Writing , Communication Skills, Presentation Skills, Social Skills, Problem Solving, Wealth Management
Managing Director - 20 Years of Experience
Tags for this Online Resume: Wealth management, private banking, financial services, brokerage, asset management, investments
