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Online Resumes with "Wealth Managment"
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
Portfolio Manager, New York/New Jersey
To manage a team of portfolio managers managing assets of high net worth private clients
Tags for this Online Resume: CFA, Asset Management, Portfolio Management, Investment Management, Portfolio Manager, Wealth Management
Wealth Management/ Client Management
With over 14 years of experience in the banking and financial industry, Sherilyn Laughlin is poised to step into an executive senior level position that draws upon her breadth of experience which includes customer relations and retention guided by her in depth knowledge of the banking industry, consumer and commercial credit underwriting, financial planning & asset management education as well as banking center management a...
Financial Specialist
Tags for this Online Resume: Wealth Management Associate, Investment advisor , Client relationship manager, Financial planner, Private Client, I
QA Analyst
• Over 4 years of experience in IT with focus on Testing and Software Quality Assurance • Strong knowledge on all phases of SDLC Strong working knowledge of Software testing (Functional, Integration, System, Quality Metrics). • Experience as QA lead and involved in team development, budgeting, task allocation, monitoring, managing change • Worked in Asset Management, Wealth Managment, Fund Management, Customer Relation...
Tags for this Online Resume: SQL, Quality Center, ClearQuest, Toad, Java, QTP
Investment Associate at Santander Bank
Build upon existing financial services experience and knowledge to obtain a mutual fund role and develop and refine the skills necessary to excel in that vertical.
Tags for this Online Resume: banking, financial services, wealth management, trader, mutual fund wholesaler, series 6, mutual fund
Private Wealth Management Operations Manager
Controller- 2 years experience-Suwanee, Sales/sales Manager- 23 years experience
23 years successful outside sales experience (6 President’s Clubs) & business ownership Also consulted last 25 months Inside Sales and Financials for a high-tech start up distribution company Grew sales from $110,000 to over $1.5 million and ramped up a sales team in less than two years Built/managed 2,400 clients for investment, comprehensive wealth management, and estate preservation services Consultatively ...
Tags for this Online Resume: Controller, Sales rep, Sales manager, trainer, Owner, Client relations
Vice President - Miami -Private Banking - International Banking - Wealth Management - Trust Administration - Business Development
Tags for this Online Resume: Wealth Planner, Trust Administrator, Insurance, Director, Vice President, Private banking
Director/Regional Manager/SVP
Develop quality personnel; increase sales; attract top talent
Tags for this Online Resume: Wealth Management, Regional Director, SVP International, Mutual Funds, Hedge Funds, Alternative Investments
Trust Officer, preventing and solving client fainancial and estate issues in a fiduciary manner
Manage trust and investment accounts in a bank trust or wealth management department or with an independent trust company.
Tags for this Online Resume: retain clients, analyze client financial plan, retirement assets, fiduciary concepts, make decisions, high net worth, CTFA, Analyze client financial and estate plans, Interpret trusts, fiduciary specialist, Approve annual account reviews and discretionary matters, client relationships
Financial Sales Management - Banking 20 yrs experience Chicago
Dynamic Sales/Financial Management professional with 15 years of high profile sales management, small business and retail banking, investment sales, and consumer lending experience. Skilled at leading process improvement projects using six sigma processes to achieve over $1 million cost savings. Extensive financial services experience managing banking networks and reaching revenue objectives. Strong team building and ment...
Ideal Companies: BMO Harris, MB Finanical
Tags for this Online Resume: Sales Management, Talent Management, Project Management, Sales Cycle Management, Business Development, Team Leadership, Motivation, Process Improvement, Training and Development, Coaching, Performance Management, Customer Service, Needs Assessment
