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Online Resumes with "Wealth Strategy"

15 years in Mortgage Wholesale Account Executive.

Accounting & Finance Resumes - Accountant Resumes - Chicago, IL

Tags for this Online Resume: Wealth Strategy, Account Executive, Sales, Annuity

Product Specialist

Accounting & Finance Resumes - Financial Analyst Resumes - New York, NY

Ideal Companies: Morgan Stanley, Standard and Poors/Moody's/Fitch, Hedge Funds, Mutual Fund Companies, Exchanges

Tags for this Online Resume: Equity Analyst, Assistant Fund Manager, Product Specialist, Product Manager, Sales Specialist

Financial Manager - 20 Years of Experience - Near 78737

Management & Business Resumes - Financial Manager Resumes - Austin, TX

He is an accomplished dynamic wealth management professional with extensive experience in investment consulting operational support management and customer service. He has been recognized by his both supervisors and peers as a confident and capable individual who personifies the traits of integrity and tenacity. He works well in both individual and team-oriented situations and demonstrates the drive and desire to secure the...

Tags for this Online Resume: Finance, Leadership, Management, Marketing Management, Series 65, Sales, Sales Increase, Securities, Series 63, Series 7, Texas Life and Health Ins. Lic.

Contract Administrator - 20 Years of Experience - Near 31005

Legal Services Resumes - Contract Administrator Resumes - Bonaire, GA

SUMMARY OF CAREER EXPERIENCE Finance/Banking Lending - Retail and Mortgage lending with concentration in Wealth lending and investments. Commercial Real Estate matters, including commercial mortgage loans, commercial and small business underwriting, risk grading, risk analysis and securitized financings, the acquisition, financing and disposition of Class A, B, C office, retail and industrial properties, commercial and mult...

Tags for this Online Resume: Acquisitions, Due Diligence, Drafting, Management, Probate, Real Estate, Wills, Financial, Mergers, Mergers & Acquisitions, finance, lending, law, legal, contract management, project management, contract specialist, contract administrator, paralegal, firm adminimstrator, human resources, mortgage, underwriting, risk, compliance, executive management