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Online Resumes with "Wealth management "
Finance Services Manager: Banking Sector
Resourceful professional with exceptional track record in wealth management and retail services. Well versed in operations and business management, as well as motivating, mentoring, and coaching staff on optimal sales strategies, compliance requirements, and strong customer service. Highly proficient in cultivating productive relationships with internal and external stakeholder groups, and building talented, high performing...
Ideal Companies: JPMorgan Chase, Bank United, BB&T, Regions Bank
Tags for this Online Resume: Business Support Manager, Client Services Manager, Branch Manager, Bank Manager
Cash Processing Representative 2
Proactive, hard working and results oriented professional. Dedicated and honest with a strong work ethic. Creative and detail oriented thinker recognized for: Quality of work,Effective team player Seeking and assuming additional duties Upbeat and positive attitude Going above and beyond requirements,Outstanding customer service skills
Ideal Companies: Company that trains you and enables you to grow and move up. Reward and give and incentive for a job well done. Benefits should also be a must
Tags for this Online Resume: french, banking, investment, international, account management, client service
Accountant
Tags for this Online Resume: financial analyst, auditor, wealth management
Financial Advisor, Miami
To hold a position as a Financial Advisor, Wealth Manager or Private Banker which can lead to earn a management position that will increase my employer's bottom line.
CPA & Financial Planner
To find a position that will provide the opportunity
Tags for this Online Resume: Financial Planner, CPA, Financial Planning, Wealth Management, Wealth Manager, Tax, Public Accounting, High Net Worth Clients, Tax Planning
Financial Services Manager
Tags for this Online Resume: Retirement, Investments, Financial Services, Wealth Management
Retirement Sales
Tags for this Online Resume: 401k Sales, Financial Services , Insurance Sales, Retirement Planning, Employee Benefit Sales, Wealth Management
Business Development - Commodities, Financial Services, Brazil
I am eager to find a position in finance or wealth management where my knowledge of Brazil, my entrepreneurial background, and my trading expertise can add value to a growing company.
Tags for this Online Resume: Commodities, Derivatives
wealth management vp
searching for a senior management position in the wealth management sector.
Tags for this Online Resume: wealth management, regional director, complex manager, non prodducing branch manager, producing branch manager, project manager
series 7,24,52,53,63 registered brokers broker with 26 years experience trading & management municial bonds
I am a municipal and corporate bond broker eager to enter the compliance, sales and trading, or wealth management profession. I am willing to learn new skills, take on challenges and complete any education or licensing examinations necessary for career growth. My strengths are in brokering municipal and corporate securities between dealers and dealer banks, staff management, financial needs analysis, industry knowledge and ...
Investment Analyst, Boston
Tags for this Online Resume: Sales , Trading, Investments, wealth management, high net worth, analyst, associate, asset management
Agilist
Kip R. Craig CSM, CSP, CBCP, PMP (860) 974-2479 k.consultant@gmail.com Good Morning, I remove the barriers between IT development and the client so the customer is directly involved in development. Coach/Educate/Perform with the customer on how to maximize ROI and meet their objectives through the development process (Scrum or others). Track and eliminate all obstacles to the team on a daily basis. ...
Ideal Companies: small
Tags for this Online Resume: scrum, agile, lean, project
