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Online Resumes with "Wealth management "
Vice President - 15 Years of Experience - Near 48313
Dynamic Vice President with 19 years of progressive high-profile banking and financial management experience. Proven executive level expertise at PNC bank supervising 450 branches in two states. Skilled at consumer and commercial lending, mortgages, underwriting, and wealth management. Strong strategic planning knowledge ensuring legal and regulatory compliance, determining and mitigating risk, performing financial analysis...
Ideal Companies: chase, bank of america, citizens, fifth third, comerica, credit unions, tallmer, tcf
Tags for this Online Resume: Management, leadership, executive, vice President, director, sales, Consulting, supervisor, financial analysis, audits, budgeting, cost / benefit analysis, financial statements, expense controls, reporting, account management, territory management, sales cycle management, forcasting, team leader, motivation, process improvement, web design, market analysis, presentations, product marketing, event planning, branding, procurement, purchasing, training, development, operations management, policy development, talent management, performance management, employee engagement, client relations, needs assessment, customer service, internet marketing, social media, banking, mortgage, equity, logisitics, outsourcing, cost reduction, scheduling, public relations, microsoft certified
Financial Analyst - 1 Years of Experience - Near 26505
My objective is to become a professional financial analyst with focus on wealth management or financial valuation. My short-term objective for the next 3 years is to be a CFA Charter-holder.
Tags for this Online Resume: Financial analysis, Pittsburgh, Houston, CFA, Accounting, financial statements, SAS, Statistical analysis
Financial Manager, Branch or Department - 20 Years of Experience - Near 33172
Operations Manager-15 years expericed,and 35 total years of expericed in the Financial Service industry. Well oriented in KYC/AML and BSA knowledge.
Tags for this Online Resume: AML/BSA Analyst, Operations Manager, Banking, Compliance Specialist, Financial Services, Wealth Management
Financial Analyst - 20 Years of Experience - Near 07977
Seeking a salaried support role with a registered investment advisor in private wealth management
Tags for this Online Resume: accomplished, planner
Financial Specialist - 17 Years of Experience - Near 90265
Results-oriented financial services professional with seventeen year exemplary track record providing quality wealth-management services and products to upper tier clients within a dynamically competitive market. Aggressive and tenacious in establishing and exceeding personal sales and service goals to “raise the bar” and contribute to organizational growth and success
Tags for this Online Resume: Networking, Prospecting, Innovative , fixed-income, Bonds, Trading, Los Angeles
Financial Analyst - 7 Years of Experience - Near 30024
Tags for this Online Resume: Insurance, Product Manager, Wealth Management, Financial Analyst, New Product, Business Development, Banking, Bancassurance, Senior Associate, Excel, finance, valuation, valuation analyst
Credit Analyst - 4 Years of Experience - Near 07310
I am interested in financial analyst. I am graduating with Master of Science in Management from NYUPoly in May 2013. I have a bachelor’s degree in economics with top grades from the prestigious National Taipei University. I believe both my education and my experiences in finance are an excellent match with the responsibilities.
Tags for this Online Resume: investment managment, investment managment, Asset Management, Asset Management, Corporate Finance, Corporate Finance, Investment Banking, Financial Analysis, Capital Markets, Equity Research Analysis, Data Analysis, Project Management, Wealth Management, Economics, MySQL, Equity Valuation, Fixed Income Analysis, Bloomberg
D. Ryan Tyler, M.B.A. Executive Profile
Over twenty years of progressive responsibility in executive finance/managing director roles spanning Fortune 500, middle market and nonprofit companies. Proficient in orchestrating financial policy and leading outside negotiations including comprehensive fundraising and involvement in overall organizational strategy, staff management and operations. Significant industry experience in Entertainment/Production, Energy, Techn...
Ideal Companies: Nonprofit in charge of strategic direction and finance
Tags for this Online Resume: Magaing business units/programs, Manage P, Budgeting, Business Development, Fundraising, Capital Raising, Presenting to Boards, Writing, Managing Director, CEO, CFO, Investment Banker, Communicator, Analysis
Chief Operations Officer - 20 Years of Experience - Near 06820
Tags for this Online Resume: Business Development, New York, Connecticut, International, Cross-Border, Wealth Management
Chief Operations Office/Buiness Manager/Head of Change Management -Banking
To gain full time employment within an investment banking, wealth management or private equity firm.I am open to location and excited about challenges.
Michelle R.
My objective is to obtain a position in which my knowledge, skills and experience in EDI and medical coding can be used in a way to make a significant contribution to your company's healthcare practice.
Ideal Companies: Blue Cross Blue Shield, University of Chicago, Rush University Hospital
Tags for this Online Resume: EDI, medical coder, project management, trainer
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
