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Online Resumes with "Wealth management "
Project Manager - 18 Years of Experience - Near 58104
SUMMARY: * 18+ years of rich IT experience in Project Management, System Analysis, Software Design, Development, Implementation and Relationship Management * Extensive knowledge of business process analysis and design, application based process re-engineering and process optimization * Extensive experience in complete SDLC with maintenance, production support and retrofitting project experience * Experienced in development ...
Tags for this Online Resume: Mainframe, Planning, Coding, Management, Compliance, Framework, Project Management, Risk Management, Senior Project Manager, Team Development, DB2, PL/1, COBOL, JCL, Customer Management
Financial Services - Relationship Manager / Business Developer / Marketing Boston
Summary: Senior sales and relationship management financial services executive with demonstrated ability to leverage client relationships to drive business for investment management, investment banking, and research and trading firms. Detail oriented with superb multi-tasking ability. Excellent verbal and written communication skills, with outstanding ability to cultivate and maintain long term relationships. Exceptional wo...
Tags for this Online Resume: Relationship Management, Business Development, Investor Relations, Client Service, Asset Management, Financial Advisor, Wealth Management, Hedge Fund, Applications, Defined Contribution
Customer Service Representative - 15 Years of Experience - Near 11413
Utilizing my skills, experience, and knowledge for assisting others, as well as joining a company that offers growth potential are my objectives.
Tags for this Online Resume: Experienced, New York, Client Satisfaction, MS Office, Organized, Adaptable, Goal Oriented, Responsible, Bonds, Management, Deposits, Microsoft Exchange, Spreadsheet, Wealth Management, Fixed Income, Settlements, New York, New York
Director - 20 Years of Experience - Near 10022
Tags for this Online Resume: Family Office, Wealth Management, Investment Management, Project Manager, Middle Office, Private Equity, Sales
Financial Specialist - 20 Years of Experience - Near 11590
To use my years of experiences trading with my new skills with sales,connectivity,trade support, connectivity and developing options platform/
Tags for this Online Resume: Security, Architect, Back Office, Balance, Balance Sheet, Connectivity, Facilitator, Wealth Management, Wealth Management, Finance, Insurance, Financial, Insurance, Trading
Financial Manager - 8 Years of Experience - Near 20740
SUMMARY OF QUALIFICATION As a professional manager and influencer I have been a part of and led teams within the retail and private client advisory group for the past ten plus years. I am a subject matter expert in client support protocols as well as experience in development of executable business processes to deliver superior customer service execution, team engagement, and cross channel partner integration. In depth know...
Tags for this Online Resume: Management, Business Analysis, Business Analyst, Audit, Business Development, Retail, Wealth Management, Business Intelligence, Consultative Sales, Consumer Lending
Paralegal - 7 Years of Experience - Near 60202
SUMMARY OF QUALIFICATIONS Paralegal with over 15 years experience, ability to administer large complex Trusts/Estates from initial death notification to distribution of the assets to the family. Billable hours in 2016, over 1,909 hours, resulting in revenue of $286,335. Extraordinary ability to navigate through corporate divisions and intuitional red-tape to process asset transfers very quickly. Excellent knowledge of Inves...
Tags for this Online Resume: Real Estate, Accounting, Distribution, Filing, Probate, Management, Wealth Management, Financial, Financial Analysis, Insurance
Technical Trainer
Areas of Expertise * Curriculum Design * Client Relations & Satisfaction * Performance Improvements * Learning Retention * Classroom, Desk & Virtual Training * Client Relations & Satisfaction * Material Preparation * Personalized Lessons * Assessment & Evaluations * Mortgage Operations and Servicing * Workshop Facilitation * Default & Home Equity Loans MS Office Outlook Adobe Pro XI Siebel Salesforce Citrix WebEx Live Meeti...
Tags for this Online Resume: SalesForce, Training Specialist, Medical Billing, Customer Service, Microsoft Office, Policies and Procedures, Wealth Management, Billing, Management, Medical, Training, Instructional Design
Project Manager
1 1/2 month nothing so far
Tags for this Online Resume: Securities, Security, ACH, Automation, Retirement planning, Solutions Delivery, Statistics, Wealth Management, Engagement Manager, HR
Executive Assistant - 7 Years of Experience - Near 06902
Tags for this Online Resume: Banking Industry, High Net Worth, Management, Wealth Management, CT, Documentation, Inventory, Logistics, Microsoft, Microsoft Outlook
Manager - 7 Years of Experience - Near 11385
SUMMARY An ambitious professional looking to pursue a career in financial services. A proven ability to communicate and build genuine and long-lasting relationships, with the ability to work in a team environment. Seeking opportunities in wealth management to leverage my communication skills, MBA education and passion for serving customers in a growing financial firm in the Tri-State area.
Tags for this Online Resume: Distribution, Integrate, Security, System Integration, Logistics, Management, Purchasing, Services, Communication Skills, Financial
Executive Assistant - 9 Years of Experience - Near 94566
PROFILE * Dedicated and professional client services specialist with over 8+ years in the financial industry * Self-starter with strong problem-solving and organizational abilities with a keen eye for detail * Demonstrated ability to handle difficult situations with tact and diplomacy * Team player with exceptional communication and interpersonal skills * Strong marketing skills and event planning
Tags for this Online Resume: Customer Relationship Management, Management, Email, Inventory, Microsoft Excel, Purchasing, Wealth Management, Applications, Financial, Financial Applications
