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Online Resumes with "Wealth management "
Controller
SUMMARY: Entrepreneur with over 30 years of experience in the financial services industry. Certified Public Accountant, Resident Insurance Producer and Investment Advisor Representative in the State of Pennsylvania. Experienced with consolidating spreadsheets and models, with some SEC reporting. * Business development officer, technology advisor and tax research consultant. * Assist clients with bank financing and financial...
Tags for this Online Resume: Wealth Management, Accounting, APEX, Financial, Financial Services, Insurance, Management, Risk Management, Services, Audit
Chief Financial Officer - 16 Years of Experience - Near 11229
Tags for this Online Resume: Real Estate, Management, Documentation, Financial, Financial Analysis, Wealth Management, Acquisitions, Business Plan, CFO, High Net Worth, New York
Sales Manager - 4 Years of Experience - Near 21701
SUMMARY OF PROFESSIONAL ACCOMPLISHMENTS * Business Development Executive experienced in building and managing complex organizations from start-ups to Fortune 100 companies. Business development spans the entire spectrum from seed capital fund raising to leading national sales organizations. * Recognized Sales Leader - Over 15 years of documented success running sales team in both large corporate environments, as well as, sm...
Tags for this Online Resume: Compensation, Leadership, Management, Wealth Management, Reuters, Account Management, Metrics, Publications, Sales, Sales Metrics
Financial Services Sales Agent - 15 Years of Experience - Near 77382
Areas of Expertise: * Strategic Planning & Analysis * New Business Development * Sales Management * Country Management * Revenue & Profit Growth * Team Building & Leadership * Budget & Finance Administration * Cost Reduction & Avoidance * Project Finance * Trade Finance
Tags for this Online Resume: Houston, Wealth management, Business development, Sales, Oil and gas, Banking, Banking Industry, Deposits, Financial Industry, Leadership, Fianacial Advisor
Not Listed - 3 Years of Experience - Near 01876
PROFESSIONAL SUMMARY Results-driven and highly skilled operational administrator with over 20 years of experience providing diverse operations direction in fluid, fast-paced environments. Routinely relied upon by Executive/Senior Management for exemplary leadership abilities, cross-functional team collaboration, and project coordination skills. Recognized as an effective leader with impressive process improvement concepts a...
Tags for this Online Resume: Process Improvements, Administrative Assistant, Distribution, External Reporting, Management, Operational Excellence, Policies and Procedures, Wealth Management, Scheduling, Compliance, Microsoft Office, Calendar Management, Detail Oriented, Fast Past, Multi Task, Executive Assistant
Financial Services Sales Agent - 18 Years of Experience - Near 97068
CAREER SUMMARY: Commercial lending professional with strong history of over-quota achievements and excellent credit skills. Excellent problem solver for both external and internal clients. Quality conscious producer with very few transactions defaulting and none since 1999.
Tags for this Online Resume: Salesperson, Bankruptcy, Cancer, Management, Packaging, Plastics, Wealth Management, Banking Industry, Equity, Investment Banking
Team Leader - 3 Years of Experience - Near 77077
Collaborate, in Houston, TX. - Oversee process of electronic discovery for private sector clients. Verify and manage all discovery requests for electronically stored information (ESI) onsite for ExxonMobil. Responsible for data acquisition, processing and culling. Manage data conversion and exportation to third party for processing. Prioritize and resolve varying collection issues to ensure delivery and project timelines ar...
Tags for this Online Resume: eDiscovery, Business Development, Computer Aided Software Engineering, Customer Relationship Management, Data Migration, Litigation Support, Management, Policies and Procedures, Customer Service, Data Processing, Data Collection, Data Conversion
Insurance Sales Manager - 10 Years of Experience - Near 90803
Tags for this Online Resume: Estate planning, Planning, Consulting, Management, Wealth Management, P&L, Underwriting, Annuity, Benefits, Business Planning
Lawyer - 20 Years of Experience - Near 91604
Career Summary and Objectives I have spent the majority of my career as a practicing attorney, focusing extensively on estate planning and administration. With the added focus on financial planning over the past several years, I now have a new perspective and approach, and I am seeking a new opportunity to which I can apply my unique blend of experience and knowledge.
Tags for this Online Resume: estate planning, trusts and estates, wealth management, financial advisor, financial planning, Planning, Insurance, Management, Drafting, Financial
Branch Sales
PROFESSIONAL SUMMARY An experienced and creative relationship manager with a diverse skill set and proven track record in the financial services industry. Possesses exceptional interpersonal, organizational and communication skills as well as outstanding leadership qualities. Is equally adept with people and numbers. Real team player.
Tags for this Online Resume: Insurance, Management, Management Solutions, Planning, Tax Planning, Wealth Management, Audit, Business Development, Compliance, New Business Development
Marketing Director - 15 Years of Experience - Near 95062
Areas of expertise * Market and competitive analysis * Product positioning and messaging development * Needs assessment and requirements definition * Customer research and product strategy * Program planning and project management * Mobile and web wire framing, and rapid proto-typing * Buyer personas and journey mapping * Thought leadership and advisory content development * User-Centered Design and usability testing Summar...
Tags for this Online Resume: Software, Software Development, Banking Industry, Research, Entitlements, Financial, Financial Management, Integrate, Management, Wealth Management
Personal Financial Advisor - 3 Years of Experience - Near 14526
SUMMARY: Experienced professional with background in investment management, financial planning, middle market & personal lending, budgeting, back office operations and teaching.
Tags for this Online Resume: Management, Investment Services, Services, Wealth Management, Investment Management, Investment Opportunities, Liquidity, Security, Appraisals, Equity
