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Online Resumes with "Wealth management "
20 years of Experience in equity trading and sales of equity products
Strategic Financial Executive with extensive expertise in equity trading and sales for the the consumer and retail sectors and with developing trading systems for premier Wall Street firms. A talented client-focused leader with excellent organizational, interpersonal and communication skills. A consummate team player with a collaborative work style, as well as a high energy level, a solid work ethic and impeccable corporat...
Ideal Companies: Pepsico, P&G, Forest Labs, Quintiles, Astellas, Dow, Duracell, Target, Home Depot, Lowes, Wal Mart, UPS, Fedex, IBM, Allergan, Tesla, Campbell Soup
Tags for this Online Resume: Sales, Team Player, High Energy, Client Service, Manage, Training, Client focus, Focus on various types of clients/customers, Retail, Business Development
Financial Analyst - 10 Years of Experience - Near 19703
Tags for this Online Resume: Management, Audit, High Net Worth, Bloomberg, Data Analysis, Pricing, sheets, ABS, Ad Hoc Reports, Agile
Executive Assistant
Tags for this Online Resume: Customer Relationship Management, Distribution, Management, Filing, Layout, Travel, Scheduling, Human Resources, Payroll, Communication Skills
Project Manager
Tags for this Online Resume: Audit, Legacy, Middleware, Banking Industry, Green Belt, Investment Banking, Process Improvements, Financial, Financial Services, Forecasting
Financial Specialist - 15 Years of Experience - Near 80112
Tags for this Online Resume: Insurance, Management, Computer Aided Software Engineering, Life Insurance, Point Of Sale (Pos), Sales, Sales Support, Support, Financial, Wealth Management
Sales Representative - 20 Years of Experience - Near 80906
Tags for this Online Resume: Management, Distribution, Sales, Billing, Buying, Firepond Concierge, Insurance, outside sales, radionics, technical sales
Business Analyst - 20 Years of Experience - Near 02138
Tags for this Online Resume: Real Estate, Property Sales, Sales, Assessments, CFO, Hedge Fund, Research, Spring, Venture Capital, Business Development, it jobs, agile, software, financial analyst, competitive analysis
Sales Manager - 28 Years of Experience - Near 11228
SUMMARY: Talented and accomplished financial management professional with extensive background in asset management and advisory sales. Highly adept at developing and managing accounts, territories, and teams at the local and national levels. Able to lead, train, and increase effectiveness of sales professionals. Proven ability to develop and launch successful products and services. Consistent record of increasing revenue an...
Ideal Companies: Financial Services firms - banks, insurance companies, brokerage
Tags for this Online Resume: Services, High Net Worth, Asset Management, Financial, Management, Referrals, Business Development, Real Estate, Wealth Management, sales, outside sales, business development, sales representative
Financial Advisor - 20 Years of Experience - Near 19341
Tags for this Online Resume: Management, Series 6, Licensing, Presentation Skills, Sales, Cold Calling, Integrate, Services, Wealth Management, Advertising, sales, outside sales, business development, sales representative, account executive
Financial Specialist
Tags for this Online Resume: Management, Management Solutions, Portfolio Management, Private Client, Wholesaler, High Net Worth, Financial, Planning, Wealth Management, Alternative Investments
Auditor
Tags for this Online Resume: Quality, Insurance, Investment Management, Management, Securities, Services, Wealth Management, Audit, GAAP, Generally accepted accounting principles
Manager
Tags for this Online Resume: Call Center, Deposits, Equity, Audit, Management, Coaching, Wealth Management, Aml (Macro Lang), Asynchronous Transfer Mode (ATM), Business Intelligence