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Online Resumes with "Wealth management "
Financial Analyst
Tags for this Online Resume: Audit, Bankruptcy, Business Development, Construct (App Dev Tool), Insurance, Interest Rate, Management, Market Research, Mutual Funds, Real Estate
Manager - 20 Years of Experience - Near 14468
PROFESSIONAL SUMMARY Human Resource Specialist Talent Acquisition Target Marketing & Penetration Account Development/Acquisition Project Management Event Planner Competitive Sales Analysis Product Training Sales Team Training/Supervision Strong Communicator Networking and Marketing Sales Presentations / Closing Contract Negotiations Constant Contact CRM-Salesforce Bi-Lingual (Italian & English) Excel, Word, Outlook, Power P...
Tags for this Online Resume: Networking, Management, Public Relations, Sales, Sales Training, Training, Accounting, Accounts Receivable, Audit, Billing
Compensation or Benefits Specialist - 20 Years of Experience - Near 33544
SUMMARY: I have 29 years of experience in the financial services industry including 18 years with Citigroup and its predecessor firms 16 of which were in Municipal Bond Marketing. I left Morgan Stanley Smith Barney with one of their top advisors to Form the creation of a boutique wealth management firm Jaffe Tilchin Wealth Management a Registered Investment Advisory firm.
Tags for this Online Resume: Advertising, Audit, Benefits, Compliance, Consulting, Due Diligence, Employee Relations, HR, Human Resources, Internal audit
Food Service Sales Agent
Tags for this Online Resume: Social Media, Wealth Management, Management, Sales, Sales Trainer, Automation, Business Development, Consulting, Equity, Real Estate
Customer Service Manager
Tags for this Online Resume: Metrics, Call Center, Computer Telephony Integration (CTI), Integrate, Interactive Voice Response, Telephony, Quality, Leadership, Services, Statistics
Executive Assistant
Tags for this Online Resume: Management, Wealth Management, AR, Email, Leadership, T&E, Audit, Planning, Procurement, Real Estate
Financial Manager, Branch or Department - 20 Years of Experience - Near 34238
To aid in the operational support of a successful firm where I can give Financial direction, build and deliver a trusted environment, where I can make a difference and achieve success as well as be provided opportunity for advancement based upon my work performance.
Tags for this Online Resume: Filing, Cold Calling, Sales, Scheduling, Accounts Payable, Accounts Payable/Receivable, Deposits, Payroll, Securities, Security
Business Analyst
Tags for this Online Resume: Test, Test Scripts, TFS, Unified Modelling Language, Wealth Management, Asset Liability Management, Asynchronous Transfer Mode (ATM), Automation, Back Office, Banking Industry
Financial Manager, Branch or Department - 20 Years of Experience - Near 34120
Tags for this Online Resume: Banking Industry, High Net Worth, Management, Wealth Management, Custody, Project Management
Executive Assistant
Tags for this Online Resume: Management, SharePoint, Sharepoint Technologies, Business Analysis, Inventory, LMS, Microsoft Word, Project Coordinator, Project Management, Project Manager
Financial Specialist - 20 Years of Experience - Near 91361
Tags for this Online Resume: Estate planning, Management, Planning, Retirement planning, Wealth Management, Financial, Financial Services, Series 7, Services, Benefit Plans
Manager
Ideal Companies: Banking, Management, Retail
Tags for this Online Resume: Banking Industry, Management, Wealth Management, Networking, Acquisitions, High Net Worth, Teller
