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Online Resumes with "Wealth manager"
Financial Analyst
SUMMARY: * Senior Business Analyst with over 9+ years of proven skills in requirement gathering, interacting with developers, documenting various business processes and coordinating various projects on Finance Industries. * Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Visio) * Experience in documentation of business requirements and system functional specifications, including BRD, FRD, and FSD. * ...
Tags for this Online Resume: Structured Query Language, Business Requirements, Microsoft Excel, Agile, Data Analysis, Acceptance Testing, Business Analysis, Business Analyst, Management, Regulatory Reporting
Quality Assurance Specialist - 19 Years of Experience
Summary Engagement/ Delivery Manager with over 19+ years of successful career span in the entire gamut of Global Delivery Management (Onsite Experience) and Key Account Management in Retail Banking, Wealth Management, SEMI Conductor and Insurance sectors. Managed several large accounts with Extensive experience in defining project scope and schedule while focusing on regular and timely delivery of value, organizing and lead...
Tags for this Online Resume: Project Leader, Project Management, Automation, Engineering, Integrate, Management, Microsoft .Net, Offshore, Performance Testing, Services
Accountant - 15 Years of Experience - Near 77096
Professional Summary * Tax Skills: Preparation of Federal and State Corporate, Partnership, Individual. Fiduciary, Estate Tax, Charitable Organizations, Other Tax Related Forms and Tax Research. * Bookkeeping and Accounting Skills: A/P, A/R, General ledger, Journal Entries, Bank Reconciliation through Financial Statements. and Clients include companies in various industries including energy, construction, etc and also profe...
Tags for this Online Resume: Accruals, Federal Tax, Financial, Financial Services, Management, Services, State Tax, Wealth Management, Quick Books, Quickbooks
Financial Specialist - 20 Years of Experience - Near 33543
PROFILE Strategic Leadership, Risk Management, Deal Collaboration, Finance & Banking, Quality Assurance, Project & Portfolio Management, Corporate Governance, Stakeholder Relations, Board Representation, Global Operations International investment banker with expertise in assessing, structuring and executing lending facilities, private equity/ restructured operations in developed and emerging markets. Experience in implement...
Ideal Companies: Northern Trust, JP Morgan Chase, Royal Bank of Canada, TD Bank, CIBC, Deloitte, Fidelity, Bloomberg, IFC, ADB, EBRD, World Bank, IMF, GE Capital, UBS, HSBC, Credit Suisse
Tags for this Online Resume: Audit, Banking Industry, Benefits, Capital markets, Consulting, Consumer Lending, Due Diligence, Risk Management, Credit Risk, Financial Planning, Financial Institutions Assessment, KYC, Compliance, Corporate and Project Finance, Portfolio Management, Restructuring, Project Management
Marketing - 12 Years of Experience - Near 07093
Tags for this Online Resume: Asset Management, Management, Cash Management, Mutual Funds, Distribution, Intranet, Accounting, Asynchronous Transfer Mode (ATM), Consulting, Data Warehouse, print, account manager, seo, advertising, sales, digital
Financial Analyst - 18 Years of Experience - Near 60645
(Independent Contractor Spectraforce Technologies) * Processed HRU alerts to ensure concurrence and determine if periodic or semi-annual review should be assigned. * Determine after research if correct risk rating was assigned based on business type, product or high risk country attached to alert. * Review all AML alerts generated from KYC Checklist for high risk customers that are screened against OFAC, OSFI and several ot...
Tags for this Online Resume: Audit, Fraud, Quality, Quality Assurance, Quality Control, Management, Underwriting, Aml (Macro Lang), Loan Operations, PEP (Pket Xchnge Protocol, AML, KYC, BSA, Sanctions, Mortgage Specialist
Insurance Sales Representative - 8 Years of Experience - Near 94106
Summary Detail-oriented financial advisor with seven years of experience in successful new business development, competitive market share expansion, and business leadership experience seeking business development or management role within a Wealth Management Advisory practice. Core * Analytical & Inventive Financial Research and Planning
Tags for this Online Resume: Human Resources, Purchasing, Assessments, Bonds, Financial, Financial Analysis, Financial Management, Financial Modeling, Insurance, Life Insurance
Dynamic IT Senior Project Manager
Experienced, Dedicated, and very successful Senior Project Manager and Business Systems Analyst currently functioning as independent consultant, but seeking to establish solid roots in well-managed and challenging corporate or professional services firm that leverages my skill-set and thus enables me to contribute to your firm's success, develop new skills, and provides growth, leadership, and mentoring opportunities.
Ideal Companies: United Airlines (million mile UA flyer), Bank of America, McDonald's, Walgreens, and any company from solid start-up to blue chip.
Tags for this Online Resume: Accounting, Documentation, Public Accounting, Senior Project Manager, Support, Technical Support, Acceptance Testing, Business Analysis, Business Analyst, Custom Software Development, Database Design, Enterprise, Implementation, Project Remediation, Systems Engineering, Project Costing, Project Budgeting, Project Scheduling, Project Monitoring, Requirements Analysis, Risk Mitigation, User Acceptance, QA Support, Cross-Functional, Supervision, Client Relations, Conflict Resolution, Team Morale, IT Planning, Team Building, Critical Thinking, Facilitation, Verbal Communication, Written Communication, Information Engineering, Problem Solving, Data Modeling, Process Modeling, Liaison, User Documentation, Technical Documentation, Leadership, Software Development Life Cycle, SDLC, User Training, Technical Training
Financial Specialist
& ACCOMPLISHMENTS
Tags for this Online Resume: Banking Industry, Management, Risk Management, Wealth Management, Commercial Lending, Investment Services, Planning, Services, Wholesaler, Balance
Wealth Manager - 20 Years of Experience
Tags for this Online Resume: Management, Risk Management, Consultative Sales, Hedge Fund, Microsoft Exchange, Product Development, Sales, Banking Industry, High Net Worth, Wealth Management
General
Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...
Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits
Financial Services -3.5 Years of Experiences
Summary of Qualifications Highly motivated asset - management professional with excellent communication, technical, and analytical skills. Possess outstanding time management and organization abilities with consistent communication of assignment status to supervisors. Strong work ethic with ability to manage multiple projects simultaneously across a diverse group of financial advisors and teams. with social media
Tags for this Online Resume: Management, Wealth Management, Advertising, Analytical Skills, Bloomberg, Email, Facebook, sales, sales representative, marketing, inside sales, business development, self-starter, Salesforce
