CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Wealth"

Bookkeeper - 20 Years of Experience - Near 85008

Summary During my 25 year career, I have worked for family owned businesses up to a Fortune 30 company. I have had the pleasure and fortune to work for many CPA's and MBA's and have gleaned a wealth of information from them all. My specialty is manufacturing however I have worked in distribution, construction, non-profit, real estate management and retail. I am sure that my qualifications will fit your company needs.

Tags for this Online Resume: AR, Assistant Controller, Balance Sheet, Income Statement, Bookkeeper, Manufacturing, Collections, Personnel, Reconciliations, AP

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

Manager - 20 Years of Experience - Near 63304

QUALIFICATIONS PROFILE Efficiency and process flow driven with team work consistently the focus. Proactively work with Team Members to reduce financial risk and meet financial goals. Actively work with others to increase current and future opportunities and remove the barriers to achieve company objectives. Able to perform and welcome the challenges of high volume, high pressure situations to meet Financial Goals Drove * Se...

Tags for this Online Resume: Credit, Analysis, Business Objects, Pricing, Order Entry, Pricing, Management, Credit Analysis, Financial, Financial Statement

Project Manager - 16 Years of Experience - Near 94105

Senior Technology Executive roles which contribute to forward movement and overall progress towards company business values and bottom line. My valuable experience and contribution, come from industry experiences within such as technology companies, telecommunications, ICT (internet communications technology), major retail, retail banking, insurance industry, commercial real estate, mobile / wireless industry, wealth manage...

Tags for this Online Resume: Cisco, Configure networks, Network Project Management, DHCP (Dynamic Host Configuration Protocol), Diagnostics, Identifty Management, Management Informations Systems, Networking, Software Project Management, Technical Project Manager, Business-to-Business Sales, Benefit Sales, Fintech, Cyber Security Protection, Identity Theft, Mobile Applications Development, QuickBooks Online ProAdvisor, San Francisco, Silicon Valley, Aberdeen, Edgewood, Sao Paulo, ecommerce, shopify, amazon ecommerce, paypal, video promotion

Financial Manager, Branch or Department

SUMMARY More than twenty years' experience of leadership and highly effective managerial positions in the financial services industry in general and international and corporate banking arena as well. Measurable consistently positive results and strengths in the following areas: a) Strategic Planning b) International Treasury Management c) Advanced Negotiations Skills d) Trade Finance and Forfeiting e) Marketing and Social M...

Tags for this Online Resume: Applications, Banking Industry, Business Development, C Programming Language, Coaching, Corporate banking, English Language, Financial, Financial Industry, Financial Services, Coaching, Financial Advisor, Consultant, Wealth Manager

Sales Manager - 9 Years of Experience - Near 01864

Summary: Proven executive, general manager and entrepreneur with a high degree of business acumen. Strategic thinker who can plan and implement sales, marketing, and business initiatives to support corporate objectives with expertise in developing successful teams. Experience ranges from start-ups and small businesses to multi-million dollar companies in the financial services and medical device industries. Financial Servic...

Tags for this Online Resume: Sales, Services, Distribution, Marketing Management, Medical, Networking, Pricing, Sales Training, Series 6, Start-ups

Credit Analyst - 3 Years of Experience

AREAS OF EXPERTISE * Strong Management skills comprising of scope management, planning, negotiating, change management, risk management and conflict resolution skills. * Experience across key areas Business Intelligence, Data Warehousing, Basel II - Risk Systems - Risk Rating, Market Risk (VaR), Credit Risk (PD/LGD/EAD), Dodd-Frank, Liquidity Coverage Ratio, Net Stable Funding Ratio and CCAR Stress Models * Have knowledge o...

Tags for this Online Resume: Business Analysis, Business Analyst, Financial, Forecasting, Accounting, Appraisals, Balance, Balance Sheet, Banking Industry, Business Intelligence

Loan Officer - 19 Years of Experience - Near 19143

PROFESSIONAL SUMMARY: A goal-oriented professional majoring in accounting, who has over 20 years of financial and professional experience, with extensive experience in commercial loans, customer service and management. An effective communicator with customers, possessing a high level of expertise in loan processing, financial statements account management, analysis and customer contact management including the expeditious r...

Tags for this Online Resume: Management, Problem Solving, Services, Training, Complaints, Customer Service, Financial, Financial Statements, Reconciliations, Teller, Problem solving

Sales Manager - 8 Years of Experience - Near 55410

AREAS OF EXPERTISE v Visionary Leadership v Market Analysis and v Business Valuation v Entrepreneurial Initiative Expansion v Portfolio Design v Team Building v Key Partnership v Financial Modeling v Strategic Business Planning Development v Investment Strategy v Custom Financial Planning v Risk Management 499 2526 * kingfisher1008@yahoo.com Selected by dynamic and highly energetic beverage brand to lead a $25 million raise...

Tags for this Online Resume: Management, Wealth Management, Balance, Balance Sheet, Benefits, High Net Worth, Financial, Planning, Business Development, Business Planning