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Online Resumes with "Wealth"
Financial Specialist - 11 Years of Experience - Near 07630
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...
Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance
Manager - 7 Years of Experience - Near 75150
AREAS OF EXPERTISE * Mortgage Processing/Servicing * Leadership/Management * Staff Training/ Development/ Management * Strategic Planning/ Analysis * Critical Thinker * Cross-Functional Team Leadership * Budgeting * Negotiations * Problem-Solving * Industry Networking * Records Information Management * Superior Customer Care * Competitive Intelligence * Handling of Confidential Information * New Business Development * Cross...
Tags for this Online Resume: Management, Sales, Account Management, Credit Card, Leadership, Legal, Vendor Management, Wealth Management, Bankruptcy, Budgeting, manager
Executive Vice President - 20 Years of Experience - Near 98346
Rafael Spears is a talented and seasoned executive with over 26 years of experience leading organizations in product design, systems engineering and new product research and development with a wide-ranging knowledge of aircraft & spacecraft hardware components. Rafael brings a wealth of expertise with particular strengths in areas such as operations management, multiple plant integrated product teams and the development of ...
Tags for this Online Resume: Infrastructure, Management, Quality, Quality Assurance, Quality Management, Satellite, Fabrication, mechanical engineering, project manager, lon, Electric Propulsion, Aerospace, Systems Engineering, Aircraft Intergration, FAA Repair Station, C4ISR, Design for Manufacturability, Mutiple Plant Operations Management, Modeling and Simulation, FEMA
Financial Specialist - 20 Years of Experience - Near 11209
Tags for this Online Resume: Bonds, Equities, Municipals, Banking Industry, Fixed Income, Retail, Securities, Management, Wealth Management, Bloomberg, Fixed Income market sales/trading
Managing Director - 20 Years of Experience - Near 89011
Tags for this Online Resume: Management, Wealth Management, Insurance, P&L, High Net Worth, Audit, CFO, Networking, Private Client, Banking Industry, management, manager, banking, international, travel
Financial Advisor - 20 Years of Experience - Near 33435
SUMMARY * Extensive experience in Wealth Management and business development winner of numerous awards. * Exceeded goals and business metrics routinely. * Proven ability to identify, establish relationships with and close new business, specifically larger accounts. * Trusted relationship manager with broad range of investors. AREAS OF EXPERTISE Strategy setting and analysis Portfolio investing and analysis Financial product...
Tags for this Online Resume: Quality, Quality Assurance, Quality Control, Book of business, Financial, Management, Wealth Management, Business Development, New Business Development, Referrals, sales, outside sales, business development, inside sales, sales representative, marketing, account executive, account manager
Customer Service Supervisor - 15 Years of Experience - Near 75082
PROFESSIONAL SUMMARY In August of 2015 I obtained my Texas Real Estate License and established a LLC for the purpose of pursuing Commercial Retail Properties. My duties will touch every part of the process from research and finding properties for sale, through management of the property, on to executing an exit from the property. After 20 plus great years in the Financial Services Industry I took advantage of an opportunity...
Tags for this Online Resume: Communications, Documentation, Annuity, Sales, Financial, Insurance, Series 4, Support, Email, Securities, sales, product demonstrator, brand ambassador, retail, compliance manager
Treasurer - 20 Years of Experience - Near BN6 9WA
Wealth Capital Management Head of Trading & Sales .Managing funds trading G10 markets on short/medium term views .Raising AUM for the fund which is based in the Cayman Islands .Enhancing the profile to the European Market .Achieved yearly targets of USD 4M .Engaging with Private /HNWI customers to trade with Vision Wealth .Managed team of 4 traders and 6 sales August 2013 to Nov 2013 ED & F Man Capital Senior Dealer FX . Ma...
Tags for this Online Resume: fx
Operations Manager - 20 Years of Experience - Near 43537
QUALIFICATIONS * Over 12 years of Quality Manufacturing Engineering. * Over 20 years in the automotive industry. * Conducted DFMEA, PFMEA, control plans and process reviews with Key Suppliers. * Managed the PPAP process. * Completed advanced leadership and diversity training. * Employed by American and Japanese companies which gave me a wealth of knowledge and an appreciation for both cultures in business practice and expec...
Tags for this Online Resume: Audit, Assembly Line, HR, Human Resources, Lean Manufacturing, Manufacturing, Quality, Quality Assurance, Quality Control, Fabrication, production, reliability, steel, injection Molding, Float Glass, Plastic Molding
Program Manager - 18 Years of Experience - Near 07306
Tags for this Online Resume: Web, Banking Industry, Documentation, Management, Market Research, Project Management, Project Manager, Research, Sourcing, Wealth Management
Senior Vice President - 20 Years of Experience - Near 33950
PROFILE Accomplished Relationship Manager with extensive experience in Commercial lending, Business banking, C&I lending, Private banking, and Wealth Management. Experienced in underwriting complex loan credits. Skilled at business development and networking to facilitate origination of new clients for a Commercial Bank/Private Banking platform. Ability to cross sell Trust, Investment, Treasury Management, and Banking produ...
Tags for this Online Resume: Management, Banking Industry, Business Development, Wealth Management, Credit Analysis, Investment Management, Commercial Loan portfolio, Commercial Loans, High Net Worth, Networking, management, manager, sales
Senior Project Manager - 20 Years of Experience - Near 77382
PROFILE I am a professional Project Manager / Registered Civil Engineer, with over thirty (30) years experience in the project management and maintenance of major civil works projects, particularly transportation and infrastructure valuing up to $1.2 billion USD. My wealth of experience includes leading and managing state and private organisations including the opportunity to lead design and project management teams for inf...
Tags for this Online Resume: Management, Construction, SAN (Storage Area Network), Bridges, Civil Engineering, Engineering, Project Management, Project Manager, Rehabilitation, project manager
