CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Wealth"

Business Analyst - 15 Years of Experience - Near M6K 0A1

Tags for this Online Resume: Applications, Cms, Customer Relationship Management, JIRA, Microsoft Word, Unified Modelling Language, Web, Web Technologies, Database, Distribution, sql, it jobs, agile, html, software, Wealth management, iFAST, Unitrax Open Text, Vignette, life insurance, mutual fund, segregated fund, conversion, migration, transfer agency

Chief Executive Officer - 17 Years of Experience

AREAS OF EXPERTISE National & Strategic Clients Implementation & Operations: Fortune 500 With 17 years' experience in executive operations management, bring Market Analysis & Strategy ideas/opportunities to fruition with rigorous operational standards. Business Development Implement operational processes, applying and adapting Agile Direct Sales Team Management frameworks to a broad range of industries and business models. ...

Tags for this Online Resume: Management, Consulting, Framework, Leadership, Marketing Management, Direct Sales, Accounting, Advertising, Agile, Consensus building, Mentorship, Strategy, Go-to-market Strategic Planning, Execution, Digital Advertising, PPC, VTC - View through click, SEO - content marketing, SEM, Project Management, Operations Management, Sales Management, Indirect Sales, Channel Partner Development, Coaching, Team Building, Process Design, UI/UX, Product Development, Product Management, Software Design, Technology Management, KPI - Key Performance Indicators, API - integration experience, National and Strategic Accounts - Fortune 500, Vendor Partnerships and Management, Brand Development, Reputation Management, Sales Funnel creation and management, Data driven decisions, Design, Build, and Deploy based on data analysis, Buyer Personas, Negotiations, CPA - cost per acquisition, CPL - Cost per lead, LTV - life-time value, Marketing Automation, CRM experience, SalesFoce.com, NetSuite, HubSpot, Tableau, Hootsuite, Google Applications, Microsoft applications (standard and 360)

Sales Representative - 10 Years of Experience - Near 10001

SUMMARY Quota-surpassing sales representative with a history of exceeding employer's expectations across diverse industries. Flexible and outgoing, comfortable working with multiple personalities and styles. Persuasive communicator, utilize a consultative proactive approach selling skills to identify opportunities, overcome objections, build relationships and convert B2B, F2F, B2C, Outside Inside sales and Cold canvassing a...

Tags for this Online Resume: Management, Retail, Cold Calling, Networking, Referrals, Wealth Management, Business Acumen, Business Development, Customer Relationship Management, business development

Chief Executive Officer - 20 Years of Experience - Near 60527

Summary of Qualifications * Accomplished and experienced marketing administrator and strategist * Developed training programs for marketing staff * Created metrics to assess marketing performance * Managed brand identity programs * Orchestrated strategic direction for catalog and web programs * Developed annual budgets and plans * Experienced speaker and presenter and negotiator * Fully bilingual in Spanish

Tags for this Online Resume: Banking Industry, Customer Relationship Management, Management, Oracle, Publications, Purchasing, Wealth Management, Web, Bilingual, Marketing Management, management, sales, manager

Insurance Sales Representative - 12 Years of Experience - Near 08540

Summary Respected and trusted financial professional with a passion for helping individuals, families, and businesses in a non-sales oriented environment. Expert in client service, relationship management, portfolio design, retirement planning, life insurance, long-term care, and business succession. Experienced collaborator with attorneys and accountants for estate planning and intergenerational wealth transfer. 12 years' ...

Tags for this Online Resume: Management, Insurance, Planning, Retirement planning, Wealth Management, Financial, Portfolio Management, insurance, employee benefits, benefits consultant, sports, salaried

System Engineer - 12 Years of Experience - Near 08540

Professional Summary Over the course of twenty years I have acquired a wealth of knowledge and experience managing and supervising technical teams focused on customer satisfaction. I am an Insightful, results-driven IT professional motivated to drive projects from start to finish as part of a dynamic team. Display notable success participating in planning, analysis, and implementation of solutions in support of strategic bu...

Tags for this Online Resume: Networking, Systems Engineer, Team Lead, Information Technology, IT Management, Management, Spring, System Analyst, Certification for Information System Security Professional, Citrix, linux, javascript, it jobs, html, software

Business Analyst - 8 Years of Experience - Near 14202

Areas of Expertise: Financial Analysis and Planning Project Management Credit/Debt Management Client Relations Presentations Business Development Branch Operations Management reporting Team Leadership MS Office

Tags for this Online Resume: Management, Wealth Management, Business Development, Security, Equity, Leadership, Accounting, Acquisitions, Applications, Automation

Plant Manager - 20 Years of Experience - Near 14043

COVER LETTER: To whom it my concern, My past work history has provided me with a wealth of hands on experience in functions and programs critical to today's demanding business climate. I have a working knowledge of: Quality Assurance Strategic Planning Plant Layout Value Engineering Tool & Fixture design Manufacturing / Industrial Engineering TQM team concepts Manufacturing Management My most recent endeavors in Quality are...

Tags for this Online Resume: Quality, Quality Assurance, Transportation, Engineering, Industrial Engineering, Manufacturing, Manufacturing Engineering, Planning, Purchasing, Strategic Planning

Financial Advisor - 18 Years of Experience - Near 30188

I am a hard working and dependable individual with diversified experience in sales, finance, and education, seeking employment with a professional organization. I am a motivated and success-driven individual, proficient with several current software packages. My objective is to obtain a position with a dynamic company allowing opportunity for growth and advancement.

Tags for this Online Resume: Financial, Fixed Income, Investment Opportunities, Planning, Referrals, E*TRADE, Bonds, Book of business, Email, High Net Worth, schwab, wealth manager, relationship manager, portfolio manager

Compliance Officer - 13 Years of Experience - Near 33186

Working in a money institution for thirteen years, gave me the opportunity to explore my educational background and enhance my soft, analytical and communications skills but also my marketing, customer service & public relation experiences. In addition, it enabled me to promote a full array of wealth and account management for national and foreign customers (Middle East Africa and Europe). As a business graduate Marketing m...

Tags for this Online Resume: Management, Wealth Management, Banking Industry, Complaints, Retail, Audit, Customer Service, aml, ofac, compliance, consultant