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Online Resumes with "Wealth"
Financial Advisor - 10 Years of Experience - Near 91361
AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill
Tags for this Online Resume: Equity, Financial, Private Equity, sales, sales management, banking, private wealth management, financial planner, thousand oaks, cfo, territory management, Regional Sales Manager, Financial Sales, Vice President of Sales, Business Development, outside sales
Project Manager - 8 Years of Experience - Near 07032
COVER LETTER: Dear Sir/Madam, It is my great pleasure to apply for this exciting and challenging position that will serve our business by delivering high-value services and products using the principles of quality to reduce waste, JIT inventory and streamlined processes while managing risks, compliance, and audit. As a project manager, PMP, I have implemented short-duration iterative cycles with zero-defects, and my experti...
Tags for this Online Resume: Oracle, Sales, Business Analyst, Business Objects, Data Warehouse, Financial Industry, Focus, HR, agile, sql, java, javascript, html, software, Agile Scrum, Agile, Scrum, Coach, web, intranet, QA, DBA, Data Quality, Data Modelling, AML, KYC, Waterfall, oracle, sybase, retail, insurance, investment, bank, electronics, project manager, data warehousing, PMP
Customer Service Representative - 17 Years of Experience - Near 08648
Summary of Qualifications * 10+ years experience Microsoft Word, Excel, Outlook, PowerPoint, Quick Books * 10+ years of customer satisfaction experience * Type necessary data in databases/systems with speed and accuracy * Team player with strong work ethic * Strong verbal and written skills while maintaining professional rapport with customers * CPR/First Aid certified, Basic Life Support * Demonstrated ability to problem s...
Tags for this Online Resume: Management, Email, Medical, Medical Records, Remedy, Scheduler, Scheduling, Wealth Management, Policies and Procedures, Administrative Assistant
Financial Planner - 10 Years of Experience - Near 27513
Financial Profession position bringing experience in strong client service and in building relationship skills, in informing and educating and guiding individuals and families and smaller companies through suitable financial needs, including insurance & retirement planning, educational planning, wealth distributions, rollovers, wires, multitasking in a fast paced environment and strong computer and technical skills. Fluent ...
Tags for this Online Resume: call center, sales, technical sales, sales representative, Financial, FACETS, Debugging, HP, Semiconductors, Unix, inside sales
Financial Analyst - 15 Years of Experience - Near 10005
Summary Strong problem solving, decision making, reporting, communication and management skills Skilled at learning new concepts quickly, working well under pressure, and communicating ideas clearly and effectively. * Ability to work independently as well as in a team environment.
Tags for this Online Resume: P&L, ACD, Automatic Call Distribution, Appraisals, Cash Flow, Custody, Filing, Prime, Management, Investment Management
Database Administrator - 7 Years of Experience - Near 90001
Professional Summary: * Over 7 years of professional experience as an Oracle Database Administrator encompassing Installation, Configuration, Patch Installation, Migration, Upgrades, Backup and Recovery, Cloning, Replication, Database Security, Memory Management, Data Modeling, Performance Monitoring and Tuning, RAC, Data Guard, Grid and Enterprise Manager. Expert knowledge of Oracle Database 12c/ 11g/ 10g /9i / 8i includin...
Tags for this Online Resume: Oracle, Oracle Database Administration, Applications, GOLDEN GATE, Configure, Disaster Recovery, Oracle PL/SQL Programming language, Replication, Structured Query Language, Unix, sql
Financial Specialist
Areas of Expertise Cross-Asset Trading / Execution Institutional / HNW Clients Trading Systems Proprietary Trading High-Volume Trading Market Insight / Trading Ideas
Tags for this Online Resume: Insurance, Microsoft Exchange, Derivatives, Derivative Trading, Mergers, Sales, System Testing, Test, Management, Wealth Management
Financial Specialist - 20 Years of Experience - Near 33426
AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance
Tags for this Online Resume: Financial, Financial Services, Wealth Management, Annuity, finance
Insurance Sales Representative - 20 Years of Experience - Near 02864
Summary Experience Financial Services Representative 12/2015 - present TD Wealth Management Services Mansfield, MA Owner/Principal Member 06/2013 to present
Tags for this Online Resume: Financial, Financial Services, Services, Business Development, Business Development Manager, Wholesale, Dba (Database Admin), Management, Wealth Management
Manager - 20 Years of Experience - Near 19709
Areas of Expertise Business Development Customer Service Relationship Management Market and Product Intelligence Sales and Sales Support Case Development and Support Private Placements Product Development Retirement Planning Strategies Project Management Wealth Management Strategies Executive Compensation Strategies Group Benefits Management Training and Development Affluent and Small Business Marketing Managed department r...
Tags for this Online Resume: Benefits, Insurance, Management, Planning, Annuity, Product Management, Alternative Investments, Benefits Management, Billing, Business Development, manager
Project Manager - 20 Years of Experience - Near 10019
PROFESSIONAL SUMMARY Proven Leader/Exceptional Organizational Skills/Process Improvement Focused Collaborative Problem Solver Senior Management Professional with extensive Business Analysis and Process Re-Engineering expertise in both Technology and Business Organizations/Disciplines. Strong Project Management Expertise employing a rigid Project Management Methodology utilizing a variety of methodologies including CMM, RUP,...
Tags for this Online Resume: it jobs, Infrastructure, Audit, Financial, Financial Analysis, Fixed Income, Insurance, Management, Policies and Procedures, Program Management, software, html
General - 7 Years of Experience - Near 10023
Summary: Finance * Information Technology * Project Management Ethical, results-oriented project manager delivering results by recognizing process gaps and proactively stepping in to resolve them. Consistent IT strategy and Financial excellence for market leaders such as JP Morgan Chase, Whirlpool, Nestle, Kroger, and the IRS. Team player with hands-on style, cross-functional leader, and see the big picture view. Essential ...
Tags for this Online Resume: Management, Asset Management, Customer Service, Process Improvement, Wealth Management, Compliance, Implementation, Client Onboarding, Project Manager
