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Online Resumes with "Wealth"



Financial Analyst - 5 Years of Experience - Near 85750

Areas of Expertise * Customer Interactions * Client Onboarding * Report Development * Market Research * Client Document Compliance * Transaction Expertise * International Referrals * Renewal Process Protocols * Fluent: English, Spanish EXPERIENCE HIGHLIGHTS BANKERS LIFE, Tucson, AZ, April 2017 - Present Insurance Agent Coordinate with client base in understanding life insurance offerings and best product purchasing based on...

Tags for this Online Resume: Management, Market Research, Referrals, Research, Wealth Management, Wire Transfers, Compliance, English Language, Insurance, spanish, Client Onboarding, Microsoft Office, Data Research

Team Leader - 8 Years of Experience - Near 20874

Tags for this Online Resume: Documentation, Management, Information Security, Security, Audit, Penetration Testing, Risk Assessment, System Security, Test, SAP

Designer - 20 Years of Experience - Near 85351

JACK ADAMS, ASID 212 925 4558 SENIOR INTERIOR DESIGNER / PROJECT MANAGER Creative Design Professional offers experience of owning and directing a world-class Interior and Architectural Design firm (listed for three consecutive years in Interior Design Magazine’s Top 100 Giants annual survey) . An imaginist who lives and breathes design. Brings a proven ability to effectively create and coordinate I...

Tags for this Online Resume: Architectural, Retail, Publications, Phoenix, interior design, illustrator,photographer

Business Analyst - 8 Years of Experience - Near 07095

Detail-oriented, organized and efficient Business Analyst seeking a position to utilize my knowledge and experience in a position offering opportunities for personal contribution and professional growth. BACKGROUND SUMMARY: * Business Analyst with 8+ years of experience in Wealth Management (Retirement products and services), Retail & Commercial banking (Cards and payments) and Telecommunications domain. * Experience in bui...

Tags for this Online Resume: Microsoft Visio, VISIO, Microsoft Excel, Siebel, Management, Microsoft Office, SharePoint, Business Development, CRM, Retail Banking, Wealth management

Financial Specialist - 17 Years of Experience - Near 20147

Tags for this Online Resume: Futures, Wholesaler, Equity, Management, Wealth Management, Alternative Investments, Business Development, Financial, Financial Services, Investment Management, finance, sales, business development, director

Consulting Senior Technical, Business, and Ghost Writer and Editor

SUMMARY multiple industries developing and editing written collateral covering most technical disciplines. Characterized by drive to bring exceptional value to the client with a constant focus on producing clear, concise, and valid communications: High technical aptitude coupled with creativity and versatility, infectious optimism coupled with a collaborative style, and specialized training coupled with a wealth of practica...

Tags for this Online Resume: Aerospace, Consulting, Documentation, Manufacturing, Petrochemical, White Papers, Engineering, Technical Writing, Ghostwriting, Task Procedures, Manuals

Executive Assistant - 20 Years of Experience - Near 33786

Qualifications Summary: * Accomplished and results-oriented individual with extensive administrative and communications experience providing exceptional support to senior leaders at Prudential * Outstanding written and interpersonal skills with excellent writing, editing and proofreading abilities * Proven capacity to adapt to changing priorities, ability to multi-task and adhere to strict deadlines * A self-motivated profe...

Tags for this Online Resume: Support, Communications, Logistics, Distribution, Management, CFO, Compensation, Human Resources, Management Solutions, Wealth Management, administrative assistant, administrative

Executive Vice President - 20 Years of Experience - Near 33131

hired Invested in several start-up biotech companies in the US. From inception to commercialization of certain novel OTC products to prevent the spread of infection. as the manager for Latin America. This was a new business initiative for DLJ. I was brought in to build the international platform for the firm. In addition to managing my ultra high-net worth clients my primary responsibilities were: Set up new swiss banking o...

Tags for this Online Resume: Recruiting, Banking Industry, Investment Banking, Investment Management, Management, Wealth Management, Asset Management, Banking Operations

Insurance Sales Representative - 18 Years of Experience - Near 19320

Served on Board of Directors - Beth Chaim Synagogue Served on Board of Directors - Habitat for Humanity Chester County

Tags for this Online Resume: Book of business, Customer Service, Financial, Financial Services, Referrals, Services, Planning, Certified Financial Planner, CFP, Securities, wealth management, Financial Advisor, sales

Environmental, Health & Safety Manager - 13 Years of Experience - Near 02865

Professional Profile Oct 2007 - Aug 2010 (Assistant Manager Safety, Health & Environment, SHE) Indswift labs limited -India * Reduced the waste water discharge and controlled quality of discharge with in limits by Effective Implementation of Waste treatment Plant -Analysis of different waste streams from process, Inventory control of waste stream, Segregation Scheme, Treatment Scheme, Pilot trials, wealth from waste * Inter...

Tags for this Online Resume: Management, Documentation, Occupational Safety and Health Act, OSHA, Policies and Procedures, Project Management, Quality, Audit, DSM

Investment Analyst - 7 Years of Experience - Boston

A results-oriented investment professional with 7+ years of Asset Management experience in finance, strategy, and risk management functions. Achievements include guiding businesses to achieve sustainable operational excellence through business transformation, process improvements, and risk mitigation. Hands-on experience in building advanced excel models related to forecasting, profitability analysis, and corporate valuatio...

Tags for this Online Resume: Financial Industry, Management, Wealth Management, Assessments, Equity, Fixed Income, Investment Management, Portfolio Management, Product Development, Strategic Initiatives, finance, audit, excel, Risk Management, Asset Management, Financial Analysis, Data Analysis, Excel, PowerPoint, Alternatives, Hedge Funds, Private Equity

Manager - 20 Years of Experience - Near 28025

Areas of Expertise: * * Global / Strategic Sourcing * Negotiations * Strategic Planning * Synergies/Enterprise Spend * Supplier Relationships * Procedure Development * Project Management * Commodity Management * Cost Reduction / Containment * Multi-site Operation Management * Procurement * Inventory Management * Off Shore Sourcing * Warehouse Ops / 3PL * KPI's/Scorecards "Marty has proved to be an outstanding leader in all ...

Tags for this Online Resume: Manufacturing, Planning, Management, Pricing, Sourcing, Cash Flow, Inventory, Services, Support, Supply Chain