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Online Resumes with "Wealth"



Administrative Assistant - 20 Years of Experience - Near 11207

Tags for this Online Resume: Microsoft Outlook, Microsoft Excel, Administrative Assistant, Filing, Management, Wealth Management, Ariba, Data Entry, dBase, dBase III

Business Analyst - 8 Years of Experience

PROFESSIONAL SUMMARY: * Extensive Business Analyst/Project Management experience in investment banking with a strong finance background.. Heavy QA and project management experience with regulatory, credit risk, general ledger, financial reporting and treasury applications. Broad and deep experience with all aspects of the SDLC from planning through implementation and support, including business requirements gathering, docum...

Tags for this Online Resume: Applications, Management, Information Technology, Structured Query Language, Support, Business Analysis, Business Analyst, Business Requirements, Derivatives, Documentation, sql, java, linux, javascript, it jobs, c#, c++, agile, html, software

Vice President

ACCOMPLISHMENTS * Compliance and Regulatory professional, with over 25+ years of Audit, Compliance, and Technology experience. * Confident decision maker with excellent oral and written communication skills and has the ability to proactively create concepts into action plans. Excellent relationship management and influencing skills. Reputation as an enthusiastic team player and team builder. * Successfully worked with two v...

Tags for this Online Resume: Annuity, Security, Management, Risk Management, Scheduling, Wealth Management, Compliance, Audit, Business Management

Controller - 20 Years of Experience - Near 93901

SUMMARY: Accomplished creative financial professional with 25 years of experience including 15+ years at a leadership level providing me with a wealth of knowledge in the accounting, finance and administration arena. I have a diverse industry background including high tech DVD/CD manufacturing, high tech cleaning equipment manufacturing, custom lighting manufacturing, multi-location retail, agriculture, food production and ...

Tags for this Online Resume: Financial, Insurance, Accounting, BPCS, BPCS (As400), Budgeting, Credit and Collections, Equity, Financial Controls, Financial Industry, Director, CFO, Manufacturing, GAAP, Multi National, International, Multiple Entities

Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business

Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...

Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance

Financial Professional/Accounting Assistant - 15 Years of Experience - Near 20720

PROFILE I am a motivated. Customer oriented individual looking to utilize several years of experience in financial, client and administrative services to benefit your organization's goals and objectives. I work fast under pressure with multiple tasks and deadlines and I am looking for an exciting environment that provides challenging work and opportunities that would enable me to apply my administrative and analytical skill...

Tags for this Online Resume: Inventory, Management, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, PDF, Reconciliations, finance, excel

Datawarehouse Designer - 11 Years of Experience - Near 28262

SUMMARY * ORACLE certified professional with 12+ years of hands-on experience in Oracle PL/SQL, DataModeling, Datawarehouse, ETL-Design, InformaticaPowerCenter9.x, SSIS, SSRS and Oracle Forms & Reports. * Strong Customer interaction skills and excellent expertise in Requirements gathering, Analysis, Estimation and Resource Planning. * Pretty good exposure in database design and extensive hands-on in handling ORACLE packages...

Tags for this Online Resume: Oracle, Database, Database Performance Tuning, Performance Tuning, Utilities, Business Analysis, Business Analyst, ETL, Extract Transform Load Tools, Shell Script, sql

Managing Director - 20 Years of Experience

Career Summary I am a petroleum supply and Operations industry professional manager with over 23 years of experience in diverse African locations. I have worked in all aspects of the Business development & growth, Leadership, logistics, Supply & distribution in Oil and Gas gaining first-hand knowledge of all technical aspects of the storage, supply, logistics, storage safety/security/Health and sales of fuels and lubricants...

Tags for this Online Resume: Distribution, Inventory, Management, Pipelines, Sales, Benefits, Inventory management, Public Relations, Security, Applications, management, Oil & Gas Industry

Business Analyst - 9 Years of Experience

Tags for this Online Resume: Insurance, A SERIES, Business Analyst, Auto Insurance, Automotive, Customer Relationship Management, Diagnostic Tools, Documentation, agile, c++, it jobs, sql, software, html, Business process Analyst, Wealth Management, Lean Six Sigma, Compliance, IFRS 9, Risk Management, Flow Charts, Road Maps, Strategic Analysis, Financial Analysis, IRR, NPV

Adult Literacy Instructor New York, NY

A qualified education professional with more than 7 years of experience in primary and secondary learning environments, and a wealth of knowledge in development and implementation of educational technology tools and applications in college classroom, school, and district settings seeking, professorship.

Financial Services Sales Agent - 20 Years of Experience - Near 21212

Summary of Qualifications: Employed in the mortgage banking industry for thirty plus years Howard Bank: Senior Mortgage Banking Officer, March 2107 - September 2017, released as production was not closing a fast as they would have liked. Really did not give me time in my view to really get up to speed. Produced over $11,000,000 in loans, but were not closing as fast as they wanted. Also, they purchased 1st. Mariner Bank and...

Tags for this Online Resume: Banking Industry, sales, outside sales, inside sales, sales representative, marketing, account executive, account manager

Sales Engineer - 15 Years of Experience - Near 95350

* Owner/Founder of a real estate investment and foreclosure consulting business. Buys problem real estate homes. Repairs, rehabs, remodels and holds as a rental income property. Rents individual bed rooms and whole house, fully furnished at top market rates. Rehabs and remodels homes adding all practical energy saving products. Has purchased significant rental home investments, creating a $1 Million dollar real estate prope...

Tags for this Online Resume: Real Estate, Architectural, Construction, Consulting, Fabrication, Project Management, Project Manager, Sales, SAN (Storage Area Network), SEC, business development