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Online Resumes with "Wealth"
Financial Planner
SUMMARY OF qUALIFICATIONS * Entrepreneur, Financial Planner, Wealth Manager who built business from scratch avg. 22% growth * Portfolio Manager with deep skills in investment research, analysis and trading * Senior Business Analyst Lead with over 16 years of financial strategy and technology implementation. * Product Manager who designed numerous systems to eliminate redundant processes and systems * Experienced Project Man...
Ideal Companies: Fidelity, Raymond James, Accenture, North Highland, Vanguard, Bank of America, Wells Fargo, LPL Financial
Tags for this Online Resume: Business Analysis, Business Analyst, Business Objects, Crystal Reports, Asset Management, Financials, Management, Microsoft Access, Project Management, Project Manager
Financial Specialist - 16 Years of Experience - Near 11209
Ideal Companies: Janney Montgomery Scott, UBS Securities, Morgan Stanley
Tags for this Online Resume: Bonds, Municipals, Banking Industry, Equities, Fixed Income, Retail, Securities, Equity, Management, Wealth Management
Project Manager
Summary Have 19 years of experience in managing projects/programs across fortune 1000 Technology and Financial (wealth management, brokerage and Retail, International and Treasury operations in large banks) Organizations. Global projects team's projects teams consisted of developers belongs to software venders service providers located in offshore/onsite. Implemented IT infrastructure (data centers, Network), information se...
Tags for this Online Resume: e-Commerce, Agile, Mts, Mts (Microfocus Trans), SCRUM, SDLC, Teller, Financial, Information Security, Management
Project Manager
Professional Summary: * Solutions-focused, highly motivated Project Manager, Certified Scrum Master, Certifed Scrum Product Owner and Lead Business Systems Analyst with 10 years of experience in all phases of the Software Development Life Cycle (SDLC) including planning, requirements gathering, analysis, design, development, implementation, testing and deployment. * Extensive experience in software engineering methods like ...
Tags for this Online Resume: Structured Query Language, Test, User Acceptance Testing, Acceptance Testing, Microsoft SQL Server, Business Requirements, Management, Microsoft Windows, Software, Software Development
Personal Financial Advisor
Seeking financial services position that embraces an extensive and comprehensive background in financial planning, customer service and tax regulations. Candidate offers exceptional ability to delivery quality results in fast-paced dynamic market environment.
Tags for this Online Resume: Deposits, Securities, Lacerte, Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Software
SENIOR COMPLIANCE OFFICER
Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...
Ideal Companies: none
Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Business Analyst - 15 Years of Experience - Near 02134
Professional Summary Self-driven, enthusiastic and hard-working data analyst with a track record in data analysis, programming, and financial industry, as well as excellent interpersonal skills. Proven ability to identify business needs and develop valuable solutions to improve efficiency. Passion for learning new technologies and solving problems. Looking to join a growing organization as part of the Data Analytics / Data ...
Tags for this Online Resume: Management, Advertising, Google Analytics, Statistics, Wealth Management, Business Requirements, Infrastructure, Integrate, Scheduling, Version Control
Financial Analyst - 20 Years of Experience - Near 53151
PROFESSIONAL SUMMARY: Career-oriented professional seeking a position within an innovative and progressive organization that will utilize my comprehensive financial knowledge and experience with: * Financial Services Workplace Management Public Relations
Tags for this Online Resume: Management, Fixed Income, Bloomberg, Equity, Forth Programing Language, Internal Controls, Investment Management, Portfolio Management, Billing, Compensation
Supply Chain Manager - 20 Years of Experience - Near 60471
Dedicated, results-oriented professional possessing 30 years of proven experience in Logistics, Transportation Operations, Customer Relation and Personnel Management who seeks to utilize a wealth of skills and knowledge within a progressive global organization. Experience Details Operations, Customer Relations Personnel Management and Labor Relations. USF Holland (Operations Manager) April 2017 - present Management of super...
Ideal Companies: amazon, old dominion, ugn , coca cola pepsi , Panduit, ulta beauty, mfg services, bimbo bakeries, walgreens, oracle
Tags for this Online Resume: Policies and Procedures, Security, Transportation, Autocad, Autodesk AutoCAD, Drafting
Project Manager
Summary Have 19 years of experience in managing projects/programs across fortune 1000 Technology and Financial (wealth management, brokerage and Retail, International and Treasury operations in large banks) Organizations. Global projects team's projects teams consisted of developers belongs to software venders service providers located in offshore/onsite. Implemented IT infrastructure (data centers, Network), information se...
Ideal Companies: Pride of India Restaurant, yes, yes, yes
Tags for this Online Resume: Security, Business Analysis, Business Analyst, Business Intelligence, Content Management, FIN, Information Security, Infrastructure, Management, Agile
Financial Analyst
SUMMARY: * Senior Business Analyst with over 9+ years of proven skills in requirement gathering, interacting with developers, documenting various business processes and coordinating various projects on Finance Industries. * Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Visio) * Experience in documentation of business requirements and system functional specifications, including BRD, FRD, and FSD. * ...
Tags for this Online Resume: Structured Query Language, Business Requirements, Microsoft Excel, Agile, Data Analysis, Acceptance Testing, Business Analysis, Business Analyst, Management, Regulatory Reporting
Quality Assurance Specialist - 19 Years of Experience
Summary Engagement/ Delivery Manager with over 19+ years of successful career span in the entire gamut of Global Delivery Management (Onsite Experience) and Key Account Management in Retail Banking, Wealth Management, SEMI Conductor and Insurance sectors. Managed several large accounts with Extensive experience in defining project scope and schedule while focusing on regular and timely delivery of value, organizing and lead...
Tags for this Online Resume: Project Leader, Project Management, Automation, Engineering, Integrate, Management, Microsoft .Net, Offshore, Performance Testing, Services
