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Online Resumes with "Wealth"



Compensation or Benefits Specialist - 20 Years of Experience - Near 33544

SUMMARY: I have 29 years of experience in the financial services industry including 18 years with Citigroup and its predecessor firms 16 of which were in Municipal Bond Marketing. I left Morgan Stanley Smith Barney with one of their top advisors to Form the creation of a boutique wealth management firm Jaffe Tilchin Wealth Management a Registered Investment Advisory firm.

Tags for this Online Resume: Advertising, Audit, Benefits, Compliance, Consulting, Due Diligence, Employee Relations, HR, Human Resources, Internal audit

Quality Assurance Specialist

Ideal Companies: modest wealth inc

Tags for this Online Resume: Applications, Integrate, Microsoft Windows, Structured Query Language, Agile, Apache Maven, Database, Documentation, Framework, HP

Food Service Sales Agent

Tags for this Online Resume: Social Media, Wealth Management, Management, Sales, Sales Trainer, Automation, Business Development, Consulting, Equity, Real Estate

Customer Service Manager

Tags for this Online Resume: Metrics, Call Center, Computer Telephony Integration (CTI), Integrate, Interactive Voice Response, Telephony, Quality, Leadership, Services, Statistics

Executive Assistant

Tags for this Online Resume: Management, Wealth Management, AR, Email, Leadership, T&E, Audit, Planning, Procurement, Real Estate

Financial Manager, Branch or Department - 20 Years of Experience - Near 34238

To aid in the operational support of a successful firm where I can give Financial direction, build and deliver a trusted environment, where I can make a difference and achieve success as well as be provided opportunity for advancement based upon my work performance.

Tags for this Online Resume: Filing, Cold Calling, Sales, Scheduling, Accounts Payable, Accounts Payable/Receivable, Deposits, Payroll, Securities, Security

Business Analyst

Tags for this Online Resume: Test, Test Scripts, TFS, Unified Modelling Language, Wealth Management, Asset Liability Management, Asynchronous Transfer Mode (ATM), Automation, Back Office, Banking Industry

Financial Analyst

Tags for this Online Resume: Business Plan, Filing, A SERIES, Statutory, Salesperson, Arbitration, Derivatives, Futures, Financial, Series 3

Financial Manager, Branch or Department - 20 Years of Experience - Near 34120

Tags for this Online Resume: Banking Industry, High Net Worth, Management, Wealth Management, Custody, Project Management

Executive Assistant

Tags for this Online Resume: Management, SharePoint, Sharepoint Technologies, Business Analysis, Inventory, LMS, Microsoft Word, Project Coordinator, Project Management, Project Manager

Licensed Nurse - 0 Years of Experience

COVER LETTER: Thank you for reviewing my Letter of Introduction for a position in health Care Management. I am quarrying you because I believe I am the best fit to serve your facility in the type of service that will benefit your facility by conducting regular in-service staff training to keep your facility compliant with State and Federal regulations. I am a Registered Nurse-Licensed in three states-Social Worker and Case ...

Tags for this Online Resume: Business Skills, Buying, Consulting, Documentation, Email, Management, Nursing, Rehabilitation, rugs, Transportation

Featured Profile

Experienced, Accomplished Consulting and Training Professional

A Senior Learning Consultant - position within a progressive organization. Position would fully utilize a wealth of experience, and offer significant challenge, responsibility, and the opportunity for continued career growth.

Ideal Companies: Kaiser Permanente, UCLA Health and other innovative companies delivering creative solutions in health care, wellness, technology and learning.

Tags for this Online Resume: leader , visionary, strategic , achiever, coach, communicator, Coaching, Leadership, Management, Problem Solving