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Online Resumes with "Wealth"
Executive Vice President - 20 Years of Experience - Near 80403
SUCCESSFUL FINANCIAL SERVICES EXECUTIVE INSTITUTIONAL ASSET MANAGEMENT | CORPORATE TRUST | PRIVATE WEALTH MANAGEMENT Senior-level leadership-oriented financial professional with a history of implementing forward-thinking change within organizations, continually maximizing resources, increasing efficiencies, and adding profitability to the bottom line. Ability to recognize potential solutions, formulating business plans and...
Tags for this Online Resume: Denver, California, Results Oriented, Decision Maker, Successful, Innovative, Financial Services
Wealth Mamagermemt Compliance Manager
end of april
Tags for this Online Resume: Fiduciary , Trust, Risk, Wealth , Monitoring, Testing, OCC, Reg 9
Sales Manager - 20 Years of Experience - Near 06482
Highly accomplished, sales executive with thirty years of successful business development and leadership experience including retail branch management, leasing, small business, and wealth management. Excellent communicator with a very clear, strategic sales vision and record of delivering breakthrough results. Best known as a standout recruiter , team builder and solutions provider.
Tags for this Online Resume: Sales, Banking, Leasing, Leader, Manager, Small business , Wealth , Logistics, Pricing, Sales Support, Support, Valuations, Consultative Sales, Financial
Manager - 20 Years of Experience - Near 78260
Over 25 years experience as a leader, Human Resource Manager and advisor as a military leader. I bring a wealth of experience and knowledge to any workforce.
Tags for this Online Resume: Leadership, Problem Solver
Case Manager with 20 + years of experience
I am a Social Worker with 20+ years of experience. I will bring to any agency a wealth of knowledge that with benefit your current outstanding team members.
Tags for this Online Resume: Case Management, Discharge Planner, Team Worker, Psychological Social AssessmentsAssements, Billing, Computer Aided Software Engineering, Management, General Ledger, People Soft, Referrals
Agent / Account Manager - 20 Years of Experience - Near 60612
Agent / Account Manager bringing 20 years of experience, countless long-standing relationships and an extensive, varied background in the music industry. I played an integral role in the development and growth of a prominent, boutique booking agency over an 18-year tenure. During this time the company grew from a small, 5-person staff to a multi-million-dollar, internationally acclaimed agency of 25 staffers with offices ...
Tags for this Online Resume: Chicago, Operations, Accounts Manager, Music Business, Quickbooks, Excel, Artist Relations, Professional
Legal Assistant - 20 Years of Experience - Near 07002
Highly motivated candidate with experience as a paralegal and documentation manager seeks to transform a demonstrated record of professional achievement into measurable performance in a dynamic work environment. Comprehensive understanding of all aspects of document review and management, with experience reviewing a broad spectrum of court orders, letters of authorization, and other formal instructions from the IRS or ...
Tags for this Online Resume: Paralegal, Court Orders, Confidentiality , Financial Services, Wealth Management , Document Review, Notary Public, marriage disputes, A SERIES, Audit, Bonds, Email, Financial, Management, Security
Mid-Senior Level Financial Planning Professional
For the past several years, I've been involved in financial services where I've enjoyed various roles of responsibility in operations, sales, marketing and leadership. I have a solid background in retail banking and investment management with additional knowledge in personal development, behavior, information systems and marketing. I am currently pursuing a capstone career opportunity--a mid-senior level position where ...
Tags for this Online Resume: director, consultant, relationship manager, talent assessment, Liaison, strategist, process improvement, organizational agility, FINRA licensed, insightful, Change Management, Program Director, Strategic Consultant, Strategic Relationship Manager, OSJ/HOS Policies & Procedures, Program Development, Training, Investment Services, Securities, Services, Assessments, Human Resources, Training, Financial, Investment Services, Securities, Services, Assessments, Human Resources, Infrastructure, Training, Financial, Investment Services, Securities, Services, Assessments, Human Resources, Infrastructure, Deposits, CFP Candidate, Process Improvement, Investment Analysis, Financial Planning
Collections Agent - 17 Years of Experience - Near 77373
Utilize my skills in Loss Mitigation and Default Mortgage and Auto Collections, Financial Consulting, and Insurance Industry to add to the bottom line of the company bringing my wealth of experience to create winning solutions and train others to do the same.
Tags for this Online Resume: Loss Mitigations, Collections, Account Management, Logistics, Mortgage , Finance
Loan Officer - 20 Years of Experience - Near 28277
AND ACCOMPLISHMENTS
Tags for this Online Resume: charlotte, senior, underwriter, commercial, loan, lines, real estate, wealth, SAN (Storage Area Network), ACH, Derivatives, Interest Rate, Underwriter, Management, Hub, Credit Analysis, Banking Industry, Management, Underwriter, Financial, Financial Statement, Accounting, Compliance, Credit Analysis, Banking Industry, Management, Financial, Financial Statement, Accounting, Cash Flow, Collection, Compliance, Compliance, Logistics, Underwriting, Banking Industry, Accounting, Applications, Capital Equipment, Cash Flow
Director Product Management - 15 Years of Experience
Energetic and influential leader that leverages relationships and strong business acumen to lead cross-functional teams to consistently achieve results. Expertise in wealth management platforms used by registered investment advisors, broker/dealers and investors. Actively looks for opportunities to implement innovative solutions to problems. Effectively translates strategic vision into action items. Multi-disciplined back...
Business Analyst - 20 Years of Experience - Near 11803
Position as a Senior Business or Business Data Analyst where I can utilize my solid knowledge of securities and related products within Wealth Management and Private Banking and to interface with IT and the Business to implement the desired solution to resolve a business/operational problem.
Tags for this Online Resume: business analyst, Securities, Basel, Compliance, FINRA, Regulatory, Data Analyst
