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Online Resumes with "Wealth"



Investor in Relationships, RIA, CFP. Advising since 1991-Denver

My objective is to strengthen existing relationships and develop new ones with wealth management clients. In so doing, value and trust are established, encouraging the clients to bring more assets to manage as well as referrals.

Tags for this Online Resume: Denver Tech Center, CFP, Wealth, Advisor, Finance, Relationship, Female

Senior Financial Services Candidate - 20 years experience in Capital Markets & Asset Management

A role that creates a distinctive career path in Investment Banking, Private Wealth Management, or Capital markets for a licensed securities representative who can think outside the box.

Tags for this Online Resume: San Francisco, Relationship Management, Institutional, Corporate, High Net Worth, Trading, Brokerage

Financial Wholesaler seeking position in Wealth Management

I have 5 years experience in the financial services industry. I am currently a regional account executive, wholesaling managed futures to the Midwest, Northwest, and Heartlands. I won the sales contest each full year in this position. I am eager to explore opportunities in the same field. I am extremely driven, organized, personable, and professional in any direction my job takes me. I am looking into CFP programs now and ...

Tags for this Online Resume: CRM, Excel, Word, PowerPoint

TRUST ADMINISTRATOR AND FINANCIAL SERVICES MANAGER AND , NEW JERSEY

My career objective is to obtain an employment opportunity which utilizes my excellent strengths in communicating with individuals of all backgrounds and/or levels, organization and problem solving skills while managing time and priorities and meeting deadlines. In addition, my objective is to continue to excel as a team player at delivering an exceptionally high level of professionalism, dedication and service to my emplo...

Tags for this Online Resume: Trust Admininstrator, Financial Service Manager, Customer Service Specialist, Trust & Estate Administration, Wealth Management, Banking Associate, Trust Accountant, Trust & Estate Assisstant, Wealth Management Assistant, Project Specialist

Accountant - 20 Years of Experience - Near 32941

PROFILE Self-motivated, goal oriented financial management professional with 16+ years of experience as the primary Financial Manager and 12+ years' experience as General Operating Manager for privately held corporations. Trusted business leader and advisor for accounting and tax matters with 9 years Certified Public Accountant experience and 3 years public accounting experience. Extensive knowledge of Generally Accepted Ac...

Tags for this Online Resume: General Manager, Controller, CPA, Internal Controls, GAAP, Acquisitions, Business Development, Employee Relations, Inventory, Inventory management, Management, Mergers, Mergers and Acquisitions, Acquisitions, Business Development, Employee Relations, Inventory, Inventory management, Management, Mergers, Mergers and Acquisitions

Bank Professional

My career goal is to be able to utilize my multinational wealth of experience in sales of bank and investment product in a leadership support role.

General

I have more than10 years of experience as a Business Analyst and Project Manager working with custom and commercial software development. At Thomson Reuters I worked as a Product Manager/Analyst on a commercial retail wealth management system. I served as a liaison to institutional investors software engineers and business development teams documenting business requirements and detailed functional specifications. While at S...

Tags for this Online Resume: Behavioral Health, Acceptance Testing, Application Development, Business Requirements, Jad, Microsoft Visio, RAD, Structured Query Language

Credit and Wealth Management Executive with 20+ years experience in complex credit/ lending structuring, business development and wealth management.

Best fit would be in the banking sector of a wealth management organization considering I am Series 7,66 licensed, structuring complex tailored lending deals.

Tags for this Online Resume: New Business Development, Credit Risk Mitigation, Financial Analysis, Philadelphia, Commercial credit underwriting, leadership skills, negotiation skills, mentoring/coaching experience, cross/selling skills, Business Development

Vice President Wealth Planner

I am a wealth planner with 20 plus years experience helping family with the financial, insurance and estate planning.

Tags for this Online Resume: Executive, Banking, Multilingual, Real Estate, Wealth Planner, Sales, Brazil

National Sales Manager

I am looking for a full time sales/sales management position with a growth-oriented company in a product space for which I have passion. With 20+ years of key account sales, sales management, and business development experience selling gifts, toys and books into diverse trade channels, I bring a wealth of experience to the table that would fuel growth across existing and future distribution channels for a new employer.

Tags for this Online Resume: Toys, Books, Gifts, National, Sales, Management, New England, East Coast

Financial Analyst - 7 Years of Experience - Near 92130

Professional Summary Financial Analyst - Investment Manager - Securities Analyst - Auditor Business Analysis - Wealth Management - Strategic Planning - Financial Modeling - Decision Making - Analyzing Data - Financial Reporting - Cost Analysis - Risk Management - Auditing - Accounting - Sarbanes-Oxley Excel Access PowerPoint QuickBooks SAS e-Miner MAS90

Tags for this Online Resume: Financial Industry, Quick Books, MAS90, SAS e-Miner, Accounting, Investment Portfolio, Inventory, Auditing

Featured Profile

Sales and Marketing Manager | Business Development | 20+ mln porfolio | Orlando

A highly effective and proactive senior professional with extensive experience in sales, marketing management and business development, having acquired a wealth of exposure in leading organizations. Offer extensive strategic skills, implementing key processes and strategies in order to enhance growth and drive performance. Talented individual with the skills, knowledge and pure tenacity to enhance any forward thinking organ...

Tags for this Online Resume: Sales, Project , Budgeting, Development, Financial, Management, Planning, Purchasing