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Online Resumes with "advisor "
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
PRESIDENT/ CEO-COO /BOARD MEMBER
My immediate goal is to find an opportunity and challenge which will make use of my unique background and experience. The following rolea are of particular interest Senior Executive, BOD/Advisor, Start-up/Turnaround /Transition Management.
Tags for this Online Resume: Leader and Visionary, Strategic Planning, Turnaround, business development, Board Governance, team building
Results oriented Learning and OD professional
Focused manager providing innovative timely results that focus on corporate goals and values.
Ideal Companies: Pepsi, Kelloggs, Boeing, Kraft, Conagra, A.C. Nielson,
Tags for this Online Resume: Organization Development, Learning, Training, General Management
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset
warehouse/ supervisory safety manger,oregon
to obtain long term position with a firm history
Tags for this Online Resume: supervisor, warehousman, safety advisor, driver, hard worker /reliable
Financial Advisor
Financial Advisor Career Changer, Claremont, CA vicinity
Financial Advisor/Planner
Featured Profile
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume:
Project Management Professional
Featured Profile
Operations Manager
I have served in military leadership and logistics management positions in either an active duty officer, reserve officer, or contracted civilian capacity for over fifteen years, primarily focused on the planning and execution of supply, transportation, and maintenance support to the warfighter. Most recently, I redeployed from Afghanistan where I was responsible for developing the plan for and providing all transportation...
Ideal Companies: GE; Johnson & Johnson; SAIC; Booz, Allen, Hamilton; ADS; Stihl; Target
Tags for this Online Resume:
Logistics, Sales, Business Development, Operations, Manager, Manager, Operations/Logistics/Manager/Planner/Hampton Roads, Virginia/Military Experience/Business Development/Sales
Financial Advisor
I would like to find a career in the personal banking business. I have the people skills I need I have been in sales all of my life I am a great people person, and further more I would be a wonderful addition to your work force. You need to meet me on a one one basis so I can really shine, you don't know what you are missing.
Tags for this Online Resume:
Strong Sales, Strong Management, Great People Person, Returing Clients, Great morals , Great Ethics
financial analyst/advisor/manager
to be the best in my profession and to continue to improve my skills and knowledge.
Ideal Companies: Pricewaterhousecoopers, OCC tReasury, WElls Fargo/Wachovia, Parker and Lynch, WOrld Bank, IMF.
Tags for this Online Resume:
Financial Analysis, compliance, audit, accounting, budgeting, Internal control, CIA, auditor, analyst
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume: Project Management Professional
Operations Manager
I have served in military leadership and logistics management positions in either an active duty officer, reserve officer, or contracted civilian capacity for over fifteen years, primarily focused on the planning and execution of supply, transportation, and maintenance support to the warfighter. Most recently, I redeployed from Afghanistan where I was responsible for developing the plan for and providing all transportation...
Ideal Companies: GE; Johnson & Johnson; SAIC; Booz, Allen, Hamilton; ADS; Stihl; Target
Tags for this Online Resume: Logistics, Sales, Business Development, Operations, Manager, Manager, Operations/Logistics/Manager/Planner/Hampton Roads, Virginia/Military Experience/Business Development/Sales
