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Online Resumes with "advisory"



Biological Science Teacher, Magister Educative Planification

This led to the training, planning and management of learning, especially in the area of Biology and Education

Tags for this Online Resume: comtroller, Training, Project Analyst, Educational Planning, Writer, Student Advisory

Portfolio Manager- HNWI, Tel Aviv

I am currently employed as a wealth manager for HNW clients in a large Israeli investment company.I am quite experienced in portfolio management and financial advisory for wealthy individuals.Me and my wife are considering relocation to Europe. I am a french citizen and eligible to work in Europe.Please feel free to review my attached CV. Best regards, Sagi Stroumza

Tags for this Online Resume: israel, wealth, HNW, hebrew, advisor, private

SOX Compliance and Risk Advisory Services Professional, CPA

Resourceful team player with exceptional negotiation and interpersonal skills, seeking a challenging position in which to apply knowledge and experience. Interested in positions at the Director level or above in the Internal Audit, Internal Controls and Sarbanes Oxley Compliance fields.

Regional Manager, Compliance Professional, Branch examiner

Compliance professional with over 15 years experience in the securities industy including both traditional brokerage and Investment Advisory.

Tags for this Online Resume: Supervision, Rodk Management, Compliance, Sales Supervision

Portfolio Manager - Credit Risk

To provide portfolio or risk management skills to asset management or bank.

Tags for this Online Resume: credit , advisory, risk, portfolio, loans, management

Featured Profile

Wealth Management and Investment Portfolio Management Professional

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Chief Compliance Officer, Privacy Officer, Anti-Money Laundry Officer

I am the Chief Compliance Officer, Anti-Money Laundry Officer, and Privacy Officer with a number of years in securities brokerage/investment advisory and insurance compliance. I oversee the brokerage, investment advisory and insurance areas; however, I am seeking out new opportunities. I hold a number of FINRA designations (Series 7,24,53,63,66), am a licensed insurance producer in Illinois, and am a Certified Regulator...

Featured Profile

Financial Associate

A position in management that will utilize my extensive experience in various areas of finance which includes management in Mergers and Aquisitions, Financial Advisory, Insurance and Annuities, and Investment Banking

Tags for this Online Resume: Manager, Vice President, Finance, Investment Banking, Mergers and Acquisition

Business Development, Account Management, and Regional Sales Manager

I am currently looking for a position with a software technology company that can benefit from my extensive sales, sales channel management, business development, and technology experience. During my career I have continually demonstrated (see resume for details) tremendous success working for supplier companies selling software, hardware and services primarily in the US markets. I have a diversified background and have...

Management material

High energy professional with exceptional customer services skils, verbal and written communication, and leadership skills. Reliable, dependable, resourceful and loyal.

Tags for this Online Resume: Management, Technical savvy, Computer skills, Data entry