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Online Resumes with "brokerage investments"
Financial Advisor
Successfully impact the performance of client porfolios. Initially, first 2-3 years is composed of salary,commission,and bonus compensation package. After year 3 compensation is 100% commission.
Tags for this Online Resume: bank stock specialist, brokerage/investment advisor, private placement capitalization, entrepreneurship, research, investments, portfolio management, financial analysis, business development, client management/retention, strategic marketing/market analysis, high net-worth accredited investors
Sales Manager - 20 Years of Experience - Near 43017
Accomplished Sales Management Executive, with extensive senior-level experience in all aspects of account management, business development, compliance, relationship development and revenue generation within the brokerage and investment management industry. Consult effectively with client management to effectively prioritize activities and achieve defined objectives, with the ability to translate client requirements into sal...
Ideal Companies: JPMorgan Chase & Co, PNC Bank, FINRA, SunTrust, Northern Trust, Fidelity, Vanguard, BNY Mellon, Wells Fargo, Franklin Templeton, LPL, Nationwide, American Funds, Federated
Tags for this Online Resume: Managing Director, Director, Sales Manager
Chief Marketing Officer - 20 Years of Experience - Near 32256
PROFESSIONAL SUMMARY TARGET MARKETING GURU SALES TRAINER ENTREPRENEUR * Marketing strategist and researcher focused on providing insights that address business objectives and challenges. Skilled at helping senior management make informed strategic and tactical decisions. * Monitored market trends circumspectly, while tracking, analyzing and revamping effective strategies thereby significantly increasing market share for my ...
Tags for this Online Resume: Distribution, Pricing, ROI, Quality, Email, Apple, Merchandising, management, Sandler sales techniques sales trainer
Medical Sales Representative - 20 Years of Experience - Near 89519
Career Summary of Breck J. Middleton 4850 Hilton Court Reno, NV 89519 775-530-1803 breckmiddleton@hotmail.com Breck Surgical Products, Inc. Owner, Reno, Nevada (11/94 to Present) Created and currently own a successful small business (profitable year two). Implemented manufacturing, marketing, sales network and sales of product. Designed and patented disposable surgical product (patent 5,173,346). Magnetic Imaging Services, ...
Tags for this Online Resume: Data Processing, Diagnostic Imaging, Endoscopy, Health Care Industry, Imaging, Information Technology, Insurance, Manufacturing, Pharmaceutical Industry, Public Relations, technical sales, sales, business development, inside sales, marketing, account executive
Credit Analyst
Seeking a position as a project manager in finance Bilingual financial professional with extensive international and North American experience Diverse global background with strengths in operation services for brokerage and investment banking firms Expert in managing corporate actions on behalf of institutional and private clients Extensive experience in planning, implementing and monitoring computing solutions for clients ...
Tags for this Online Resume: Back Office, Management, Microsoft Excel, Capital markets, P&L, Pricing, STP, Automation, Front Office, Microsoft Visual Basic for Applications
Project Manager
Summary Have 19 years of experience in managing projects/programs across fortune 1000 Technology and Financial (wealth management, brokerage and Retail, International and Treasury operations in large banks) Organizations. Global projects team's projects teams consisted of developers belongs to software venders service providers located in offshore/onsite. Implemented IT infrastructure (data centers, Network), information se...
Tags for this Online Resume: e-Commerce, Agile, Mts, Mts (Microfocus Trans), SCRUM, SDLC, Teller, Financial, Information Security, Management
Project Manager
Summary Have 19 years of experience in managing projects/programs across fortune 1000 Technology and Financial (wealth management, brokerage and Retail, International and Treasury operations in large banks) Organizations. Global projects team's projects teams consisted of developers belongs to software venders service providers located in offshore/onsite. Implemented IT infrastructure (data centers, Network), information se...
Ideal Companies: Pride of India Restaurant, yes, yes, yes
Tags for this Online Resume: Security, Business Analysis, Business Analyst, Business Intelligence, Content Management, FIN, Information Security, Infrastructure, Management, Agile
Sales Manager - 28 Years of Experience - Near 11228
SUMMARY: Talented and accomplished financial management professional with extensive background in asset management and advisory sales. Highly adept at developing and managing accounts, territories, and teams at the local and national levels. Able to lead, train, and increase effectiveness of sales professionals. Proven ability to develop and launch successful products and services. Consistent record of increasing revenue an...
Ideal Companies: Financial Services firms - banks, insurance companies, brokerage
Tags for this Online Resume: Services, High Net Worth, Asset Management, Financial, Management, Referrals, Business Development, Real Estate, Wealth Management, sales, outside sales, business development, sales representative
Principal
Ideal Companies: Well-funded Tech Startups, Amazon, Any Tech Established Tech Company
Tags for this Online Resume: Business Development, Economic Development Projects, Advertising, Customer Relationship Management, Document Management, Management, Recruiting, Summit, Civil Engineering, Engineering
Financial Specialist - 16 Years of Experience - Near 02186
Ideal Companies: 1978, 1978, 1978
Tags for this Online Resume: Management, Ad Hoc Reports, Call Center, Compliance, Human Resources Information System, Licensing, Microsoft, Microsoft Office, Series 24, Wealth Management
