CV, Curriculum Vitae and Online Resumes Search

Were you looking for financial-advisor- job results?
Click Here to search for financial-advisor- in our 2.4M jobs.

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.

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

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