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Online Resumes with "financial advisor "
Senior Private Banker / Commercial Lender / Business Owner / President
Senior Private Banker, Commercial Banker, or management position
Financial Advisor/Financial Services Professional
I am a Financial Professional with over 10 years of experience in the financial services industry. Working with high net worth individuals, business owners and executives to identify, plan and reach their short and long term goals.
Tags for this Online Resume: North Carolina, South Carolina, Financial Services, Relationship Management, Business Development
Financial Advisor
Vice President - Financial Advisor - 17 years experience
I'm a Financial Professional with 17 years experience managing 120 MM in client assets. 4 years experience as a Sales Manager of a 50 person branch managing over 5 Billion in assets. Experience includes maintaining high quality relationships with wealthy investors as well as compliance, HR, P&L monitoring and analyzing performance data.
Tags for this Online Resume: Sales focused, relationship manager, Management, discipline approach, Travel , Professional
FInancial Services Industry - 2 years experience - Los Angeles
I would like to transition careers from a Financial Advisor to a position where I can build the foundation to become a portfolio manager.
Internal Auditor
I want to proceed my career in California because of migration from the Netherlands to USA
Tags for this Online Resume: internal auditor, Financial auditor, Auditor, proces manager, compliance manager, Financial advisor
Financial Professional; Manager Jewelery Store
Master any business strategy, product, marketing tools and methodology to gain the executive position once my skill, knowledge and talents are employed to gain success in my designated position is achieved.
Tags for this Online Resume: Executive Manager, Financial Advisor, General Manager, General Manager Jewelry , Execuitve Jewelry Comapny, Sales Manager
Financial Advisor-M.B.A.
A Registered and Licensed Financial Advisor and Registered Radiologic Technologist eager to enter the financial profession in an administrative role. Willing to learn new skills, take on challenges and complete any education/training necessary for career growth. Excels in performing numerous tasks in a variety of healthcare departments in many different healthcare facilities , ability to learn many different departmental p...
Tags for this Online Resume: Chattanooga, M.B.A., Finance, Healthcare
Senior Portfolio Wealth Management - 20 years Experience
Financial professional offering effective creative solutions at reduced risk. Extensive sales and marketing experience for wholesale or retail markets. Advanced case design for individuals and group benefits.
Tags for this Online Resume: Tulsa, Vice President Wealth Management, Asset Portfolio Manager, Senior Sales Representative, Marketing Managment, Insurance
15 years experience Versatile Business Analyst / Underwriter / Auditor
I bring a broad background and a wealth of experience with demonstrated successes in identifying solutions and mobilizing effective teams to put them into practice. I would like to explore the possibility of putting my expertise to work for you. Every business is set up to achieve fundamental goals that maximize revenue at lowest possible cost, agreed! I have been able to implement programs that significantly improved op...
Ideal Companies: McLane Foodservice, ■ Mustang Technology Group, ■ Northwestern Mutual-Dallas, ■ Pioneer Natural Resources, ■ Raising Cane’s Chicken Fingers, ■ Ryan, ■ Strasburger & Price, ■ Systemware, ■ Tolleson Wealth Management, ■ Whitley Penn, American National Bank of Texas, ■ AmerisourceBergen Specialty Group, ■ Cook Children’s Health Care System, ■ Denbury Resources, ■ Improving Enterprises, ■ Interstate Batteries, The Container Store, 2 Large Pioneer Natural Resources USA Inc., 3 Large Encompass Home Health, 4 Large Park Place Dealerships, 5 Large Texas Health Resources, 6 Large PrimeLending, A PlainsCapital Co., 7 Large Century 21 Judge Fite Co. Inc., 8 Large Keller Williams Realty, 9 Large The American National Bank of Texas, 10 Large Raising Cane's Chicken Fingers, 11 Large Texas Capital Bancshares Inc., 12 Large Denbury Resources Inc., 13 Large Cook Children's Health Care System, 14 Large Interstate Batteries Inc., 15 Large McAfee Inc., 16 Large Huffines Auto Dealerships, 17 Large Bank of Texas, 18 Large Jones Lang LaSalle, 19 Large Cash America International Inc., 20 Large LQ Management LLC, 21 Large AmerisourceBergen Specialty Group, 22 Large Accenture, 23 Large Omni Hotels & Resorts, 24 Large Fannie Mae Southwestern Region, 25 Large Monitronics International Inc., 26 Large Dal-Tile Corp., 27 Large Gaylord Texan Resort & Convention Center, 28 Large General Motors Financial Co. Inc., 29 Large Forest Park Medical Centers, 30 Large Ambit Energy LLC, Alliance Data Systems Corp., 2 Midsize DATCU Credit Union, 3 Midsize New York Life Insurance Co., 4 Midsize Henry S. Miller Cos., 5 Midsize Northwestern Mutual-Dallas, 6 Midsize Whitley Penn LLP, 7 Midsize Southwestern Assemblies of God University, 8 Midsize EOG Resources Inc, 9 Midsize Key-Whitman Eye Center, 10 Midsize Hill & Wilkinson Construction Group Ltd., 11 Midsize Group & Pension Administrators Inc., 12 Midsize MHBT Inc., 13 Midsize Munsch Hardt Kopf & Harr PC, 14 Midsize Stream Realty Partners LP, 15 Midsize Center for BrainHealth at The University of Texas at Dallas, 16 Midsize McLane Foodservice, 17 Midsize Texas Excavation Safety System Inc., 18 Midsize Merit Energy Company, 19 Midsize General Datatech LP, 20 Midsize Silverado Senior Living Holdings Inc., 21 Midsize Del Frisco's Restaurant Group LLC, 22 Midsize McKool Smith, 23 Midsize Milestone Management, 24 Midsize Shelton School & Evaluation Center, 25 Midsize BB&T, 26 Midsize Kimpton Hotels & Restaurants, 27 Midsize Lockton Cos., 28 Midsize Alvarez & Marsal, 29 Midsize Kosmos Energy Ltd., 30 Midsize Benchmark Hospitality of Texas, 31 Midsize Tyler Technologies Inc., 32 Midsize Strasburger & Price LLP, 33 Midsize Dallas Market Center, 34 Midsize Ryan LLC, 35 Midsize Altair Global Relocation, Evantage Inc., 2 Small Watermark Community Church, 3 Small Smith Thompson Home Security, 4 Small Cornea Associates of Texas, 5 Small LiquidAgents Healthcare LLC, 6 Small Bed Rest Concierge, 7 Small Southwest Media Group, 8 Small GDSX Ltd., 9 Small Scott + Reid General Contractors Inc., 10 Small Community Trust Bank, 11 Small AustinCSI, 12 Small Publishing Concepts LP, 13 Small Benchmark Bank & Benchmark Title, 14 Small Mustang Technology Group, 15 Small Improving Enterprises Inc., 16 Small Swingle Collins & Associates, 17 Small Methodist McKinney Hospital, 18 Small FelCor Lodging Trust Inc., 19 Small Communities Foundation of Texas, 20 Small Bottle Rocket Apps, 21 Small Dallas Convention & Visitors Bureau, 22 Small Berkshire Property Advisors, 23 Small Monticello Asset Management Inc., 24 Small Sendero Business Services, 25 Small Systemware Inc., 26 Small Fenway Group, 27 Small Quilling, Selander, Lownds, Winslett & Moser PC, 28 Small United Commercial Realty, 29 Small Cushman & Wakefield of Texas Inc., 30 Small Aimbridge Hospitality LP, 31 Small Tolleson Wealth Management, 32 Small TPN, 33 Small Slalom Consulting, 34 Small The Medicus Firm, 35 Small SharePlus Federal Bank, 2 Exxon Mobil (Irving), 12 AT&T (Dallas), 124 Fluor Corporation (Irving), 130 Kimberly-Clark (Irving), 143 HollyFrontier (Dallas), 146 J.C. Penney (Plano), 175 Texas Instruments (Dallas), 203 Dean Foods (Dallas), 205 Southwest Airlines (Dallas), 262 GameStop (Grapevine), 266 Tenet Healthcare (Dallas), 292 Energy Future Holdings (Dallas), 351 Energy Transfer Equity (Dallas), 361 Commercial Metals (Irving), 341 Affiliated Computer Services (Dallas), 388 Celanese (Dallas), 404 Dr Pepper Snapple Group (Plano), 473 Atmos Energy (Dallas), 492 RadioShack (Fort Worth), 493 Wistron (McKinney, Texas), [1], Other notable companies in D/FW Area, American Airlines Group (HQ) (Fort Worth, Texas), AMX LLC (Richardson, Anger Room (Dallas), Architecting Innovation (Dallas), The Beck Group (Dallas), Black-eyed Pea (Arlington), BNSF Railway (Fort Worth, Texas), Borden Milk Products (Dallas), Bray Armory (Dallas), Briggs Equipment (Dallas), Brinker International (Dallas), Chief Oil and Gas (Dallas), Chili's (Dallas), Concur Technologies, Inc. (Coppell), Continental Electronics (Dallas), Corner Bakery Cafe (Dallas), Credit Solutions of America (Plano), Dal-Tile Corporation, division of Mohawk Industries (Plano), Dave & Buster's (Dallas), DNA Productions (Irving, Texas), ENSCO International (Dallas), Ericsson (Plano, Texas), Fairmount Food Group (Dallas), FedEx Office (Dallas), FFE Transportation (Dallas), Flowserve (Irving, Texas), Fossil (Richardson, Texas), Frito-Lay (Plano), Funimation (Flower Mound), Galderma (Fort Worth, Texas), Gap Broadcasting Group (Dallas), General Electric Capital (Dallas), Haggar Clothing (Dallas), Half Price Books (Dallas), Hall of Fame Racing (Dallas), Harwood International (Dallas), HBK Investments (Dallas), Hoak Media Corporation (Dallas), HP Enterprise Services (Plano), i2 Technologies (Dallas), InfoCom Corporation (Dallas), Interstate Batteries (Dallas), Intuit (Plano, Texas), La Madeleine (Dallas), Lennox International (Richardson), Mary Kay (Addison, Texas), Match.com (Dallas), Matrix Business Technologies (Dallas), McKinsey & Company (Dallas, Texas), Metromedia Restaurant Group (Plano), MetroPCS (Richardson), Michaels Stores, Inc. (Irving), MK Homes LLC. (Fort Worth, Texas), Moneygram International Inc. (Dallas, Texas), Monitronics (Dallas), MumboJumbo(Dallas), Niagara Conservation Corporation (Fort Worth), NOKIA (Irving, Texas), The Odee Company (Dallas), Pier 1 Imports (Fort Worth), PlainsCapital Corporation (Dallas), Praxair Distribution (Dallas), Reddy Ice (Dallas), Regus (Dallas), Research In Motion (USA Headquarters) (Irving), RGB Interactive, LLC (Dallas, Texas), Rolex (Dallas, Texas), Samsung Telecommunications America (HQ) (Dallas, Texas), Skagen Denmark (Richardson, Texas), Strukmyer Medical (Mesquite, Texas), Shoebacca.com (Irving, Texas), Six Flags (Grand Prairie, Texas), Titanium Metals (Dallas), Tektronix Communications (Plano), Tuesday Morning (Dallas, Texas), United Surgical Partners International (Dallas), Phalanx Realty Group (Fort Worth, Texas), ZTE (Richardson, Texas)
Tags for this Online Resume: manager, operations, financial analysis, audit, project manager, underwriting
Wealth Management
Financial Advisory
