CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "high net worth "

Investment consultant, investment analytics, private equity portfolio manager, client service, product marketing 24 years experience Pittsburgh marketing

Strong, broad-based investment background. Served as an investment consultant to very large, highly prominent institutional investors and as a private equity fund of funds portfolio manager for high net worth private wealth clients. Was responsible for doubling number of private equity clients through marketing efforts. Presented to new business prospects that hired Mellon to service over $65 billion in assets. Also pos...

Tags for this Online Resume: investment, consulting, marketing, analytics, private equity, client service

Vice President Business Development, Relationship Manager

EXPERIENCED FINANCIAL SERVICES AND STRATEGIC DEVELOPMENT PROFESSIONAL Strong and broad skill base encompassing Fundraising, Business Planning, Business Development, Investment Assessment, and Wealth Management. Ability to develop and implement strategic marketing plans to increase firm visibility, support brand development, and facilitate social media campaigns. High community visibility to support growth goals, develop st...

Tags for this Online Resume: Houston, International Sales, Global Sales, Financial Sales, Finance

Experienced Investment Counselor-Southeast

I'm a experienced Financial professional, who has advised high net worth clients and businesses, on investment and planning issues. My individual expertise consists of a deep and comprehensive investment optimization strategies. I have worked with people and companies in various industries across the nation.

Executive Account Management-15+ years experience

Proven successful Marketing/Account Executive with a track record, a stellar reputation and a client base both top tier business executives and high net worth individuals. Consistently achieved success in developing, expanding and building marketing campaigns to achieve maximum growth and profitability. Outstanding communications skills.. Excellent verbal, written and on-line communications skills. Driven to be successful a...

Making a positive difference in life

Highly experienced attorney with excellant communication skills looking for a challenge.

Ideal Companies: Non-profit or charitable organizations

Tags for this Online Resume: Business Development, Human Resources, Management, Legal background

Accomplished Executive Assistant & Office Manager - 20+ Years Experience

Experienced professional with recognized office management abilities combined with problem-solving attitude. Expertise in partnering with senior leadership to achieve objectives. Extensive background in investor and client relations, dealing with high net worth individuals. Skilled in employee relations and facilities management. Keen business acumen and interpersonal skills.

VP Business Development - communications expertise

I offer a proven track- record of exceeding revenue objectives. My background emerges out of the licensing and distribution industry where as corporate executive and subsequent small business owner I successfully identified, negotiated, and managed product expansions on behalf of high net worth celebrity clients and public corporations across various consumer product and distribution sectors. I have effectively translated t...

Financial Advisor - 27 years experience - Folsom, CA

I work well with high net worth families in their efforts to build a sound, multi-generation, financial plan.

Tags for this Online Resume: Certified Financial Planner, Registered Investment Advisor, Financial Consultant, Financial Advisor, Insurance, Estate Planning

Public Accountant and Tax Services-Seasoned professional, productive manager

I have Corporation, Partnership, LLC's, Individual (sch. B,C,D,E,H)Bookkeeping, account analysis, adjusting entries, closing books, projections in various businesses and high net worth individuals. I am ready to work, able to travel and familiar with firm environments.

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

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

CPA/ Controller

I am looking for placement with a progressive local firm that specializes in closely held entities and high net-worth individuals. The firm should provide the full spectrum of services including financial and estate planning as well as the general accounting and tax services. Secondly, I would be looking for placement as a Controller/CFO with a non-public company.

Ideal Companies: No one specific

Tags for this Online Resume: Lacerte, ProSystems, Quickbooks, Financial services