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Online Resumes with "high net worth "
Loan Officer - 20 Years of Experience - Near 28374
I have over 25 years experience in the financial services industry. Top performing private banker focused on advising, managing and servicing the financial needs of high net-worth clients. I posess strong leadership and motivational skills. I have excellent communication skills with the ability to develop instant rapport, resulting in increased revenues and profits.
Bringing my 30 plus years of experience in the Financial Industry to the Real Estate Industry
Management Professional with proven success leading organizations to sustained profitability. Extensive experience across diverse Banking, Insurance, Financial Planning industries. Excellent, budgeting, financial modeling, management, customer relationships, negotiations and multi-functional team leadership and problem solving skills. Strong skills in QuickBooks, Excel and Outlook. An enthusiastic and innovative team le...
Tags for this Online Resume: Budgeting, Internal Controls, Financial Tools, Reporting, Monitoring, Operations, Insurance, Safety, Security, Building Maintenance
Management and sales of intangible financial products.
A uniquely gifted individual who can effectively combine creative, empathic ability with a disciplined will to achieve corporate goals. A natural leader who will produce quality work with an honorable work ethic and a background of success.
Ideal Companies: Investment Banks (Charles Schwab), , Traditional Banks, Savings & Loans
Tags for this Online Resume: superior sales skills, experienced branch management, highly competitive work ethic, extremely comprehensive financial products training, university and law school graduate, investment broker vp, portfolio manager, sucessful original strategic/tactical planning/organizational skills, consistent/continual upward career path and responsibilities, experienced financial products presentation/delivery, trusted fiduciary duties
Financial Specialist - 20 Years of Experience - Near 11201
Conducted in-depth portfolio analysis to high net worth clients with Municipal assets from $1 million up to $250 million. advised how to manage portfolios and capitalize on technical and fundamental factors impacting the municipal market.
Tax Manager - 15 Years of Federal, State and international tax experience
Tax Manager with over 14 years experience in Federal, State and International tax, including preparation and review of tax compliance, information reporting, international tax provision, tax account analysis and reconciliations. Researched various complex tax compliance, planning and M&A issues for corporations, flow-through entities, foreign entities, high net-worth individuals, Executives, expatriate and inpatriate emplo...
Tags for this Online Resume: Tax compliance, Tax research, Tax planning, International tax
President - 10 Years of Experience - Near 30188
Key business manager with over 10 years experience. Would love to work in the customer service or sales industry bringing practical and real world experience with aspirations toward district and eventually regional manager.
Tags for this Online Resume: Atlanta GA, Sales Manager, Atlanta GA, Customer Service Manger, Atlanta GA, Business Manager, Sales Representative, intern, MBA Healthcare, Healthcare Manager, management, Sales, Marketing, Customer Service, Budgets, Profit and Loss Statements
D. Ryan Tyler, M.B.A. Executive Profile
Over twenty years of progressive responsibility in executive finance/managing director roles spanning Fortune 500, middle market and nonprofit companies. Proficient in orchestrating financial policy and leading outside negotiations including comprehensive fundraising and involvement in overall organizational strategy, staff management and operations. Significant industry experience in Entertainment/Production, Energy, Techn...
Ideal Companies: Nonprofit in charge of strategic direction and finance
Tags for this Online Resume: Magaing business units/programs, Manage P, Budgeting, Business Development, Fundraising, Capital Raising, Presenting to Boards, Writing, Managing Director, CEO, CFO, Investment Banker, Communicator, Analysis
Sales Manager - 15 Years of Experience - Near 33437
Professional Commercial Lender with extensive experience in credit, sales, marketing, training and management. Proven track record in exceeding sales objectives and always recognized for being in the top 1% of any company in sales production and customer service. Particularly effective in relationship management of current clients and business development for prospective clients.
Tags for this Online Resume: Commercial Loans, Business Development Officer, Senior Account Executive, Asset Management, Residential, Residential Loans, Training coordinator, Education, Excellence, Credit Analysis, High Net Worth Client Base, SBA Loans, Commercial Lending, Relationship Manager, Consistent Top 1% in Company, Residential Lending, Commercial Lender, Senior Account Manager, Relationship Management, Physician Loans
Insurance Sales Representative - 20 Years of Experience - Near 33755
Ideally, I am looking for a personal lines position specializing in High Net Worth. I offer great customer services as well as sales.
Tags for this Online Resume: insurance, Personal Lines Account Manager, High Net Worth, Personal Lines, Manager
Financial Specialist - 18 Years of Experience - Near 33028
To Whom It May Concern: I am a bilingual, economics educated, goal-driven ex Head of Sales and Trading, Bank Portfolio Manager, and Investment Advisory with greater than 18 years of institutional and ultra-high-net-worth experience on both the buy and sell side. With my many years of on the job experience I have achieved a remarkable in-depth and diverse understanding in NYC trading floors (NYSE, COMEX, and CBOE); com...
Customer Service Supervisor - 20 Years of Experience - Near 11747
Tags for this Online Resume: Long Island NY, AVP, Customer Service, High Net Worth, New York City, customer service representative, Private Banking, KYC, Banking Operations
Executive Assistant - 20 Years of Experience - Near 11377
I am a senior executive assistant with extensive experience working in a Fortune 100 company. My expertise with high net worth client relations, heavy calendar management and extensive use of Microsoft Office Suite have given me a "make it happen" attitude. Whether working independently by being organized, efficient, dependable and highly motivated or working in a team by generating creative ideas, having the ability to lea...
Tags for this Online Resume: New York, Executive Assistant, Microsoft Office, Travel, Expenses, organized, efficient, creative
