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Online Resumes with "high net worth "
Executive Assistant - 7 Years of Experience - Near 06902
Tags for this Online Resume: Banking Industry, High Net Worth, Management, Wealth Management, CT, Documentation, Inventory, Logistics, Microsoft, Microsoft Outlook
Auditor
Summary A senior Legal and Compliance executive with over 20 years of extensive proven troubleshooting experience on legal, regulatory, enforcement and compliance issues within the brokerage and clearing house industry. Candidate possesses a wide in-depth knowledge of major brokerage products and is proficient at all levels of corporate, client and regulatory communications. As a leader in legal and compliance issues, an ex...
Tags for this Online Resume: Compliance, Policies and Procedures, Regulatory Reporting, Distribution, Equity, Forecasting, High Net Worth, Legal, Private Equity, Retail, Auditor, Business Continuity, Operations
Financial Manager, Branch or Department - 10 Years of Experience - Near 15229
SUMMARY Analytical customer-focused finance / banking professional with an extensive industry experience. Proven outstanding track record of exceeding goals and contributing significantly to the bottom line.
Tags for this Online Resume: Banking Industry, Retail, Retail Banking, High Net Worth, Consumer Lending, Customer Accounts, Financial Industry, Management, Microsoft Exchange, Referrals
Financial Analyst
Tags for this Online Resume: Management, Aml (Macro Lang), Beta Testing, Documentation, Due Diligence, Equity, High Net Worth, Investment Management, KYC, Prime
Financial Specialist - 18 Years of Experience - Near 89134
QUALIFICATIONS: -Communications skills enabling solid rapport with team partners and clients at all levels. -Organizational skills ensuring timely completion of projects. -Extensive Financial Analyst and Trust/Estate experience.
Tags for this Online Resume: Distribution, Guardian, Guardian (Comm Net Sw), Inventory, Inventory Control, Probate, Scheduling, Documentation, High Net Worth, Management
Customer Service Manager
SUMMARY OF QUALIFICATIONS Customer-centric, team-oriented franchise owner. Background includes business operations, financial oversight and marketing. Also, an accomplished Financial Services professional with 20+ years of experience concentrated in brokerage operations specifically: retail branches, high net-worth clients, institutional clients and back office operations. Possess strong work ethic and sharp analytical skil...
Tags for this Online Resume: Automation, Customer Accounts, Distribution, Marketing Management, Securities, Services, Financial, Accounting, Infrastructure, Analytical Skills
Lawyer - 7 Years of Experience - Near 80130
Tags for this Online Resume: Drafting, Legal, Manufacturing, CFO, Estate planning, High Net Worth, Litigation, Planning, Acquisitions, Strategic Initiatives
Financial Manager, Branch or Department - 20 Years of Experience - Near 80549
Professional Summary__________________________________________________________________ I have excelled with extensive experience in management, banking, and retail sales. My background consists of orchestrating a team to perform at their optimum level to strengthen and build client relationships. This has contributed to overall shareholder and organizational bottom line and return. I am extremely confident that I can add va...
Tags for this Online Resume: Banking Industry, High Net Worth, Sales, Insurance, Management, Balance, Balance Sheet, Financial, Microsoft Office, Retail
Financial Specialist - 8 Years of Experience - Near 60062
Summary of Qualifications Strong Accounting background - Excellent Options knowledge - Financially analyzing Balance and Income Statements - 10q, 10k, 8k Proxy Issue Resolution - Robust Trading History including stock, preferred, debt, and hybrid - Risk System Development for Options Market Making - Algorithm Development for use in Trading and Business - Superb Mathematical skills - Series 7 Renewal Eligibility - Microsoft ...
Tags for this Online Resume: Financial, High Net Worth, Research, Series 7, Valuations, Pricing, A SERIES, Audit, Financial Analysis, Futures
Financial Services Sales Agent
SUMMARY OF QUALIFICATIONS Successful institutional marketer, with more than 20 years of investment experience in the financial services industry. Main areas of emphasis include public and corporate pension plans, foundations and endowments, and high-net-worth investors. Proactive sales professional with significant expertise in establishing relationships, building coalitions, and facilitating sales directives to achieve str...
Tags for this Online Resume: Market Research, Research, Sales, Sales Executive, Security, Investment Management, Management, Equity, Accounting, High Net Worth
Financial Specialist - 20 Years of Experience - Near 33432
Summary Skilled bilingual financial professional with 23 years in the financial services industry and 15 years of practical management experience in the manufacturing industry. Expertly creates customized financial strategies to meet client needs. Accomplishments Creation of Finam
Tags for this Online Resume: Consulting, High Net Worth, Cash Management, Financial, Interest Rate, Management, Swaps, Accenture FOUNDATION, Bilingual, Financial Services
Chief Financial Officer - 16 Years of Experience - Near 11229
Tags for this Online Resume: Real Estate, Management, Documentation, Financial, Financial Analysis, Wealth Management, Acquisitions, Business Plan, CFO, High Net Worth, New York
