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Online Resumes with "high net worth "



Financial Advisor - 15 Years of Experience - Near 10706

Obtain a position in the financial services industry or the wine and spirits industry. I am a successful sales professional with proven marketing skills. I thrive on high net worth and corporate client acquisition, sales, liaison services and business activities requiring the highest levels of excellence and integrity. Travel is not an issue. I currently possess the FINRA Licenses Series 63, 7, 65 and the NYS Life and Healt...

Tags for this Online Resume: Bonds, Financial, Mutual Funds, Planning, Customer Relationship Management, Prime, Derivatives, Private Client, Real Estate, Management, Wines and spirits

Sales Manager - 20 Years of Experience - Near 08730

Areas of Expertise Strategic Planning Project Management Cost Control and Analysis Organizational Development Budget and Planning Team Building and Leadership Product Management Personnel Recruiting and Training Sales Management Process Improvement and Creation Startups - Fledgling Companies Internet Based Marketing Sales Presentations Competitive and Market Analysis Financial Analysis and Reporting

Tags for this Online Resume: High Net Worth, Business Development, Forecast, Planning, Project Management, Project Manager, Management, Training, Budgeting, Advertising

Sales Manager - 20 Years of Experience - Near 97703

Tags for this Online Resume: Community Development, High Net Worth, Recruiting, Real Estate, Asset Management, Housekeeping, Inventory, Inventory Control, Investment Opportunities, Lead Generation

Director

Tags for this Online Resume: CIO, Financial, Financial Analysis, Bonds, Capital markets, Investment Opportunities, Equity, High Net Worth, Private Equity, Due Diligence

Chief Financial Officer - 10 Years of Experience - Near 95608

Seeking a position in a reputed organization optimizing my experience and knowledge in the area of finance management and nonprofit development.

Tags for this Online Resume: Accounting, Banking Industry, Estate planning, Financial, High Net Worth, Liquidity, Management, Planning, Real Estate, Apple

Accountant - 10 Years of Experience - Near 07621

Summary of Qualifications * 9 years of public accounting and 10 years of private industry accounting experience with increasing responsibility and expertise in financial service, banking, manufacturing, pharmaceutical, retail and the real estate industry. Roles included accounting and tax responsibilities simultaneously. * Senior Accountant and Auditor with proven expertise in domestic provision and foreign tax, financial a...

Tags for this Online Resume: Journal Entries, Public Accounting, Accounting, Financial Statements, High Net Worth, Microsoft Access, Procurement, Balance, Balance Sheet, Budget Preparation, IFRS

CFA, Private Wealth Relationship Manager

Tags for this Online Resume: Due Diligence, High Net Worth, Cash Flow, Cash Flow Analysis, Construct (App Dev Tool), Management, Wealth Management, Financial, Financial Services, In-Circuit Emulator

Personal Financial Advisor - 13 Years of Experience - Near 17102

PROFESSIONAL SUMMARY Finance professional with detailed experience in financial planning, risk analysis and portfolio management seeking strong team and cultural fit.

Tags for this Online Resume: Bloomberg, Equity, Financial, Financial Services, Services, Alternative Investments, Banking Industry, Bonds, Data Management, High Net Worth

Vice President - 20 Years of Experience - Near 11743

Ideal Companies: Goldman Sachs, Google, Walt Disney

Tags for this Online Resume: sales, management, Financial, Banking, Fixed Income, Emerging Markets, Bonds, Banking Industry, Financial Services, High Net Worth

Tax Preparer

Tags for this Online Resume: Certified Public Accountant, High Net Worth, General Ledger, Distribution, Filing, Local Tax, Management, State Tax, Documentation, GL

Personal Financial Advisor - 20 Years of Experience - Near 33433

Tags for this Online Resume: Annuity, Bonds, Corporate Accounts, Due Diligence, Equities, Fixed Income, High Net Worth, Insurance, Management, Real Estate, finance

Marketing - 13 Years of Experience - Near 30342

Tags for this Online Resume: Retail, High Net Worth, e-Commerce, Management, Wireless, Consulting, Project Management, Automation, marketing, advertising, account manager, digital, marketing manager, b2b, strategy, channel strategy, technology