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Online Resumes with "high net worth "
Personal Financial Advisor - 20 Years of Experience - Near 75056
Tags for this Online Resume: High Net Worth, Planning, Retirement planning, Financial, Forecasting, Insurance, Lotus, Lotus 1-2-3, Series 6, Series 63
Business Analyst - 8 Years of Experience - Near 90503
Summary * 8+ years of experience as a Business System Analyst/Data Analyst in industry domains including Mortgage, Capital Markets, Wealth Management, Retail Banking, e-Commerce and Insurance. * 3+ years of experience in Guidewire Policy Center and Guidewire Claims Center for Property & Casualty Insurance. * Strong understanding of Retail Banking, including Credit Card, Mortgage, Account Transactions, Wire Transfers, Bill P...
Tags for this Online Resume: Microsoft Visio, Unified Modelling Language, VISIO, Agile, Management, Oracle, Business Requirements, Integrate, Quality, Email
Executive Assistant - 9 Years of Experience - Near 07208
Read all incoming and outgoing e-mails as the volume is too extensive for the President to catch all of them. Answer the ones I can and devised a system for him to respond more efficiently to the ones he misses. All senior management knows that I read these since my integrity and ability to keep confidences is paramount in this position. Work with management team responsible for Matrix integration and organization. Prepare ...
Tags for this Online Resume: Proofreading, Billing, High Net Worth, Management, Travel, Accounting, Litigation, Litigation Support, Support, Integrate
Sales Representative - 20 Years of Experience - Near 06905-8093
Tags for this Online Resume: Power (Os Enhancemnt Tool, Sales, Sales/Marketing, Lead Generation, Advertising, Management, Real Estate, Receivables, Salesperson, High Net Worth, Voice Over Pro
Chief Financial Officer - 18 Years of Experience - Near 92705
MANAGEMENT AND LEADERSHIP PROFESSIONAL - Accomplished senior-level executive with a strong record of operational efficiency, financial performance, unprecedented management and business acumen. Results-driven and innovative leader focused on achieving results in a highly competitive and demanding environment. Adept at leveraging business planning, information technology, financial and investment risk management, compliance ...
Tags for this Online Resume: Financial, Business Development, Management, Marketing Management, Sales, Account Management, High Net Worth, Retention, Sales Training, Training, accounting, cpa, finance, audit, tax, gaap, excel, accountant
Chief Security Officer - 20 Years of Experience - Near 46062
Tags for this Online Resume: Transportation, Assessments, High Net Worth, Management, Security, Cardiopulmonary resuscitation (CPR), First Aid, Inventory, Occupational Safety and Health Act, OSHA, management, sales
Customer Service Representative - 19 Years of Experience - Near 10710
Tags for this Online Resume: High Net Worth, Services, Documentation, Email, Equity, Financial, HP, Series 7, customer service, sales, call center, brand ambassador, customer service representative, Relationship Manager
Bookkeeper - 10 Years of Experience - Near 90044
To assume a responsible leadership position with a challenging company I can grow with in addition, benefit from my work experience.
Tags for this Online Resume: Journal Entries, Payroll, Business Management, Deposits, High Net Worth, Management, Accounting, Accounts Payable, ACH, Audit, accounting, finance, excel, accountant
Tax Manager - 20 Years of Experience - Near 77005
CAREER SUMMARY: Highly qualified attorney and tax consultant with demonstrated expertise in the areas of federal income taxation, with specific attention to employee benefit and compensation issues, and estate planning. Federal income tax and employee benefit and compensation services provided to closely held, as well as publicly held, companies with gross revenues in the range of $5,000,000 - $100,000,000. Estate planning ...
Tags for this Online Resume: Federal Tax, Estate planning, High Net Worth, Planning, Consulting, Benefit Plans, Wills, Benefits, Compensation, BAR, accounting, tax, excel
Manager - 15 Years of Experience - USA & Saudi Arabia
ACCOMPLISHMENTS Oil & Gas Leadership Saudi Arabia & Middle Eastern Region * Served as Service Coordinator and Lead to roll out Area Resource Manager Project, working cross-functionally with global team to define financial contract service, financial tracking, asset management, and quality standards. * Worked globally to establish new assets, increase jobs and revenue, close service quality gaps, and roll out correction plan...
Ideal Companies: Oil & Gas industry, Construction earth moving, Rock crushing, Industry Ranching cattle registered, breeding, feedlot industry
Tags for this Online Resume: Accounting, Asset Management, Budgeting, Financial, Financial Oversight, Financials, Supervisor, Operation manager, Oil & Gas Manager, Construction Manager, Ranch Manager, Feedlot Manager, Reproduction Manager Angus Registered heard, Owner operator of Ranch & Feedlot, Owner Operator Earth moving & Rock crushing, Quality Assurance Manager, management, assistant manager, manager, Oil & Gas Asset Manager
Financial Manager, Branch or Department - 20 Years of Experience - Near 08816
Tags for this Online Resume: Banking Industry, Accounting, Audit, Business Development, Custody, Fraud, High Net Worth, Infrastructure, Insurance, finance, excel, brokerage operations,middle office,back office,process improvement,project manager, controller
Financial Manager, Branch or Department - 17 Years of Experience - Near 55110
Summary of Qualifications * Over 15 years of experience at major financial institutions with a strong background in client management, great track record of cultivating relationships with clients and managing & motivating staff. * Skilled at implementing new business initiatives, risk and project management, compliance, accomplishing departmental goals and managing risk. * Strong communication, management and interpersonal ...
Tags for this Online Resume: Account Reconciliation, Financial, Futures, Settlements, Custody, Derivatives, Equity, High Net Worth, Interest Rate, Satellite, Minneapolis, finance, excel
