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Online Resumes with "high net worth "
Financial Manager, Branch or Department - 20 Years of Experience - Near 11570
Tags for this Online Resume: Custody, Government, Investment Management, Management, Securities, Banking Industry, Business Skills, Deposits, Financial, High Net Worth
Not Listed - 20 Years of Experience - Near 60540
PROFESSIONAL SUMMARY Detail oriented securities professional with experience in financial markets, sales, trading, operations and compliance in a broker dealer environment. Seasoned professional with experience in bond trading and working with institutional, high net worth and retail clients in providing customized portfolios to meet each client's financial goals.
Tags for this Online Resume: High Net Worth, Sales, Bonds, Financial, Retail, Compliance, Fixed Income, Government, Problem Solving, Securities, stocks, finra series 7, finra series 63, finra series 65, muni trading
Executive Assistant - 20 Years of Experience - Near 28104
SUMMARY OF QUALIFICATIONS * Flexible in thought and action and believe strongly in teamwork and collaboration. Versatile self-starter, life-long learner, focused on continuous improvement and strategic thinking, especially during times of change, undaunted by aggressive deadlines. Highly proficient in entire Microsoft Office suite of products (Word, Outlook, Excel, PowerPoint, Publisher, Project, and Access) and SharePoint,...
Tags for this Online Resume: SharePoint, Sharepoint Technologies, Social Media, High Net Worth, Management, Planning, Problem Solving, Scheduling, Time Management
Tax Manager - 13 Years of Experience - Near 10029
PROFESSIONAL SUMMARY Tax Professional with the following experience: Client engagements ranging from Start-Ups to High Net Worth have provided a wide breadth of expertise in the areas of tax for Individuals, Estates, Trusts, Gifts, S-Corps, Multi-State, Partnerships, Corporate, Foundations and negotiations with taxing authorities.
Tags for this Online Resume: Billing, Certified Public Accountant, DMS, Dms (Data Mgmt Tool), Financial, Insurance, Lacerte, Microsoft Excel, Microsoft Word, cpa, tax
President and national accounts manager of a whole sale lighting company.
Results driven sales executive. Team oriented , goal setting professional. I build and work with sales teams to achieve results best suited for most business.
Tags for this Online Resume: Bonds, Treasuries, Futures, High Net Worth, Microsoft Exchange, Business Development, e-Commerce, Internet, Management, Microsoft Windows, outside sales, business development, sales representative, sales, account executive, account manager
Residential Real Estate Sales Agent
Qualifications: * Registered Florida Real Estate License, Realtor * Sales experience in corporate, residential- conventional and lease up, retail, and resort industries. * Ability to work independently and market to potential prospects and targets.
Tags for this Online Resume: Real Estate, Banking Industry, Account Management, Advertising, Business Development, Management, Sales, High Net Worth, Applications, Benefits, maintenance, grounds, hvac, appliance repair, building maintenance, epa, Lease up
General Manager - 20 Years of Experience - Near 48307
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager
Vice President - 20 Years of Experience - Near 60304
Seeking a role where I can utilize my experience in managing KYC, AML/BSA process. I have a proven record of coaching line of business associates, managers and senior leadership to ensure compliance with internal and external regulatory requirements. I am well versed in the New Beneficial Ownership rule which is required by May, 2018. I look forward to the opportunity to work with an established firm who supports and appr...
Tags for this Online Resume: Compliance, Sales, Reviews, Management, Communications, Complaints, High Net Worth, Retail, Training, Cams, management, manager
Financial Advisor - 12 Years of Experience - Near 37934
Professional Summary Highly-accomplished and detailed oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution. Operates well in a highly-competitive environment in which leadership skills are key to success.
Tags for this Online Resume: Logistics, Planning, Retirement planning, Bonds, High Net Worth, Mutual Funds, Sales, Financial, Budgeting, Business Development, sales, outside sales, business development, inside sales, sales representative, account executive, account manager, technical sales, marketing
Administrative Assistant - 6 Years of Experience - Near 06484
Experienced with private plane bookings as well as commercial * Oversaw household staff hired, fired and overseen training and daily operations * Worked closely with security detail to ensure seamless travel time and coverage was completed * Dealt with auto insurance, medical claims and all school work pertaining to the children * Oversaw multiple properties worked with realtors, designers, vendors and contactors as needed ...
Tags for this Online Resume: Management, Administrative Assistant, Auto Insurance, Banking Industry, Distribution, Email, High Net Worth, Insurance, Inventory, Medical
Contract Administrator - 20 Years of Experience - Near 31005
SUMMARY OF CAREER EXPERIENCE Finance/Banking Lending - Retail and Mortgage lending with concentration in Wealth lending and investments. Commercial Real Estate matters, including commercial mortgage loans, commercial and small business underwriting, risk grading, risk analysis and securitized financings, the acquisition, financing and disposition of Class A, B, C office, retail and industrial properties, commercial and mult...
Tags for this Online Resume: Acquisitions, Due Diligence, Drafting, Management, Probate, Real Estate, Wills, Financial, Mergers, Mergers & Acquisitions, finance, lending, law, legal, contract management, project management, contract specialist, contract administrator, paralegal, firm adminimstrator, human resources, mortgage, underwriting, risk, compliance, executive management
Financial Services Sales Agent - 14 Years of Experience - Near 01760
Tags for this Online Resume: Retail, Accounting, Ad hoc reporting, Investment Services, Services, Integrate, Licensing, Banking Industry, Financial, High Net Worth, OPERATIONS
