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Online Resumes with "high net worth "
Controller - 20 Years of Experience - Near 94603
Professional Summary Currently, I am working as an independent contractor in the areas of accounting, taxes, audit (SOX included) and other. In the past year and a half, I worked as Interim Controller, taking care of financial statements, cash flow forecasts, budgeting, and etc., proposed year-end adjusting entries, and supervised staff members, answered clients' questions and making sure that things were going smoothly. In...
Tags for this Online Resume: Financial, Financial Statements, Generally accepted accounting principles, Accounting, Certified Public Accountant, ERwin, SEC reporting, Audits of financial statements, internal control systems (SOX 404) and operations, IFRS, Microsft Office, GAAP and IFRS research, Tax Law Research, US Taxation and the International Taxation, Budgeting, Cash flow forecasting, Financial ratio analysis, Revenue Recognition, FAS 109 and FIN 48, Cross-border business transactions (tax and accounting), financial analysis, budgeting
Loan Officer
PROFILE: Highly driven brand builder with expansive beverage alcohol and financial experience. Successful business analysis skills developed to achieve sales growth within supplier and customer portfolios. Established sales professional with strong communication skills in a high volume business environment. Relationship Management * Business Development * Business Analysis * Key Account Development * Portfolio Management * ...
Tags for this Online Resume: Equity, High Net Worth, Investment Management, Management, Planning, Risk Management, Accounts Receivable, Business Analysis, Financial, Financial Analysis
Sales Representative - 20 Years of Experience - Near 12211
For fifteen years I worked in the field of finance consulting raising capital marketing and sale of securities. I also recruited and managed a sales force. I was a top sales producer and an effective consultant to publicly traded and private companies. Small capitalized companies have various needs for funding and guidance for growth. During my years in finance I consulted to various companies in different fields helping th...
Tags for this Online Resume: Banking Industry, Investment Banking, Securities, Security, Spring, Cold Calling, High Net Worth, Consulting, Equity, Management
Program Director - 15 Years of Experience - Near 11358
BUSINESS DEVELOPMENT & ACCOUNT MANAGEMENT EXECUTIVE Proactive and client-focused executive with proven ability to cultivate new business and forge loyal outstanding relationships with clients, vendors and business partners. Ability to identify emerging business opportunities and leverage existing business operations to increase firm revenues. Provide top-tier client services for high net worth individuals and world class in...
Tags for this Online Resume: Year 2000, Lotus Freelance
Television Producer and Coordinator - 7 Years of Experience - Near 91506
Tags for this Online Resume: Accounting, Event Management, Filing, High Net Worth, Highly Detailed, HR, Human Resources, Management, Microsoft, Microsoft Excel, Producer, Creative Development, Administration, Coordination, AVID, STORY
Sales Representative - 20 Years of Experience - Near 97701
Tags for this Online Resume: Community Development, High Net Worth, Recruiting, Real Estate, Asset Management, Housekeeping, Inventory, Inventory Control, Investment Opportunities, Lead Generation
Financial Manager, Branch or Department - 5 Years of Experience - Near 07020
Tags for this Online Resume: Audit, Hedge Fund, Internal audit, Bloomberg, Alternative Investments, Banking Industry, Credit Card, Equity, Financial, High Net Worth, finance
Vice President - 18 Years of Experience - Near 33351
Professional Summary: A well respected business networker and proven banking executive with extensive private banking experience. Successful track record of driving sales, managing branch profitability and building a highly motivated and productive team. Opened two de novo branches that ultimately became the largest in the bank's network.
Tags for this Online Resume: manager, sales, management, Banking industry, High Net Worth, Referrals, Deposits, Consumer Lending, English Language, Networking, store manager, assistant manager
Commercial Real Estate Sales Agent - 20 Years of Experience - Near 85250
ACCOMPLISHMENTS * Twenty years of extensive commercial real estate experience, with emphasis and responsibility for acquisitions and dispositions of multi million dollar office and industrial properties, leasing and sub-leasing several million square feet of space, working closely with Brokers and Attorneys on transactions and contracts, controlled the day to day management and financial performance of mixed use property po...
Tags for this Online Resume: Financial, Management, Market Research, Assessments, Budgeting, Due Diligence, High Net Worth, Insurance, Property Management, maintenance, Development, Construction
Financial Specialist - 6 Years of Experience - Near 90401
Tags for this Online Resume: Business Development, Services, Financial, Financial Services, Social Media, Real Estate, Advertising, Facebook, Health Insurance, High Net Worth, finance, tax
Compensation or Benefits Specialist - 10 Years of Experience - Near 80237
Career Summary and Achievements Vice President/New Business Implementation/Project Management 2007 - 2017 Bank of America Merrill Lynch * Implemented Employee Stock Option and Stock Purchase plans onto the Bank of America Merrill Lynch (BAML) platform via a structured project management process * Managed discovery review of client ESPP and ESOP plan rules, processes, and parameters to ensure a seamless migration to the BAML...
Tags for this Online Resume: Management, Receivables, Services, Call Center, Data Conversion, High Net Worth, Microsoft, Project Management, Project Manager
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
