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Online Resumes with "high net worth "
Tax Preparer - 20 Years of Experience - Near 07876
Tags for this Online Resume: Filing, High Net Worth, Management, Planning, Research, Tax Planning, Tax Research, Wealth Management, Financial, tax
Executive Director for non-profit and fundraising
Qualifications Summary Program Development and Fundraising Leadership * Marketing the organization's mission statement, goals and programs via the media, publications, newsletters, live public presentations, gatherings, and exhibits showcasing the work and accomplishments of the organization. * Soliciting donations, researching potential high-net-worth Individuals, private & public foundations, state and federal government ...
Tags for this Online Resume: French Language, Publications, English Language, Research, Planning, Strategic Planning, Recruiting, Support, Training, Underwriting, nonprofit, non-profit, substance abuse, teaching, training, education
Senior Vice President - 15 Years of Experience - Near 75035
ACCOMPLISHMENTS * Exceeded performance measures in all category related to contact center operations for over 23 years * Developed and implemented processes to reduce operational cost and increase efficiency with various banking operations functions * Championed off shore support to take advantage of world clock and reduce resolution time for transactions initiated by clients and Advisory members * Implemented offshore fulf...
Tags for this Online Resume: Customer Service, Service & Support, Audit, Financial, Protocol, Back Office, Banking Industry, Banking Operations, High Net Worth, Project Management
Restaurant Manager
Restaurant Manager with expertise in general operations management, special events, staff development and training, recruitment and vendor negotiations. Fifteen years' experience in the food and beverage industry, as well as five years' experience in high net worth corporate finance.
Tags for this Online Resume: Inventory, Payroll, Messaging, Payroll Taxes, Pricing, Scheduling, Social Media, Video, BAR, Management
Customer Service Supervisor
Chartwell staffing solutions - 3/2017 to 11/2017
Tags for this Online Resume: High Net Worth, Distribution, Management, Presentation Skills, Referrals, Sales, Statistics, Territory Management, Consulting, Investment Management
Financial Services Sales Agent - 15 Years of Experience - Near 60611
I am a seasoned Business Development Professional with 15 years of experience in Client Acquisition, sales cycle management, closing contracts and training and knowledge transfer.
Tags for this Online Resume: driven, entreprenurial, innovative, team-oriented, collaborative, high-performer, consultative, C-suite, Professional Services, Services, Accounting, E&Y, Leadership, Management, Management Solutions, PCS, Accounting, Professional Services, Services, E&Y, Audit, Business Development, Consultative Sales, High Net Worth
Sales Manager - 17 Years of Experience
Tags for this Online Resume: Management, Wealth Management, Banking Industry, Business Development, High Net Worth, Retail, Apple, Deposits, Policies and Procedures, SAN (Storage Area Network)
Accountant
PROFILE:_________________________________________________________________________ CPA possessing a well comprehensive public accounting background by holding various managerial and staff positions with small, regional and Big Four accounting firms along with years of business experience of managing tax and audit engagements for $100 million plus companies.
Tags for this Online Resume: Accounting, Certified Public Accountant, Consulting, High Net Worth, Quick Books, Real Estate, Annuity, Filing, Financial, Financial Models
Chief Financial Officer
QUALIFICATIONS: * Over 14 years of investment experience and business experience Additional Qualifications: Passed CFA Level 1 exam Passed Series 7, 63, and 65 exams Registered Investment Advisor in the State of Florida Proficient in Bloomberg and multiple trading systems Proficient in MS Office. .
Tags for this Online Resume: Back Office, High Net Worth, Cash Flow, Transmissions, Interest Rate, Equity, Bloomberg, CFA, Economic Trends, Hedge Fund
Commercial Real Estate Sales Agent - 17 Years of Experience - Near 46052
Proven sales leader with over 17 years of experience in investments and real estate. Client focused consultative sales approach. Generating sales by building relationships and customizing solutions based on client needs
Tags for this Online Resume: Financial, Planning, Book of business, High Net Worth, Real Estate, Accounting, Private Client, Sales
Manager
Tags for this Online Resume: High Net Worth, Pricing, High Yield, Bloomberg, Risk Assessment, Bonds, Equities, Fixed Income, Investment Opportunities, Retail
Lawyer - 15 Years of Experience - Near 46809
Tags for this Online Resume: Estate planning, Planning, Insurance, Life Insurance, Banking Industry, ERISA, Filing, High Net Worth, Nursing, Probate
