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Online Resumes with "high net worth "



Featured Profile

Wealth Management and legacy Planning

Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special tal...

Ideal Companies: Financial Services, insurance industry, compliance in financial services

Tags for this Online Resume: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits

Construction Trade Worker Manager

Tags for this Online Resume: High Net Worth, Accounting, Banking Industry, Budgeting, Management, Construction, Project Management, Project Manager, Retail, Financial

Personal Financial Advisor - 20 Years of Experience - Near 91001

Ideal Companies: Trust Company of the West, PIMCO, JP Morgan, Goldman Sachs, Capital Group

Tags for this Online Resume: Management, Asset Gathering, Asset Management, High Net Worth, Wealth Management, Financial, Fixed Income, High Yield, Consulting, Retail

Administrative Assistant - 20 Years of Experience - Near 10471

Experienced equity trader/sales assistant with a proven track record of serving prestigious clients for both the Listed and OTC markets. Comprehensive knowledge of the equity markets, and factors influencing price movements. A motivated employee who has provided administrative support for retail and institutional customers and brokers. Working knowledge of various trading systems. Recognized for strong interpersonal skills...

Tags for this Online Resume: FACETS, Support, Securities, Equity, OTC, Sales, High Net Worth, Administrative Support, Retail, Scheduling

Sales Representative - 3 Years of Experience - Near 80209

Ideal Companies: John Deere, Bayer, Oracle, Global X, TrustPilot

Tags for this Online Resume: Management, Bloomberg, Data Management, Due Diligence, High Net Worth, Portfolio Management, Security, Services, Spreadsheet

Featured Profile

Investment Professional

Accomplished investment professional with proven success in investment analysis and due diligence, transaction execution, and client relationship management.

Ideal Companies: Simon Property Group, Macerich, Camden Property Trust

Tags for this Online Resume: Real Estate, Bonds, CFA, Communications, Customer Relationship Management, Financial, Financial Industry, Financial Statement, Forecast, Investment Management, Asset Management, Client Service, Investor Relations, Investment Strategy

Sales Manager

Tags for this Online Resume: Securities, Audit, Recruiting, Banking Industry, Cash Management, Equity, Fixed Income, High Net Worth, Management, Orthopedic

Financial Analyst

Tags for this Online Resume: Management, Equity, Banking Industry, Financial, Financial Services, Forecasting, High Net Worth, Investment Management, Planning, Services

Financial Specialist - 18 Years of Experience - Near 10280

Tags for this Online Resume: Ad hoc analysis, Retail, Futures, Management, Risk Management, Account Management, Accounting, Equity, High Net Worth, Interest Rate

Customer Service Manager

Tags for this Online Resume: Security, Documentation, Management, Aml (Macro Lang), Analytical Skills, Communication Skills, Complaints, Compliance, Excellent Communication Skills, High Net Worth

Director

Tags for this Online Resume: Management, Social Media, Brand Management, Distribution, High Net Worth, HR, Human Resources, Packaging, Travel, Marketing Management

Airline Staff

Ideal Companies: Southwest Airlines, United Airlines

Tags for this Online Resume: Consulting, High Net Worth, Management, Series 7