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Online Resumes with "high net worth client"
Office Clerk
Throughout my career, I have demonstrated proficiency in all core office administration functions, including document preparation, internal/external communications, prepare accounting and operations reports, meeting scheduling, and task prioritization. In short, I can manage the office without supervision, juggle multiple tasks effectively, and maintain confidentiality with highly sensitive materials and matters. In addit...
Ideal Companies: any company
Tags for this Online Resume: Administrative Assistant
Putting some "fun" into fund-raising
Event Planner, Special Event Coordinator, Fund Raiser, Executive Assistant, Personal Assistant, Administrative Assistant
Ideal Companies: Win Animal Rights, In Defense of Animals, Last Chance for Animals, Mercy for Animals, Vegan Outreach
Tags for this Online Resume: Executive Assistant, Personal Assistant, Administrative Assistant, Powerpoint, Presentations, Event Planning, Fundraising
Upcoming Executive
Well-qualified, results-oriented consultant with 5 years of financial-based sales experience. Top performer with a proven track record of consistently meeting or exceeding sales goals and customer expectations for the largest client of the company. Skilled at educating customers on banking products and recommending options to meet their financial goals
Ideal Companies: Wachovia, Fidelity, ING
Tags for this Online Resume: business development, financial sales, sales, instructor, lending, insurance
Sr Professional Executive with possibilities to growth with the company.
With great appreciation for managing organizational success, I am looking to place my skills and knowledge to fit this position and demonstrate my abilities to generate and bring a large volume of business.
Tags for this Online Resume: administration, operation, management, time planning, promotion, development, sales, service, proyect management, presentations, finances, credit, microsoft office (excel, powerpoint, word, access, outlook)
Sociology and Communication major here
A position that enables me to use my financial analysis and project management skills
Ideal Companies: insurance, financial, legal
Tags for this Online Resume: •Ability to effectively file and sort per instructions. •Ability to handle 10 incoming phone lines, as well as manage and prioritize tasks. •Ability to repeatedly lift up to 50 lbs. •Ability to work in a faced pace environment. •Excellent receptionist, phone, customer service and communication abilities, Strong communication skills and ability to coincide with co-workers. •Excellent computer skills. •Motivated
Senior financial services leader
Energetic senior financial services leader with extensive experience in wealth management serving high net worth clients looking for an executive level position. Broad knowledge base in accounting, trust, tax, client service and general management. Extensive background in setting long range financial vision and strategy, accounting practices, risk management, internal financial controls, forecasting, budget preparation, fin...
Tags for this Online Resume: JD Edwards, Excel, Word, PowerPoint, Efficient and Organized, Superior Problem Solver
Financial Analyst - MBA - CFA Candidate
Skilled financial analyst with excellent communications and interpersonal skills. Highly trained in quantitative analysis while maintaining a creative and entrepreneurial spirit.
Ideal Companies: Vanguard, SRAM, Morningstar, Egan-Jones
Tags for this Online Resume: Quantitative Analysis, Investment Analysis, Fundamental Analysis, Performance Reporting, Portfolio Management, Portfolio Analytics, Risk Management
Administrative Assistant
Tags for this Online Resume: Registered Client Associate, Series 7/66/CFM, Banking Services, Trading, T & E, High Net Worth Client Service
Associate - 2.5 years experience - Enthusiastic, goal-oriented and polished communicator with experience in legal research and writing. Skilled in managing direct relationships with high-net worth clients and high ranking executives and gaining successful
To further my interest in the legal field - hoping to dive into medical/healthcare liability issues defending doctors and/or hospitals. I have a medical background (studied psychology and neuroscience in undergrad) and am wanting to use the legal skills I have attained to further a career within the health sciences.
Mutual Funds/Alternative Investment Operations Specialist
Provide top tier operational support to ultra high net worth client segment. Establish and maintain a team focused environment that centers on client goals and while ensuring profitable revenue streams for the underlying success of the organization.
Tags for this Online Resume: mutual funds, alternative investments, client onboarding, asset transfer, operations, private banking
Chico Robles Resume
Throughout my 20+year career as an administrative assistant, I have demonstrated proficiency in all core office administration functions, including document preparation, internal/external communications with staff and the industry, data and records management, meeting scheduling, ccoordinated out-of-state and in- state travel plans and task prioritization. I have experience in balancing receipts and prepare cash reports for...
Finacial Analyst/Marketing Analyst
A challenging, growth-oriented Financial Analyst Position in which professional experience, academic background, analytical skills, and a commitment to excellence will have valuable application
Ideal Companies: Apple
