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Wealth Management and Investment Portfolio Management Professional

Accounting & Finance Resumes - Financial Manager, Branch or Department Resumes - Cazenovia, NY

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Experienced Financial Services & Business Development Leader, Columbus, Indiana

Management & Business Resumes - Administrative Services Manager Resumes - Columbus, IN

Proven Financial Services and Business Development leader with extensive experience concentrated in sales and marketing, targeting business professionals, high net worth clients and new business development in highly competitive markets. Expertise in building and sustaining key customer partnerships, clarifying issues and customer needs, mobilizing support and resources, and facilitating decisions. Consistent record of ac...

Banker

Customer Service Resumes - Customer Service Representative Resumes - Hicksville, NY

I m looking for a banker job in which i can unveil my skills, job in which i have an interacion with customers, deal with them, fullfill their needs etc

Ideal Companies: chase, bank of america, citibank, commerce bank, all banks

Tags for this Online Resume: teller experience 7 months, peronal banker experience, relationship banker experience, always over achieve targets, excellent customer service, win many contests in bank by over aceiving targets

Administrative Assistant - 10 Years of Experience

Clerical & Administrative Resumes - Administrative Assistant Resumes - Providence, RI

I have experience in supervising staff and working with high net worth clients, both of which require extra attention to the “people management” side of business. Through successfully managing both internal and external relationships, I have accelerated the achievement of goals and positioned myself as a valuable resource in a variety of situations.

Fortune 500 experience - Key Bank-high net worth clients

Health & Wellness Resumes - Health and Wellness consultant Resumes - Culver City, CA

To use my skill, education and experiene to benefit others in the health and wellness field or banking or customer service. Very reliable,professional and driven - high performer

Tags for this Online Resume: experienced, sales, professional, customer service, excellent communication skills, insurance

Relationship Manager

Accounting & Finance Resumes - Accountant Resumes - New York, NY

Seeking a challenging position in the Relation Banking area where my experience and expertise can be used in servicing high net worth clients to maximize profitability for the corporation.

Relationship Manager - Personal/Corporate including Private Banking

Accounting & Finance Resumes - Financial Manager, Branch or Department Resumes - New York, NY

Provide outstanding wealth management services to high net-worth clients.

Tags for this Online Resume: Private Banking, Personal Trust Administration, Corporate Trust Administration, AML, KYC, Asset Management Solutions

Sales Executive, Chicago

Sales & Sales Management Resumes - Advertising Sales Agent Resumes - Chicago, IL

JASON NEAGU 1830 N. Winchester Chicago, IL 60622 Telephone: (312) 925-5456 E-mail: jasonneagu@hotmail.com Dear Hiring Executive: I would like to express my interest in contributing to your organization as a multi-talented sales professional with a specialty in luxury goods and high net-worth clients. Please find my resume enclosed; it will inform you of my diverse abilities, qualifications, and strengths. ...

Tags for this Online Resume: Sales Management, Business development, account executive, relationship manager, sales executive

CPA & Financial Planner

Accounting & Finance Resumes - Accountant Resumes - Fremont, CA

To find a position that will provide the opportunity

Tags for this Online Resume: Financial Planner, CPA, Financial Planning, Wealth Management, Wealth Manager, Tax, Public Accounting, High Net Worth Clients, Tax Planning

Young Professional Administrator

Clerical & Administrative Resumes - Executive Secretary Resumes - Buena Park, CA

I am highly motivated, energetic, positive and a quick learner. I am a people person and love a good challenge.

Ideal Companies: Wells Fargo, Microsoft, Kaiser, McGraw Hill, State Farm

Tags for this Online Resume: Administration, Banking, Customer Service, Credit, Finance

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