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Online Resumes with "high net worth client"
Licensed Financial Advisor
financial advisor working with High Net Worth clients with a specialty in Hispanic market.
Ideal Companies: A company with great payout
Tags for this Online Resume: 7, 63, 65, 31, Health and Life
Results Driven Technical Sales Executive
Sr. Sales Professional/management opportunity in a growth oriented technical or financial organization where in I can contribute as well as grow.
Ideal Companies: Wachovia, UBS, HSBC, RBC
Tags for this Online Resume: Technical Sales and Marketing Management, Wireless and Fiberoptic Communication field, International Sales, Contract Negotiation, Customer Relationship Management, Field Sales, Sales to National accounts, Sales to Global Accounts, Sales to Government accouns, Team building, Superior Presentation, Major Accounts Development, Field Rep Training, Strong Prospecting, Effective Closing, New Business Development, Opportunity Management, Strategic Market Planning, Strategic Solution oriented Sales, Consultative Sales, Executive selling, Executive presence and image
Senior Relationship Manager, 17 years experience handling portfolios of international clients EMEA
I am a Senior Relationship Manager who has 17 years experience in handling portfolios of ultra high net worth clients from Europe, Middle East and Africa. Fluent in Arabic and French.
Commodity trader/ executive
Creating and building a portfolio of high net worth clients for the purpose of speculating in the Commodity markets
Featured Profile
Featured Profile
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume:
Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Wealth Management
I would like to work in advisory capacity with high net worth clients to help them address the complex financial needs that they have. I am looking for a firm that can provide the resources and support that will allow me to grow the business by increasing the share of relationship with existing clients as well as attractive solutions for new clients. I am interested in companies that have a culture of high ethical standards...
Ideal Companies: Plante Moran, Fidelity, Northern Trust, Citigroup Global Wealth Management, Bessemer Trust
Managing Director Wealth Management for 5th Largest Brokerage House
Hi! I'm Mark Gardner. I'm the person known for Creating Wealth for Successful People. My expertise is Managing and Growing "Key executives" investment dollars and I’m known for my ability to use highly advanced tax strategies and interface with a company’s existing team of Professionals to build plans tailored exclusively for the client.
I grew up in Houston Texas and played Basketball during my high school years. After ...
Tags for this Online Resume:
Team Leader, Top Performer, Over Achiever, Innovative, Networker
Featured Profile
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume:
Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Experienced Investment Counselor-Southeast
I'm a experienced Financial professional, who has advised high net worth clients and businesses, on investment and planning issues. My individual expertise consists of a deep and comprehensive investment optimization strategies. I have worked with people and companies in various industries across the nation.
Making a positive difference in life
Highly experienced attorney with excellant communication skills looking for a challenge.
Ideal Companies: Non-profit or charitable organizations
Tags for this Online Resume:
Business Development, Human Resources, Management, Legal background
Featured Profile
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume:
Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Wealth Management
I would like to work in advisory capacity with high net worth clients to help them address the complex financial needs that they have. I am looking for a firm that can provide the resources and support that will allow me to grow the business by increasing the share of relationship with existing clients as well as attractive solutions for new clients. I am interested in companies that have a culture of high ethical standards...
Ideal Companies: Plante Moran, Fidelity, Northern Trust, Citigroup Global Wealth Management, Bessemer Trust
Managing Director Wealth Management for 5th Largest Brokerage House
Hi! I'm Mark Gardner. I'm the person known for Creating Wealth for Successful People. My expertise is Managing and Growing "Key executives" investment dollars and I’m known for my ability to use highly advanced tax strategies and interface with a company’s existing team of Professionals to build plans tailored exclusively for the client.
I grew up in Houston Texas and played Basketball during my high school years. After ...
Tags for this Online Resume:
Team Leader, Top Performer, Over Achiever, Innovative, Networker
Featured Profile
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume:
Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Experienced Investment Counselor-Southeast
I'm a experienced Financial professional, who has advised high net worth clients and businesses, on investment and planning issues. My individual expertise consists of a deep and comprehensive investment optimization strategies. I have worked with people and companies in various industries across the nation.
Making a positive difference in life
Highly experienced attorney with excellant communication skills looking for a challenge.
Ideal Companies: Non-profit or charitable organizations
Tags for this Online Resume:
Business Development, Human Resources, Management, Legal background
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
