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Online Resumes with "high net worth client"
Loan Officer - 20 Years of Experience - Near 28374
I have over 25 years experience in the financial services industry. Top performing private banker focused on advising, managing and servicing the financial needs of high net-worth clients. I posess strong leadership and motivational skills. I have excellent communication skills with the ability to develop instant rapport, resulting in increased revenues and profits.
Financial Specialist - 20 Years of Experience - Near 11201
Conducted in-depth portfolio analysis to high net worth clients with Municipal assets from $1 million up to $250 million. advised how to manage portfolios and capitalize on technical and fundamental factors impacting the municipal market.
President - 10 Years of Experience - Near 30188
Key business manager with over 10 years experience. Would love to work in the customer service or sales industry bringing practical and real world experience with aspirations toward district and eventually regional manager.
Tags for this Online Resume: Atlanta GA, Sales Manager, Atlanta GA, Customer Service Manger, Atlanta GA, Business Manager, Sales Representative, intern, MBA Healthcare, Healthcare Manager, management, Sales, Marketing, Customer Service, Budgets, Profit and Loss Statements
Sales Manager - 15 Years of Experience - Near 33437
Professional Commercial Lender with extensive experience in credit, sales, marketing, training and management. Proven track record in exceeding sales objectives and always recognized for being in the top 1% of any company in sales production and customer service. Particularly effective in relationship management of current clients and business development for prospective clients.
Tags for this Online Resume: Commercial Loans, Business Development Officer, Senior Account Executive, Asset Management, Residential, Residential Loans, Training coordinator, Education, Excellence, Credit Analysis, High Net Worth Client Base, SBA Loans, Commercial Lending, Relationship Manager, Consistent Top 1% in Company, Residential Lending, Commercial Lender, Senior Account Manager, Relationship Management, Physician Loans
Financial Specialist - 18 Years of Experience - Near 33028
To Whom It May Concern: I am a bilingual, economics educated, goal-driven ex Head of Sales and Trading, Bank Portfolio Manager, and Investment Advisory with greater than 18 years of institutional and ultra-high-net-worth experience on both the buy and sell side. With my many years of on the job experience I have achieved a remarkable in-depth and diverse understanding in NYC trading floors (NYSE, COMEX, and CBOE); com...
Executive Assistant - 20 Years of Experience - Near 11377
I am a senior executive assistant with extensive experience working in a Fortune 100 company. My expertise with high net worth client relations, heavy calendar management and extensive use of Microsoft Office Suite have given me a "make it happen" attitude. Whether working independently by being organized, efficient, dependable and highly motivated or working in a team by generating creative ideas, having the ability to lea...
Tags for this Online Resume: New York, Executive Assistant, Microsoft Office, Travel, Expenses, organized, efficient, creative
President/Financial Planner
I have been a commissioned financial planner for 21 years and have grown from cold calling to President of my own company over those years. I have done just about everything my industry has to offer very well and I am looking to use my two plus decades of industry knowledge in finance, economics, and the biotech world to embark on my next career challenges.
Ideal Companies: Financial venture capital, pharmaceutical or biotech.
Tags for this Online Resume: finance, economics, sales, management, biotech, pharmaceutical, financial modeling/planning
Paralegal - 10 Years of Experience - Near 91001
Energetic and highly motivated professional with strategic and detailed understanding of financial markets, investments, trust management, legal matters, legal research, legal writing and business development. Keen ability to cultivate, develop, and manage client relationships. Extensive experience managing and working with High Net-Worth and Ultra High Net Worth clients and businesses. Excellent interpersonal, analyti...
Tags for this Online Resume: Accounting, Paralega, Legal Research, Project Manager, Asset Liability Management, Bank Deposits, Deposits, Financial, Management, Planning, Policies and Procedures, Project Management, development
Administrator - 10 Years of Experience - Near 92104
Experience and Qualification Highlights: • Solid sales, marketing, and fund raising experience with strengths in face to face closing. • Successful at creating and managing programs to expand client/customer base and increasing revenue streams. • Vast experience working with corporate underwriters/sponsors and high net worth clients. • Seeking Executive Director/Development Director position with an established organization...
Tags for this Online Resume: Executive, Director, nonprofit, fundraising, donors, Development, Development
Client Services Manager, Trust
Accomplished trust professional with over 25 years of experience in high net worth client relationship management. Broad based expetise and strength in Employee Benefits and Individual Retirement Accounts.
Tags for this Online Resume: Trust, Client Services, Employee Benefits
Financial Analyst | Portfolio Management | Financial Sales Support
Financial Analyst with professional experience including supporting financial sales teams and conducting problem solving analysis. Driven finance professional with the demonstrated ability to coordinate risk assessments for global automotive original equipment manufacturers (OEMs) within an academic setting. Analytical finance leader leveraging a foundational career history in effectively servicing individual high net worth...
Ideal Companies: Ford, General Motors, GM, Chrysler, FCA, Ally, Ally Financial, Ford Credit, Comerica, Comerica Bank, Chase, JP Morgan Chase, Chase Bank, Flagstar Bank, Quicken, Quicken Loans
Tags for this Online Resume: Leadership, Finance, Customer Service, Public Speaking, Microsoft Office, Social Media, PowerPoint, Marketing, Research, Event Planning, Financial Statement Analysis, Capital Markets, Fixed Income, Equity Analysis, Advanced Financial Analysis, Corporate Finance, Financial, Financial Analysis, Financial Sales Support, OEM, Portfolio Management, Business Development, Account Management, English, Spanish, Arabic, SQL, Microsoft Excel, Microsoft Access
