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Online Resumes with "high net worth client"
Financial Advisor
Career Summary Waddell & Reed Financial Advisors FINANCIAL ADVISOR (January 2012 - October 2013) Provided full spectrum of financial planning services for clients including conducting meetings to assess their needs and goals, educating them on the benefits of services available as well as potential risks, and monitoring accounts to incorporate changes as needed. Key Accomplishment: * Credited with keen ability to establish ...
Tags for this Online Resume: Estate planning, Financial Planning, Management, Planning, Risk Managemwnt, Portfolio Management, Retirement planning, Annuity Planning, Estate planning, Financial, Management, Planning, Platinum, Portfolio Management, Retirement planning, Annuity
Customer Service Manager
SUMMARY OF QUALIFICATIONS Customer-centric, team-oriented franchise owner. Background includes business operations, financial oversight and marketing. Also, an accomplished Financial Services professional with 20+ years of experience concentrated in brokerage operations specifically: retail branches, high net-worth clients, institutional clients and back office operations. Possess strong work ethic and sharp analytical skil...
Tags for this Online Resume: Automation, Customer Accounts, Distribution, Marketing Management, Securities, Services, Financial, Accounting, Infrastructure, Analytical Skills
Financial Manager
ACCOMPLISHMENTS Shortly after graduating from college I accepted a Management Training position with Manufacturers Hanover Trust Company involving personal trust and custodial services administration and was promoted through a series of increasing responsibilities to the position of Trust Officer in 1984 and held that position until December 1986. I made significant contributions in new business development, new clients, as...
Tags for this Online Resume: A SERIES, Alternative Investments, Analytical Skills, Asset Growth, Asset Management, Banking Industry, Banking Operations, Banking or Financial, Business Development, Communication Skills
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
Financial Specialist - 20 Years of Experience - Near 34108
My career history spans over 23 of financial/trade operations, investment/client service experience with 13 years in Trust Administration. I focused on analyzing and providing solutions for a complex and high net worth client base while exceeding compliance requirements. I'm looking for a growing company that shares my focus of exceptional client service and excelling compliance regulations. In the past I passed and held S...
Tags for this Online Resume: Order Entry, Receivables, Support, Planning, Statistics, Consultative Sales, Management, Portfolio Management, finance, excel, Investment Associate, Trust Operations, Securities Trading
Senior Vice President - 20 Years of Experience - Near 33950
PROFILE Accomplished Relationship Manager with extensive experience in Commercial lending, Business banking, C&I lending, Private banking, and Wealth Management. Experienced in underwriting complex loan credits. Skilled at business development and networking to facilitate origination of new clients for a Commercial Bank/Private Banking platform. Ability to cross sell Trust, Investment, Treasury Management, and Banking produ...
Tags for this Online Resume: Management, Banking Industry, Business Development, Wealth Management, Credit Analysis, Investment Management, Commercial Loan portfolio, Commercial Loans, High Net Worth, Networking, management, manager, sales
Executive Vice President - 20 Years of Experience - Near 33131
hired Invested in several start-up biotech companies in the US. From inception to commercialization of certain novel OTC products to prevent the spread of infection. as the manager for Latin America. This was a new business initiative for DLJ. I was brought in to build the international platform for the firm. In addition to managing my ultra high-net worth clients my primary responsibilities were: Set up new swiss banking o...
Tags for this Online Resume: Recruiting, Banking Industry, Investment Banking, Investment Management, Management, Wealth Management, Asset Management, Banking Operations
General Manager - 20 Years of Experience - Near 48307
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager
Program Manager - 7 Years of Experience - Near 95926
Qualifications Profile Hands-on leader with lead-by-example approach in managing business operations from office to office administration, developing high-performing workforce, and resolving work issues and complexities * Demonstrate solid expertise in developing and integrating tactical initiatives to maintain efficiency, while adhering to governing regulations and standards. * Successfully directed high-caliber personnel ...
Tags for this Online Resume: Business Operations, Compliance, Customer Relationship Management, High Net Worth, Integrate, International Sales, Management, Microsoft, Microsoft Dynamics, Microsoft Excel, management, manager, assistant manager
Accountant - 10 Years of Experience - Near 11233
SUMMARY: Professional, self-motivated individual with more than 10 years in customer service with Increased responsibility. Capable of multitasking, being a team player and problem solving while using time Management wisely and being flexible. Excellent interpersonal and communication skills. SUMMARY OF QUALIFICATIONS: * Excellent knowledge of customer service in areas of retail banking * Knowledgeable of dealing with diffe...
Tags for this Online Resume: Teller, Data Security, Filing, Fraud, Security, Settlements, Statistics, Vendor Invoices, Wire Transfers, High Net Worth, accounting
Senior Vice President - 20 Years of Experience - Near 98052
PROFESSIONAL SUMMARY * Successful blend of experience as Advisor and Unit Leader serving HNW clientele for major financial organizations. * Extensive experience and valued insight in all facets of lending options, structure and opportunities. * Highly proficient in all stages of the financial planning process along with the delivery and implementation of complex solutions in investment strategies, risk management and estate...
Tags for this Online Resume: Banking Industry, Licensing, Real Estate, Retail, Securities, Series 7, Commercial Loans, Estate planning, Financial, Financial Analysis, management
Financial Professional/Accounting Assistant - 15 Years of Experience - Near 20720
PROFILE I am a motivated. Customer oriented individual looking to utilize several years of experience in financial, client and administrative services to benefit your organization's goals and objectives. I work fast under pressure with multiple tasks and deadlines and I am looking for an exciting environment that provides challenging work and opportunities that would enable me to apply my administrative and analytical skill...
Tags for this Online Resume: Inventory, Management, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, PDF, Reconciliations, finance, excel
