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Online Resumes with "high net worth client"
Team Leader - 19 Years of Experience - Near 03801
SUMMARY Microsoft Certified Professional with 16 years of technical support experience in financial investment firms and Bio Tech Industry. Proven ability to provide in-depth support, juggle multiple tasks effectively, and maintain confidentiality with highly sensitive materials and matters. Extensive experience working with high net worth clients, requiring extra attention to the "people" side of business. Positive, cooper...
Tags for this Online Resume: Desk Top Support, Blackberry, Desktop Computer, Management, Asset Management, Bloomberg, Financial, Security, Business Continuity Planning, CAO
Business lawyer seeking corporate or oganization counsel position with the benefit of over forty years in the practice of law
Experience working with high net worth clients and corporate officers and directors. Strategic and legal consulting. Member of the New York Bar only. Enjoys solving problems.
Tags for this Online Resume: White Collar, Litigation, trusts and estates, Corporate law, Business , Investigations, trial experience, Justice Department, Securities, Estate planning, Planning, Fraud, Insurance, Arbitration, Benefits, Procurement, Public Relations, extradition, international law, broadcasting, health care, disability claims, appeals, compliance, writing, analyst, Washington DC, Vero Beach, document review, appellate briefs, corporate counsel, New York, NY
Senior Mortgage Sales and Credit Risk Specialist - 10 Years of Experience - Near 11743
Results-oriented, innovative professional with extensive mortgage lending experience within the highly competitive financial services industry, credited with achieving excellence in customer service, sales performance, and risk management. Analytical professional skilled at successfully originating, underwriting, and providing detailed analysis of complex income, credit, and loan structures to create custom-tailored opti...
Ideal Companies: Citi, Wells Fargo, Goldman Sachs
Tags for this Online Resume: Underwriting, Management, Wealth Management, Retail, Lending, Sales, High Net Worth, Mortgage, Hub, Management Solutions
Tax Manager - 10 Years of Experience - Near 10463
IN PROVIDING INTEGRATED TAX AND LITIGATION SOLUTIONS AND MANAGEMENT SERVICES TO HIGH NET WORTH CLIENTS
Tags for this Online Resume: Accounting, Financial, Litigation, Management, Securities, State Tax, BAR, Certified Public Accountant, Fraud, High Net Worth
Financial Specialist - 20 Years of Experience - Near 33543
PROFILE Strategic Leadership, Risk Management, Deal Collaboration, Finance & Banking, Quality Assurance, Project & Portfolio Management, Corporate Governance, Stakeholder Relations, Board Representation, Global Operations International investment banker with expertise in assessing, structuring and executing lending facilities, private equity/ restructured operations in developed and emerging markets. Experience in implement...
Ideal Companies: Northern Trust, JP Morgan Chase, Royal Bank of Canada, TD Bank, CIBC, Deloitte, Fidelity, Bloomberg, IFC, ADB, EBRD, World Bank, IMF, GE Capital, UBS, HSBC, Credit Suisse
Tags for this Online Resume: Audit, Banking Industry, Benefits, Capital markets, Consulting, Consumer Lending, Due Diligence, Risk Management, Credit Risk, Financial Planning, Financial Institutions Assessment, KYC, Compliance, Corporate and Project Finance, Portfolio Management, Restructuring, Project Management
20 years of Experience in equity trading and sales of equity products
Strategic Financial Executive with extensive expertise in equity trading and sales for the the consumer and retail sectors and with developing trading systems for premier Wall Street firms. A talented client-focused leader with excellent organizational, interpersonal and communication skills. A consummate team player with a collaborative work style, as well as a high energy level, a solid work ethic and impeccable corporat...
Ideal Companies: Pepsico, P&G, Forest Labs, Quintiles, Astellas, Dow, Duracell, Target, Home Depot, Lowes, Wal Mart, UPS, Fedex, IBM, Allergan, Tesla, Campbell Soup
Tags for this Online Resume: Sales, Team Player, High Energy, Client Service, Manage, Training, Client focus, Focus on various types of clients/customers, Retail, Business Development
Investment Professional
Accomplished investment professional with proven success in investment analysis and due diligence, transaction execution, and client relationship management.
Ideal Companies: Simon Property Group, Macerich, Camden Property Trust
Tags for this Online Resume: Real Estate, Bonds, CFA, Communications, Customer Relationship Management, Financial, Financial Industry, Financial Statement, Forecast, Investment Management, Asset Management, Client Service, Investor Relations, Investment Strategy
Personal Financial Advisor
Tags for this Online Resume: Book of business, Cash Flow, Cash Management, Financial, Financial Statements, High Net Worth, Management, Planning, Retirement planning, Settlements
Tax Manager
Tags for this Online Resume: Certified Public Accountant, Audit, Estate planning, Planning, Real Estate, Distribution, Management, Accounting, High Net Worth, HVAC
