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Online Resumes with "high net worth individuals"
Featured Profile
Featured Profile
Wealth Management and Investment Portfolio Management Professional
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
Ronald Menard
Temporary or full time accounting position. Currently working on completing CPA examination.
Ideal Companies: Google
Experienced Investment Professional
Accomplished, detail-oriented professional who successfully traded managed accounts of institutional and private clients using a combination of technical and fundamental research. Analytical thinker and adept decision-maker who can implement multiple trading strategies with a variety of investment products under different market conditions.
Ideal Companies: Blackrock, Goldman Sachs, Merill Lynch, JP Morgan
Tags for this Online Resume:
Trader
Alternatives Sales Specialist - 8 years experience - HSBC Private Bank
A client facing professional with expertise in advising on Alternative Investments to financial advisors, high net worth individuals,
institutions, consultants, family offices, advisors in the US and Latin America. Experienced in hedge fund of funds portfolio
management, marketing of private equity, real estate, fund of funds, and currently responsible for the sales of HSBC’s Alternatives
business in the Americas. Seeking t...
Tags for this Online Resume:
Experienced, International, Resourceful, Diligent, Intelligent, Articulate
Featured Profile
Regional Operations and Sales Manager, Central Florida
Detail-oriented, goal-driven, and accomplished professional, offering extensive experience in franchise sales and development, operations management, and marketing. Equipped with proven record of performing above expectations while adapting to any stressful situations without compromising the quality of products and services. Highly capable of establishing a network of high-net-worth individuals as well as successfully comp...
Tags for this Online Resume:
Regional Sales Manager, Regional Operations Manager, Regional Manager, Franchise Sales Manager, Franchise Operations Manager
Assistant Vice President
working with high net worth individuals and family groups in setting investment strategies, implementing asset allocations, rebalancing each client’s portfolio and implementing strategy changes.
Tags for this Online Resume:
Wealth , Private Banker, Advisor, Consultant, Fianancial, Investment
General Manager
My goal is to run my own private company or a division of a larger private company.
My professional experience is in sales and marketing to high net worth individuals. Most recently I have added experience in manufacturing operations, employee relations and hiring. I have an accounting background with experience in budget, P&L responsibility, and cash management. My true talents are customer experience and service, projec...
Ideal Companies: Wellpoint, Chevron, Intuit, Adobe, Autodesk, University of California Berkeley, Google,
Committed Relationship Manager
Committed Relationship Manager with more than 15 years of experience serving clients and partners in high-end custom residential construction companies, high net worth individuals and families, endowments and foundations, and executive level clients at privately held and multinational public companies with demonstrated successes in
• Establishing and cultivating successful long-term client relationships and easing challen...
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
Featured Profile
Wealth Management and Investment Portfolio Management Professional
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
Ronald Menard
Temporary or full time accounting position. Currently working on completing CPA examination.
Ideal Companies: Google
Experienced Investment Professional
Accomplished, detail-oriented professional who successfully traded managed accounts of institutional and private clients using a combination of technical and fundamental research. Analytical thinker and adept decision-maker who can implement multiple trading strategies with a variety of investment products under different market conditions.
Ideal Companies: Blackrock, Goldman Sachs, Merill Lynch, JP Morgan
Tags for this Online Resume:
Trader
Alternatives Sales Specialist - 8 years experience - HSBC Private Bank
A client facing professional with expertise in advising on Alternative Investments to financial advisors, high net worth individuals,
institutions, consultants, family offices, advisors in the US and Latin America. Experienced in hedge fund of funds portfolio
management, marketing of private equity, real estate, fund of funds, and currently responsible for the sales of HSBC’s Alternatives
business in the Americas. Seeking t...
Tags for this Online Resume:
Experienced, International, Resourceful, Diligent, Intelligent, Articulate
Featured Profile
Regional Operations and Sales Manager, Central Florida
Detail-oriented, goal-driven, and accomplished professional, offering extensive experience in franchise sales and development, operations management, and marketing. Equipped with proven record of performing above expectations while adapting to any stressful situations without compromising the quality of products and services. Highly capable of establishing a network of high-net-worth individuals as well as successfully comp...
Tags for this Online Resume:
Regional Sales Manager, Regional Operations Manager, Regional Manager, Franchise Sales Manager, Franchise Operations Manager
Assistant Vice President
working with high net worth individuals and family groups in setting investment strategies, implementing asset allocations, rebalancing each client’s portfolio and implementing strategy changes.
Tags for this Online Resume:
Wealth , Private Banker, Advisor, Consultant, Fianancial, Investment
General Manager
My goal is to run my own private company or a division of a larger private company.
My professional experience is in sales and marketing to high net worth individuals. Most recently I have added experience in manufacturing operations, employee relations and hiring. I have an accounting background with experience in budget, P&L responsibility, and cash management. My true talents are customer experience and service, projec...
Ideal Companies: Wellpoint, Chevron, Intuit, Adobe, Autodesk, University of California Berkeley, Google,
Committed Relationship Manager
Committed Relationship Manager with more than 15 years of experience serving clients and partners in high-end custom residential construction companies, high net worth individuals and families, endowments and foundations, and executive level clients at privately held and multinational public companies with demonstrated successes in
• Establishing and cultivating successful long-term client relationships and easing challen...
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
Wealth Management and Investment Portfolio Management Professional
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
