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Online Resumes with "high net worth individuals"
Bringing my 30 plus years of experience in the Financial Industry to the Real Estate Industry
Management Professional with proven success leading organizations to sustained profitability. Extensive experience across diverse Banking, Insurance, Financial Planning industries. Excellent, budgeting, financial modeling, management, customer relationships, negotiations and multi-functional team leadership and problem solving skills. Strong skills in QuickBooks, Excel and Outlook. An enthusiastic and innovative team le...
Tags for this Online Resume: Budgeting, Internal Controls, Financial Tools, Reporting, Monitoring, Operations, Insurance, Safety, Security, Building Maintenance
Management and sales of intangible financial products.
A uniquely gifted individual who can effectively combine creative, empathic ability with a disciplined will to achieve corporate goals. A natural leader who will produce quality work with an honorable work ethic and a background of success.
Ideal Companies: Investment Banks (Charles Schwab), , Traditional Banks, Savings & Loans
Tags for this Online Resume: superior sales skills, experienced branch management, highly competitive work ethic, extremely comprehensive financial products training, university and law school graduate, investment broker vp, portfolio manager, sucessful original strategic/tactical planning/organizational skills, consistent/continual upward career path and responsibilities, experienced financial products presentation/delivery, trusted fiduciary duties
Tax Manager - 15 Years of Federal, State and international tax experience
Tax Manager with over 14 years experience in Federal, State and International tax, including preparation and review of tax compliance, information reporting, international tax provision, tax account analysis and reconciliations. Researched various complex tax compliance, planning and M&A issues for corporations, flow-through entities, foreign entities, high net-worth individuals, Executives, expatriate and inpatriate emplo...
Tags for this Online Resume: Tax compliance, Tax research, Tax planning, International tax
Financial Advisor - 19 Years of Experience - Near 33458
Extremely motivated and well rounded insurance and investment advisor with a twenty year track record of commission only sales experience to high net worth individuals, seeking an opportunity in the financial industry. Exceptional communicator with excellent analytical and investment related sales skills.
Tags for this Online Resume: West Palm Beach, trader, securities, insurance , hedge fund, financial advisor, investment advisor
Financial Services Sales Agent - 20 Years of Experience - Near 10024
I have extensive capital markets sales and trading experience as well as advisory experience. I currently run a full service financial practice catering to the protection and retirement needs to high net worth individuals.
Tags for this Online Resume: capital markets, risk management , retirement planning, Liquidity, Recruiting, SAN (Storage Area Network), Financial, Series 7
Controller - 17 Years of Experience - Near 06850
To obtain a C-Level position in a company where I can grow with the company and utilize my skills and expertise.
Ideal Companies: PWC, Ernst & Young, Deloitte & Touche
Tags for this Online Resume: Oracle, MySQL, Java, SAP, Yardi, Microsoft, Accounting, Human Resources, Equity, Filing
Senior Marketing Executive - 12 Years of Experience - Raleigh Durham
My career objective is to take my 12 years of experience in strategic marketing communications planning and apply it to materially contribute to a 2x growth strategy over a 5 year period for a manufacturer or wholesaler in the US. My goal is to spend my time with a company that has a strong executive team and maintains an atmosphere of operational excellence.
Tags for this Online Resume: Adobe, Adobe Illustrator, Adobe Photoshop, Advertising, Marketing Automation, Business Development, Salesforce, Email Marketing, Pardot, Act-on, Wordpress, Adwords, Analytics, Social Media Advertising, Facebood Advertising, Management
Credit Analyst and RM - Near 98684
Qualifications Experience in providing relationship management to High Net Worth individuals, Nonprofits and to Commercial Banking clients. Expertise to include advanced level Consumer and Commercial credit structuring, financial analysis and loan document preparation. Extensive background in and Activities History Nonprofit Consultant and Volunteer - from 2014 to present Consulted with Friends of DanceWorks WA to lead thei...
Tags for this Online Resume: Banking Industry, High Net Worth, Insurance, Sourcing, Analytical Skills, Assessments, Credit Analysis, Financial, Financial Statements, Management, Professional
Sales Representative - 15 Years of Experience - Near 11776
up Negotiate with the customer to close sales orders and overcome objections while maintaining appropriate business margins SUNY Morrisville a private jet charter company catering to extremely high net worth individuals and senior level executives of Fortune 500/ Fortune 1000 companies
Tags for this Online Resume: Sales, Account Manager, Business Development, Business Development Manager, Enterprise Software, Financial, High Net Worth, Microsoft, Microsoft Excel, Microsoft Outlook, saas
Industrial Designer - 13 Years of Experience - Near 90212
SUMMARY Active in the art market since 1998, Xavier Jover is a seasoned art specialist in Fine and Decorative Arts with an extensive global network of clients and fellow experts across North America, Europe and Asia. An accomplished business-getter, savvy expert and manager, he has a keen eye and a deep understanding of the international art market and its trends. An organizational and trustworthy leader with expertise in a...
Tags for this Online Resume: Appraisals, Sourcing, Management, Business Development, Entertainment, French Language, Its, Leadership, Networking, Strategic Initiatives, Los Angeles, Art History, Furniture, Interior Design, Art Specialist, Decorative Art, Fine Art
Accountant
CNMI/Tamuning Performed general accounting functions for multi million import/export firm as well as personal accounting for high net worth individual. Successfully led corporate and financial controls for company positioned in the top five of fasteners retail and wholesale businesses. Month and year end close. Analysis and evaluation of financial records, statements and reports Asset and inventory management A/R and A/P pr...
Tags for this Online Resume: Accounts Receivable, Audit, Financial, Financial Reporting, Accounts Payable, Forecasting, Inventory, Accruals, Distribution, Insurance, Revenue Recognition, Costing, Pricing, Cash Management, Sales & Marketing, Shipping & Logistics, Payroll Management, Purchasing
Senior Vice President - 20 Years of Experience - Near 20007
Summary Senior Executive with extensive experience including, planning and leading high profile, multi faceted, complex and fast paced initiatives, building a "customer centric selling and service culture", designing and implementing incremental revenue generating activities, building highly effective strategic partnerships, community alliances and corporate relationships. As a highly collaborative and innovative Senior Exe...
Tags for this Online Resume: Analytical Thinker, Planning, Recruiting, Strategic Planning, Client Acquistion and Development, Management, Merchandising, Business Development, Business Strategies
