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Online Resumes with "high net worth investors"



Investment Consultant/Relationship Manager

Diversified financial professional experienced with products and services enabling institutional/high net worth investors to effectively monitor investment portfolios to achieve desired results. Recognized expertise in performance analysis and relationship management.

Tags for this Online Resume: Performance Measurement, Investment Strategy, Marketing, Relationship Management

Featured Profile

D. Ryan Tyler, M.B.A. Executive Profile

Over twenty years of progressive responsibility in executive finance/managing director roles spanning Fortune 500, middle market and nonprofit companies. Proficient in orchestrating financial policy and leading outside negotiations including comprehensive fundraising and involvement in overall organizational strategy, staff management and operations. Significant industry experience in Entertainment/Production, Energy, Techn...

Ideal Companies: Nonprofit in charge of strategic direction and finance

Tags for this Online Resume: Magaing business units/programs, Manage P, Budgeting, Business Development, Fundraising, Capital Raising, Presenting to Boards, Writing, Managing Director, CEO, CFO, Investment Banker, Communicator, Analysis

Marketing - 15 Years of Experience - Near 94708

Accomplished executive leader with 15+ years implementing marketing, sales, and business development strategies to build & manage relationships, generate leads, and build brand awareness. Leveraged technology and key partnerships to develop brand value and generate leads for High Net-worth wealth management firms. Demonstrated successful results in building relationships with financial advisors and High net worth investors....

Tags for this Online Resume: Marketing, Sales, Business Development, San Francisco, relationship management, branding, design, wealth

Featured Profile

Sales Representative - 20 Years of Experience - Near 46038

Driven, results-oriented and reliable financial services sales professional with comprehensive experience in client acquisition, account management and leadership of key accounts for business owners, high net-worth investors and retirees. Demonstrated ability to learn, retain and articulate technical / scientific product-related information and to educate others on the given subject matter where the end goal is a sale or co...

Financial Services Sales Agent

SUMMARY OF QUALIFICATIONS Successful institutional marketer, with more than 20 years of investment experience in the financial services industry. Main areas of emphasis include public and corporate pension plans, foundations and endowments, and high-net-worth investors. Proactive sales professional with significant expertise in establishing relationships, building coalitions, and facilitating sales directives to achieve str...

Tags for this Online Resume: Market Research, Research, Sales, Sales Executive, Security, Investment Management, Management, Equity, Accounting, High Net Worth