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Online Resumes with "high net worth"



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...

Financial Planner

Tags for this Online Resume: Wealth Planner, Certified Financial Planner, Senior Wealth Advisor, CFP, Wealth Management, High Net Worth

Channel Executive

Driven, analytical, astute and business savvy sales executive with 20 years experience in the IT marketplace. Adept in discovering new business opportunities, driving sales lifecycle and building new markets from the ground up. Solid experience in financial and strategic planning, high dollar negotiation, revenue generation and innovative marketing. Superb salesperson with proven track record of identifying and acquiring...

Tags for this Online Resume: channel account manager, distribution account manager, channel sales, program manager

Licensed Financial Advisor

financial advisor working with High Net Worth clients with a specialty in Hispanic market.

Ideal Companies: A company with great payout

Tags for this Online Resume: 7, 63, 65, 31, Health and Life

Senior Private Banker

Achievement oriented finance professional with diversified experience in finance, accounting, financial planning, financial analysis, cash flow management, performance reporting, brokerage, and credit analysis. Solid analytical skills, strong leadership qualities, excellent multi-tasking and organizational aptitudes. Exceptional experience in high net worth sales, retirement planning, insurance sales, commercial credit un...

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

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Account Executive

Dynamic and results-oriented professional with a successful track record in the residential lending industry seeks a new opportunity. Articulate and persuasive in resolving difficult situations. Specialized in handling high net worth clientele. Consistently meets and exceeds corporate sales goals, while also building and maintaining client relationships to ensure customer loyalty and repeat/referral business. Always looki...

Tags for this Online Resume: Product Training, Financial Analysis, Web Based Traning, Presentations, Competitive Market Research, Word, Exce, Powerpoint

Portfolio Manager, New York/New Jersey

To manage a team of portfolio managers managing assets of high net worth private clients

Tags for this Online Resume: CFA, Asset Management, Portfolio Management, Investment Management, Portfolio Manager, Wealth Management

Senior Investment Manager- 20 years experience- San Francisco

To educate small businesses and high net worth individuals in the myriad of investment products; to manage risk in a new market environment; and to maximi

Accountant

CAREER SUMMARY Strong focus on customer service and relationships within the securities industry. Customer base has included high net worth retail accounts to large institutional organizations, where sensitivity to timely and clear response are key to success. Client contact has entailed electronic format to one-on-one presentations. Responsibilities have ranged from trade execution to nurturing relationships with invest...

Tags for this Online Resume: client services, equity trader, relationship manager, customer relations