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Online Resumes with "institutional clients"
Financial Analyst, Washington DC
Bilingual Financial Analyst eager to contribute strong managerial, problem-solving, and business development skills toward supporting the employer as a driven and productive team member
Tags for this Online Resume: finance, mergers, private equity, accounting, invesment management, financial analyst, EXCEL, MILLIMAN, ACCESS, ACT
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Senior-Level Strategic Communications Executive
As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...
Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture
Tags for this Online Resume: Project Management Professional
Proven Consultative Sales Leader, 20+ years experience
With my proven consultative sales leadership skills, my disease-state expertise and my client relationship building ability, I am seeking to advance my career and earnings in medical device consultation and sales.
Ideal Companies: Johnson and Johnson, GE Healthcare, Medtronic, Baxter International, Cardinal Health, Boston Scientific, Stryker, Guidant, Alcon, Biomet.
Tags for this Online Resume: Consultant, Sales Leader, Clinical Expertise, New Business Development, Sales Process, Client Relationship Building
Finance Professional
Cover Letter - PETER BEATTIE
PHONE: (843) 822 5264 email: pjsbeattie@hotmail.com
January, 2010
I am a professional Finance Executive with an MBA & BBus (Accounting & Operations Management). I have relocated to Charleston, South Carolina with my family and seek full-time employment. In December, 2009, I resigned my position with the National Australia Bank in Sydney, Australia as a Director in their Wholesale B...
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
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
Accountant
Tags for this Online Resume:
Investment Management, Institutional Client Relations, RFP Specialist, Institutional Client Reporting, Mutual Fund
Featured Profile
Featured Profile
Business Development,Consultative Selling,Collaborative Relationships!!!!
An executive position in Sales,Sales Management,International/Domestic Consulting,Organizational/Business Development that utilizes proficiency in strategic management,consultative selling,value-added partnerships,development and coaching to achieve collaborative relationships,profitable revenues and optimal results.
Ideal Companies: Hewlett-Packard Company, PricewaterhouseCoopers LLP, The Boeing Company, Morningstar Inc, International Business Machines Corporation, Deloitte, Aramark Corporation, Nokia Corporation, Nexant, Baker & Hostetler LLP, DISH Network Corporation, Plante & Moran LLP, McGuireWoods LLP, DAC Group, VOA Associates Incorporated, American Express, Sanmina-SCI Corporation, Intertek, Quinnox Inc, HNI Corporation, Johnson & Johnson, General Physics Corporation
Tags for this Online Resume:
Sales/Sales Management, Negotiation, Communication, Planning/Strategic Thinking, Strategy Development, Relationships/Interpersonal, Leadership, Coaching, Process Improvement, Executive Assessment, Business Development, Consultative Selling, Profit
Eager to learn and grow
I love to learn new skills and have new experiences as it keeps the mind active
Ideal Companies: will work for any company
Tags for this Online Resume:
Payroll
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
Featured Profile
Business Development,Consultative Selling,Collaborative Relationships!!!!
An executive position in Sales,Sales Management,International/Domestic Consulting,Organizational/Business Development that utilizes proficiency in strategic management,consultative selling,value-added partnerships,development and coaching to achieve collaborative relationships,profitable revenues and optimal results.
Ideal Companies: Hewlett-Packard Company, PricewaterhouseCoopers LLP, The Boeing Company, Morningstar Inc, International Business Machines Corporation, Deloitte, Aramark Corporation, Nokia Corporation, Nexant, Baker & Hostetler LLP, DISH Network Corporation, Plante & Moran LLP, McGuireWoods LLP, DAC Group, VOA Associates Incorporated, American Express, Sanmina-SCI Corporation, Intertek, Quinnox Inc, HNI Corporation, Johnson & Johnson, General Physics Corporation
Tags for this Online Resume:
Sales/Sales Management, Negotiation, Communication, Planning/Strategic Thinking, Strategy Development, Relationships/Interpersonal, Leadership, Coaching, Process Improvement, Executive Assessment, Business Development, Consultative Selling, Profit
Eager to learn and grow
I love to learn new skills and have new experiences as it keeps the mind active
Ideal Companies: will work for any company
Tags for this Online Resume:
Payroll
Business Development,Consultative Selling,Collaborative Relationships!!!!
An executive position in Sales,Sales Management,International/Domestic Consulting,Organizational/Business Development that utilizes proficiency in strategic management,consultative selling,value-added partnerships,development and coaching to achieve collaborative relationships,profitable revenues and optimal results.
Ideal Companies: Hewlett-Packard Company, PricewaterhouseCoopers LLP, The Boeing Company, Morningstar Inc, International Business Machines Corporation, Deloitte, Aramark Corporation, Nokia Corporation, Nexant, Baker & Hostetler LLP, DISH Network Corporation, Plante & Moran LLP, McGuireWoods LLP, DAC Group, VOA Associates Incorporated, American Express, Sanmina-SCI Corporation, Intertek, Quinnox Inc, HNI Corporation, Johnson & Johnson, General Physics Corporation
Tags for this Online Resume: Sales/Sales Management, Negotiation, Communication, Planning/Strategic Thinking, Strategy Development, Relationships/Interpersonal, Leadership, Coaching, Process Improvement, Executive Assessment, Business Development, Consultative Selling, Profit