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Online Resumes with "institutional clients"
Chief Financial Officer - 20 Years of Experience - Near 30327
My name is Tom Garr and, I would like to, respectfully, submit my attached resume to you for consideration for a position on your team as a Chief Operating Officer or Chief Financial Officer.
Tags for this Online Resume: Risk, Finance, Audit, Management, Marketing, Profitability, Strategic, Atlanta, Funding, Cash Flow, Shareholder
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
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
Co-Founder of Jewelry Business with Product Development and Sourcing Expertise
Entrepreneur who founded a fine jewelry retail and wholesale business generating an annual sales volume of $800,000 and a customer base of over 100 clients with retail sales driven by successful marketing and promotional campaigns and wholesale sales from developing strong partnerships with independent retailers and buyers
Ideal Companies: Bulgari, Harry Winston, Cartier, Montblanc
Tags for this Online Resume: Merchadising, Product Sourcing, Product Planning, Product Development, Purchasing, Marketing
Director, Business Development Clinical Research IRB- 14 years Experience- Seattle/Portland/Denver
Senior marketing and client development executive with 14 years experience in clinical research. I am looking for continued growth as a research professional leading project teams and staff in support of strategic business goals. As a leader in the development and maintenance of productive client relationships, I have been recognized for expanded customer utilization of products and services with a focused customer-centric...
Ideal Companies: Quintiles, Huron Consulting, Roche, Genentech, PharmaLink Consulting, Icon, Covance, PRA International, AAHRPP
Tags for this Online Resume: Account Management, Client Services and Develpment, Marketing, Project Management, Presentations, Budgeting, International Business, Team Leadership, Process Improvement, Training/Development, Performance Management, Business Development, Operations Management, Branding, Vendor Relations, Clinical Research Regulatory Compliance, Federal Regulations
Financial Analyst/CFA Level 3 Candidate - 4 Years of Experience - Near 08820
After having acquired a kaleidoscopic view of the Finance sector, I am looking forward to a long term career that utilizes and enhances my eclectic knowledge and CFA candidacy in a successful Financial Analyst role in Corporate Finance, Strategy, Reporting, Asset Management and other financial services sectors.
Ideal Companies: Bloomberg, JP Morgan, Goldman Sachs, Citibank, Fidelity, BlackStone
Tags for this Online Resume: Researcher, Writer, Mentor, Fast Learner, Adaptable, Enthusiastic, Communicator, Traveler, Enterprise Asset Management, Analytical
Program Director - 6 Years of Experience - Near 28075
I am a highly motivated and experienced in customer service and sales team motivation, talent management and event coordination. I hope to match my strong organizational, management and networking skills and experience with an employer who is growth minded and can benefit from a strong candidate for leadership in the company.
Ideal Companies: AEG, Live Nation, Clear Channel
Tags for this Online Resume: Charlotte, Management, Sales, Organization, Leadership, Entertainment, Talent, Event, Business Owner, Property Manager
MANAGEMENT Process Improvement │ Risk Management & Loss Prevention │ Business Growth & Development Client Relationship Management │ Motivational Training & Team Leadership │ Client Protection & Satisfacti
Industrious, proactive professional with 14 years of expertise in the insurance industry in the areas of team leadership, plan management, business development, account management, underwriting, claims adjustment, and accounting. Strong background working with financial institution clients, and knowledge of trends and developments in the financial and insurance industries. Establish strategies and partnerships that minimize...
Tags for this Online Resume: NJ PC license , NJ A, Series 7 , Insurance, Risk Analysis , SOX / Regulatory Compliance , Underwriting Audit Processes , Marketing
Personal Financial Advisor
Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...
Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking
Management Consultant, Program Manager
Executive Management Consultant with over 20 years of experience in business and technology transformation across a wide array of industries, including financial services, media, technology, advertising, retail, insurance, aerospace and manufacturing. Specializes in program development and project execution leveraging best-of-breed methodologies, with strict emphases on problem identification, solution provisioning and del...
Ideal Companies: advertising, financial services, new media, technology
Tags for this Online Resume: Program Management, Project Management, Project Governance, Management Consulting, IT Transformation, Business Transformation, Risk Management, Change Management, Vendor Management, Agile / SCRUM, Process Engineering, Business Analysis, Financial Management, Information Architecture, SDLC, Waterfall, Engagement Management
Management Trainee - 15 Years of Experience - Near 25430
Tags for this Online Resume: Microsoft Project, Project Support, Critical Thinker, Problem-solver, Self-starter, Team Leader, Coordinator
Program Manager
Tags for this Online Resume: PMP, Six-Sigma, Project Management, Cross-functional Team Leadership, MS Office, Sharepoint, MS Project, Vendor Management, Executive Communications, Waterfall, Agile, Team Leadership, Project Team Development, Schedule Development, Budget Management, Testing, Medicare, Medical Management, Affordable Care Act, Financial Risk Management, Issue Resolution, Accountability, Business Savvy, Statement of Work, Negotiation
