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Online Resumes with "investment advisor"



Financial Advisor, Investment Advisor

To obtain a challenging career in the financial services / banking industries

Featured Profile

Enthusiastic, Dynamic, Seasoned Learning and Development Professional with Series7 and Capital Markets Experience

Pursuing Training,Learning and Development position with brokerage house or bank in NYC using blended expertise, experience, and training in Financial Services and Training and Development.

Ideal Companies: UBS, JP Morgan, Citi, Credit Suisse, Trillium Asset Management, Christian Brothers Investment Advisors, Pro Mujer

Tags for this Online Resume: Androgogy, ADDIE, Knowledge Management, Training and Development, Learning and Development, Vendor Management, Onboarding, Curriculum Development, Training Material Design, Cross-Cultural Communications, Leadership Development, Program Design, Evaluate, Design, Needs analyis, Task Analysis, LMS, e-Learning, facilitation, and organizational skills, Train the Trainer, Learning Activities, Metrics, WBT, CBT, ILT, Synchronistic, Asynchronistic, Blackboard, WebCT, Elluminate, Series 7, Capital Markets, TESOL, Designing Learning, Managing Learning, Delivering Training, Negotiating, Presentations

Proven, motivated sales person

My ideal job would be in an entry level sales position in medical device and equipment sales with a base salary plus commission. I would prefer to be apprenticed with a seasoned sales person in this industry so as to learn the verbage, products and procedures.

Ideal Companies: Medical Device and Equipment Sales, Health Services Sales, Phamaceutical Sales

Tags for this Online Resume: disciplined

Featured Profile

Certified Trust Compliance Professional

To have a career in the financial services industry, specially banking or for a registered investment advisor.

Tags for this Online Resume: Wealth Management, Trust, Operations , Bank, Compliance Officer, Risk Management

Financial Manager, Branch or Department

Tags for this Online Resume: Finance, Investmentt Manager, Investment Advisor, Team Builder, Train and Develope Advisors, Sucessfull Financial Advisor

Public Finance Investment Banker

Investment Banker specializing in higher education , health care and project financing . Also have advised institutions on investment strategies and the hiring of investment professionals.

Tags for this Online Resume: series 7,52,53,3,65, Municipal finance, health care , higher education, Investment advisor, 501c3 finance

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

Featured Profile

Personal Financial Advisor

Tags for this Online Resume: financial advisor, private banker, financial planning, wealth management, investment advisor

Accountant

ROBERT MERHEB 649 Cedar Lane Bartlett, IL 60103 Phone: 630-677-6039 Email: merheb@sbcglobal.net Profile - External And Internal Auditor / Consultant / Sales / Translation A Thorough review of my professional career will demonstrate success in both the domestic and international business communities. My experience and knowledge make me a valuable resources to perform various tasks committed to comple...

Tags for this Online Resume: Sales, Representation, Finance, Government, Accounting

Financial Advisor, Louisville Kentucky

To work as a financial or investment advisor in a firm that values preservation of capital and the interests of the client as paramount. I enjoy working with my clients to establish a strong relationship of trust so that we can accomplish the goals that they have for their money.

Tags for this Online Resume: Investment advisor, mutual funds, stocks, financial planning