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Online Resumes with "investment managment "
Tax Manager - 12 Years of Experience - Near 02169
Looking for a career in financial services industry, expanding my experiences with investment management, fund services and financial and tax analysis.
Tags for this Online Resume: Investment Tax, Financial Services, Data Analysis, Process Improvement, Access, VBA, Databases, SQL
Business Solutions Manager - 13 years Experience - Parsippany, NJ
Motivated, adaptive, high energy and supportive manager with over 20 years of experience executing Transfer Agency functions in the New York Life Investment Management NYLIM Service Company. People are a valuable resource and knowing differing communication styles paired with listening will lead to success.
Tags for this Online Resume: Talent, Development, Project, Management, Detailed, Coach
Chicago Booth MBA - Focused on Investment Management - Looking to relocate to Charlotte, NC
Tags for this Online Resume: Charlotte, Equities, Financial Analysis, Valuation, Modeling, Investments, Management, Business Analysis, Business Analyst, Credit Card, Assessments, Forecasting, Retail, Automation, Management, Business Analysis, Business Analyst, Credit Card, Assessments, Forecasting, Retail, Automation, Management, Business Analysis, Business Analyst, Credit Card, Assessments, Retail, Automation, Cash Flow
Sales & marketing of financial services to institutions
Marketing and consulting primarily in the investment industry. Worked closely with key corporate executives regarding financial services such as investment management, investment research, and corporate financing. Clients have included major investment firms, multinational corporations, international associations, trade unions, religious orders, and local governments. Drafted contracts & compliance maintenance.
Ideal Companies: Invetment Research firms, Management Consulting Firms, Financial data Providers
Tags for this Online Resume: Sales, Marketing, Consulting
Financial Analyst
Tags for this Online Resume: Alternative Investments, Consulting, Equity, Fixed Income, High Net Worth, Investment Management, Management, Mutual Funds
Portfolio Manager New York
Goals are to work in a dynamic, client focused investment management firm dedicated to helping individual investors achieve their financial goals.
Financial Analyst - 1 Years of Experience - Near 07670
Tags for this Online Resume: Risk Management, Trade Management, Investment Management, Bloomberg, Capital markets, Cash Management, Derivatives, Financial
Financial Analyst - 7 Years of Experience - Near 92130
Professional Summary Financial Analyst - Investment Manager - Securities Analyst - Auditor Business Analysis - Wealth Management - Strategic Planning - Financial Modeling - Decision Making - Analyzing Data - Financial Reporting - Cost Analysis - Risk Management - Auditing - Accounting - Sarbanes-Oxley Excel Access PowerPoint QuickBooks SAS e-Miner MAS90
Tags for this Online Resume: Financial Industry, Quick Books, MAS90, SAS e-Miner, Accounting, Investment Portfolio, Inventory, Auditing
Marketing - 5 Years of Experience - Near 07746
SUMMARY Marketing and Finance Professional with over 20 years experience with large financial companies and medical practictioners. Demonstrated expertise in the areas of Accounting, Investment management and B2B Sales and Marketing in both Finance and Medicine. Possesses excellent communication abilities in corresponding with clients and driving sales revenue.
Tags for this Online Resume: General Ledger, Accruals, Business Objects, Equity, Financials, Fixed Income, Fixed Income Trading, Inventory
SALES EXECUTIVE WITH EXPERTISE IN RELATIONSHIP MANAGEMENT, LEADING TO INCREASED REVENUE Extensive skill in sales and business development, driving growth, strengthening infrastructure, and maximizing ROI
Accomplished, results-oriented, and hands-on Business Development Consultant and Sales Leader with 15 years’ experience overseeing complex business requirements and spearheading the attainment of corporate objectives. I focus on the overall client experience, while fostering relationships through leadership and communication. I’m recognized for advancing solutions and collaborating with C-level stakeholders to ensure succes...
Tags for this Online Resume: Relationship Building, Client Engagement, Strategic Planning, Process Improvement, Sales, Business Development, Contract Negotiation
Financial Advisor - 20 Years of Experience - Near 89509
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...
Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets
Sales Representative - 1 Years of Experience - Near 60045
SUMMARY Demonstrates a passion for building relationships, cultivating partnerships and growing businesses. Competitive minded individual with extensive experience of developing businesses and working within a sales-driven environment. ACCOMPLISHMENTS Constructed strategies to develop and expand existing customer sales resulting in a 23% increase in monthly sales. Managed investment portfolios of 75 households generating $3...
Tags for this Online Resume: Banking Industry, Financial, Management, Wealth Management, Book of business, Investment Management, Sales, Sales Support
