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Online Resumes with "investment portfolio"
Financial Specialist - 20 Years of Experience - Near 32073
Insurance executive and producer of personal lines and commercial lines for a Fortune 500 firm with an added interest in charitable gifting. Expertise in procurement of tangible financial products and placement. Thorough understanding of financial markets and their dynamics. Use of fundamental and technical analysis. Strong grasp of P/E ratios and quick ratios.
Ideal Companies: Merrill Lynch, Charles Schwab, Prudential
Tags for this Online Resume: Insurance, Finance, Nashville, ChFC, CLU, Sales and Marketing, Financial Planning, Financial Analyst, Management, Consulting
Loan Officer - 20 Years of Experience - Near 28277
I possess comprehensive experience in high profile, national banking corporations, handling multimillion-dollar lines of credits and investment portfolios. Particular expertise in loan underwriting, operations, and procedures. I have demonstrated success in executing project management techniques to optimize processes and streamline operations. I pride myself on my exemplary communication, leadership skills and successful t...
Tags for this Online Resume: Charlotte, Tax Return, Analysis, Financial, Banking, Bank Of America, Detailed, Manager
Principal - 10 Years of Experience - Near 29486
Obtain a position relative to my college and continued education and over nineteen year of varied work experience in Business, Marketing, Management, and Advertising, Sales or related field. Use the skills I have learned from my experience in the workplace and by starting and owning my own businesses. I would like to be a positive contributor to a new team and continue to advance my business acumen and knowledge for the goo...
Ideal Companies: Boeing, SC State government, Volvo, Deta Airlines, American Airlines, Google
Tags for this Online Resume: charleston, sales, real estate, development, advertising, markeing, human resources, manager, Microsoft Powerpoint, Microsoft Word, Adobe
Controller - 20 Years of Experience - Near 55369
Seasoned finance executive with solid and progressive experience in all facets of accounting and financial management. Highly skilled in collaborating with all stakeholders to achieve business and financial objectives. Adept in streamlining processes with design and implementation thereby achieving enhanced productivity.
Tags for this Online Resume: Professionalism and Ethics, Internal and External Audit Management, Financial Operations Efficiencies , Budgeting , Mergers , Investment Portfolio Management, Strategic Planning, Financial Analysis
Inside Sales Representative - 13 Years of Experience - Near 92661
Executive Vice President, Marketing and Sales Seasoned financial services executive having worked in the investment and portfolio management industry since 2003. Prior to joining Genus Pacific Corporation , I founded Remken Financial Corporation, an investment and portfolio management firm in Orange, California that sourced Capital Market investors and partnered them with existing portfolio managers. In addition, the firm...
Tags for this Online Resume: point , excell, Newport beach
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
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
Financial Manager, Branch or Department - 20 Years of Experience - Near 07974
Tags for this Online Resume: Certified Financial Planner, FINRA SERIES 65, MBA, Portfolio Management, Management, Retail, Bonds, Gateway, Housekeeping, Purchasing
Financial Analyst - 20 Years of Experience - Near 07928
PROFESSIONAL SUMMARY A highly motivated, results driven investor with experience spanning both the Buy-Side and Sell-Side Wall Street Equity Research to the working in the technology industry and project management. My skills include equity research, portfolio management, business development, technology project management, consulting, and business process improvement. * * U.S. Steel and Carnegie Pension Fund 2013 - Present...
Tags for this Online Resume: Equity Analyst, Consumer Discretionary, Retail Industry, Financial, Financial Services, Financials, Project Management, New York, Portfolio Manager
Engineer
CAREER SUMMARY Entrepreneur, innovator, inventor, businessman. 15+ years of experience in both entrepreneurial and corporate environments in health care and chemical industry. Invented and commercialized disinfectant technology platform accounting for over $200 MM cumulative global revenue. Licensed technology to corporations in several vertical markets. Led innovation organization in $3B multinational company, including op...
Tags for this Online Resume: Research, Development, Innovation, Medical, Engineering, Food Processing Industry, Inventor, Management, Wastewater, Product Development, Water, Entrepreneurship
Insurance Sales Representative - 7 Years of Experience - Near 07607
to reach my full potential as a financial professional. My greatest skills are oral and verbal communication, fact finding and listening to customer needs, and help customers find solutions to meet those needs. I find great satisfaction in helping people solve their problems, and helping them reach their full potential. Professional Path The Prudential Insurance Company of America Financial Adviser May, 2014 - Present As a ...
Tags for this Online Resume: Computer Aided Software Engineering, Financial, Insurance
Controller - 20 Years of Experience - Near 08536
PROFILE EXPERIENCE & SIGNIFICANT ACCOMPLISHMENTS Financial Executive with more Construction Financial Management Association Princeton, NJ July 2008 - April 2017 than 25 years of progressively ($6 million non-profit professional association) higher levels of hands-on and Vice President, Finance & Administration August 2013 - April 2017 managerial experience in both Managed three employees oversaw the IT Department, the offi...
Tags for this Online Resume: Accounting, Advertising, Audit, Budgeting, Certified Public Accountant, CFO, Credit Card, Financial, Financial Management, Financial Reporting
