CV, Curriculum Vitae and Online Resumes Search

---

Online Resumes with "investment portfolio"

Personal Financial Advisor - 20 Years of Experience - Near 33414

To obtain a position as Branch Manager/ Investment Consultant for a large banking organization. I believe that now, more than ever, individual retail investors will seek to manage their own investment portfolios with the help of knowledgeable professional investment counselors.

Tags for this Online Resume: Securities, Annuity, Bookkeeper, Insurance, Series 24, Series 63, Series 7

Financial Specialist - 20 Years of Experience - Near 66210

Qualifications for Financial Management Highly motivated and hard-working sales professional with extensive experience in the financial arena including fixed income securities equity securities and investment portfolio management. Successful track record of implementing and delivering strategies that resulted in new market segments and increased revenue. Visionary with ability to project market needs increase sales and exte...

Tags for this Online Resume: Fixed Income, Management, Security, Forecast, Sales, Financial, Financial Management, Insurance, MBS, Planning, finance, TRADER

Financial Analyst - 1 Years of Experience - Near 80231

Summary of Qualifications * BSBA dual major Finance and RMI graduate relevant coursework includes Financial Markets & Institutions, Business Capital, Investment Portfolio Management, Introduction to Commodities, Financial & Commodity Derivatives, Accounting * Financial modeling experience and advanced Excel skills, including Pivot Tables Goal Seek and Solver LOOKUP and IF Function knowledge of trading and investment analysi...

Tags for this Online Resume: Accounting, Arabic Language, Bloomberg, Commodities, Customer Service, customer service skills, Derivatives, English Language, Financial, Financial Industry, audit, finance, excel

Chief Executive Officer - 20 Years of Experience - Near 61770

Profile Offers extensive experience leading all aspects of banking and financial services, encompassing operations, lending, investment/loan portfolio management, compliance, and auditing. Excels in preparing, administering, and monitoring comprehensive line item budgets in support of business growth and profitability. Highly proficient in creating detailed Excel spreadsheets as well as accurate call report schedules. Core...

Tags for this Online Resume: Applications, Asynchronous Transfer Mode (ATM), Audit, Banking Industry, Benefits, Budgeting, Business Development, Cabling, Capital Planning, Cash Management, management, manager, Multi-Branch Leadership, Strategic Planning, Profit/Loss Responsibility, Asset/Liability/Risk Management, Agricultural/Commercial/Real Estate Lending, Loan Underwriting/Review, Interest Rate Management/Pricing, Customer Service, Vendor Analysis/Management, GAAP/SAP, General Ledger, Data Processing, Federal/State Laws & Regulations, Finance, Insurance, IT/Cyber-security, Compliance, Loan/Investment Portfolio Management, Human Resource Management, Financial/Cash Flow Analysis & Underwriting, Professional Written Correspondence, Microsoft Office Suite (Word, Excel, Outlook, Access, Power Point, Publisher)

Chief Executive Officer - 20 Years of Experience - Near 27513

Managed Responsible for providing leadership and direction as the Director General of this leading Financial Institutions in Sudan which provide Social Insurance to all the Government / Private Sector employees. The total staff strength was 550. * Increased the investment portfolio from 70 Million to 2 billion Sudanese Pounds. * Grow annual revenue of the fund from 100M. To 2 Billion Sudanese Pounds. all aspects of the Huma...

Tags for this Online Resume: Procurement, Insurance, Capital Expenditures, Forecast, Integrate, Mba, Management, Business Development, Business Plan, Leadership, management, manager, automotive

Personal Financial Advisor - 20 Years of Experience - Near 19087

SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...

Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance

Research Assistant - 20 Years of Experience - Near 94577

banking, non bank financial institution, and payments, clearing and settlements regulatory compliance and financial analysis. fixed income portfolio management and risk profiling of investments portfolios. strategic planning and balance scorecard design. Financial performance evaluation of Pension funds, insurance, fund managers, securities brokers, stock exchange, central securities depository, non bank lenders

Ideal Companies: Federal Reserve System, PIMCO Asset Management, UBS Asset Management

Tags for this Online Resume: Botswana, reserves management, banking regulator, non bank financial institution regulator, fixed income portfolio management, central banker, open market operations, policy formulation and implentation, Banking Industry, Aml (Macro Lang), Audit, Back Office, Telecommunications, Statistics, Assessments, Asset Liability Management, Analyst, Analyst, regulatory, research, clinical trials

Portfolio Manager, New York

To assist in managing an investment portfolio for a financial firm, hedge fund, private equity firm, or family office.

Accountant

Career accounting professional * Managerial positions of increasing responsibility * In-depth knowledge of accounting principles and procedures * Experienced in the preparation and filing of regulatory reports, monthly analysis of income and expense general ledger accounts, cash management, investment portfolio accounting and supervising daily accounting operations * Comfortable handling overlapping projects and meeting tig...

Tags for this Online Resume: Accounting, General Ledger, Financial, Financial Statements, Monthly Financial Statements, Balance, Balance Sheet, Accounts Payable, Accounts Receivable, Bank Reconciliation, accounting, gaap, excel, accountant, controller

Project Manager - 20 Years of Experience - Near 02186

SUMMARY Extensive Investment Services program and project management experience in application development and systems integration covering all phases of the project life cycle. Expertise includes: Customer relationship management, business needs analysis, process reengineering, software and database design, systems integration, project planning, ROI analysis and project risk management. Experience in: client relationship m...

Tags for this Online Resume: Accounting, Compliance, Consulting, Automation, Banking Industry, Billing, Commercial Lending, Distribution, Filing, sql, software, Mickey

Controller - 20 Years of Experience - Near 01077

Professional Summary My background in the accounting/finance area is extensive. I bring to the table years of experience but an open mind to adapt to the culture and needs of any company. I am result driven and always meet or exceed any goals set before me. In the past I was honored to be elected as Business Man of the Year by the Westfield Chamber of Commerce. I offer you this level of expertise and dedication in supportin...

Tags for this Online Resume: Planning, Strategic Planning, Financial, Financial Analysis, General Ledger, Bankruptcy, Management, Monthly Financial Statements, Payroll, Pricing, accounting, controller, excel, manufacturing, finance