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Online Resumes with "investment strategy"
Director - 18 Years of Experience - Near 94110
Areas of Expertise: * Corporate Finance * Strategic Planning * Process Management * M&A/Due Diligence * Business Plans * Relationship Management * Post-Deal Integration * Deal Execution * Strategic Partnerships * Investment Strategy * Complex Transactions * Negotiation * Team-Building/Leadership * Financial Modeling * Executive Presentations
Tags for this Online Resume: Equity, Business Development, Capital markets, CIS (Ibm Customr Info Sys), Infrastructure, Management, Equity and Debt, New Business Development, Real Estate, Retail, M&A, Leadership, Finance, CFO, Corporate development, Due diligence, Integration, Project management
Senior Vice President - 20 Years of Experience - Near 98052
PROFESSIONAL SUMMARY * Successful blend of experience as Advisor and Unit Leader serving HNW clientele for major financial organizations. * Extensive experience and valued insight in all facets of lending options, structure and opportunities. * Highly proficient in all stages of the financial planning process along with the delivery and implementation of complex solutions in investment strategies, risk management and estate...
Tags for this Online Resume: Banking Industry, Licensing, Real Estate, Retail, Securities, Series 7, Commercial Loans, Estate planning, Financial, Financial Analysis, management
Financial Analyst - 15 Years of Experience - Near 33613
Developing and implementing investment strategies which will utilize my knowledge and skills to realize optimum results in the Investment Industry. Summation of Qualifications 13 years' Investment Analyst experience * Creative and practical problem-solver * Ability to balance priorities for short-term and long - range goals * High business documentation proficiency *Adapt quickly to challenges and changing environment * Por...
Tags for this Online Resume: Audit, Distribution, Cash Flow, Deposits, Policies and Procedures, Services, Accounting, Appraisals, Bank Reconciliation, CAT
Property Site Manager - 20 Years of Experience - Near 60606
SUMMARY Executive level accomplished real estate management and brokerage market leader skilled at driving higher asset returns by building high-performance teams, establishing strong client rapport and enhancing properties with prudent long term investment strategies
Tags for this Online Resume: Real Estate, Annuity, Financial, Financial Reporting, IBM, Insurance, Management, Retail, Asset Management, Metrics, property management
Financial Analyst/Portfolio Manager - 3 Years of Experience - Near 07470
Looking to continue a track record of success in analyzing and developing sound investment strategies to grow portfolios with diverse investments.
Tags for this Online Resume: Data Analysis, Ecommerce, Facebook, Financial, Leadership, portfolio manager, investment analyst, trader
Financial Specialist - 20 Years of Experience - Near 11554
AREAS OF EXPERTISE & SKILL * Investment Strategies * Market Trending & Analysis * Portfolio Management * Tax Knowledge * Financial Modeling/Analysis * New Business Development * Risk Management * Entrepreneurial Initiate * Client Acquisition and Retention * Supervisory Oversight * Stocks/Bonds/Mutual Funds/Options/ETF's * Industry Knowledge Compliance * Restricted Stock/144/10B51 Plans * Internal Audit * Financial Trading *...
Tags for this Online Resume: Account Reconciliation, ACH, Audit, Cash Management, Financial, Financial Services, Front Office, Internal audit, finance
Senior financial professional with over 20 years of experience
Seeking a managerial position where my years experience could provide value to an learning and growing organization.
Tags for this Online Resume: Management, Business Development, Consulting, Investment Management, Accounting, Compensation, Defined Contribution, Financial Industry, Financial, Monthly Financial Statements, finance, accounting, excel, controller
Financial Manager, Branch or Department - 15 Years of Experience - Near 75080
Qualifications Profile Top performing financial investment executive with 15 years of experience devising investment strategies and financial plans for businesses and individuals. Extensive background in financial planning, investments, analysis, and business development. Proficient at leveraging centers of influence and referrals to consistently drive new business. A history of leadership with experience managing client re...
Tags for this Online Resume: Financial, Management, Networking, Planning, Portfolio Management, Referrals, Retail, Retail Banking, Banking Industry, Diversity
Telemarketer - 20 Years of Experience - Near 06903
Spending 26 years as a retail broker I developed marketing and sales skills among other things such as client management. My real passion is both in vintage motor cars and Formula 1 racing. Ultimately, I'd like to combine my skills and my passion and work in marketing or event planning for these two sectors. To get my name out into these " communities" I write a post daily on linkedin addressing racing and motor cars, prese...
Tags for this Online Resume: Financial, Management, Publishing, Equity, Financial Models, Fixed Income, Insurance, Life Insurance, Mutual Funds, Reviews, sales
Sales and Business Professional / Personal Financial Advisor
Experienced Sales and Financial Professional with more than 20 years of intangible product sales, and sales management experience. Ideal position has a modest base with a competitive commission structure that will not limit my compensation when I perform at a high level.
Ideal Companies: Fortune 500
Tags for this Online Resume: Health Insurance, Insurance, Advertising, Bonds, Financial, Mutual Funds, Management, Wealth Management, Coaching, Sales / Outside Sales, Account Management, Experienced, Consulting, Sales Management, Product Marketing, Presentations, Planning, Strategic Planning, Leadership / Motivation, Training / Development, Public Relations, Client Relations, Needs Assessment, Project Management, Business Development, Communications, Financial Products, Advisor, Financial Advisor, Customized Planner, Investment Advisor
IT & Management Consulting, M&A, and Private Equity Professional with Extensive Strategy, Business Development, Implementation, and Operations Expertise
Tags for this Online Resume: Alignment of Business and IT Missions & Strategies, Analytics, Application Development, Asset Management, Asset Valuations, Best Practices, Big Data, Business Development, Business Intelligence, Business Process Reengineering, BPR, Business Strategy, Change Management, Cloud Computing, Consultative Sales, Consulting, Cross-Functional Team Leadership, Customer Relationship Management, CRM, Due Diligence, Enterprise Application Integration, EAI, Enterprise Architecture, Enterprise Resource Planning, ERP, Enterprise Software, Financial Analysis, Forecasting, IT Service Management, ITSM, IT Strategy, Investment Analysis, Investment Strategy, Key Performance Indicators, KPI, Knowledge Management, Managed Service Provider, MSP, Mergers and Acquisitions, M&A, Operations, Operational Efficiency, Operational Excellence, Operations Management, Organizational Development, Portfolio Management, Private Equity, Profit and Loss, P&L, Program Management, Project Management, Regulatory Compliance, ROI, Sales, Salesforce, Sales Management, Security-Oriented Architecture, SOA, Staff Development, Staff Management, Supply Chain, Systems Integration, Training and Development, Training Delivery, Account Management, Client Management, Client Relations, Client Relationship Management, Crisis Communications, Crisis Intervention, Crisis Management, IaaS, Key Account Management, Major Account Management, National Account Management, PaaS, Public Speaking, Risk Assessment, Risk Management, Risk Mitigation, SaaS, Solutions Selling, Strategic Business Planning, Strategic Communications, Strategic Partnerships, Strategic Planning
Chief Financial Officer
Areas of Expertise * Problem Resolution * Financial Analysis * Investment Strategy * Profit & Loss (P&L) * Financial Management * Mergers & Acquisitions * Process Improvement * Shareholder Value Management * Strategic Planning * Budget Management * Project Management * Business Intelligence Successfully recommended and negotiated a strategic business acquisition that effectively increased profits by $200M. * Established key...
Tags for this Online Resume: Business Development, Financial, Business Plan, CFO, Financial Models, Planning, Strategic Planning, Valuations, Filing, Acquisitions
