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Financial Services Executive - 20+years experience/Relationship Manager and New Business

Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills

Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds

Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Senior-Level Strategic Communications Executive

As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...

Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture

Tags for this Online Resume: Project Management Professional

Financial writer and editor, Boston -- 20-plus years experience -

Experienced writer and editor with proven ability to convey key messages and complex concepts clearly for both print and online media.

Ideal Companies: Fidelity Investments, Eaton Vance, BlackRock

Tags for this Online Resume: Financial Services, Editor, Writer, Web content manager, Marketing communications

Retail Operations & Management Consultant

I am a highly successful Retail Manager with 5 plus years experience working as a Senior Business Consultant for a Turnaround Management Firm. Consulting experience included the positions of Field Marketing Manager, Fuel Inventory Retail & Marketing Manager and interim Chief Operating Officer. I seek a position that will utilize my skill set in overseeing the Operations & Management of multiple unit(s)/location(s) retail ...

Ideal Companies: Navigant, Hilco Real Estate, Coca Cola Consolidated, Pepsico, RJR Tobacco Company, CVS Caremark, Walgreens, Belk,

Tags for this Online Resume: Retail General Manager, Multi-Unit Manager, Interim Chief Operating Officer, Experienced Contract Negotiator, Retail Petroleum Marketing, Petroleum Inventory Manager, Vendor Management (Wholesale, Inventory Management, Certified AIM (Assisted Inventory Management) Trainer CVS Pharmacy, Business Process, Experienced Profit-Loss Manager, Regional Expert Direct Store Delivery, Customer Service Representative, Training Store Manager, Atlantic Seaboard States, Gulf Coast States, Southwestern United States, Seasoned Air Traveller, Bachelors Degree - Accounting

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