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Online Resumes with "money management firms"
My skills at multi-tasking allow me to do the work of two people in one day!
Strong experience in the capital markets, with emphasis on municipal bond trading.
Ideal Companies: Broker/dealers, money management firms, banks.
Tags for this Online Resume: municipal bond trading, portfolio management, securities trading, operations, asset management, back office
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.
Great people skills
Strong organizational skills with the ability to manage multiple locations and many employees. Skilled in planning, budgeting and projecting future production figures. Gifted with the talent of recruiting and hiring excellent new employees. Outstanding people skills and possessing the talent to develop, coach and motivate all levels of employees within an organization. The ability to respond quickly and negotiate solutions...
Ideal Companies: large company
Tags for this Online Resume: Human resources
Insurance Brokerage and Risk Management Consulting Senior Vice President & Producer
Established Financial Institutions & Environmental Insurance Group Practice. Supervised the underwriting and marketing of Directors & Officers, Professional Liability, Fiduciary and fidelity products to banks, insurance companies, security brokers and money management firms.
Tags for this Online Resume: risk management, environmental insurance, Commercial Banking , Professional Liability, MBA, Underwriting
Financial Anayst - 2 years Experience
Looking for Full Time Employment as Financial Analyst or Consultant in (Investment) Banks, Money Management Firms, Hedge Funds, Private Equity Firms or Consulting Groups.
Tags for this Online Resume: Financial Analyst, Investment Analyst, Portfolio Analyst, Tax Consultant, Equity researcher, Corporate finance, CFA, Big four, MBA
Investment Analyst
Analyze, forecast and research companies Due diligence reports Valuations
Ideal Companies: Investment Banks, Money Money Management Firms, Hedge Funds, Private Equity, Venture Capitalists
Tags for this Online Resume: analyst
Chief Financial Officer - 20 Years of Experience - Near 30327
My name is Tom Garr and, I would like to, respectfully, submit my attached resume to you for consideration for a position on your team as a Chief Operating Officer or Chief Financial Officer.
Tags for this Online Resume: Risk, Finance, Audit, Management, Marketing, Profitability, Strategic, Atlanta, Funding, Cash Flow, Shareholder
Controller - 20 Years of Experience - Near 30340
Tags for this Online Resume: Controller, Accounting Manager, Assistant Controller, Senior Accountant
Financial Management
To grow existing assets and bring new assets under management. Experience includes acquisitions, managing large HNW relationships, strong relationship management background.
Ideal Companies: Financial Services, Banks
Tags for this Online Resume: Acquisitions, Ipc, Management, Financial, Financial Industry, Financial Management, Series 63, Series 1, Series 7, Series 65, Series 4
