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Online Resumes with "personal investment"



Featured Profile

Managing Director - 20 Years of Experience - Near 06880

Taking on Investment Management and an Execution Leadership for building Value and Returns on Investments and Assets Managed via capitalizing on Expertise, Successful Track-record and Network of relationships built

Ideal Companies: AIG, Blackstone, KKR, Warburg Pincus, Advent, Carlyle, Apollo, CVC Capital, TPG, Bain Capital, Neuberger Berman Group, Riverstone Holdings, Hellman & Friedman, General Atlantic, Tiger Global Management, Goldman Sachs, JP Morgan, Morgan Stanley Investment Management, American Securities Capital, BC Partners, Insight Venture Partners, Oaktree Capital Management, Clayton Dublilier & Rice, Apax, TA Associates, Rockefeller Family Office, Bloomberg Beta, Energy Capital Partners, New Mountain Capital, L Cetterton, First Reserve Corporation, Denham Capital Management, TowerBrook Capital Partners, Lindsay Goldberg, Sycamore Partners, KPS Capital Partners, American Capital, Sequoia Capital, Madison Dearborn Partners, ACON Investments, Summit Partners, The Jordan Company, Crestview Partners, Bessemer Venture Partners, Court Square Capital Partners, Lion Capital, Welsh Carson Anderson & Stowe, Capital International, HarbourVest, Genstar Capital, Energy Spectrum Capital, Seachlight Capital Partners, Trilantic Capital Partners, American Industrial Partners, Highstar Capital, The Riverside Company, Hamilton Lane, Olympus Partners, Ridgemont Equity Partners, Kelso & Co, WL Ross & Co, Sun Capital Partners, Resource Capital Partners, Tinicum Inc, General Catalyst Partners, Thomas H. Lee Partners, Littlejohn & Co, Blackrock, General Electic, Actis, Rohatyn, Kohlberg & Co, SK Capital Partners, Providence Capital, Sentinent Capital Partners, Cornell Capital, Commonfund, International Finance Corporation Asset Management Co, The Sterling Company, Palladium Equity Partners, Macquarie Group, Lime Rock Capital Partners, Harvest Partners, Greenbriar Equity Group, Bridgewater, Cathay Capital Private Equity, Intel Capital, GE Ventures, JLL Partners, Behrman Capital, Segal Rogercasey, Iridian Asset Management, Citi Private Bank, Southport Partners, Xerox, Pitney Bowes, United Technologies, Algonquin Advisors, Yale Investment Office, Smith Richardson Foundation, Drum Capital Management, Flag Capital Management, Performance Equity Management, Conning, Portfolio Advisors, Newbury Partners, Aetna, Cigna, Hartford Financial Services, Oak Hill Partners, US Trust (Private Equity), Atlantic Trust, Bank of New York Mellon, Brown Brothers Harriman, CIT Group, Columbia University Investment Office, Cowen Group, Ford Foundation, General Motors Asset Management, Goldpoint Partners, IBM Retirement Fund, Jefferies Group, Guggenheim, Lazard, McKinsey & Co, News Corp, One Equity Partners, Parella Weinberg Partners, Schlumberger Limited, Soros Asset Management, Thompson Reuters, Time Warner, Dupont Capital Management, Salient Partners, GE Energy Financial Services, Invesco Private Capital, Leona and Harry Helmsley Charitable Trust, Mercer, Stepstone Group, Travelers Group

Tags for this Online Resume: Private Equity, M&A, International Business Development, Operating Partner, Board Director, Strategy, Investment Management, Stamford, Greenwich, New York, Westport, Norwalk, Darien, Fairfield, Connecticut, Principal Investments, Family Office, Sovereign Wealth Fund, Direct Investment, Co-Investment, Business Development, Interim Management, Board Advisor, Strategic Advisor, Wilton, Rye, White Plains

Featured Profile

Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.

I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.

Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP

Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator

Personal Financial Advisor - 6 Years of Experience - Near 60202

Tags for this Online Resume: finance, excel, microsoft office, high net worth individuals, high net worth, analyst, organizational skills, communication, series 7, interpersonal skills, team, collaborative, multitasking, fast-paced environment, cfa, written communication, financial services, customer service, professionalism, investment, personal investment, portfolio

Featured Profile

SENIOR COMPLIANCE OFFICER

Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...

Ideal Companies: none

Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements

Compliance Officer - 9 Years of Experience - Near 11224

Tags for this Online Resume: SEC, Securities and Exchange Commission (SEC), Advertising, Compliance, High Net Worth, Mutual Funds, Policies and Procedures, Equity, Assessments, Audit

Featured Profile

Proven Savings through Improved Processes, Construction & Facilities Operations

Inspirational and personable executive with comprehensive experience in facility maintenance, construction, operations, and engineering. Adept at design implementation, and strategic, collaborative problem-solving within construction, project and facilities management. Possess excellent blend of leadership talent, engineering operations expertise, and process improvement skills to achieve performance excellence. Skilled at ...

Ideal Companies: CBRE, CushmanWakefield, JLL, Lucid, Nikola, Intel, Circle K, Amkor, ON Semiconductor, Petsmart, University of Arizona, Apollo Education Group, DMS Facility Services, Hyundai Engineering (HEC), First Solar, NPL Construction

Tags for this Online Resume: Business Development, 5S, Assessments, Construction, Consulting, Good Manufacturing Practices, Integrate, Manufacturing, Process Improvement, Facilities, Property Management, Project Management