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Online Resumes with "portfolio "



Registered investment professional/sales- 20 years sales experience -series 7 license

Objective to provide and offer comprehensive financial advise to clients for wealth appreciation and capital preservation. Fulfill clients needs and expectations regarding their income and benefits needs into retirement. Markets: small businesses and individual investors. Have designed over 45 mini categories of portfolios with ETFs (25 securities with 5 ETFs each)

Tags for this Online Resume: Financial advisor trainee, sales and marketing, financial portfolio design, small business, investment products, mini portfolio categories

Big Pictue Thinker!!

In addition to my extensive management and sales experience, I have excellent communication skills. I always maintain a gracious and professional manner when communicating with people, including customers, management, peers, and staff.

Ideal Companies: open

Tags for this Online Resume: Solution Oriented, Big Picture, Out of the box, Driven, Relationship builder, Futurist, Positive, Microsoft Office, Self motivated

Legal/Regulatory Guru with a keen eye for Biz-Dev

A multi-faceted legal professional who can address contracts/regulatory work requirements while fostering opportunities for synergies with business activities vital to the rapid growth of an innovative company.

Ideal Companies: Google, Cisco, EMC2, Amgen, Genzyme, Millenium Pharma.

Tags for this Online Resume: legal counsel, licensing attorney, corporate counsel, regulatory affairs

Turnaround MarComm Consultant

Highly skilled in processes of marketing communications from issue identification, marketing strategy development, actions plans, execution, follow-through and follow-up.

Ideal Companies: Small Start-ups, Pepsi, Healthcare related, Law firms, Disney

Tags for this Online Resume: Project Management, Public Relations, Portfolio Management, Business Plan Development, Advertising, Crisis Communications, Product Marketing, Strategic Alliances, Client Relationship, Collateral Development, Tradeshow Management, Internet Marketing and Development, Writing

Highly skilled motivator of people

Competent manager of people, strong motivator with great client relationship skills

Ideal Companies: Harrah's inc, Clear Channel communictions

Top Account Manager

Experienced professional looking for a position with a growth-oriented organization. Experience in customer service, account managemen with educational Ambitious, dedicated, creative

Ideal Companies: Domestic or Import Auto Manufacturers

Tags for this Online Resume: Account Management

Research/Portfolio Analyst

I got my Finance MBA from Rice University and am currently a CFA level III candidate. I am seeking corporate finance or investment related positions in Houston area, such as financial analyst,treasury analyst, and investor relations analyst

Tags for this Online Resume: MBA, CFA, Financial Modeling , Financial analysis, Excel , Bloomberg

Insurance Office Assistance in Reinsurance - Handled a portfolio of $150M for seven Underwriters.

I am searching for a company that will give me the opportunity to utilize my skills and prove that I am a great asset for their company and will be productive in helping to achieve company goals. Working for a company with stability so I could achieve future goals such as learning more about the company and it's goals so I may be more successful in performing my job. Possibly going to school to broaden my skills.

Tags for this Online Resume: Organizational Skills, Excellent Interpersonal Skills, Written and Oral Communication Skills, Microsoft Office Suite, Multitasking Capabilities, Project Management

Director of Accounting & Finance - CFSA/CBM - Telecom/Defense/Contract/Government

Senior financial professional with diverse experience in budgeting, forecasting, risk and asset management, portfolio analysis and management, customer relationship management, investments, full P&L management, system implementations and I.T. with start-ups to Fortune 500 companies, looking for new challenge. Proven ability to create departmental efficiencies and to improve timeliness and accuracy of data within the bankin...

Tags for this Online Resume: SQL, Finance, Accounting, Database, Contract, Software

Business Process Management & IT Professional

I am an independent BPM consultant with over 20 years experience in management information systems, strategic operations management, business process improvement and accounting across a broad base of complex organizations. My career objective is to work with organizations to assist them in optimizing business process functions and leverage information systems to drive profitability through improved service, quality and pro...

Ideal Companies: Deloitte Touch, Pricewaterhouse Coopers, IBM Business Consulting

Real Estate - 20 years - experience - Banking, Institutional, Private, LIHTC, Management

Asset/Portfolio Management with Financial Institution or Real Estate Fund.

Tags for this Online Resume: work-outs, underwriting, acquisition, tax deferred exchanges, LIHTC, property management/TIs/leasing

seeking executive level position in investment banking, capital markets or broker dealers commiserate with my experience and education

vp or manager in top tier bank

Ideal Companies: jp morgan, morgan stanley, rbc, rbs, hsbc, bnp paribas,

Tags for this Online Resume: investment banking, capital markets, operations, trade settlement, prime brokerage, product control, operations control, vp, manager, controller, bank officer