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Online Resumes with "private banking "



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

General

Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...

Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits

Quality Assurance Manager - 20+ years experience - Houston, TX

Tags for this Online Resume: Audit, Business Development, Internal audit, ISO, ISO 9001, Management, Process Improvement, Quality, Quality Assurance, Quality Management, management, manager

Financial Specialist

Tags for this Online Resume: Documentation, Integrate, Internal Controls, Banking Industry, Benefits, Cash Flow, Consulting, Financial, Financial Analysis, Guardian

Featured Profile

Risk Manager with 20 years of experience

SUMMARY Risk management professional with a proven record of developing operational processes and managing risk for financial institutions.

Tags for this Online Resume: Pc, Personal Computer, Audit, Call Center, Compliance, Database, Management, Policies and Procedures, Administration, Operations Manager, Risk Management

Vice President - 19 Years of Experience - Near 02780

Tags for this Online Resume: Commercial Loans, Real Estate, Retail, Forecasting, Appraisals, High Net Worth, Protocol, Business Development, Management

Financial Services Sales Agent - 20 Years of Experience - Near 45434

Summary Sustainable growth depends on a mosaic of financial, operational and marketing pieces falling into place. After careful analysis of the client's business model and application of rigorous due diligence criteria, I work with the client to identify their needs to reach the next level and help them obtain those resources: * Trusted banker and advisor to private company clients seeking to raise equity and grow their bus...

Ideal Companies: Investment Management Firm

Tags for this Online Resume: Banking Industry, Investment Banking, Asset Management, Business Strategies, Financial, Financial Models, High Net Worth, Insurance, Management, Messaging

Vice President

Tags for this Online Resume: Commercial Loans, Real Estate, Retail, Forecasting, Appraisals, High Net Worth, Protocol, Business Development, Management

Program Manager

Ideal Companies: Merck, Amazon, Prudential

Tags for this Online Resume: Real Estate, Recruiting, Rehabilitation, SharePoint, Sharepoint Technologies, Summit, Applications, Budgeting, Diversity, Documentation

Compliance Manager

Tags for this Online Resume: Asynchronous Transfer Mode (ATM), Documentation, Due Diligence, Compliance, KYC, Management, Security, Aml (Macro Lang), GCO, Integrate

Senior Vice President - 20 Years of Experience - Near 33173

Tags for this Online Resume: Banking Industry, Credit and Collections, Documentation, Drafting, Management, Recruiting, Wealth Management, Account Manager, Alternative Investments, Business Development, sales, manager, management

Network Engineer - 8 Years of Experience

Network Engineer & Security Analyst with 8+ years of working experience in Network Infrastructure, Security which includes designing, deployment and providing network support, installation and analysis for a broad range of LAN / WAN protocols, routing, switching, configuring, implementation, troubleshooting of complex networking system. * Working experiences with Routers, Switches, Load Balancers, Firewalls and Proxies. * ...

Tags for this Online Resume: Cisco, Configure, Networking, Security, Routers, Border Gateway Protocol, Firewall, IPSec, Open Shortest Path First IGP, Servers