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Online Resumes with "private banking"
Experienced CFO
Proven record of orchestrating multimillion-dollar international business deals, leveraging global markets, and maintaining a large database of influential global contacts. Financial savvy to identify opportunities, create strategies and execute deals that yield immediate results and historically significant advances. EXTENSIVE EXECUTIVE MANAGEMENT EXPERIENCE WITH GLOBAL POWERHOUSES including Union Carbide, Motorola and S...
Ideal Companies: Any growth company that would optimize my worldwide background skills and experience.
Tags for this Online Resume: CFO
Manager Due Diligence Analyst with Hedge Fund Risk Management and Control experience
I would like to utilize my Due Diligence experience at a Fund of Hedge Fund or in an organization, such as a Family Office, Foundation or Endowment, that conducts manager due diligence. I also feel the quantitative and analytical skills could also be parlayed into a research analyst position. I would like to return to a more analytical field with a balance of qualitative and quantitative work. Writing samples available.
Ideal Companies: investment consulting firms, family offices, multi-family offices, fund of funds, fund of hedge funds, foundations, endowments.
Tags for this Online Resume: Due Diligence, MPI, Zephyr, PerTrac, FactSet, Wilshire Atlas, MSCI Barra, Morningstar Principia Pro, Vestek, Security APL, Bloomberg, PSN, eVestment, HFRI
Management Position
Quality Analyst with five years of management experience, and 10 years customer service experience. Proven knowledge in directing and mentoring, building an effective staff through recruiting and hiring exceptional candidates. Excellent organizational skills contributed to the ability to successfully manage multiple tasks simultaneously and complete those tasks on time, organized events to improve team
Ideal Companies: fortune 500
Tags for this Online Resume: Customer Service, , , , Monitoring Team Progress, Training, Relationship Management, Award Winning Client Resolution, Call Center Supervisor, Supervisor, Manager, Creative Negotiator, Analytical Skills
Senior Private Banker
Build and maintain a portfolio of highly affluent private banking and wealth management clients to consult and advise with regards to financial needs utlizing my broad wealth of knowledge in a variety of concentrations.
Tags for this Online Resume: private banking, series 7, series 66, wealth management, RIA, banking
Private Banker VP
Tags for this Online Resume: Private Banking, Open to relocation
VP Private Banking Manager - 20 yrs. experience
Results driven team leader with expertise in project management including budgeting, scheduling and allocating resources for optimum performance. Managing multiple projects concurrently with strong detail, problem solving and follow through capabilities.
Financial Sales Trading Desk
outgoing, hard working, energetic, determined
Ideal Companies: JPMorgan, Bank of America, Goldman Sachs, Citibank, Deutsche Bank
Administrative
Personable and motivated professional, with over 12 years of experience within a business setting, who is committed o developing excellent client relations. An ambitious employee who is seeking a full time position with a progressive company that offers opportunities for growth and advancement.
Ideal Companies: Federal Government Public Schools Pharmaceutical Companies Others
Tags for this Online Resume: Administrative Support, Client Services Coordinator
PRIVATE BANKING & WEALTH MANAGEMENT SERVICE OFFICER
Financial Professional
To leverage progressive experience, financial qualifications, and a professional network. Seeking to further expand into private banking, treasury management, product sales, or relationship management. Expecting to produce long term impacting results, build and sustain relationships, and provide the best solution in market for your organization and clients.
Tags for this Online Resume: Treasury, Sales, Analyst, Finance, MBA, CTP
Results oriented Manager with experience in credit administration
Results oriented Manager with experience in credit administration, sales and presentations, professional development and Private Banking. Motivated team player with proven ability in identifying training decision outcome and conformity to banking and compliance regulations. Demonstrated competence in credit administration of Small Business and Private Banking customers
Ideal Companies: US Bank Chase Key Corp
Tags for this Online Resume: Credit Administration, Banking, Education, Training
AML Compliance
Anti-Money Laundering (AML) Compliance for International and Domestic Private Bank overseeing wealth management, risk assessment and banking at some extent. Activities: KYC/CIP, source of wealth information and proven documentation, including Political Exposed Persons (PEP); investigative research on beneficial owners of new accounts to assure adherence to BSA, Patriot Act, OFAC and other regulations. EDD (Enhanced Due Dili...
Ideal Companies: Banking: Deustch, UBS, Credit-Suisse, Goldman Sachs, and other international companies, Environment, technology, healthcare industries, Anistia Int'l, Transparencia Int'l etc
Tags for this Online Resume: International, Portuguese, Latin America, Anti-money laundering, Marketing, Promotions, Events, Social Responsibility, Environment
