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Online Resumes with "private banking"



Associate, Assistant, Executive, Officer, Wealth management, Private Banking.

professional with extensive knowledge of banking and investment services, international wealth management, global private banking and retail banking areas. Proven record of building excellent customer relations. Proficient in identifying potential sales opportunities. Talent for solving challenging problems. Proven effectiveness to multitask in competitive, high-impact, and fast-paced environments while juggling multiple ...

Tags for this Online Resume: Wealth management, Microsoft Office 2010, gate-keeper, high net worth, customer service

Financial or Bank management

Intrepreneurial credit finance anmd accounting professional with ability to service intrernal & external customers and manage growth in fast changing environment

Ideal Companies: Pepsico, Toyota, Progressive, Lockhead Martin, Northern Trust, Big 5 consulting

Tags for this Online Resume: Credit Officer, Underwriting, Portfolio Management, relationship management, loan review, commercial lending, private banking, wealth management, investments, financial analysis, credit policy, loan structure, FASB, workout strategy, collateral, CFO, controller, treasury management, letter of credit, MBA, Finance, economics, NASD, revolver credit facility, general accounting, budgeting, credit and collections, facilities management, logistics, engineered electrical products, standard costs, annual operating plan, GAAP, distance training, consulting, outplacement, executive search, CRM, stocks, options, bonds, mutual funds, annuities, ETF, futures, commodities, FOREX

Credit & Risk = over 20 years experience

To seek an appropriate position within Credit and Risk Department or Private Banking Department in order to contribute to the realization of the bank objectives in terms of maximizing economic returns with the view of monitoring, controlling the credit risk within the preset lending parameters and methodology.

Tags for this Online Resume: Credit, Risk, Loans, Refinance, Accounting, Analysis

Featured Profile

Wealth Management and Investment Portfolio Management Professional

I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...

Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors

Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Accountant

Tags for this Online Resume: Client Services, Personal Banker, Administrative Assistant, Private Banking Associate, Banking Administrative, Receptionist

Mortgage Loan Officer -

Obtain a position that will utize my abilities and long history to improve the sales and business development for the company.

Tags for this Online Resume: Sales management, Business Development, private banking, Wealth mangement, mortgage sales, mortgage banking

Insurance Sales Agent

Tags for this Online Resume: bank, private banking, insurance, manager, sales, personal banker

Asset/Compliance Director

Rick Rodriguez 14148 Emerald Hill Dr. San Antonio, Texas 78231 (210) 378-3461 QUALIFIED BY: • Experienced in affordable multi-family property asset management with emphases in Bonds, Tax Credits, HUD, CDBG, HOME, HOPWA and NSP 1 with Federal, state and local fund compliance. Oversee audits, budgets, client eligibility, property inspections, HUD REAC, affirmative action plan, overall property management, financia...

Tags for this Online Resume: Real Estate, Multi Family Real Estate, Property Management, Affordable Housing, Regional Property Manager, Apartments

Medical Sales Representative

To the Hiring Manager, Climber.com : I am contacting you today in reference to the above mentioned position of a Medical / Pharmaceutical Sales Representative. I am interested in the territory in the North Mississippi to West Alabama area including (but not limited to) Tupelo, MS to Florence, Tuscaloosa, Birmingham and Montgomery, AL. I am uniquely qualified for this position due to my experience in selling t...

Tags for this Online Resume: Medical Sales, Medical Device Sales, Sales, Pharmaceutical Sales, Medical Supply / Disposables, Sales Representative

I could sell snow to an Eskimo

Energetic financial professional with sales experience, interested in a fast paced environment with room for advancement.

Ideal Companies: Wachovia SunTrust or any smaller bank

Tags for this Online Resume: Finance, Sales, Account Officer

Corporate Banking Assoicate

My career objective is work in a Private Banking Group, Asset Management Group, or Capital Markets Group with the intention of gaining skills and an expertise whereby providing products and solutions to both current and future clients.

14 years experience - Private Banking

Tags for this Online Resume: Private Banker