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Online Resumes with "private clients"
Sales Manager - 10 Years of Experience - Near 77035
BECOMING FINANCIAL ADVISOR, PRIVATE CLIENT OR WEALTH MANAGEMENT
Accountant - 10 Years of Experience - Near 63137
Senior level executive with years of experience in public accounting, finance, financial services and administration. Proven ability to improve operations, maximize profit through achievement in finance management, internal controls and cost management. Strong qualification in business strategic planning, staff development/leadership, general management… Financial strategist who is quick, decisive, and sharp with more than ...
Ideal Companies: Open
Tags for this Online Resume: Accounting and Finance Professional, MBA, Deadline Oriented, Tax Professional, Financial Reporting Skills, Grant Writing, Payroll Pro, Budgeting
Designer - 20 Years of Experience - Near 92009
I am a custom jewelry designer with 30 years experience. I designed for manufactures and private clients. I have created prototypes in jewelry, Purses, boots and prototypes for a line of porcelain angels to be manufactured in China. I also created a line of pottery designs for a local company in San Diego.
IT Controller / Financial Manager - 20 Years of Experience - Central New Jersey
Technology Finance and Business with over 25 years experience in all aspects of project and financial management. Recognized for excellence in resource management and expertise in financial reporting, planning, forecasting and budget adherence. Vast experience with vendor management and relations including cost control, time management, requisition management and strategic location management. Positive attitude with a hi...
Tags for this Online Resume: New Jersey, PeopleSoft, MircroSoft Office, Project Management, Financial Management, Proactive, Hyperion, Clarity
Residential Appraiser - 12 Years of Experience - Near 07666
During my time as the owner of Garden State Appraisal Group Inc., I have been able to successfully manage three employees and provide real estate valuations for lending institutions and private clients.
Tags for this Online Resume: Certified Residential Real Estate Appraiser, Real Estate Appraiser / Manager
Commercial Appraiser & Advisory - 40 Years of Experience - Nationwide
Kevin J. McRoberts is the Principal of the real estate consulting firm of MCRE.US Advisory Services, and specializes in matters of commercial real estate services for Valuations and Appraisal Review, Litigation Support, Development, Finance, Consulting Assignments, and a broad scope of related advisory services on a national basis. MCRE.US provides these professional services to the global market including corporations, fin...
Tags for this Online Resume: appraiser, broker, nationwide, development, property, acquisitions, valuation, analysis
Relationship Manager with AML/KYC Interest - 7 Years of Experience - Near 11235
PROFESSIONAL SUMMARY * Over 11 years experience in professionally developing, maintaining and growing client relationships in the finance/sales field. * Proactively took on additional responsibilities to rise from a personal banker to a private client banker in a span of 4 years. * A self motivated sales professional, dedicated to exceeding customer satisfaction using excellent planning and analytical skills honed over the ...
Tags for this Online Resume: Sales, Aml (Macro Lang), Documentation, KYC, Management, Retail, MS Office, Analytical Skills
Financial Manager, Branch or Department - 7 Years of Experience - Near 11378
To get a stable job and develop my skills. Financial analyst area is my preference. Trying to get avoid commission only positions.
Tags for this Online Resume: MBA, SERIES 6, SERIES 63, SERIES 56, Policies and Procedures, Banking Industry, Insurance, Financial, Financial Statements, Private Client, Referrals, C++ Programming Language
Manager - 14 Years of Experience - Near 60013
SUMMARY OF QUALIFICATIONS Results-oriented finance professional with over 14 years of combined experience in management, training, sales, and customer service. Experience creating financial statements, budgets, strategic plans, and revenue projections for a $68Million+ book of business.
Tags for this Online Resume: Private Client, Referrals, Sales, Book of business, Business Development, Financial, Financial Controls, Policies and Procedures
Human Resource Training Specialist - 15 Years of Experience - Near 53089
Pursuing a challenging role in which to utilize my past experience and current skills. Would prefer working with a LMS, within a Training Department.
Tags for this Online Resume: SharePoint, Private Client, Scheduling, AdobeConnect, LMS, Project Management, Technical Support, PowerPoint, Word, Excel, Outlook, Visio, Milwaukee
Inside Sales Representative - 8 Years of Experience - Near 11801
Tags for this Online Resume: Management, Private Client, Wealth Management, Sales, Series 63, Series 7
QC/Mortgage Underwriter- 10 Years of Experience - Near 75034
Summary * Experience in fast paced environments and delivering communication materials and training to diverse audiences * Strong customer service skills and ability to meet deadlines * Experience with Encompass DU, and Calyx Point * Proactive and highly self-motivated * Specialize in underwriting conforming and non-conforming loans, complex transactions and all types of self-employment income documentation * Lending Author...
Tags for this Online Resume: Government, Underwriting, Training, Financial, Banking Industry, Private Client, Documentation, Legal, Mortgage Loans, Quality Assurance
