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Online Resumes with "wealth Management"



Featured Profile

20 years of Experience in equity trading and sales of equity products

Strategic Financial Executive with extensive expertise in equity trading and sales for the the consumer and retail sectors and with developing trading systems for premier Wall Street firms. A talented client-focused leader with excellent organizational, interpersonal and communication skills. A consummate team player with a collaborative work style, as well as a high energy level, a solid work ethic and impeccable corporat...

Ideal Companies: Pepsico, P&G, Forest Labs, Quintiles, Astellas, Dow, Duracell, Target, Home Depot, Lowes, Wal Mart, UPS, Fedex, IBM, Allergan, Tesla, Campbell Soup

Tags for this Online Resume: Sales, Team Player, High Energy, Client Service, Manage, Training, Client focus, Focus on various types of clients/customers, Retail, Business Development

Executive Assistant

Tags for this Online Resume: Customer Relationship Management, Distribution, Management, Filing, Layout, Travel, Scheduling, Human Resources, Payroll, Communication Skills

Project Manager

Tags for this Online Resume: Audit, Legacy, Middleware, Banking Industry, Green Belt, Investment Banking, Process Improvements, Financial, Financial Services, Forecasting

Financial Specialist - 15 Years of Experience - Near 80112

Tags for this Online Resume: Insurance, Management, Computer Aided Software Engineering, Life Insurance, Point Of Sale (Pos), Sales, Sales Support, Support, Financial, Wealth Management

Sales Representative - 20 Years of Experience - Near 80906

Tags for this Online Resume: Management, Distribution, Sales, Billing, Buying, Firepond Concierge, Insurance, outside sales, radionics, technical sales

Business Analyst - 20 Years of Experience - Near 02138

Tags for this Online Resume: Real Estate, Property Sales, Sales, Assessments, CFO, Hedge Fund, Research, Spring, Venture Capital, Business Development, it jobs, agile, software, financial analyst, competitive analysis

Featured Profile

Sales Manager - 28 Years of Experience - Near 11228

SUMMARY: Talented and accomplished financial management professional with extensive background in asset management and advisory sales. Highly adept at developing and managing accounts, territories, and teams at the local and national levels. Able to lead, train, and increase effectiveness of sales professionals. Proven ability to develop and launch successful products and services. Consistent record of increasing revenue an...

Ideal Companies: Financial Services firms - banks, insurance companies, brokerage

Tags for this Online Resume: Services, High Net Worth, Asset Management, Financial, Management, Referrals, Business Development, Real Estate, Wealth Management, sales, outside sales, business development, sales representative

Financial Advisor - 20 Years of Experience - Near 19341

Tags for this Online Resume: Management, Series 6, Licensing, Presentation Skills, Sales, Cold Calling, Integrate, Services, Wealth Management, Advertising, sales, outside sales, business development, sales representative, account executive

Financial Specialist

Tags for this Online Resume: Management, Management Solutions, Portfolio Management, Private Client, Wholesaler, High Net Worth, Financial, Planning, Wealth Management, Alternative Investments

Auditor

Tags for this Online Resume: Quality, Insurance, Investment Management, Management, Securities, Services, Wealth Management, Audit, GAAP, Generally accepted accounting principles

Manager

Tags for this Online Resume: Call Center, Deposits, Equity, Audit, Management, Coaching, Wealth Management, Aml (Macro Lang), Asynchronous Transfer Mode (ATM), Business Intelligence