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Online Resumes with "wealth management "
Director Product Management - 15 Years of Experience
Energetic and influential leader that leverages relationships and strong business acumen to lead cross-functional teams to consistently achieve results. Expertise in wealth management platforms used by registered investment advisors, broker/dealers and investors. Actively looks for opportunities to implement innovative solutions to problems. Effectively translates strategic vision into action items. Multi-disciplined back...
Business Analyst - 20 Years of Experience - Near 11803
Position as a Senior Business or Business Data Analyst where I can utilize my solid knowledge of securities and related products within Wealth Management and Private Banking and to interface with IT and the Business to implement the desired solution to resolve a business/operational problem.
Tags for this Online Resume: business analyst, Securities, Basel, Compliance, FINRA, Regulatory, Data Analyst
Investor in Relationships, RIA, CFP. Advising since 1991-Denver
My objective is to strengthen existing relationships and develop new ones with wealth management clients. In so doing, value and trust are established, encouraging the clients to bring more assets to manage as well as referrals.
Tags for this Online Resume: Denver Tech Center, CFP, Wealth, Advisor, Finance, Relationship, Female
Senior Financial Services Candidate - 20 years experience in Capital Markets & Asset Management
A role that creates a distinctive career path in Investment Banking, Private Wealth Management, or Capital markets for a licensed securities representative who can think outside the box.
Tags for this Online Resume: San Francisco, Relationship Management, Institutional, Corporate, High Net Worth, Trading, Brokerage
Financial Wholesaler seeking position in Wealth Management
I have 5 years experience in the financial services industry. I am currently a regional account executive, wholesaling managed futures to the Midwest, Northwest, and Heartlands. I won the sales contest each full year in this position. I am eager to explore opportunities in the same field. I am extremely driven, organized, personable, and professional in any direction my job takes me. I am looking into CFP programs now and ...
Tags for this Online Resume: CRM, Excel, Word, PowerPoint
TRUST ADMINISTRATOR AND FINANCIAL SERVICES MANAGER AND , NEW JERSEY
My career objective is to obtain an employment opportunity which utilizes my excellent strengths in communicating with individuals of all backgrounds and/or levels, organization and problem solving skills while managing time and priorities and meeting deadlines. In addition, my objective is to continue to excel as a team player at delivering an exceptionally high level of professionalism, dedication and service to my emplo...
Tags for this Online Resume: Trust Admininstrator, Financial Service Manager, Customer Service Specialist, Trust & Estate Administration, Wealth Management, Banking Associate, Trust Accountant, Trust & Estate Assisstant, Wealth Management Assistant, Project Specialist
General
I have more than10 years of experience as a Business Analyst and Project Manager working with custom and commercial software development. At Thomson Reuters I worked as a Product Manager/Analyst on a commercial retail wealth management system. I served as a liaison to institutional investors software engineers and business development teams documenting business requirements and detailed functional specifications. While at S...
Tags for this Online Resume: Behavioral Health, Acceptance Testing, Application Development, Business Requirements, Jad, Microsoft Visio, RAD, Structured Query Language
Credit and Wealth Management Executive with 20+ years experience in complex credit/ lending structuring, business development and wealth management.
Best fit would be in the banking sector of a wealth management organization considering I am Series 7,66 licensed, structuring complex tailored lending deals.
Tags for this Online Resume: New Business Development, Credit Risk Mitigation, Financial Analysis, Philadelphia, Commercial credit underwriting, leadership skills, negotiation skills, mentoring/coaching experience, cross/selling skills, Business Development
Financial Analyst - 7 Years of Experience - Near 92130
Professional Summary Financial Analyst - Investment Manager - Securities Analyst - Auditor Business Analysis - Wealth Management - Strategic Planning - Financial Modeling - Decision Making - Analyzing Data - Financial Reporting - Cost Analysis - Risk Management - Auditing - Accounting - Sarbanes-Oxley Excel Access PowerPoint QuickBooks SAS e-Miner MAS90
Tags for this Online Resume: Financial Industry, Quick Books, MAS90, SAS e-Miner, Accounting, Investment Portfolio, Inventory, Auditing
Financial Planner - 7 Years of Experience - Near 29466
Tags for this Online Resume: Management, Networking, Payroll, Portfolio Management, Wealth Management, Sales, Territory Sales, Wholesaler
Financial Services Sales Agent - 15 Years of Experience - Near 11565
March, 2016 I am an engaging and stimulating communicator who is capable of projecting enthusiasm and warmth. I have the ability of motivating other team members through my strong sense of urgency, initiative and competitive drive to get things done. I have an acute understanding of people and I use this understanding effectively in influencing others to act. I am a self starter who is extremely skillful in coaching...
Ideal Companies: nike.com
Tags for this Online Resume: Problem solving, Leadership, Written communication, Team building, Financials, Performance and productivity improvement, Results, Adapt, Powerpoint, Credit, Deposit, Collateral, Depositor, Interest, Libor, EFTPOS, BIPS, APR
Sales Representative - 1 Years of Experience - Near 60045
SUMMARY Demonstrates a passion for building relationships, cultivating partnerships and growing businesses. Competitive minded individual with extensive experience of developing businesses and working within a sales-driven environment. ACCOMPLISHMENTS Constructed strategies to develop and expand existing customer sales resulting in a 23% increase in monthly sales. Managed investment portfolios of 75 households generating $3...
Tags for this Online Resume: Banking Industry, Financial, Management, Wealth Management, Book of business, Investment Management, Sales, Sales Support
