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Online Resumes with "wealth management "



Accountant - 20 Years of Experience - Near 60422

PROFILE A seasoned professional and effectual leader with a proven ability to nurture insurance and financial relationships: * Fifteen years in banking, insurance and investment sales * Five years of management experience with up to ten direct reports * Powerful but gentle closing abilities

Tags for this Online Resume: Insurance, Insurance Sales, Life Insurance, Sales, Management, Territory Sales, Wealth Management, Book of business

Featured Profile

Personal Financial Advisor - 7 Years of Experience - Near 44124

AREAS OF EXPERTISE * Financial Planning * Client Prospecting * Sales Team Leadership Investment Analysis * Sales Analysis & Projection * Business Development Needs Assessment * Financial Solution Design * Project Management

Tags for this Online Resume: Book of business, Leadership, Financial, Management, Planning, Wholesale, Sales, Account Manager, Book of business, Leadership, Financial, Management, Planning, Wholesale, wealth management, account management, securities, lending, insurance, vp, Financial Planning, Investments, compliance

Featured Profile

Purchasing - 20 Years of Experience - Near 32084

I wish to continue my 28 year career as an expert director of procurement, sourcing, operations management,vendor management and logistics

Ideal Companies: All medium to large corporations

Tags for this Online Resume: Jacksonville, vendor, finance, director, lean six sigma, Accounting, Catalogs, Distribution, Layout, Procurement, Purchasing, Business Operations, Compliance, SEC Regulations, FINRA Series 7, Graphic Design, Vice President, Print Expert, Digital Print Expert, Vendor Management, RFP, RFQ, RFI, Project Management, US Naval Inteligence

Featured Profile

Successful Manufacturing Operations Manager

Exploring career opportunities to utilize Management, Operations, Project Oversight, Planning/Coordination and Communications/Organizational Abilities in a challenging Plant/Manufacturing Management assignment.

Ideal Companies: Coca-Cola, General Mills, Kraft Foods Inc, Kellogg Co, Mars Inc, Unilever North America, MillerCoors LLC, Nestle (US & Canada), Smithfield Foods Inc, PepsiCo Inc, Hershey Co, Apple, Google, Microsoft, United Partial Service

Tags for this Online Resume: Operation Management, Team Leader, Line Leader, Process Leader, Site Operation Manager, Entry Level Operation Manager, Production Supervisor, Cell Leader, Trainer, Line Manager, Packaging manager, Packaging Supervisor, Team Building, Business Operation Management

Featured Profile

Award winning Wealth Management Executive

As a candidate, I have demonstrated, throughout my career, the willingness to succeed, the intelligence to determine the best path and the tonicity to achieve the success. I consistently exceeded sale goals, out-performed benchmarks, and achieved high rates of client retention, able to motivate teammates, who embraced change, deliver good and bad news, and had a knack for knowing how to get things done. I am a multiple aw...

Ideal Companies: Northern Trust, Ascent Capital Management, Charles Schwab

Featured Profile

CEO, COO, Divisional Executive, Merger & Acquisition Specialist, regional sales director, Market Executive, Motivational Speaker, Public Speaker, Asset Management distribution

A senior executive looking for his next chapter in career life. To join a team needing and wanting to grow and create something special.

Ideal Companies: Twitter, google, facebook, start up, Morgan Stanley, JP Morgan, UBS, First Republic, creative artists agency, Royal Caribbean, Norwegian Cruise, Celebrity cruises, Boras Corporation, Asset Management

Tags for this Online Resume: acquisition specialist, regional sales, senior executive, CEO, COO, international, Latin America, Wealth mangement, Divisional Executive, Entrepreneur, Family Office Executive, Mergers, Public Speaker, Motivational Speaker

Director, Business Development - 6 Years of Experience - Near 46278

Tags for this Online Resume: Distribution, Financial, Licensing, Planning, Retirement planning, Securities, Series 7, Wholesale

Relationship manager - 2 years experience- Indusind bank India

To become a successful professional in financial industry and to work in an innovative and competitive world so as to be able to take up challenges, learn and acheive higher levels.

Tags for this Online Resume: Customer service, Sales Executive, wealth Management

Financial Planner and Advisor

Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor

Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning

Featured Profile

Sr. Financial Analyst with over 18 Years of Experience in various great companies

I am a financial industry professional with over eighteen years of experience specializing in improving the operational and financial effectiveness of the unit; preparing and extracting financial data from various accounting and information systems; performing moderately complex statistical, cost and financial analysis of financial reports and data, and preparing subsequent narrative analysis for management.

Ideal Companies: Credit Suisse, UBS, Chase, KPMG

Tags for this Online Resume: Budgeting, Financial, Forecast, Operating Budget, Accounting, Business Objects, Financial Industry, Information Technology, Month-End Close, Hyperion Essbase, Financial Modeling, Law Firm, Coordinator, Manager, Business Unit Manager, Consulting, Accruals, Prepaids, Closing Entries, Variance Analysis, Reconciliation, GL, General Ledger, Reporting, Presentation, Power Point, Microsoft Word, Microsoft Products, Excel, Access

Copy Writer - 10 Years of Experience - Near 11102

Provide your teams a strong leader of knowledge in communications strategies, media platforms and exceptional content producing skills.

Tags for this Online Resume: Microsoft, Video, Media Relations, High Net Worth, Management, Wealth Management, Financial, Leadership, Writing, Editing, Producing, Content Management, Content Production, Public Relations, Media Relations, Investor Relations