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Online Resumes with "wealth management "
Financial Analyst - 4 Years of Experience - Near 10075
Tags for this Online Resume: Management, Microsoft Exchange, Banking Industry, Futures, Retail, Settlements, Swaps, Reconciliations, Security, Wealth Management
Senior Manager, Functional Excellence
A proven leader of large scale change-intensive projects, offering expertise in defining the critical milestones (those that have significant interdependencies with other parts of the effort), helping executives map these results to their Strategic Roadmap, and working with the broader leadership team to achieve the enterprise business objectives. An excellent communicator and a versatile project management professional wit...
Ideal Companies: Goldman Sachs, First Republic Bank, Wells Fargo Bank, Deutsche Bank
Tags for this Online Resume: Financial Reporting, Financial Services, Forecasting, Infrastructure, Process Improvement, Assessing Regulatory Impacts (Dodd-Frank), Implementing Project Methodologies (Waterfall and Agile), CCAR Capital Plan
Copywriter - 19 Years of Experience - Near 07834
PROFILE Strategic, imaginative, and proactive Senior Copywriter who knows how to create brand building campaigns for CPG, corporations, retail, healthcare, non-profits, and B2B. Excellent storyteller for blog, "http://10minutesofbrilliance.com" 10 Minutes of Brilliance, with 24,000 followers. Cirque du Soleil-like ability to juggle competing projects, egos and deadlines with skill and an unflappable, professional attitude. ...
Tags for this Online Resume: senior copywriter, New York, Advertising, Communications, copywriter, New Jersey, creative
Financial Manager - 20 Years of Experience - Near 78737
He is an accomplished dynamic wealth management professional with extensive experience in investment consulting operational support management and customer service. He has been recognized by his both supervisors and peers as a confident and capable individual who personifies the traits of integrity and tenacity. He works well in both individual and team-oriented situations and demonstrates the drive and desire to secure the...
Tags for this Online Resume: Finance, Leadership, Management, Marketing Management, Series 65, Sales, Sales Increase, Securities, Series 63, Series 7, Texas Life and Health Ins. Lic.
Personal Financial Advisor - 16 Years of Experience - Near 28075
Summary I have 19 years of successful experience within the Wealth management and Financial services industry. During that time, I would describe myself as a diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. I have a proven track record as an effective communicator and team-builder with strong analytical, management and organizational skills. Accom...
Tags for this Online Resume: Training, Banking Industry, Estate planning, Planning, Financial, Management, Securities, Wealth Management, Book of business, Certified Financial Planner
business anaylst, project manager
$ 130k or higher
Tags for this Online Resume: Business analyst, portfolio management, custody, wealth management, fund accounting, trade processing
Developer - 11 Years of Experience
Experience Summary: * 11+ years of total experience in Business Requirements Analysis, Data Integration, Data Warehouse/Data Marts, Business Intelligence, ETL, Dimensional Data Modeling, Coding, Development, Testing and Implementation with RDBMS and non RDBMS. * 10 years of experience using Informatica in designing and developing ETL mappings and scripts using Informatica Power Center 9.6/9.5/9.1/8.6/8.5/8.1/7.1/7.0. * 3 Ye...
Tags for this Online Resume: ETL, Extract Transform Load Tools, Informatica, Power (Os Enhancemnt Tool, SAP, Services, Customer Relationship Management, Management, Business Requirements, Requirements Analysis
Personal Financial Advisor
Tags for this Online Resume: Financial, Insurance, Management, Planning, SAP MM module, Wealth Management, Mortgage Loans, Retention, Underwriting, Marketing Management
Controller - 2 Years of Experience - Near 75056
Tags for this Online Resume: Management, Security, Wealth Management, Accounting, Cash Flow, Customer Relationship Management, Health Insurance, Income Statement, Insurance, Finance, Dallas
Administrative Services Manager - 1 Years of Experience - Near 01845
Tags for this Online Resume: Protocol, Financial, Management, Planning, Wealth Management
Sales Manager - 19 Years of Experience - Near 33647
Areas of Expertise * Benefit Plan Design Consulting and Sales ERISA, PPA & DOL Regulations & Compliance Financial Advisor Training & Development 404c Fiduciary Support & Knowledge Corporate Contract Negotiations & Sales 457, 403b, 401 (k) & Defined Benefit Plans Direct B2B Corporate Client Sales Investment Capital Marketing & Relationships Territory Launch & Turnaround Management Wire-House & Bank Channel Development Retire...
Tags for this Online Resume: Tampa, Retirement Plan Consulting, Retirement Sales, Recruiting, Wholesaler, Financial Consulting, Distribution, Equity, Infrastructure, Management, Insurance Sales, Benefits, Consulting, Wealth Management, Risk, Compliance, Audits
Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105
SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...
Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning
