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Online Resumes with "wealth management "
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
Financial Manager, Branch or Department - 18 Years of Experience - Near 66205
PROFESSIONAL SUMMARY Dedicated senior strategic leader with an extensive knowledge of financial planning and analysis, risk management, investment management, compliance, accounting and strategic planning. Subject-matter expert with 18 years in financial services. Innovative business leader with MBA, background includes successful management of teams. Strategic and conceptual thinker generates new ideas and initiates change...
Tags for this Online Resume: Financial Planning, Risk Management, Financial Modeling , Forecasting, Leadership Management, Relationship Management, Management, Banking Industry, Commercial Lending, Wealth Management, Insurance
Market Research Analyst - 20 Years of Experience - Near 30028
COVER LETTER: Thank you for taking the time to consider me for this position. I am an independent, self-starter with the ability to collaboratively build and work within teams filled with professionals who possess individualized ideas. As a member, I excel in leading and motivating teams to coordinate ideas, actions and decisions that will positively influence the entire organization. I'm a dynamic and enthusiastic strategi...
Tags for this Online Resume: Asset Management, Financial, Management, Planning, Private Client, Wealth Management, Consulting, Advertising, Software, Apple MacIntosh Operating System
Financial Specialist - 11 Years of Experience - Near 07630
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...
Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance
Manager - 7 Years of Experience - Near 75150
AREAS OF EXPERTISE * Mortgage Processing/Servicing * Leadership/Management * Staff Training/ Development/ Management * Strategic Planning/ Analysis * Critical Thinker * Cross-Functional Team Leadership * Budgeting * Negotiations * Problem-Solving * Industry Networking * Records Information Management * Superior Customer Care * Competitive Intelligence * Handling of Confidential Information * New Business Development * Cross...
Tags for this Online Resume: Management, Sales, Account Management, Credit Card, Leadership, Legal, Vendor Management, Wealth Management, Bankruptcy, Budgeting, manager
Financial Specialist - 20 Years of Experience - Near 11209
Tags for this Online Resume: Bonds, Equities, Municipals, Banking Industry, Fixed Income, Retail, Securities, Management, Wealth Management, Bloomberg, Fixed Income market sales/trading
Managing Director - 20 Years of Experience - Near 89011
Tags for this Online Resume: Management, Wealth Management, Insurance, P&L, High Net Worth, Audit, CFO, Networking, Private Client, Banking Industry, management, manager, banking, international, travel
Financial Advisor - 20 Years of Experience - Near 33435
SUMMARY * Extensive experience in Wealth Management and business development winner of numerous awards. * Exceeded goals and business metrics routinely. * Proven ability to identify, establish relationships with and close new business, specifically larger accounts. * Trusted relationship manager with broad range of investors. AREAS OF EXPERTISE Strategy setting and analysis Portfolio investing and analysis Financial product...
Tags for this Online Resume: Quality, Quality Assurance, Quality Control, Book of business, Financial, Management, Wealth Management, Business Development, New Business Development, Referrals, sales, outside sales, business development, inside sales, sales representative, marketing, account executive, account manager
Treasurer - 20 Years of Experience - Near BN6 9WA
Wealth Capital Management Head of Trading & Sales .Managing funds trading G10 markets on short/medium term views .Raising AUM for the fund which is based in the Cayman Islands .Enhancing the profile to the European Market .Achieved yearly targets of USD 4M .Engaging with Private /HNWI customers to trade with Vision Wealth .Managed team of 4 traders and 6 sales August 2013 to Nov 2013 ED & F Man Capital Senior Dealer FX . Ma...
Tags for this Online Resume: fx
Program Manager - 18 Years of Experience - Near 07306
Tags for this Online Resume: Web, Banking Industry, Documentation, Management, Market Research, Project Management, Project Manager, Research, Sourcing, Wealth Management
Senior Vice President - 20 Years of Experience - Near 33950
PROFILE Accomplished Relationship Manager with extensive experience in Commercial lending, Business banking, C&I lending, Private banking, and Wealth Management. Experienced in underwriting complex loan credits. Skilled at business development and networking to facilitate origination of new clients for a Commercial Bank/Private Banking platform. Ability to cross sell Trust, Investment, Treasury Management, and Banking produ...
Tags for this Online Resume: Management, Banking Industry, Business Development, Wealth Management, Credit Analysis, Investment Management, Commercial Loan portfolio, Commercial Loans, High Net Worth, Networking, management, manager, sales
SENIOR FINANCIAL SERVICES EXECUTIVE
Results driven senior executive from the financial services industry with broad based experience in marketing, sales management, branch system management, portfolio management, wealth management practice development, business development, technology innovations, project management, and strategy creation.
Tags for this Online Resume: CEO, COO, Partner, Managing Director, Director, Senior Vice President
