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Online Resumes with "wealth management "
Financial Manager, Branch or Department - 20 Years of Experience - Near 21793
To join an organization where I can apply my top sales skills and experience in commercial lending and business banking. As a commercial loan officer I have a strong portfolio that I manage in Frederick County of business loans with an average loan size from 250K to 4 million. I have performed all aspects of the commercial lending process including reviews and risk rating. I oversee and implemented the new Business Departme...
Tags for this Online Resume: Insurance, Benefits, Consumer Lending, Financial, Financial Services, Installment Loans, Management, Planning, Services, Wealth Management, commercial banker, business banking, branch manager, porfolio manager, banking
Financial Manager
Tags for this Online Resume: Business Development, Financial, Financial Services, Services, Professional Services, Accounting, Banking Industry, Management, Wealth Management, Clarify, sales, management, manager
Chief Financial Officer
based wealth management firm including corporate accounting investment research and sales/distribution functions. Following a strategic change in direction by the Management Committee regarding a consolidation of global facilities the New York office was closed. Developed and executed a plan to efficiently transition all functions back to home office in Sydney.
Tags for this Online Resume: Banking Industry, Capital markets, Investment Banking, Accounting, Cost Accounting, Management, Real Estate, Wealth Management, Filing, Insurance, accounting, audit, finance, cpa, excel, gaap
Assistant Manager - 20 Years of Experience - Near 10473
Professional Summary: An office professional experienced in sales support, administration, and client relations. Employs professionalism and superior communication skills to meet company needs. Strong computer skills. Consistently meets project deadlines. STEVEN AMES CO., NY, NY (Private Wealth Management - Investor) May 2005 - Present Executive, Personal Assistant ANN AMES, NY, NY - STEVEN AMES ESTATE (Vice-President, Trus...
Tags for this Online Resume: Administrative Assistant, Database, Filing, Information Requests, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Scheduling, Secretarial, assistant manager
Customer Service Representative - 4 Years of Experience - Near 11203
Service Honorable Discharge from U.S. Marine Corps 9/ 2000
Tags for this Online Resume: Insurance, Financial, Management, Portfolio Management, Wealth Management, Book of business, Health Insurance, Planning, Retirement planning, customer service, call center, sales associate, customer service representative
Business Analyst - 15 Years of Experience - Near M6K 0A1
Tags for this Online Resume: Applications, Cms, Customer Relationship Management, JIRA, Microsoft Word, Unified Modelling Language, Web, Web Technologies, Database, Distribution, sql, it jobs, agile, html, software, Wealth management, iFAST, Unitrax Open Text, Vignette, life insurance, mutual fund, segregated fund, conversion, migration, transfer agency
Sales Representative - 10 Years of Experience - Near 10001
SUMMARY Quota-surpassing sales representative with a history of exceeding employer's expectations across diverse industries. Flexible and outgoing, comfortable working with multiple personalities and styles. Persuasive communicator, utilize a consultative proactive approach selling skills to identify opportunities, overcome objections, build relationships and convert B2B, F2F, B2C, Outside Inside sales and Cold canvassing a...
Tags for this Online Resume: Management, Retail, Cold Calling, Networking, Referrals, Wealth Management, Business Acumen, Business Development, Customer Relationship Management, business development
Chief Executive Officer - 20 Years of Experience - Near 60527
Summary of Qualifications * Accomplished and experienced marketing administrator and strategist * Developed training programs for marketing staff * Created metrics to assess marketing performance * Managed brand identity programs * Orchestrated strategic direction for catalog and web programs * Developed annual budgets and plans * Experienced speaker and presenter and negotiator * Fully bilingual in Spanish
Tags for this Online Resume: Banking Industry, Customer Relationship Management, Management, Oracle, Publications, Purchasing, Wealth Management, Web, Bilingual, Marketing Management, management, sales, manager
Insurance Sales Representative - 12 Years of Experience - Near 08540
Summary Respected and trusted financial professional with a passion for helping individuals, families, and businesses in a non-sales oriented environment. Expert in client service, relationship management, portfolio design, retirement planning, life insurance, long-term care, and business succession. Experienced collaborator with attorneys and accountants for estate planning and intergenerational wealth transfer. 12 years' ...
Tags for this Online Resume: Management, Insurance, Planning, Retirement planning, Wealth Management, Financial, Portfolio Management, insurance, employee benefits, benefits consultant, sports, salaried
Business Analyst - 8 Years of Experience - Near 14202
Areas of Expertise: Financial Analysis and Planning Project Management Credit/Debt Management Client Relations Presentations Business Development Branch Operations Management reporting Team Leadership MS Office
Tags for this Online Resume: Management, Wealth Management, Business Development, Security, Equity, Leadership, Accounting, Acquisitions, Applications, Automation
Financial Advisor - 18 Years of Experience - Near 30188
I am a hard working and dependable individual with diversified experience in sales, finance, and education, seeking employment with a professional organization. I am a motivated and success-driven individual, proficient with several current software packages. My objective is to obtain a position with a dynamic company allowing opportunity for growth and advancement.
Tags for this Online Resume: Financial, Fixed Income, Investment Opportunities, Planning, Referrals, E*TRADE, Bonds, Book of business, Email, High Net Worth, schwab, wealth manager, relationship manager, portfolio manager
Compliance Officer - 13 Years of Experience - Near 33186
Working in a money institution for thirteen years, gave me the opportunity to explore my educational background and enhance my soft, analytical and communications skills but also my marketing, customer service & public relation experiences. In addition, it enabled me to promote a full array of wealth and account management for national and foreign customers (Middle East Africa and Europe). As a business graduate Marketing m...
Tags for this Online Resume: Management, Wealth Management, Banking Industry, Complaints, Retail, Audit, Customer Service, aml, ofac, compliance, consultant
