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Online Resumes with "wealth management services"
Trust and Custody technology/operations expert 20 + years
Proficient results-oriented leader with over 22 years in increasingly responsible positions in Systems Administration and Operations with major banking and financial services companies and trust systems vendors. Significant skills and proven and consistent track record in process automation across operations and business areas. Excellent communicator. HIGHLIGHT OF SKILLS -Project Management -Process Improvement ...
Tags for this Online Resume: Securities processing, Trust Operations, Systems implemetations, Conversions, Trust and Custody vendors
Dedicated to move forward in the corporate environment.
I am looking to move out of the personal financial advisory sector and move on to a corporate finance position. I have a passion for finance and I complete jobs on time and with attention to detail. I lack experience, but I am intelligent and learn quickly.
Marketing, Business Development & Finance Executive
A managerial position with a national or global organization whereby I can utilize my financial expertise, customer interaction skills, and marketing background, combined with my MBA and international experience, to make a major contribution to the growth of a business segment.
Ideal Companies: Autodesk, Fidelity, Microsoft, Oracle
Tags for this Online Resume: International, Marketing, Business Development
You just have to check this out!
I have several years of sales, sales management, and marketing experience with small companies. I would like to continue in the roll of a manager with a new company. Ideally, I am looking to find a position in the beverage industry, but I am willing to look at any opportunity that is out there. I want to be responsible for leading a staff to new heights.
Ideal Companies: I would be open to a company that allows its employees to grow in their career. I'd like a place where hard work and dedication is rewarded with promotions.
Tags for this Online Resume: Sales, Manager, Sales Manager, Executive, Beer, Alcohol, Regional Manager, District Manager, Account Manager, Management
PRIVATE BANKING & WEALTH MANAGEMENT SERVICE OFFICER
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
Relationship Manager - Personal/Corporate including Private Banking
Provide outstanding wealth management services to high net-worth clients.
Tags for this Online Resume: Private Banking, Personal Trust Administration, Corporate Trust Administration, AML, KYC, Asset Management Solutions
Cash Processing Representative 2
Proactive, hard working and results oriented professional. Dedicated and honest with a strong work ethic. Creative and detail oriented thinker recognized for: Quality of work,Effective team player Seeking and assuming additional duties Upbeat and positive attitude Going above and beyond requirements,Outstanding customer service skills
Ideal Companies: Company that trains you and enables you to grow and move up. Reward and give and incentive for a job well done. Benefits should also be a must
Tags for this Online Resume: french, banking, investment, international, account management, client service
Experienced Marketing, Business Development,Territory Manager, MBA
Developed a strong foundation of knowledge in anatomy, pathology, and biomechanics. Knowledgable about operating room protocol and respects the sterile field. Skilled in surgeon profiling, product profiling, and competitive profiling. Demonstrates a comprehensive understanding of hip, knee and shoulder arthroplasty procedures, revision procedures, fracture management, internal and external fixation devices, and biologic pro...
Ideal Companies: Styker, Depuy, Meckesson, Smith & Nephew, Medtronic, Baxter, Covidien, Biomet, Bone Bank, Aesculap, ConMed, ACell, TriMed, Arthrex, Wright
Tags for this Online Resume: Medic, Sales, Pharmaceutical Specialist, Orthopaedic, Trauma, Territory Management, Business Development, Medical Sales College, Project Management, Account Manager, Management, Project Manager, Program Manager, Las Vegas Nv, Texas, San Diego, Medical Sales Represenative, Regional Sales, Risk Management, Operations Management, Training and Development, Credit Analyst
analyst - 1 year experience- new york city
i graduated from MIT Sloan Master of Finance and have held various internships and full time positions in accounting and finance industry. I am actively looking for entry level positions that can leverage my skill set.
Tags for this Online Resume: new york city, financial planning and analysis, corporate finance, research, quantitative, strong writing skill, excel, microsoft office suite, financial modeling
Market President/District Manager -18 years
Responsisble for up 24 branch locations throughout Southern California. Generate revenue by attracting new customers and cross-selling to exsisting. Develope plans and sales strategies for sales representatives that will help achieve their goals in sales, service and risk. Recruit, hire , train , develope and coach team members to breakthrough performance goals. Work with partners to achieve customer and company goals.
Ideal Companies: Banking , Retail, Finance
Tags for this Online Resume: leader, passion , competitive, responsible, focused , strategic
Financial Specialist - 17 Years of Experience - Near 90265
Results-oriented financial services professional with seventeen year exemplary track record providing quality wealth-management services and products to upper tier clients within a dynamically competitive market. Aggressive and tenacious in establishing and exceeding personal sales and service goals to “raise the bar” and contribute to organizational growth and success
Tags for this Online Resume: Networking, Prospecting, Innovative , fixed-income, Bonds, Trading, Los Angeles
