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Online Resumes with "wealth manager"
Wealth Management Consultant
Estate Planning, Retirement Planning, Investment Management, Insurance Planning
Financial or Bank management
Intrepreneurial credit finance anmd accounting professional with ability to service intrernal & external customers and manage growth in fast changing environment
Ideal Companies: Pepsico, Toyota, Progressive, Lockhead Martin, Northern Trust, Big 5 consulting
Tags for this Online Resume: Credit Officer, Underwriting, Portfolio Management, relationship management, loan review, commercial lending, private banking, wealth management, investments, financial analysis, credit policy, loan structure, FASB, workout strategy, collateral, CFO, controller, treasury management, letter of credit, MBA, Finance, economics, NASD, revolver credit facility, general accounting, budgeting, credit and collections, facilities management, logistics, engineered electrical products, standard costs, annual operating plan, GAAP, distance training, consulting, outplacement, executive search, CRM, stocks, options, bonds, mutual funds, annuities, ETF, futures, commodities, FOREX
Portfolio Manager- HNWI, Tel Aviv
I am currently employed as a wealth manager for HNW clients in a large Israeli investment company.I am quite experienced in portfolio management and financial advisory for wealthy individuals.Me and my wife are considering relocation to Europe. I am a french citizen and eligible to work in Europe.Please feel free to review my attached CV. Best regards, Sagi Stroumza
Tags for this Online Resume: israel, wealth, HNW, hebrew, advisor, private
Private Wealth Management
Certified Financial Planner
To lead in the Financial Planning, Wealth Management initiatives of a global asset management firm.
Tags for this Online Resume: financial planning, estate, charitable, groeth, manager, unique
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
Financial Manager / Executive
To be an integral part of a dynamic growing organization.
Tags for this Online Resume: Financial Manager, Financial Advisor, Wealth manager, Financial Executive
Personal Financial Advisor
Tags for this Online Resume:
financial advisor, private banker, financial planning, wealth management, investment advisor
Featured Profile
Financial Specialist
I am looking for a position at which I would be able to use my education and work experience to apply towards a successful career.
Tags for this Online Resume:
Wholesaler, Wealth mangement, Risk Management
Financial Analyst
Tags for this Online Resume:
Trade Finance, Correspondent Banking, Wealth Management, Management Consulting, Financial Institutions
Financial Analyst; Portfolio Manager; Asset Manager; Wealth Manager; Investments
To leverage both my global capital markets and financial advisory experience to obtain a financial analyst/financial advisory/asset management/wealth management/investment advisory position for a growth-oriented firm that values innovative solutions to further the success and profitability of business owners and clients.
Financial Specialist
I am looking for a position at which I would be able to use my education and work experience to apply towards a successful career.
Tags for this Online Resume: Wholesaler, Wealth mangement, Risk Management
