CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "wealth manager"

wealth management executive - 23 years of experience , New York

Fixed income portfolio management , executive wealth management sales,

Tags for this Online Resume: wealth management , sales executive, fixed income , asset management , municipal bonds , asset allocation

Portfolio Manager, New York/New Jersey

To manage a team of portfolio managers managing assets of high net worth private clients

Tags for this Online Resume: CFA, Asset Management, Portfolio Management, Investment Management, Portfolio Manager, Wealth Management

Wealth Management/ Client Management

With over 14 years of experience in the banking and financial industry, Sherilyn Laughlin is poised to step into an executive senior level position that draws upon her breadth of experience which includes customer relations and retention guided by her in depth knowledge of the banking industry, consumer and commercial credit underwriting, financial planning & asset management education as well as banking center management a...

Financial Specialist

Tags for this Online Resume: Wealth Management Associate, Investment advisor , Client relationship manager, Financial planner, Private Client, I

QA Analyst

• Over 4 years of experience in IT with focus on Testing and Software Quality Assurance • Strong knowledge on all phases of SDLC Strong working knowledge of Software testing (Functional, Integration, System, Quality Metrics). • Experience as QA lead and involved in team development, budgeting, task allocation, monitoring, managing change • Worked in Asset Management, Wealth Managment, Fund Management, Customer Relation...

Tags for this Online Resume: SQL, Quality Center, ClearQuest, Toad, Java, QTP

Investment Associate at Santander Bank

Build upon existing financial services experience and knowledge to obtain a mutual fund role and develop and refine the skills necessary to excel in that vertical.

Tags for this Online Resume: banking, financial services, wealth management, trader, mutual fund wholesaler, series 6, mutual fund

Private Wealth Management Operations Manager

Controller- 2 years experience-Suwanee, Sales/sales Manager- 23 years experience

23 years successful outside sales experience (6 President’s Clubs) & business ownership Also consulted last 25 months Inside Sales and Financials for a high-tech start up distribution company Grew sales from $110,000 to over $1.5 million and ramped up a sales team in less than two years Built/managed 2,400 clients for investment, comprehensive wealth management, and estate preservation services Consultatively ...

Tags for this Online Resume: Controller, Sales rep, Sales manager, trainer, Owner, Client relations

Vice President - Miami -Private Banking - International Banking - Wealth Management - Trust Administration - Business Development

Tags for this Online Resume: Wealth Planner, Trust Administrator, Insurance, Director, Vice President, Private banking

Director/Regional Manager/SVP

Develop quality personnel; increase sales; attract top talent

Tags for this Online Resume: Wealth Management, Regional Director, SVP International, Mutual Funds, Hedge Funds, Alternative Investments

Trust Officer, preventing and solving client fainancial and estate issues in a fiduciary manner

Manage trust and investment accounts in a bank trust or wealth management department or with an independent trust company.

Tags for this Online Resume: retain clients, analyze client financial plan, retirement assets, fiduciary concepts, make decisions, high net worth, CTFA, Analyze client financial and estate plans, Interpret trusts, fiduciary specialist, Approve annual account reviews and discretionary matters, client relationships