CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "wealth manager"

Financial Management Real Estate Development 90720

Since I am a Senior, I do not expect to work at a large operation. I have great aptitude and a wealth of experience in many areas including construction, non-profit, government, audit, operations and systems implementation. I would like to stay involved and look for position of high quality financial oversight and or systems implementation (testing and quality control)

Tags for this Online Resume: Internal Controls, Audit, Internal audit, Quake, CFO, Fraud, Accounts Receivable, Billing

Retirement income planning and retirement planning- 20 years

To help people plan for not only retirement but retirement income as well. Help them pass as much of their estate as possible to the people they choose.

Tags for this Online Resume: FInancial advisor, wealth management, banking, registered advisor

business analyst

I am a Senior Business Analyst/Project Manager having just recently relocated to Houston from CT at the end of September as my wife accepted a new position. I left Legg Mason, Inc. (Asset Management) after 10 months to be with my wife. I am only looking for consulting assignments. I have been a Business Analyst and a Project Manager for 20 years in the financial arena. I have worked with investment banks, hedge funds,...

Tags for this Online Resume: business analyst, business requirements, functional requirements

Wealth Management Trust Administrator 4 years experience

I am a team member that manages a book of 2000 philanthropic trust for the Southeastern United states. Private Foundations, Charitable remainder trusts, and agencies are just a few of the types we handle.

Financial Planning and wealth management

I am experienced working with all ages of clients. I educate clients as to all options available to them and build trust throughout the sales process.

Tags for this Online Resume: financial planning, licensed series 6 & 63, Hard worker, closer, honest

Financial Specialist

Tags for this Online Resume: New York City, Wealth Management, Private Banking, Client Service Associate, Full Time, Permanent

Senior Mortgage Adviser - 12 years Experience-St Louis metro area

My career objective is to work with a very solid and reputable company that does financial planning and wealth management for the "baby boomer" generation.

Tags for this Online Resume: St Louis Area, licensed Life and health agent, 20 years experience, Mortgage Banking, outside sales , senior market , financial sales

Financial Manager, Branch or Department

I am a retail branch banking manager who has been in the banking industry for over two decades

Tags for this Online Resume: Banking, Mortgage, Retail, Fiance, Investment, Wealth management

Senior Director Product Development and Investment Management- 15 Years of Experience - Near 94199

Senior executive who builds fast growing commercially aligned investment platforms with high levels of recurring revenue and robust capabilities. Goal oriented leader with broad success across Wealth Management, TAMP and Brokerage product platform management. A mosaic thinker adept at transforming large and seemingly disparate information into focused, actionable plans that drive business results.

Marketing - 20 Years of Experience - Near 08902

Financial Services Marketing Leader successful in penetrating new markets and segments. Strong P&L and staff management expertise. Focused on increasing sales, market share and brand awareness through strategizing, planning and executing product launches, campaigns, collateral and systems. Develop and deliver sales and product training programs. Investment Products and Wealth Management expertise. Administering Market ...

Tags for this Online Resume: Copywriting, Marketing Communications, Marketing Strategy, Project Management , Financial Products , P, Program Manager , Management, Training, Wealth Management

Personal Financial Advisor - 20 Years of Experience - Near 45243

At this stage of my life after a successful career as an Investment Professional within the Broker Dealer channel I wish to transition to another an opportunity within Wealth Management. Remaining in an industry I have long had great interest in and passion for. Quite simply I am seeking an opportunity where I can contribute, be challenged and compensated in that order.

Tags for this Online Resume: Series 7, 9, 10, MBA, Wealth Management, Wholesaler, Insurance

Personal Financial Advisor - 20 Years of Experience - Near 33149

My objectives are to seek Wealth Management opportunities in a dynamic and, growth oriented environment with international exposure. My core educational background in law and over 20 years of global business, investments and finance experience in various management and advisory leadership roles have been the main catalyst in developing the necessary professional, social and personal skills necessary to perform and endure in...