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Online Resumes with "wealth manager"



Senior Vice President - 20 Years of Experience - Near 02118

I'm a Consultant and Senior Financial Services executive with over 25 years of experience fixing, growing and managing Wealth Management, Asset Management and Broker Dealer businesses. I have experience in all areas - including sales, marketing, operations, research, investments and compliance. Have been engaged as a consultant to large national custodians evaluating their technology solutions.

Tags for this Online Resume: Boston, Wealth Management, Financial services, Consulting, Sales, Management, SME, Platform conversion, Asset Management, High Net Worth, Benefits, Fixed Income, Private Client, Distribution

Administrative Services Manager - 20 Years of Experience - Near 75104

With a Bachelors degree in Education (English) and a Masters degree in Industrial relations and Personnel Management,and having worked as a teacher, an administrative manager and a Banker in various units e.g operations, customer service, Private banking/Wealth management,Corporate and Investment banking units for many years, i'm looking forwards to working in a merit driven Bank, a financial institution, a Telecommunicat...

Tags for this Online Resume: Branch/0perations Manager, Customer service Manager, Head Private Banking /Wealth management, Administrative Manager, Customer service,, Operations, Private Banking, Private Banking, Corporate/ Investment banking, Administrative experience, Remedial/Loan management

Financial Advisor/wealth manager - 10 Years of Experience - Denver, Co

Financial service professional with 20 years of banking experience in both personal and business accounts and over 10 years in wealth management including research, designing proposals and asset allocation. While I am ambitious and goal oriented, I never forget that people come first. My goal is to work for a company that encourages growth and evolves to meet the needs of the client without sacrificing ethics.

Tags for this Online Resume: asset allocation, wealth manager, financial advisor , insurance sales, customer service, banking , financial professional , portfolio management

Accountant

Tags for this Online Resume: Investment Management, Investment Advisory, Wealth Management, Mutual Funds, Country Funds, Emerging Market Funds

Financial Manager - 15 Years of Experience - Near 06880

Brokerage and banking professional with extensive experience in Wealth Management and Retail Brokerage as a financial advisor and regional manager.

Featured Profile

Award Winning Pharmaceutical Sales Representative - 5 Plus Years of Experience - San Antonio

To continue my success in launching and promoting important therapies so that health providers can provide their patient with the best treatment options.

Ideal Companies: Sanofi, Amgen, Quintiles, Johnson & Johnson, Glaxo Smith Kline,

Tags for this Online Resume: Award Winning, Tops Sales, Cardiovascular Specialist, Leader, San Antonio, Executive Collaboration, Market Analysis, Top performer

Financial Manager, Branch or Department - 20 Years of Experience - Near NJ

Senior Portfolio Manager with excellent record of managing and working with ultra and high net worth wealth management relationships

Tags for this Online Resume: Private Client, Wealth Management, Investment Consultant

Financial Analyst, Stamford

Tags for this Online Resume: Financial Analyst, Data Analyst, Risk Analyst, Accountant, Wealth Management, Trader

Project Managers - 15 Years of Experience - Near 95747

To whom it may concern: I have succeeded in the wireless telecom industry for nearly 15 years. I have a wealth of management experience including Implementation Management, Construction Management & Project management. I am a self-starter with excellent problem solving skills and experience. I work well with others including subordinates, peers and upper management. During my almost 7 years on the Ericsson team I managed an...

Tags for this Online Resume: Ethical, Work Ethic, Leader, Problem Solving, Microsoft Suite, Project Manager, Proven Success, Dependable

Financial Advisor, Scottsdale AZ... Investment Banking, International

The reality, that exists, in being a highly motivated and skilled, business professional, such as myself, means that I only look for the most unique of opportunities available, or for that "specific" situation which allows me to unleash my absolute fullest potential and achieve the highest capabilities possible – These "unique" situations (or opportunities) should require innovative leadership, decisive action, and talent t...

Tags for this Online Resume: Financial Advisor, Assets Manager, Wealth Management , Venture Capital, Commodities Trading, Corporate Finance, Investment Banking

Featured Profile

IT Controller / Financial Manager - 20 Years of Experience - Central New Jersey

Technology Finance and Business with over 25 years experience in all aspects of project and financial management. Recognized for excellence in resource management and expertise in financial reporting, planning, forecasting and budget adherence. Vast experience with vendor management and relations including cost control, time management, requisition management and strategic location management. Positive attitude with a hi...

Tags for this Online Resume: New Jersey, PeopleSoft, MircroSoft Office, Project Management, Financial Management, Proactive, Hyperion, Clarity