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Online Resumes with "wealth manager"
Multifaceted leader with over 20 years of experience in Program Management and Customer Experience programs.
Multifaceted leader and innovator with over 20 years of experience enhancing both the employee and client experience with proven record of impacts in the financial services industry spanning strategic initiatives,program management, process improvements, and enhancements to training endeavors and employee engagement.Six Sigma Green Belt and proficient in analyzing analytics and providing strategic programs to improve compan...
Ideal Companies: The Hartford Insurance Company, Travelers Insurance Company, Accenture, Wells Fargo, Citizens Bank
Tags for this Online Resume: Six Sigma, Change Management, Analytics, Customer Experience, Training, Program Management, Financial, Consumer Lending
Investment Management Professional - CFA - 10 years experience
Tags for this Online Resume: Investment management, CFA, Analyst, Wealth Management, MBA, Portfolio Management
Administrative Assistant - 10 Years of Experience - Near 11106
& Notable Contributions
Tags for this Online Resume: Wholesale, Management, Banking Industry, Investment Banking, Job Control Language, TSO, Executive Assistant
Director - 15 Years of Experience - Near 22207
Dear Hiring Manager, As a business development and financial investment executive, my background includes extensive experience in strengthening and creating innovative revenue-generating strategies for the financial and management consulting services sectors. My expertise lies in leading high-performance teams, producing investors / investments and consulting on operational issues. Furthermore, I focus on building high-...
Ideal Companies: Google Ventures, Vulcan, National Geographic Society, Bill and Melinda Gates Foundation
Tags for this Online Resume: Consulting, CFO, Banking Industry, Financial, Management, Equity, Private Equity, Acquisitions, Business Development, Investments, Alternative Investments, Investment Banking, Leveraged Finance, Non-Profit, Family Offices, Project Management, Leadership
Director, Business Development
SUMMARY MBA * International marketing, media, and advertisement experience between China and the U.S. * Associate/trainer at Goldman Sachs * Seven years of work experience in Investment Banking, Wealth Management Operations, Auditing and Accounting * International logistics company owner (U.S. to China) * Entrepreneurial Spirit
Tags for this Online Resume: Management, Securities, Wealth Management, Asset Backed Securities, Audit, Banking Industry, Bankruptcy, Bloomberg, Budgeting, Cash Flow, Inflight Media, International Marketing, Advertising, China Social Media Platform
Business Analyst/Project Manager - 15 Years of Experience - New York City
I am a results-oriented Relationship/Project Manager with 15+ years of experience in the Financial Services industry leading technology projects and business transformation teams. I have managed multiple strategic and tactical initiatives from concept to launch, defining the product road map, handling competing priorities and building business and technology partnerships. I'm skilled at optimizing the user experience throu...
Tags for this Online Resume: Data Modeling, Modeling Experience, Requirements Definition, Documentation, Application Design, Banking Industry, Data Mapping, Integrate, Management, Project Management, Requirements analysis, User Acceptance testing, Business Process Modeling, Financial Services, Waterfall & Agile Methodologies, Functional Specifications, ETL, User Interface Design, IT Strategy, Capital Markets, Wealth Management, Product Management, System Analysis, SDLC, Requirements Gathering, Business Analysis
Chief Innovation Officer
Seeking to go into Wealth Management Advisor, Hedge Funds, Venture Capital, and emerging technologies. Proven executive management professional with a decadeā??s worth of experience in emerging technologies, business administration and leadership within the Silicon Valley, NY, U.S. Markets, Europe, and Asia. Currently enrolled in a Media & Communications Certification Program at Full Sail University and has also studied Mob...
Ideal Companies: 8VC, Google, Chevron, Andreessen Horowitz, Social Capital, Charles Schwab, Citi Bank, Credit Suisse, PayPal, Square, Formation 8, Instagram, Facebook, Twitter, Apple, Mithril Ventures, Valor Equity Partners, Dynasty Partners, Two Sigma, New Enterprise Associates, Google Ventures, Rothenberg Ventures, SV Angel, Sequoia Capital, First Round Capital, Accel Partners & Co Inc., Lightspeed Venture Partners, Kleiner Perkins Kaufield & Byers LLC, General Catalyst Partners, Sequoia Capital, Founders Fund, Battery Ventures, Bain Capital Ventures, McKinsey, Deloitte, Bain & Capital, Citi Bank, American Express, Matrix Partners, JP Morgan, Deutsche Bank, Spark Capital, Polaris Partners, Khosla Ventures, Canaan Partners, Greylock Partners, Bessemer Venture Partners, 500 Startups, Oracle, Social + Capital Partnership, First Round Capital, Aleph, Genesis Partners, Greenlight Capital, Black Rock, Third Point Management, Snap Chat, Yelp, CalTech, Stanford University, USC Viterbi School of Engineering, Benchmark Capital, Union Square Ventures, Lowercase Capital, Index Ventures, Baseline Ventures, Floodgate, Felicia Ventures, GGV Capital, Foundry Group, Canvas Ventures, Versant Ventures, Greylock Partners, DCM Ventures, Spark Capital, Meritech Capital Partners, Venrock, Norwest Venture Partners, DST Global, True Ventures, Institutional Venture Partners, DFJ Growth, Goldman Sachs, Edward Jones, Blackstone Group, Citi Group, OrbiMed Advisors, Tiger Global Management, Bessemer Venture Partners, Mayfield Fund, Foundation Capital, Harrison Metal, Polaris Partners, Insight Venture Partners, CRV, Meritech Capital Partners, Sapphire Ventures, Flagship Ventures, IDG Capital Partners, DCM Ventures, Oak HC/FT, Scale Venture Partners, Menlo Ventures, Michael Goguen, Norwest Venture Partners, Draper Fisher Jurvetson, General Atlantic, Ernst & Young, Morningside Ventures, FirstMark Capital, Foresite Capital, IDG Capital Partners, Oxford Financial Group, LTD, Chevy Chase Trust Company, Hightower Advisors, LLC, Creative Planning, Oxford Financial Group, LTD, Canterbury Consulting, Comprehensive Financial Management, LLC, AT Investment Advisers, Inc., Plante Moran Financial Advisors, Ehrenkranz Partners, LP, Shepherd Kaplan, LLC, Brownson, Rehmus & Foxworth, Inc.Mariner Wealth Advisors, LLC.Innovest Portfolio Solutions, LLC, Convergent Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, MyCIO Wealth Partners, LLC, Everett Harris & Company, Buckingham Asset Management, LLC, Mercer Global Advisors, Inc., KLS Professional Advisors Group, LLC, World Bank, Wells Fargo, Citigroup, Commerzbank, Silicon Valley Bank, Berkshire Hathaway, Blend Labs, Bank of America, Exxon Mobil, Space X, Tesla,
Financial Specialist - 15 Years of Experience - Near 02783
Accomplished, outcome-driven Business Governance Manager with year-over-year success in leading challenging initiatives, with emphasis on strategic planning and reviews, scheduling and control, preparing and completing action plans, quality assurance, project development, implementing production, productivity, quality, and customer-service standards. Resolve problems, complete audits, identify trends, determine system impro...
Ideal Companies: United Nations, Goldman Sachs, Merrill Lynch, RBC, JP Morgan,
Tags for this Online Resume: Data Management, Due Diligence, Licensing, Management, Vendor Management, Distribution, Project Management, Documentation, Risk Management, Banking Industry
Chief Financial Officer
SUMMARY EDUCATION Visionary finance executive, analyst, and business develop - ment professional with solid experience managing all levels of multiple upstream oil and gas projects including finance & ac- Financial Analyst Program counting, operations, land management, administration, and The Investment Banking Institute financial systems. Professional in consultative sales and strong Apr 2011 Completion Houston, Texas back...
Tags for this Online Resume: Financial, Securities, Series 7, Accounting, Accredited Pension Representative, Acquisitions, Banking Industry, Consultative Sales, Financial Industry, Financial Systems
Director, Business Development - 20 Years of Experience - Near 90275
Goal-Driven Business Executive who focuses on operational financial performance and return on investment. Achieve value by strategically aligning an organization with ever-changing market conditions, penetrating target markets at the lowest marginal cost, and applying key resources to meet customer needs. Build a workplace culture of excitement and passion for every member on the team while developing employees for professi...
Ideal Companies: BNY Mellon, Wells Fargo, United Capital
Tags for this Online Resume: Management, Sales, Integrate, Investment Management, Leadership, Leadership Development, Wealth Management, Budgeting, Consulting, Financial, Sales Team Management, Financial Services Management, Nonprofit Management, Business Consulting
Financial Analyst - 17 Years of Experience - Near 63038
AREAS OF EXPERTISE: * Problem Analysis & Resolution * Credit/Lending Sales * Office Management * Cost Basis Analysis * Compliance/Risk Management * Developing/Managing Client Relationships * Oral & Written Communications * Proficient with MS Office, Word, Excel & PowerPoint * Held NASD Series 7, 6, and 63 Licenses
Tags for this Online Resume: Management, Sales, Series 7, Wealth Management, Accounting, High Net Worth, Series 6, Sub-ledgers, Compliance, Manager Wealth Management Series 7 Series 6 Series 63 Compliance MS Office
Wealth Management & Financial Advisor - 15 years Experience
An experienced financial professional with a successful career managing banking and investment advisory relations with a strong history of developing customized financial plans while working extensively with succession planning, retirement planning and insurance specialists.
Tags for this Online Resume: Wealth Management, Financial Advisor, Private Banker, Insurance Agent, Retirement Planning, Advisory Services, Banking, Data Analysis, Economics, Financial