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Online Resumes with "wealth manager"
Financial Manager, Branch or Department - 20 Years of Experience - Near 29906
Sales and marketing executive with extensive experience in asset management. Seeking to Build a business over 5-10 years and transition it for retirement.
Tags for this Online Resume: High Net Worth, Consulting, Distribution, Due Diligence, Management, Business Development, Asset Management, Equity, New Business Development, Private Equity, Beaufort, SC and Savannah, GA
Financial sales/trading/analysis bilingual chinese - Near 11375
QUALIFICATIONS_________________________________________________________ * MBA Concentrate in Finance. Banking and marketing experience in USA and China * Proven bilingual marketing ability in financial institutions. * Sophisticated in MS Excel, Power Point and Bloomberg Terminal. * Licenses include Series 7 and Series 63. Bilingual in English and Mandarin. * Quick learner and exceptional team player.
Tags for this Online Resume: Financial, Banking Industry, Bilingual, Bloomberg, English Language, Financial Industry, High Net Worth, Management, Market Research, Marketing Management, mandarin, financial analysis, sales
Personal Financial Advisor - 19 Years of Experience - Near 19341
SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...
Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial
Chief Financial Officer - 8 Years of Experience - Near 93454
Accomplishments * Hired by a rapidly growing home builder lacking a solid financial infrastructure, with an antiquated accounting system. Implemented a computer system integrating financial controls, construction loan costing in the financial statements, with project cost variance analysis. * Reduced vacancy rate from 25% to 5%, in a 75,000 SF shopping center yielding $3 million upon sale. * Employed to gain financial, cash...
Tags for this Online Resume: Financial, Insurance, Life Insurance, Management, Wealth Management, GAAP, Generally accepted accounting principles, Real Estate, Accounts Payable, Accounts Receivable, Budgets, SOX
Inside Sales Representative - 8 Years of Experience - Near 11801
Tags for this Online Resume: Management, Private Client, Wealth Management, Sales, Series 63, Series 7
Administrative Services Manager - 18 Years of Experience - Near 07644
Qualifications: * Goal and detail oriented * Analytical problem solver * Strong work ethic * Quick learner and efficient worker * Proven leadership skills * Team Player, dependable and responsible * Strong organization and communication skills * 18+ years in wealth management bringing a strong wealth of knowledge and experience * Always seeking to add value to ensure the company's goals are met and exceeded Experienced with...
Tags for this Online Resume: Audit, Cash Management, Documentation, High Net Worth, Management, Securities, Security, Wealth Management, ACH, Process Improvements, High net wealth
Senior Investment Manager
My two passions are investment management and client service. I am seeking a well established organization which will benefit from my strong investment background and solid communication skills and network.
Tags for this Online Resume: Florida, Investment, Manager, chief investment officer, executive, wealth management, management
Managing Director - 20 Years of Experience - Near 33547
Tags for this Online Resume: Tampa, Sales, Financial services, Managing director, Wealth management, Advisor
Executive Assistant - 10 Years of Experience - Near 28216
SUMMARY * Seasoned professional with experience supporting senior level executives * Excellent interpersonal, organizational, and communication skills * Ability to work under tight deadlines with minimal supervision * Self motivated and pro-active with proven leadership skills * Tactful and possess secure management of confidential information * Strong multi tasking skills with high attention to detail
Ideal Companies: Finance, Education, Healthcare
Tags for this Online Resume: Executive Assistant, Acquisitions, Bank Reconciliation, Credit Cards, Office Manager, Quickbooks, Microsoft PowerPoint, Scheduling, Administrative Assistant, Event Planning, Finance, Charlotte
Insurance Sales Representative - 20 Years of Experience - Near 44106
Tags for this Online Resume: Securities, Financial, Financial Services, IDS, Insurance, Life Insurance, Services, Health Insurance, Annuity, Benefit Plans, Cleveland, OH Retirement Planning, Estate Planning, 401k, 403(b), Wealth Management, Legacy Planning,
Manager - 20 Years of Experience - Near 57107
Accomplished Professional with demonstrated history of performance and initiative in diverse and challenging environments * Positive communicator experienced in managing and motivating employees * Able to prioritize multiple tasks and work independently * Demonstrated people, organizational and problem solving skills. Able to successfully interface with all levels of the organization.
Tags for this Online Resume: Human Resources, Project Management, Security, Transitions, Fraud, Operations Management, Analytical, Sioux Falls, SD, Automation, Retail
Vice President - 11 Years of Experience - Near 78613
SKILLS SUMMARY * Management: Deliver comprehensive wealth management and fiduciary administration by staffing, training and leading highly successful Trust, Estate and Operations teams in the administration, distribution and termination of trust and estate accounts within a fluid, dynamic and complex model. * Financial Services: Excellent track record leading Austin teams to score #1 nationally identifying new sales opportu...
Tags for this Online Resume: Customer Service, Distribution, Fraud, Fraud Prevention, Policies and Procedures, Referrals, Legal, Accounting, ACH, Audit, Trust Management, Tax, Operations Management, Estate Management, Writing and Editing
