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Online Resumes with "wealth manager"
Wealth Manager
To contribute to the development of an aggressive sales/marketing team
Director of Operations
I have fifteen years of experience in the Discount Brokerage and or Full Service Wealth Management. This experience has provided me with a wealth of knowledge from both an operations perspective as well as the client management and sales aspect of the business. I would like to work for an organization that has a history of success and the resources and talent to achieve continued growth in the future.
A senior college student with 4.0 GPA and professional financial experiences
Tags for this Online Resume: investment banking, finance, senior, Women’s College , Global Wealth Management , Corporate Audit, Audit
Wealth Management Client Specialist in the Banking Industry
To utilize past experience in the Banking industry to provide excellent customer service by exceeding client expectations and increasing revenue. To transfer my training and experience in any related field.
Senior Vice President, Marketing and Product Management
A leadership position in marketing in the financial services: wealth management, retirement services, institutional retirement services.
A Prophet for Sustainable Profit
Had demonstrated relevant skills, knowledge, and experience in economic forecast, securities law, research/lectures on capital market behavior, risk policy making, entrepreneurship, and investing/lending of secured/unsecured products of $9Bil portfolio with minimal loss. Had anticipated the current state of the economy dut to credit expansion in my doctoral thesis some years ago. Subsequently, I would like to utilize and i...
Tags for this Online Resume: Wealth management, financial advisory, investment strategist, financial planner, financial specialist, portfolio manager
AVP Wealth Management
Sales
Stanfield - Executive Leader / Performance Management
A highly accomplished, goal-oriented market leader with proven entrepreneurial track record of leading growth and retention strategies for the wealth management business. Experienced leader with high performance standards who advocates accountability and teamwork to consistently exceed expectations and deliver bottom-line results. Intuitive ability to link strategy to tactics. Committed to developing and retaining top tal...
Tags for this Online Resume: Financial Services, Executive Leader, Sales & Performance Management, Strategic Planner, Talent Development , Project Management
Director of Wealth Management Operations
I would like to secure a position with a firm that will challenge me as well as provide an opportunity to grow professionally. The ability to add value, strength, insight and integrity to an already seasoned team.
Tags for this Online Resume: Wealth Management Operations, Product Management, Compliance and Audit, Operations and Service Support, Quality Control and QA Testing, SMA and UMA support
Wealth Management
Portfolio Manager and Alternative Investments Strategist - 25 years experience
Portfolio management, alternative investments strategist, chief investment officer, marketing/sales for asset manager or wealth manager.
Accountant
My career inspiration comes from healthy living, wealth management and relationships, developing life skills, goal planning, traveling
Tags for this Online Resume: Accounting, Executive Assistance, Finance, Quickbooks, Series 7, Brokerage
