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Online Resumes with "wealth manager"



Manager - 20 Years of Experience - Near 63304

QUALIFICATIONS PROFILE Efficiency and process flow driven with team work consistently the focus. Proactively work with Team Members to reduce financial risk and meet financial goals. Actively work with others to increase current and future opportunities and remove the barriers to achieve company objectives. Able to perform and welcome the challenges of high volume, high pressure situations to meet Financial Goals Drove * Se...

Tags for this Online Resume: Credit, Analysis, Business Objects, Pricing, Order Entry, Pricing, Management, Credit Analysis, Financial, Financial Statement

Project Manager - 16 Years of Experience - Near 94105

Senior Technology Executive roles which contribute to forward movement and overall progress towards company business values and bottom line. My valuable experience and contribution, come from industry experiences within such as technology companies, telecommunications, ICT (internet communications technology), major retail, retail banking, insurance industry, commercial real estate, mobile / wireless industry, wealth manage...

Tags for this Online Resume: Cisco, Configure networks, Network Project Management, DHCP (Dynamic Host Configuration Protocol), Diagnostics, Identifty Management, Management Informations Systems, Networking, Software Project Management, Technical Project Manager, Business-to-Business Sales, Benefit Sales, Fintech, Cyber Security Protection, Identity Theft, Mobile Applications Development, QuickBooks Online ProAdvisor, San Francisco, Silicon Valley, Aberdeen, Edgewood, Sao Paulo, ecommerce, shopify, amazon ecommerce, paypal, video promotion

Financial Manager, Branch or Department

SUMMARY More than twenty years' experience of leadership and highly effective managerial positions in the financial services industry in general and international and corporate banking arena as well. Measurable consistently positive results and strengths in the following areas: a) Strategic Planning b) International Treasury Management c) Advanced Negotiations Skills d) Trade Finance and Forfeiting e) Marketing and Social M...

Tags for this Online Resume: Applications, Banking Industry, Business Development, C Programming Language, Coaching, Corporate banking, English Language, Financial, Financial Industry, Financial Services, Coaching, Financial Advisor, Consultant, Wealth Manager

Credit Analyst - 3 Years of Experience

AREAS OF EXPERTISE * Strong Management skills comprising of scope management, planning, negotiating, change management, risk management and conflict resolution skills. * Experience across key areas Business Intelligence, Data Warehousing, Basel II - Risk Systems - Risk Rating, Market Risk (VaR), Credit Risk (PD/LGD/EAD), Dodd-Frank, Liquidity Coverage Ratio, Net Stable Funding Ratio and CCAR Stress Models * Have knowledge o...

Tags for this Online Resume: Business Analysis, Business Analyst, Financial, Forecasting, Accounting, Appraisals, Balance, Balance Sheet, Banking Industry, Business Intelligence

Loan Officer - 19 Years of Experience - Near 19143

PROFESSIONAL SUMMARY: A goal-oriented professional majoring in accounting, who has over 20 years of financial and professional experience, with extensive experience in commercial loans, customer service and management. An effective communicator with customers, possessing a high level of expertise in loan processing, financial statements account management, analysis and customer contact management including the expeditious r...

Tags for this Online Resume: Management, Problem Solving, Services, Training, Complaints, Customer Service, Financial, Financial Statements, Reconciliations, Teller, Problem solving

Sales Manager - 8 Years of Experience - Near 55410

AREAS OF EXPERTISE v Visionary Leadership v Market Analysis and v Business Valuation v Entrepreneurial Initiative Expansion v Portfolio Design v Team Building v Key Partnership v Financial Modeling v Strategic Business Planning Development v Investment Strategy v Custom Financial Planning v Risk Management 499 2526 * kingfisher1008@yahoo.com Selected by dynamic and highly energetic beverage brand to lead a $25 million raise...

Tags for this Online Resume: Management, Wealth Management, Balance, Balance Sheet, Benefits, High Net Worth, Financial, Planning, Business Development, Business Planning

Quality Assurance Specialist

SUMMARY: I am a QA analyst and tester / Business Analyst /Test coordinator / Lead, Manager with 15 years of experience in various business environments including Risk Management/assurance, Portals, Human Resource Applications, Payment system, Payroll, Crystal Report, Retail, Mail migration, Mobile bill payment, Wire payment, Share point, Infrastructure, Government, Billing / Rating, Siebel-analytics report Siebel Enterprise...

Tags for this Online Resume: Test, Unified Modelling Language, C Programming Language, Cognos, Extensible Markup Language (XML), Java 2 Enterprise Edition (J2EE), JIRA, Mercury Interactive LoadRunner, Microsoft .Net, Microsoft Internet Explorer

VP of Recruiting - 20 Years of Experience - Near 01821

Tags for this Online Resume: Management, HR, Human Resources, Investment Management, Real Estate, Retail, Staffing, Staffing & Recruitment, Team Lead, Wealth Management

Financial Specialist - 5 Years of Experience - Near 60611

SUMMARY A dedicated and analytical finance professional with demonstrated experience in investment sales, new business development, client service, needs assessments, and presentations, with proficiency in capital markets. Leverages practical experience with exceptional communication skills to build strong working relationships and gain comprehensive understanding of client objectives. Possesses a proven track record of mee...

Tags for this Online Resume: Management, Sales, Sales Support, Support, Wealth Management, Asset Management, Benefit Plans, CIO, Defined Contribution, Investment Opportunities

Loan Officer - 20 Years of Experience - Near 28105

Tags for this Online Resume: Management, Transitions, Underwriter, Wealth Management, Banking Industry, Due Diligence, Investment Management, Loan Underwriting, Underwriting, Risk Management, Loan Officer

Financial Manager - 20 Years of Experience - Near 06359

Summary Well-rounded financial professional accomplished at relationship building, portfolio management, compliance, regulatory oversight, training, development and project manage - ment. Accomplishments * Reduced capital spending across multiple business segments by leading cross-functional project teams utilizing a collaborative approach to implement and streamline best practices * Decreased cost-expenditure through compl...

Tags for this Online Resume: Management, Wealth Management, Compliance, Best Practices, Business Analysis, Business Analyst, Call Center, CIS (Ibm Customr Info Sys), Coaching, Financial

CFA, Private Wealth Relationship Manager

Tags for this Online Resume: Due Diligence, High Net Worth, Cash Flow, Cash Flow Analysis, Construct (App Dev Tool), Management, Wealth Management, Financial, Financial Services, In-Circuit Emulator