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Online Resumes with "wealth manager"
Financial Specialist - 17 Years of Experience - Near 20147
Tags for this Online Resume: Futures, Wholesaler, Equity, Management, Wealth Management, Alternative Investments, Business Development, Financial, Financial Services, Investment Management, finance, sales, business development, director
Executive Assistant - 20 Years of Experience - Near 33786
Qualifications Summary: * Accomplished and results-oriented individual with extensive administrative and communications experience providing exceptional support to senior leaders at Prudential * Outstanding written and interpersonal skills with excellent writing, editing and proofreading abilities * Proven capacity to adapt to changing priorities, ability to multi-task and adhere to strict deadlines * A self-motivated profe...
Tags for this Online Resume: Support, Communications, Logistics, Distribution, Management, CFO, Compensation, Human Resources, Management Solutions, Wealth Management, administrative assistant, administrative
Executive Vice President - 20 Years of Experience - Near 33131
hired Invested in several start-up biotech companies in the US. From inception to commercialization of certain novel OTC products to prevent the spread of infection. as the manager for Latin America. This was a new business initiative for DLJ. I was brought in to build the international platform for the firm. In addition to managing my ultra high-net worth clients my primary responsibilities were: Set up new swiss banking o...
Tags for this Online Resume: Recruiting, Banking Industry, Investment Banking, Investment Management, Management, Wealth Management, Asset Management, Banking Operations
Insurance Sales Representative - 18 Years of Experience - Near 19320
Served on Board of Directors - Beth Chaim Synagogue Served on Board of Directors - Habitat for Humanity Chester County
Tags for this Online Resume: Book of business, Customer Service, Financial, Financial Services, Referrals, Services, Planning, Certified Financial Planner, CFP, Securities, wealth management, Financial Advisor, sales
Investment Analyst - 7 Years of Experience - Boston
A results-oriented investment professional with 7+ years of Asset Management experience in finance, strategy, and risk management functions. Achievements include guiding businesses to achieve sustainable operational excellence through business transformation, process improvements, and risk mitigation. Hands-on experience in building advanced excel models related to forecasting, profitability analysis, and corporate valuatio...
Tags for this Online Resume: Financial Industry, Management, Wealth Management, Assessments, Equity, Fixed Income, Investment Management, Portfolio Management, Product Development, Strategic Initiatives, finance, audit, excel, Risk Management, Asset Management, Financial Analysis, Data Analysis, Excel, PowerPoint, Alternatives, Hedge Funds, Private Equity
Residential Real Estate Sales Agent - 20 Years of Experience - Near 60035
Tags for this Online Resume: Financial, Insurance, Life Insurance, Management, Portfolio Management, Wealth Management, Cash Flow, Cash Flow Analysis, Project Management, sales, real estate
Financial Specialist - 20 Years of Experience - Near 98402
Qualifications CPA - Inactive B.A. Accounting & Finance 4 Years of Commercial Real Estate Lending Construction and Permanent Financing 10 years of applicable management level experience. Bank Controller for a $2.0 billion commercial bank in the northwest. Direct supervision of a 12 person team including GAAP accounting, financial reporting, budgeting & planning, financial analysis, asset/liability management, and profitabil...
Tags for this Online Resume: Consulting, Life Insurance, Management, Planning, Series 7, Wealth Management, Accounting, Budgeting, cpa, controller
Executive Assistant - 20 Years of Experience - Near 22182
Tags for this Online Resume: Estate planning, Management, Planning, Tax Planning, Wealth Management, Focus
Loan Counselor - 12 Years of Experience - Near 76040
Summary of Qualifications: * 10+ years Mortgage industry experience including Origination's and Default servicing. * Knowledge of the Tila-Respa Integrated Disclosure (TRID) guidelines. * Knowledge with FHA, Conventional and VA loan Underwriting policies and guidelines. * Experience with mortgage loan underwriting, compliance, investor products and underwriting guidelines. Experienced with LP, DU system and Automatic Underw...
Tags for this Online Resume: Compliance, Pipelines, Financial, Financial Statements, Management, Microsoft Exchange, Wealth Management, Customer Service, FHA, Documentation, excel, gaap, audit, accounting
Developer
SUMMARY * Around 4 years of IT experience in developing Business Intelligence and Data Warehouse applications. * Total 3 years of Experience in Dashboard Development & Report Designing / Development Skills. * Highly experienced in domains like Health care, Investment Banking, Finance and Wealth Management. * Good knowledge on migration process. * Good Agile and Scrum experience. * Reporting on project status to senior manag...
Tags for this Online Resume: Oracle, Structured Query Language, Microsoft Access, Microsoft Excel, Microsoft SQL Server, Programming, Radar, RDBMS, sql, qlikview, tableau
Residential Real Estate Sales Agent - 17 Years of Experience - Near 92626
I am a team player with great leadership skills. I'm very ambitious, and hardworking, who is able to multi-tasks with effective communication and verbal, and written skills. My goal is to achieve a position within a dynamic corporation where I can learn and grow to be an integral part of the company's future.
Tags for this Online Resume: Banking Industry, Management, Policies and Procedures, Team Lead, Wealth Management, Deposits, Documentation, Insurance, Retail, Wholesale
Managing Director - 17 Years of Experience - Near 10605
Career Highlights Implemented international presence of the Swiss Corporate Bank in Americas region by: * Building an enhanced product offering for corporates out of NY * Developing the corporate coverage team to achieve tangible and sustainable revenues * Setting-up a strong bank coverage team with a sales focus and adequate product knowledge
Tags for this Online Resume: Sales, Custody, Pricing, Aml (Macro Lang), Asset Management, Business Management, KYC, Liquidity, Management, Wealth Management
