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Online Resumes with "wealth manager"
Business Analyst - 9 Years of Experience
Tags for this Online Resume: Insurance, A SERIES, Business Analyst, Auto Insurance, Automotive, Customer Relationship Management, Diagnostic Tools, Documentation, agile, c++, it jobs, sql, software, html, Business process Analyst, Wealth Management, Lean Six Sigma, Compliance, IFRS 9, Risk Management, Flow Charts, Road Maps, Strategic Analysis, Financial Analysis, IRR, NPV
Creative Director - 20 Years of Experience - Near 75089
Tags for this Online Resume: Voice, Management, Video, A SERIES, Social Media, Wealth Management, Advertising, Actor, Airlines, DS, advertising, marketing
Financial Analyst - 3 Years of Experience - Near 20007
I am a highly motivated and multilingual individual, with great interest in finance and wealth management. My professional experience in non-profit institutions, private companies and international organizations have greatly improved my ability to adapt and work in high-level and demanding environments. I am an excellent team player and extremely efficient worker. I am always looking to improve and to learn new concepts, es...
Tags for this Online Resume: Accounts Payable, Accounts Receivable, Bank Reconciliation, Business Development, Database, English Language, Fixed Income, Macro (Predefined Code), Microsoft, Microsoft Access
Financial Analyst - 6 Years of Experience - Near 33437
• Sold primarily clients on defensive financial planning (LTC, Disability, Term - Whole Life and Annuity Programs). • Schedule regular follow-ups with active clients and offering new products. • Built an active database of over 100 regular life insurance clients. • Assisted in developing marketing material for group presentations. • Initiated an aggressive campaign of cold calling, actively pursuing referrals and participa...
Tags for this Online Resume: Annuity, Budgeting, Cold Calling, Customer Service, customer service skills, Database, Financial, Insurance, Insurance Sales, Internet, finance
Management/Supervisor
Summary Results-oriented Business Analyst with more than 15 years of experience across information technology, retail banking, capital market and wealth management sectors. Attain excellent communication, presentation-consultative abilities. Investigative- talent in gathering, analyzing and defining business requirements to understand operations, needs and expectations successful and achievement-oriented excited by new chal...
Tags for this Online Resume: Energetic, Reliable, Analytical, Passionate, Inspired, Accurate, Consistent, Acquisitions, Budgeting, Reviews
Financial Analyst - 17 Years of Experience - Near 33019
Tags for this Online Resume: Commodities, Logistics, Management, Wealth Management, Financial, Financial Analysis, Financial Statements, Planning, Regulatory Reporting, Risk Management, Financial Analyst
Database Administrator - 8 Years of Experience
PROFESSIONAL SUMMARY * IT Experience Summary I am currently working with Cognizant Technology Solutions as a Sr. Associate, having 7 Years and 8 months of experience as an Oracle Apps DBA, Oracle DBA and WebLogic Administrator. Experienced in handling Production and Non-Production Databases. Have worked for multiple clients managing their Oracle EBS Application and Databases. I have been involved with multiple upgrade proje...
Tags for this Online Resume: Applications, Oracle, Oracle Applications, Oracle Database Administration, BEA WebLogic, Automation, Oracle 10G, Troubleshooting, Monitoring, RDBMS
Financial Specialist
Tags for this Online Resume: Cash Flow Analysis, Management, Private Client, Wealth Management, Bonds, Business Development, Cash Flow, Retail, Equity, Financial
Financial Planner and Enrolled Agent, Boston
My career objective is Financial Planning and Wealth Management for Individuals and Entities, with latitude for quantitative and economic research.
Tags for this Online Resume: Financial Planning, Tax Planning, Wealth Management, Financial Derivatives, Econometrics, MATLAB
Branch Operations Manager - 20 Years of Experience - Salem, OR
AREAS OF EXPERTISE * Wealth Management Operations * Goal Setting & Achievement * Customer Service & Satisfaction * Relationship Management * Up - to - Date Market Knowledge * Reporting and Analysis * Transaction & Data Management * Effective Communication * Creative Problem Solving
Tags for this Online Resume: Wealth Management, Goal Setting, Management, Sales, Sales Support, Securities, Statistics, Support, Project Management, Series 63
Manager - 8 Years of Experience - Near 48335
Accounting
Tags for this Online Resume: management, Banking Industry, Account Management, Networking, Financial, Medical, Analyst
Personal Financial Advisor - 20 Years of Experience - Near 63368
Provide sophisticated financial planning support to Wealth Management Advisors and other client facing employees as a key member of a client strategy team. Communicate with clients regularly regarding financial planning strategies and investment products.
Tags for this Online Resume: Financial, Planning, Ad Hoc Reports, Fixed Income, Fixed Income Trading, Inventory, finance, cfp, Series 7
