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Online Resumes with "wealth manager"
Financial Analyst
PROFESSIONAL SUMMARY Talented, results-driven Senior-level Financial Analyst focused on process improvement with outstanding analytical skills and superior Financial Reporting experience. For over two decades, I have demonstrated resourcefulness and innovative problem solving in integrative Project Management and Business/Financial Analysis in several industries with a focus on Finance & IT: Global Banking, Wealth Managemen...
Tags for this Online Resume: Management, Financial, Financial Systems, Hyperion, Cognos, Cognos ReportNet, Information Technology, Business Analysis, Business Analyst, Financial Management
Financial Specialist
Accomplished professional, with a strong background in product management, investment oversight, due diligence and investment management strategy selection, searching to expand asset management responsibilities.
Ideal Companies: 1967
Tags for this Online Resume: Account Manager, Benefits, Investment Management, Management, Wealth Management, Securities, Clarify, Financial, Financial Services, Services
Senior Mortgage Sales and Credit Risk Specialist - 10 Years of Experience - Near 11743
Results-oriented, innovative professional with extensive mortgage lending experience within the highly competitive financial services industry, credited with achieving excellence in customer service, sales performance, and risk management. Analytical professional skilled at successfully originating, underwriting, and providing detailed analysis of complex income, credit, and loan structures to create custom-tailored opti...
Ideal Companies: Citi, Wells Fargo, Goldman Sachs
Tags for this Online Resume: Underwriting, Management, Wealth Management, Retail, Lending, Sales, High Net Worth, Mortgage, Hub, Management Solutions
Tax Preparer - 20 Years of Experience - Near 07876
Tags for this Online Resume: Filing, High Net Worth, Management, Planning, Research, Tax Planning, Tax Research, Wealth Management, Financial, tax
Manager - 20 Years of Experience - Near 10167
Tags for this Online Resume: Management, Accounting, HP, Information Technology, Licensing, Services, Wealth Management, Adobe, Audit, Autocad
Sales and Business Professional / Personal Financial Advisor
Experienced Sales and Financial Professional with more than 20 years of intangible product sales, and sales management experience. Ideal position has a modest base with a competitive commission structure that will not limit my compensation when I perform at a high level.
Ideal Companies: Fortune 500
Tags for this Online Resume: Health Insurance, Insurance, Advertising, Bonds, Financial, Mutual Funds, Management, Wealth Management, Coaching, Sales / Outside Sales, Account Management, Experienced, Consulting, Sales Management, Product Marketing, Presentations, Planning, Strategic Planning, Leadership / Motivation, Training / Development, Public Relations, Client Relations, Needs Assessment, Project Management, Business Development, Communications, Financial Products, Advisor, Financial Advisor, Customized Planner, Investment Advisor
Sales Representative - 15 Years of Experience - Near 30064
PROFILE: SALES MANAGER / ACCOUNT MANAGER ( Sales Executive with 15+ Years of Success in Sales - Consistently Ranked as Top Performer ~ Award winning Sales Professional who thrives in complex and challenging sales environments. Talented in building and leveraging long-term business relationships leveraging consultative selling skills to clarify customer needs and present products and services that demonstrate a competitive a...
Tags for this Online Resume: Banking Industry, Financial Services, Sales, Food Sales, Manufacturing Sales, Account Executive, Consultative Sales, Key Account Managment, Relationship, Financial
Sales Manager - 17 Years of Experience - Near 33410
"richard.charette@live.com" FA production growth of 45.16%. Ranked #1 in the region and #3 in the country for year over year growth 2007. Growth of total production from $6mm to $10mm in two years. 2005 profitability growth of $541,000 or 66% year over year. Increased Average FA production from 93,476.22 to 285,000.00 in 18 months. Increased average advisors recurring revenue from 26% to 49%. * Visionary, Strategy Execution...
Tags for this Online Resume: Management, Financial, Legacy, Wealth Management, Financial Services, Services, Change Management, Commodities, Due Diligence, Futures
Organizational Development Specialist - 20 Years of Experience - Near 28270
I am an innovative business executive with extensive experience improving the effectiveness of global, cross-functional organizations. I excel at building organizational capacity, while ensuring the right talent, with the right skills, is in the right place at the right time. I shape and execute sound business approaches that address strategic organizational and talent requirements, while supporting significant revenue grow...
Tags for this Online Resume: Automation, Brokerage Systems, HR, Human Resources, Insurance, LMS, Lotus, Lotus Notes, SAP, Training
Senior Vice President - 15 Years of Experience - Near 75035
ACCOMPLISHMENTS * Exceeded performance measures in all category related to contact center operations for over 23 years * Developed and implemented processes to reduce operational cost and increase efficiency with various banking operations functions * Championed off shore support to take advantage of world clock and reduce resolution time for transactions initiated by clients and Advisory members * Implemented offshore fulf...
Tags for this Online Resume: Customer Service, Service & Support, Audit, Financial, Protocol, Back Office, Banking Industry, Banking Operations, High Net Worth, Project Management
Bookkeeper - 1 Years of Experience - Near 53158
SUMMARY An operations professional in the financial services industry, with extensive experience in margins, new accounts and reorganization/corporate actions. Abilities include high levels of accuracy in a high-volume process and broad knowledge in security processing environments handling sensitive financial information. Demonstrated accomplishments: * Analyst Competency * Skilled in Microsoft Excel and Word * Prospectus ...
Tags for this Online Resume: Banking Industry, Securities, Financial, Fixed Income, Insurance, Investment Management, Management, Planning, Tax Planning, Wealth Management
Chief Financial Officer - 12 Years of Experience - Near 75024
To be a part of an executive team that successfully buys a portfolio company for a private equity firm, strategically increase the value of the business through a comprehensive business plan that focuses on organic growth and strategic acquisitions that drive synergy and cost reductions.
Ideal Companies: Portfolio companies of private equity firms., Medium size companies from $50 million to $500 million in revenue.
Tags for this Online Resume: Spearheaded due diligence on target acquisitions, Designed and implemented successfully accounting software conversions, Spearheaded informative ad hoc reporting, Championed SEC routine reporting inquiry without any financial reporting restatement
