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Online Resumes with "wealth manager"
Financial Services Sales Agent - 20 Years of Experience - Near 07044
Qualification Summary An accomplished business relationship manager, focusing on the affluent market. Strengths include relationship building, business development and service delivery. Confident and persuasive communicator, offering high caliber listening, presentation and closing skills complimented by public speaking expertise. Ability to multi-task in a high energy environment with time restraints, including Stock Marke...
Tags for this Online Resume: Financial, Planning, Client Prospecting, High Net Worth, Financial Management, Management, Documentation, Financial Analysis, Wealth Management, Insurance
Director
Tags for this Online Resume: Market Research, Research, Management, Social Media, Asset Management, Hedge Fund, Investment Management, Leadership, Wealth Management, White Papers
Financial Manager, Branch or Department - 14 Years of Experience - Near 95014
Tags for this Online Resume: Insurance, Management, Real Estate, Wealth Management, Deposits, High Net Worth, Payroll, Account Management, Credit Cards, Banking Industry
Customer Service Manager - 20 Years of Experience - Near 11758
Tags for this Online Resume: Annuity, Business Planning, Custody, Financial, Insurance, Long Term Care, Management, Packaging, Planning, Portfolio Management
Financial Planner
SUMMARY OF qUALIFICATIONS * Entrepreneur, Financial Planner, Wealth Manager who built business from scratch avg. 22% growth * Portfolio Manager with deep skills in investment research, analysis and trading * Senior Business Analyst Lead with over 16 years of financial strategy and technology implementation. * Product Manager who designed numerous systems to eliminate redundant processes and systems * Experienced Project Man...
Ideal Companies: Fidelity, Raymond James, Accenture, North Highland, Vanguard, Bank of America, Wells Fargo, LPL Financial
Tags for this Online Resume: Business Analysis, Business Analyst, Business Objects, Crystal Reports, Asset Management, Financials, Management, Microsoft Access, Project Management, Project Manager
Financial Specialist - 16 Years of Experience - Near 11209
Ideal Companies: Janney Montgomery Scott, UBS Securities, Morgan Stanley
Tags for this Online Resume: Bonds, Municipals, Banking Industry, Equities, Fixed Income, Retail, Securities, Equity, Management, Wealth Management
Project Manager
Summary Have 19 years of experience in managing projects/programs across fortune 1000 Technology and Financial (wealth management, brokerage and Retail, International and Treasury operations in large banks) Organizations. Global projects team's projects teams consisted of developers belongs to software venders service providers located in offshore/onsite. Implemented IT infrastructure (data centers, Network), information se...
Tags for this Online Resume: e-Commerce, Agile, Mts, Mts (Microfocus Trans), SCRUM, SDLC, Teller, Financial, Information Security, Management
Project Manager
Professional Summary: * Solutions-focused, highly motivated Project Manager, Certified Scrum Master, Certifed Scrum Product Owner and Lead Business Systems Analyst with 10 years of experience in all phases of the Software Development Life Cycle (SDLC) including planning, requirements gathering, analysis, design, development, implementation, testing and deployment. * Extensive experience in software engineering methods like ...
Tags for this Online Resume: Structured Query Language, Test, User Acceptance Testing, Acceptance Testing, Microsoft SQL Server, Business Requirements, Management, Microsoft Windows, Software, Software Development
SENIOR COMPLIANCE OFFICER
Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...
Ideal Companies: none
Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Business Analyst - 15 Years of Experience - Near 02134
Professional Summary Self-driven, enthusiastic and hard-working data analyst with a track record in data analysis, programming, and financial industry, as well as excellent interpersonal skills. Proven ability to identify business needs and develop valuable solutions to improve efficiency. Passion for learning new technologies and solving problems. Looking to join a growing organization as part of the Data Analytics / Data ...
Tags for this Online Resume: Management, Advertising, Google Analytics, Statistics, Wealth Management, Business Requirements, Infrastructure, Integrate, Scheduling, Version Control
Financial Analyst - 20 Years of Experience - Near 53151
PROFESSIONAL SUMMARY: Career-oriented professional seeking a position within an innovative and progressive organization that will utilize my comprehensive financial knowledge and experience with: * Financial Services Workplace Management Public Relations
Tags for this Online Resume: Management, Fixed Income, Bloomberg, Equity, Forth Programing Language, Internal Controls, Investment Management, Portfolio Management, Billing, Compensation
Project Manager
Summary Have 19 years of experience in managing projects/programs across fortune 1000 Technology and Financial (wealth management, brokerage and Retail, International and Treasury operations in large banks) Organizations. Global projects team's projects teams consisted of developers belongs to software venders service providers located in offshore/onsite. Implemented IT infrastructure (data centers, Network), information se...
Ideal Companies: Pride of India Restaurant, yes, yes, yes
Tags for this Online Resume: Security, Business Analysis, Business Analyst, Business Intelligence, Content Management, FIN, Information Security, Infrastructure, Management, Agile
