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Online Resumes with "wealth manager"
Inside Sales Representative
Tags for this Online Resume: Financial, Insurance, Long Term Care, Management, Retail, Retail Sales, Sales, Series 6, Recruiter
Project Manager - 0 Years of Experience
20+ years of successful career span in the entire gamut of Global Delivery Management and Key Account Management in Retail Banking, Wealth Management, SEMI Conductor and Insurance sectors. Managed several large accounts with Extensive experience in defining Process and setting up TCoE, Managing ETL and BI Programs and leading multiple projects for cost effective, timely delivery. Conceptualizing, developing, implementing s...
Tags for this Online Resume: Automation, Performance Testing, Test, HP QuickTest Professional, Program Manager, QTP, Retail, Inventory, Inventory management, Loadrunner (App Dev Tool )
Vice President, Global Control Officer
Collaborative, intuitive and responsive Spanish-speaking professional accustomed to a fast pace and multiple initiatives fulfills priorities and balancing competing agendas while, preserving a strong business focus, delivering mission-critical results.
Ideal Companies: Citi
Tags for this Online Resume: Leadership, Management, Security, Information Security, Compliance, Project Management, ACD, Automatic Call Distribution, Banking Industry, Business Continuity Planning
Financial Manager - 15 Years of Experience - Near 01940
Registered Investment Advisor licensed 7, 63, 66, life, Variable, Insurance. Genuine ability to establish and build client relationships by gaining trust and confidence. Accomplished with exceptional client services. Seasoned, results-producing management professional with extensive successful leadership background. Effective leader, capable of training and developing a sales team. Ability adapt to changing environments al...
Tags for this Online Resume: Management, Wealth Management, Book of business, Financial, Sales, Budgeting, Financial Services, HR, Human Resources, Insurance
Vice President of Marketing
Results-oriented Director of Marketing with a proven record of successfully directing all aspects of marketing in a data-driven environment. Collaborates with research and analytics to drive forward-thinking strategies. Specializes in strategic planning, qualitative and quantitative research, interactive marketing, creative development, public relations and large-scale marketing operations. Thrives on process development, p...
Ideal Companies: Fidelity, Gallagher, Chase, Northern Trust
Tags for this Online Resume: Banking Industry, Advertising, B-to-B, Marketing, Web Design, Strategic Planning, Outsourcing, Turnaround, Coaching, Financial Services, Cost Control, Team Leadership/Motivation, Salesforce CRM, Employee Engagement, Target Marketing, Stakeholder Engagement, Market Analytics, Social Media, Project Management, Workforce Planning
Customer Service Supervisor
Tags for this Online Resume: Install, System Implementation, Documentation, ERISA, Audit, Back Office, Distribution, Leadership, Services, Team Lead
Sales Manager
Tags for this Online Resume: Banking Industry, Business Development, Consumer Lending, Corporate banking, Documentation, Management, Retail, Wealth Management, Compliance, Collection
Not Listed
Tags for this Online Resume: Aml (Macro Lang), KYC, Retail, Management, Wealth Management, Deposits, Wire Transfers, Data Entry
Director
Tags for this Online Resume: Metrics, Research, Management, Wealth Management, A SERIES, Banking Industry, Capital markets, Economics, Financial, Integrate
Bookkeeper
Tags for this Online Resume: Install, System Implementation, Documentation, ERISA, Audit, Back Office, Distribution, Leadership, Services, Team Lead
Financial Advisor - 15 Years of Experience - Near 28104
To find a position where my background and skill set can make a contribution.
Ideal Companies: Bank of America, American Express,
Tags for this Online Resume: Consultant, Advisor, Financial Advisor, Relationship Consultant, Relationship Manager, Analyst, Financial Sales, Insurance Sales, Insurance, Book of business, Marketing Manager, Director
Managing Director - 20 Years of Experience - Near 28031
I have recently relocated to the Charlotte, NC area. I am open to a new challenge in any industry. I welcome the opportunity to apply my knowledge and extensive experience.
Tags for this Online Resume: Credit Card, Marketing Programs, Mutual Funds, Product Marketing, Marketing, account management, sales, cash management, banking, capital markets, alternative investments, Marketing strategy, Account planning, Communications
