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Online Resumes with "wealth manager"



Accountant

Tags for this Online Resume: Audit, Email, State Tax, HR, Human Resources, Referrals, Staffing, Staffing & Recruitment, Planning, Tax Planning

Insurance Underwriter - 0 Years of Experience

Senior Underwriter with extensive underwriting experience in a wide variety of insurance products, including Management Liability (Directors & Officers Coverage/Employment Practices Coverage/Fiduciary Coverage), Tenant Discrimination Coverage, Outbreak Extra Expense Coverage and various Miscellaneous E & 0 Products. 3 years of Retail Agency experience. Property & Casualty Licensed. Handle the insurance procurement process ...

Tags for this Online Resume: Insurance, Underwriting, Wholesale, Assessments, Financial, Financial Statements, Infrastructure, Underwriter, Product Launch, Bonds

Personal Financial Advisor

Tags for this Online Resume: Business Development, Financial, Management, Planning, Wealth Management, Bonds, Mutual Funds, Referrals, Risk Analysis, Risk Management

Senior Account Manager

Tags for this Online Resume: Financial, Financial Services, High Net Worth, Management, Publications, Services, Consulting, Sales, Sales Calls, Wealth Management

Chief Financial Officer

Tags for this Online Resume: Accounting, Financial, SEC, SEC Reporting, Securities and Exchange Commission (SEC), Software, Distribution, Employee Relations, Enterprise Software, Evaluate

Advertising - 20 Years of Experience - Near 10128

Tags for this Online Resume: Management, Wealth Management, Marketing Management, Consulting, Advertising, Audit, AT&T, Voice, Voice Recognition, ROI

Editor

Tags for this Online Resume: Banking Industry, Capital markets, Corporate banking, Investment Banking, Management, Wealth Management, Communications, Messaging, Mining, IBM

Sales Manager

Tags for this Online Resume: Insurance, Management, Real Estate, Wealth Management, Metrics, Sales, Sales Metrics, Advertising, Business Development, Cold Calling

Administrative Assistant - 0 Years of Experience

Tags for this Online Resume: Retail, Administrative Support, Banking Industry, Support, Administrative Assistant, Management, Microsoft Excel, Wealth Management, Secretarial, Microsoft

Featured Profile

Marketing manager - 20 Years of Experience - Near 10065

I would like to be part of a team and help a business develop and grow. Multi-faceted C-suite financial services and marketing executive with broad operational and international experience. Builds differentiated, valued brands. Leverages digital to drive business momentum and growth. Combine strategic and commercial acumen with marketing and general management expertise to offer value-added benefit in established and growin...

Ideal Companies: Financial Services, Consumer Package Goods

Tags for this Online Resume: Product Development, Management, Marketing Management, Profit & Loss, Banking Industry, Fixed Income, Investment Banking, Insurance, Content Management, Distribution

Financial Specialist

Ideal Companies: Hedge Fund, Private Equity, Wealth Management

Tags for this Online Resume: CIO, Due Diligence, Investment Opportunities, Sourcing, Bloomberg, CAT, Financial, Financial Modeling, Fraud, Hedge Fund

Financial Specialist

Tags for this Online Resume: Services, Compliance, Insurance, Management, Wealth Management, Investment Management, Life Insurance, Training, Accounting, ACH