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Online Resumes with "wealth managment"
Relationship Banker, Fort Lauderdale, FL
Accomplished Relationship Banker and Wealth Management Professional with over 20 years of experience in strategic planning and innovative marketing within the financial industry. A client-focused top performer with extensive experience in cultivating relationships with high net-worth individuals. Looking for a solid company and reputable organization to join.
Experienced Financial Services Professional - 20 years of experience
I am Financial Services professional with 20 years of experience in operations, compliance and audit. I have experience with both broker/dealers and investment advisory businesses. I have managed staffs as large as 40 people, both on site and from remote locations.
Tags for this Online Resume: audit, compliance, baltimore, wealth management, financial services, operations
Successful Wealth Advisor and Private Banker
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member
Leadership and Diversity Specialist in Higher Education
To obtain a position within an academic organization that embraces high values and ethics where I will be able to utilize my organizational and leadership skills while achieving growth within the organization.
Ideal Companies: Villanova University, Eastern University
Tags for this Online Resume: Higher Education, Administrator, Training and Development, Customer Service, Banker
Governance Risk and Compliance Professional
Dr. Edward's career reflects strong leadership coupled with a diverse technology, educational, and corporate governance background. He is focused on achieving results while implementing sound qualitative and quantitative business principles to meet the needs of business partners using background in the following areas: ~ Audit/Risk Management ~ IT Engineering & Consulting ~ Management & Leadership ~ Project Management ~ Fin...
Ideal Companies: Risk Management Director (Enterprise Risk or Operational Risk)
Tags for this Online Resume: Risk, Enterprise Risk, Operational Risk, Six Sigma, Black Belt, Quantitative Finance, Loss Distribution Approach (LDA), CQF, IT Audit, Governance, Compliance, Process Management, Project Management, Management, Leadership, Training
Analyst, Private Banking, Wealth Management, New York City,2 years experience
Duke University Graduate looking for permanent job in New York City as an Analyst or Associate ,with a Private Banking position or Wealth Management
Tags for this Online Resume: Wealth Management, Private Banking, Analyst, Associate, Business Development, New York City
Commercial Banking, Retail Banking, Business Banking
I have 21 years experience in leading financial based organizations to drive new business and improve performance. With in-depth knowledge of executive management, business development, cash management, finance, insurance, underwriting and a record of delivering strong financial & sales results, I have proven skills and a track record of performance that can benefit your company. Throughout my career, I have successfully ...
Tags for this Online Resume: banking, commercial banking, finance, business development, sales management, cash management, business banking, wealth management, training and development
Senior VP- Investment Specialist, Sales Management, Business Development-Financial Services/Wealth Managment
CFP - 15 years experience - Dallas
Tags for this Online Resume: CFP, Finanical Advisor, Wealth Manager, Dallas
Vice President Business Development, Relationship Manager
EXPERIENCED FINANCIAL SERVICES AND STRATEGIC DEVELOPMENT PROFESSIONAL Strong and broad skill base encompassing Fundraising, Business Planning, Business Development, Investment Assessment, and Wealth Management. Ability to develop and implement strategic marketing plans to increase firm visibility, support brand development, and facilitate social media campaigns. High community visibility to support growth goals, develop st...
Tags for this Online Resume: Houston, International Sales, Global Sales, Financial Sales, Finance
Financial Advisor
New position with a firm that offers, wealth management, retirement and estate planning.
Wealth manager, trust officer, Holland, MI. Wealth manager, trust officer, Redlands, CA.
Tags for this Online Resume: consultantant, investments, estate planning, financial planning, life insurance review, trust settlement
