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Online Resumes with "wealth managment"
Financial Advisor - 10 Years of Experience - Near 91361
AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill
Tags for this Online Resume: Equity, Financial, Private Equity, sales, sales management, banking, private wealth management, financial planner, thousand oaks, cfo, territory management, Regional Sales Manager, Financial Sales, Vice President of Sales, Business Development, outside sales
Project Manager - 8 Years of Experience - Near 07032
COVER LETTER: Dear Sir/Madam, It is my great pleasure to apply for this exciting and challenging position that will serve our business by delivering high-value services and products using the principles of quality to reduce waste, JIT inventory and streamlined processes while managing risks, compliance, and audit. As a project manager, PMP, I have implemented short-duration iterative cycles with zero-defects, and my experti...
Tags for this Online Resume: Oracle, Sales, Business Analyst, Business Objects, Data Warehouse, Financial Industry, Focus, HR, agile, sql, java, javascript, html, software, Agile Scrum, Agile, Scrum, Coach, web, intranet, QA, DBA, Data Quality, Data Modelling, AML, KYC, Waterfall, oracle, sybase, retail, insurance, investment, bank, electronics, project manager, data warehousing, PMP
Customer Service Representative - 17 Years of Experience - Near 08648
Summary of Qualifications * 10+ years experience Microsoft Word, Excel, Outlook, PowerPoint, Quick Books * 10+ years of customer satisfaction experience * Type necessary data in databases/systems with speed and accuracy * Team player with strong work ethic * Strong verbal and written skills while maintaining professional rapport with customers * CPR/First Aid certified, Basic Life Support * Demonstrated ability to problem s...
Tags for this Online Resume: Management, Email, Medical, Medical Records, Remedy, Scheduler, Scheduling, Wealth Management, Policies and Procedures, Administrative Assistant
Database Administrator - 7 Years of Experience - Near 90001
Professional Summary: * Over 7 years of professional experience as an Oracle Database Administrator encompassing Installation, Configuration, Patch Installation, Migration, Upgrades, Backup and Recovery, Cloning, Replication, Database Security, Memory Management, Data Modeling, Performance Monitoring and Tuning, RAC, Data Guard, Grid and Enterprise Manager. Expert knowledge of Oracle Database 12c/ 11g/ 10g /9i / 8i includin...
Tags for this Online Resume: Oracle, Oracle Database Administration, Applications, GOLDEN GATE, Configure, Disaster Recovery, Oracle PL/SQL Programming language, Replication, Structured Query Language, Unix, sql
Financial Specialist
Areas of Expertise Cross-Asset Trading / Execution Institutional / HNW Clients Trading Systems Proprietary Trading High-Volume Trading Market Insight / Trading Ideas
Tags for this Online Resume: Insurance, Microsoft Exchange, Derivatives, Derivative Trading, Mergers, Sales, System Testing, Test, Management, Wealth Management
Financial Specialist - 20 Years of Experience - Near 33426
AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance
Tags for this Online Resume: Financial, Financial Services, Wealth Management, Annuity, finance
Insurance Sales Representative - 20 Years of Experience - Near 02864
Summary Experience Financial Services Representative 12/2015 - present TD Wealth Management Services Mansfield, MA Owner/Principal Member 06/2013 to present
Tags for this Online Resume: Financial, Financial Services, Services, Business Development, Business Development Manager, Wholesale, Dba (Database Admin), Management, Wealth Management
Manager - 20 Years of Experience - Near 19709
Areas of Expertise Business Development Customer Service Relationship Management Market and Product Intelligence Sales and Sales Support Case Development and Support Private Placements Product Development Retirement Planning Strategies Project Management Wealth Management Strategies Executive Compensation Strategies Group Benefits Management Training and Development Affluent and Small Business Marketing Managed department r...
Tags for this Online Resume: Benefits, Insurance, Management, Planning, Annuity, Product Management, Alternative Investments, Benefits Management, Billing, Business Development, manager
Project Manager - 20 Years of Experience - Near 10019
PROFESSIONAL SUMMARY Proven Leader/Exceptional Organizational Skills/Process Improvement Focused Collaborative Problem Solver Senior Management Professional with extensive Business Analysis and Process Re-Engineering expertise in both Technology and Business Organizations/Disciplines. Strong Project Management Expertise employing a rigid Project Management Methodology utilizing a variety of methodologies including CMM, RUP,...
Tags for this Online Resume: it jobs, Infrastructure, Audit, Financial, Financial Analysis, Fixed Income, Insurance, Management, Policies and Procedures, Program Management, software, html
General - 7 Years of Experience - Near 10023
Summary: Finance * Information Technology * Project Management Ethical, results-oriented project manager delivering results by recognizing process gaps and proactively stepping in to resolve them. Consistent IT strategy and Financial excellence for market leaders such as JP Morgan Chase, Whirlpool, Nestle, Kroger, and the IRS. Team player with hands-on style, cross-functional leader, and see the big picture view. Essential ...
Tags for this Online Resume: Management, Asset Management, Customer Service, Process Improvement, Wealth Management, Compliance, Implementation, Client Onboarding, Project Manager
Financial Analyst - 5 Years of Experience - Near 85750
Areas of Expertise * Customer Interactions * Client Onboarding * Report Development * Market Research * Client Document Compliance * Transaction Expertise * International Referrals * Renewal Process Protocols * Fluent: English, Spanish EXPERIENCE HIGHLIGHTS BANKERS LIFE, Tucson, AZ, April 2017 - Present Insurance Agent Coordinate with client base in understanding life insurance offerings and best product purchasing based on...
Tags for this Online Resume: Management, Market Research, Referrals, Research, Wealth Management, Wire Transfers, Compliance, English Language, Insurance, spanish, Client Onboarding, Microsoft Office, Data Research
Business Analyst - 8 Years of Experience - Near 07095
Detail-oriented, organized and efficient Business Analyst seeking a position to utilize my knowledge and experience in a position offering opportunities for personal contribution and professional growth. BACKGROUND SUMMARY: * Business Analyst with 8+ years of experience in Wealth Management (Retirement products and services), Retail & Commercial banking (Cards and payments) and Telecommunications domain. * Experience in bui...
Tags for this Online Resume: Microsoft Visio, VISIO, Microsoft Excel, Siebel, Management, Microsoft Office, SharePoint, Business Development, CRM, Retail Banking, Wealth management
