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Online Resumes with "wealth managment"
PMO/Project Manager - Financial Services - New York City
A firm believer that PMO’s should be enablers of progress, not a bureaucratic entity that will count, measure anything and everything just because it can be; producing reams of reports that contain pages and pages of “data” as opposed to meaningful “information” for the actual intended audience; imposing an overhead of 7%-10% on otherwise productive Project Management time filling out redundant templates. I have: Introduc...
Tags for this Online Resume: Banking Industry, Commercial Lending, Front Office, Management, Wealth Management, Derivatives, Disaster Recovery, PMP, Project Manager, AML, agile, software, brokerage, capital markets
Vice President - 15 Years of Experience - Near 90035
PROFESSIONAL SUMMARY Over 14+ years of Banking experience in Business Development, Business Banking, Commercial Lending, and Private Banking experience including: Management of commercial loan portfolio, maintain compliance and mitigating loss. Primary focus to provide financing solutions to Privately Owned Businesses, Real Estate Companies, Private Partnerships, Professional Services Firms, Private Equity Funds and Non Pro...
Tags for this Online Resume: Banking Industry, Accounting, Entertainment, Management, Wealth Management, Commercial Lending, Deposits, Services, Documentation, P&L
Financial Manager, Branch or Department - 13 Years of Experience - Near 19067
SUMMARY OF QUALIFICATIONS Self driven, results-oriented professional with thirteen years experience in the financial services industry including extensive experience in executing and supervising transactional processing, cash management, middle/back office functions, project management, and providing exceptional client service. Strong ability to maintain an organized approach in managing daily activities while simultaneousl...
Tags for this Online Resume: Philadelphia, Princeton, NJ, Operations, Supervisor, Wealth Management, Family Office Services, Management, Retail, Back Office, Private Client
Customer Service Manager - 19 Years of Experience - Near 08854
Accomplished Management Professional with significant experience in the planning organization execution and leadership of functions projects operations and personnel achieving a broad range of objectives in areas including productivity profitability business growth and risk management. Core competencies include: ( Strategic Planning ( Financial Analysis ( Regulatory Compliance ( Branch Banking Operations ( Internal Audit/Co...
Tags for this Online Resume: Strategic Initiatives, Audit, Banking Industry, Best Practices, Business Development, Coaching, Complaints, Compliance, Cost Control, customer service, customer service representative
Project Manager - 20 Years of Experience - Near 55406
PROFESSIONAL SUMMARY Has been a SAFe-SPC4, SAFe-RTE, CSM certified Agile Transformation Consultant, Coach, RTE, Scrum Master and PMP certified project/program manager with more than 20 years of experience in healthcare, financial, retail, software, manufacturing and IT domains. Has been a consultant with Temenos Agility and has conducted various SAFe 4.5 workshops such as SA, SASM and POPM. He has managed several strategic ...
Tags for this Online Resume: Management, SCRUM, Quality, Documentation, Framework, Training, Agile, Business Requirements, Ecommerce, Manufacturing, javascript, agile, html, software, it jobs, sql, linux, java, c++, c#
Project Manager - 10 Years of Experience - Near 08840
Tags for this Online Resume: Management, Help Desk, Retail, Wealth Management, Business Continuity Planning, Ethernet, Infrastructure, Integrate, Networking, Pc, Office, Visio, Project, Writing, Management, Leadership
Administrative Assistant - 20 Years of Experience - Near 11207
Tags for this Online Resume: Microsoft Outlook, Microsoft Excel, Administrative Assistant, Filing, Management, Wealth Management, Ariba, Data Entry, dBase, dBase III
Business Analyst - 8 Years of Experience
PROFESSIONAL SUMMARY: * Extensive Business Analyst/Project Management experience in investment banking with a strong finance background.. Heavy QA and project management experience with regulatory, credit risk, general ledger, financial reporting and treasury applications. Broad and deep experience with all aspects of the SDLC from planning through implementation and support, including business requirements gathering, docum...
Tags for this Online Resume: Applications, Management, Information Technology, Structured Query Language, Support, Business Analysis, Business Analyst, Business Requirements, Derivatives, Documentation, sql, java, linux, javascript, it jobs, c#, c++, agile, html, software
Vice President
ACCOMPLISHMENTS * Compliance and Regulatory professional, with over 25+ years of Audit, Compliance, and Technology experience. * Confident decision maker with excellent oral and written communication skills and has the ability to proactively create concepts into action plans. Excellent relationship management and influencing skills. Reputation as an enthusiastic team player and team builder. * Successfully worked with two v...
Tags for this Online Resume: Annuity, Security, Management, Risk Management, Scheduling, Wealth Management, Compliance, Audit, Business Management
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance
Financial Professional/Accounting Assistant - 15 Years of Experience - Near 20720
PROFILE I am a motivated. Customer oriented individual looking to utilize several years of experience in financial, client and administrative services to benefit your organization's goals and objectives. I work fast under pressure with multiple tasks and deadlines and I am looking for an exciting environment that provides challenging work and opportunities that would enable me to apply my administrative and analytical skill...
Tags for this Online Resume: Inventory, Management, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, PDF, Reconciliations, finance, excel
Datawarehouse Designer - 11 Years of Experience - Near 28262
SUMMARY * ORACLE certified professional with 12+ years of hands-on experience in Oracle PL/SQL, DataModeling, Datawarehouse, ETL-Design, InformaticaPowerCenter9.x, SSIS, SSRS and Oracle Forms & Reports. * Strong Customer interaction skills and excellent expertise in Requirements gathering, Analysis, Estimation and Resource Planning. * Pretty good exposure in database design and extensive hands-on in handling ORACLE packages...
Tags for this Online Resume: Oracle, Database, Database Performance Tuning, Performance Tuning, Utilities, Business Analysis, Business Analyst, ETL, Extract Transform Load Tools, Shell Script, sql
