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Online Resumes with "wealth managment"
Financial Specialist - 5 Years of Experience - Near 07306
Qualifications Summary MBA graduate, with a degree in Organizational Leadership and Management, and a bachelor's degree in Finance and Management. More than ten years of increasing levels of responsibility in the financial industry. A dedicated top performer and trustworthy team player, who discretely safeguards the confidentiality of company data, works closely with clients and co-workers to clarify and resolve problems, m...
Tags for this Online Resume: Management, Complaints, Distribution, Compliance, ACH, Documentation, Financial, Accounting, Acquisitions, Fund Accounting, client services, investor relations, mutual funds, client relations, wealth management services, investor services, compliance, mutual fund processing
Web Developer - 8 Years of Experience - Near 37211
SUMMARY OF QUALIFICATION: * Over 8+ years of experience in all phases of SDLC design and development of Enterprise-level web applications using Microsoft Technologies. * Solid understanding of Object Oriented Concepts. * Expertise in designing ASP.NET based Graphical User Interfaces with CSS, CSS3, JavaScript, AJAX, AngularJS, and HTML. * Extensive experience in using C#, ASP.NET, WPF, Web Forms and Web Controls, ADO.NET, E...
Tags for this Online Resume: Structured Query Language, Applications, Microsoft .Net, Microsoft ASP.Net, Active Server Pages, Stored Procedures, C# Programming Language, Microsoft, Microsoft SQL Server, SQL Server Reporting Services, sql, javascript, c#, agile, html, software, it jobs
Business Analyst - 7 Years of Experience - Near 10038
SUMMARY: * 7+ years of Industry experience as a Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources, Translating Requirements into Specifications, Application Design. * Extensive experiences in Investment Banking, Online Banking and Financial Services projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management ...
Tags for this Online Resume: Business Analysis, Business Analyst, Business Requirements, Gathering Requirements, Requirements Gathering, Aml (Macro Lang), Compliance, Derivatives, Tableau, Tableau Software
Financial Analyst
Tags for this Online Resume: Logistics, Management, Wealth Management, Commodities, Financial, Financial Analysis, Financial Statements, Planning, Regulatory Reporting, Risk Management
Manager - 20 Years of Experience - Near 60015
Career Summary As a seasoned IT professional with 20+ years experience in the investment services industry, I have a proven track record of management, business analyst and project management skills, combined with strong technical skills and industry knowledge. I have solid analytical and problem-solving skills. I have considerable experience analyzing and implementing in-house data solutions as well as vendor provided solu...
Ideal Companies: Amazon, Apple, IBM
Tags for this Online Resume: Management, Software, Wealth Management, Database Design, Defect Tracking, DHTML, Disaster Recovery, Disaster Recovery Planning, Documentation, Extensible Markup Language (XML)
Financial Manager - 12 Years of Experience - Near 10002
Looking to use my skills and experience to help organizations increase efficiency while increasing profits. I am respected, well-qualified, dynamic, and innovative, top-producing business management professional with 14+ years of comprehensive experience building, developing, and leading high performance, high caliber sales and marketing divisions in competitive, fast-paced, customer-centric investment environments. Expert...
Tags for this Online Resume: Insurance, Management, Advertising, Back Office, Business Development, Equity, Front Office, Integrate, Business Development, Series 7, Series 66, Series 26, Life Insurance, Health Insurance, Compliance, CRM, Salesforce, Financial Services, Consultant, Excel, Powerpoint, SQL
Financial Manager, Branch or Department - 15 Years of Experience - Near 75080
Qualifications Profile Top performing financial investment executive with 15 years of experience devising investment strategies and financial plans for businesses and individuals. Extensive background in financial planning, investments, analysis, and business development. Proficient at leveraging centers of influence and referrals to consistently drive new business. A history of leadership with experience managing client re...
Tags for this Online Resume: Financial, Management, Networking, Planning, Portfolio Management, Referrals, Retail, Retail Banking, Banking Industry, Diversity
Legal Secretary - 8+ years experience - Near 20006
Tags for this Online Resume: Administrative Assistant, Legal, Billing, Investment Management, Management, Microsoft Excel, Securities, Spreadsheet, Wealth Management, Scheduling, Washington, D.C. Litigation
Executive Director
SUMMARY Wealth Management Officer with exceptional experience across financial business atmospheres. Combining strategic and tactical expertise in sales, marketing, market planning, branch operations, supervision and training. Dynamic revenue increases from $25M to $350M during 5year period by restructuring and evolving sales and operational staff. Amplified sales to 157% annual growth with changes in personnel and educatio...
Tags for this Online Resume: Management, Legacy, Liquidity, Program Management, Recruiting, Bonds, Distribution, Product Development, Training, Sales
Public Relations Specialist - 6 Years of Experience
Ideal Companies: Amazon, Tesla, Wegmans
Tags for this Online Resume: Management, Social Media, Facebook, Public Relations, Account Manager, Wealth Management, Marketing Management, Microsoft, Microsoft Component Object Model, Microsoft Excel
Personal Financial Advisor
I am seeking a position with a highly respected and industry leading organization were my skills and experience with business development, project management, direct sales, personnel management, financial analysis, wealth management and employee development can provide value, strength and leadership.
Financial Analyst - 15 Years of Experience - Near 29485
COVER LETTER: Kevin J. McDonough Summerville, SC 29485 Phone: (843) 303-3140 Email: kmcdconsulting@gmail.com Dear Executive Management, Thank you for taking time to review my resume. I believe that I would be the perfect candidate for your company if you're looking for a results oriented, experienced business professional with a career background in financial services/ business management consulting, financial analytics, ma...
Tags for this Online Resume: Acquisitions, Business Management, Cash Management, Financial, Financial Management, Forecasting, Management, Project Management, Budgeting, Business Intelligence
