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Online Resumes with "wealth managment"
Experienced Financial Services/Wealth Management Manager - Client Service/Ops/Risk/Compliance/Asset Allocation
Looking to utilize my strength as a manager and my 15+ years of experience in Operations, Project Management, Financial Analysis,and Client Service.
Ideal Companies: Financial Services Industry/Investments/Private Equity
Tags for this Online Resume: Client Service Manager, Operations/Risk/Compliance, Project Management Leader, Investment/Portfolio Analysis Skill
Finance and Banking Professional with a Passion for Interacting with Clients
I am searching for career opportunities related to banking, financial services, and sales. I am most interested in investment banking, commercial banking, consumer banking sales management, and wealth management. Most importantly, I need a position with a quality company that supports their employees and encourages growth within the company.
Ideal Companies: Wells Fargo, Bank of America, BB&T, Accenture, Fifth Third Bank, Wachovia, TIAA-CREF, The Hartford, GMAC
Tags for this Online Resume: investment, banking, commercial
Vice President Data Center Monitoring & Control
JOSE R. MARRERO 82 W Waterside PKWY, Palm Coast, FL 32137. Tel# 732-261-3590 - Email Jmarrero@exchange.ml.com Objective I am seeking a challenging position with an innovative company Positions Held Merrill Lynch & Co. February 1985 to present Vice President of Data Center Monitoring & Control: 2009-current • Onsite staffing providing 24x7x365. • Responsible for traditional centralized console command ...
Ideal Companies: CSX, Fidelity..
Banking, mortgages and investment advisory
I am looking forward to challenging roles in banking, wealth managemnet and investment advisory sector.I have over 8 years of banking and and investment experience, and have great sales orientation.I have handled managerial position for over 4 years and have great indepth understanding of the needs and requirements of this industry and how well to cope up with exceptional expectations.
Ideal Companies: Banking , investments, consulting
Tags for this Online Resume: banking, mortgages, investment advisory, wealth management, custromer service
Operations and Risk Management executive with more than 19 Years Experience within a Highly Regulated Industry and Strong Skills in Information Security, Strategic Planning, Risk and Leadership
Ability to apply my expertise and skills in Risk and Operations management, Compliance, Vendor Governance and Management, Strategic Development, Leadership and Information Security.
Ideal Companies: Financial Services, Wealth Management, Information Security, Not for Profit
Tags for this Online Resume: Operations Management, Risk Management, Vendor Management, Information Security, Leadership, Strategic Development, Program and Project Management
Financial Advisor, Series 7 licensed
Financial Advisor in the Southern California area; recently selected as a 5 Star Wealth Manager for Client Satisfaction
Tags for this Online Resume: Life Insurance, Annuities, Long Term Care, Investments, Advisory
HR Professional with 15+ years Fortune 200 leadership experience
I am looking for a strategic position where I can use my leadership skills to drive improved business results. It is equally important for the company to have a culture of collaboration, teamwork, innovation, and a strong set of core values.
Ideal Companies: Fortune 500
Tags for this Online Resume: Director, Vice president, HR, Learning and development, Organizational effectiveness, Human capital consulting, Talent Management, Coaching, human resources
Montoya's IT Profile
Highly accomplished professional with a demonstrated record of success in analyzing, assessing, and identifying gaps towards processes to reduce redundancy, improve efficiency, and achieve business and functional objectives and requirements. Specialized competency in assuring quality through various types of testing, adhering to compliance rules, identifying risks, and collaborating with project teams and/or clients to driv...
Ideal Companies: IBM, Accenture, Deloitte, Bank of America, Wells Fargo, TIAA-CREF, BB&T, Lowe's Home Improvement, Microsoft, Compass Group
Tags for this Online Resume: AS400, UNIX (working knowledge), SQL (basic knowledge), Network training (including topics relating to: TCP/IP, DNS, HTTP, FTP, SMTP, SNMP, SSL, VPN, Firewalls), IVR, CTI, MS Office Suite (Word, Excel, PowerPoint, Visio, Access, Project, Outlook, SharePoint), Clarity, Quality Center, Rational Suite, Test Director, Cognos, TOAD (exposed to)
Client Focused Sales Strategies
Objective: Internal Wholesaler Highly motivated, goal-oriented, and results-driven professional, with profound background in finance, including generating new sales ideas and developing short- and long-term financial planning; equipped with comprehensive background in selling equities, mutual funds, fixed-income products, qualified and non-qualified retirement plans, buy-sell agreements, and insurance products.
Tags for this Online Resume: Client Focused Sales Strategies, B2B Sales and Consulting, Financial Needs Analysis, Wealth Management, Strategic Alliances Development, Prospecting Strategy Development and Execution
Senior Private Banker
Build and maintain a portfolio of highly affluent private banking and wealth management clients to consult and advise with regards to financial needs utlizing my broad wealth of knowledge in a variety of concentrations.
Tags for this Online Resume: private banking, series 7, series 66, wealth management, RIA, banking
Annuity Wholesaing and Advanced Planning Expert
Seeking a wholesalingopportunity to develop and nurture a sales region
Tags for this Online Resume: Variable Annuity Contract Structure, Advanced Markets, Wealth Management, Wealth Transfer, Planned Giving, Dynamic Public Speaker
VP of Product Management
Innovative leader with expertise in product management, strategic planning, organizational assessment, technology utilization, and process reengineering. Experienced in identifying and capitalizing upon market opportunities to introduce new products, reposition existing ones, and drive earnings growth in highly competitive markets. Designed and implemented innovative, bottom-line change management programs that have generat...
Ideal Companies: Google
Tags for this Online Resume: Product Management, Strategy, Business Development, Innovation
