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Online Resumes with "wealth"



The Captain Jean-Luc Picard of Financial Services

Intense, detailed-oriented, and life impacting financial service professional exhibiting exceptional interpersonal, communication, and customer service skills. Creative, Resourceful, Committed.

Ideal Companies: Merrill Lynch, Edward Jones, Lincoln Financial Group, Principal Financial Group, Retirement Strategies, Inc

Tags for this Online Resume: Assistant, Administrative, Financial Servicew

Featured Profile

Government & Community Affairs Executive

Dynamic and visionary Government & Community Affairs Executive with a comprehensive background in public policy, community outreach, and political strategy. An advocate of proactive, positive change, spearheading the development of policies and legislative strategies that enhance community growth and economic competitiveness. Excels at creating a working environment comprised of transparency, global vision, and new opportun...

Ideal Companies: U.S. Senate HELP Committee, National Education Association, U.S. Dept of Labor

Tags for this Online Resume: government relations, congressional affairs, federal affairs, community development, consumer affairs, political

Featured Profile

Financial Services Executive - 20+years experience/Relationship Manager and New Business

Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills

Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds

Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Featured Profile

Senior Sales Executive

Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.

Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.

Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset

Senior VP Banking Business development - Fortune 500 Experience- Wells Fargo Bank

To lead a team based sales force in the financial services industry. Private Banking/Wealth Management experience is extensive.

Featured Profile

Tax Director - 20+ years experience - CPA, MBA - expatriate taxation

Obtain permanent, full-time position utilizing my tax, accounting, payroll and HR experience to run/consult with international assignment programs. Would also like more diversified career - willing to take on more general tax role including corporate tax.

Ideal Companies: Medium sized CPA firms; Internal Revenue Service; government contractors - General Dynamics Information Technology, Northrup Grumman, Serco; IBM and other techonolgy companies with large expatriate populations

Tags for this Online Resume: Tax, International, Expatriate, Accounting, HR, Payroll, Director

Featured Profile

Senior-Level Strategic Communications Executive

As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...

Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture

Tags for this Online Resume: Project Management Professional

Featured Profile

Vice President Business Support

Proactive, results- oriented former field grade military pilot/ professional with over 17 years of combine progressive experience and expertise in operation management, contract negotiations, supply chain management, diplomacy, and Program & Project Management. Sound ability to collaborate with different departments and external organizations as well as executive presentation experience. Excellent skills in assessing or...

Tags for this Online Resume: Vendor Management, sourcing , mid-range storage, supply chain, procurement, negotiations, leadership development

Account Manager - Life and Health Brokerage

Long term full-time employment working with a company to retain current business, and expand new business opportunities. With over 30 years of insurance experience (insurers and brokers), my wealth of knowledge will be a plus to any company.

Tags for this Online Resume: Experienced, Licensed, Carrier, Broker, Dedicated, Moving

Project Manager / Business Analyst

Obtain a position where I can utilize a wealth of experience and training implementing projects and analyzing customer needs. I am in search of a company where I can grow within the organization over the long term, contribute to the bottom line, and support and manage others through the same process.

Tags for this Online Resume: Project Manager, Analyst, Sales, MBA

Certified Trust Compliance Professional

To have a career in the financial services industry, specially banking or for a registered investment advisor.

Tags for this Online Resume: Wealth Management, Trust, Operations , Bank, Compliance Officer, Risk Management

Customer service professional

work at home or road warrior customer service professional.I am looking for the advantage to bring my wealth of knowledge and to gain more knowledge.Looking for a company with a great training program.

Ideal Companies: Insurance, telecommunications, call center work at home

Tags for this Online Resume: Microsoft, Internet, peoplesoft, Ultera, Rumba, Callcare, Bluesquared, Microsoft works, Spreadsheet