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Online Resumes with "wealth"
Senior Portfolio Wealth Management - 20 years Experience
Financial professional offering effective creative solutions at reduced risk. Extensive sales and marketing experience for wholesale or retail markets. Advanced case design for individuals and group benefits.
Tags for this Online Resume: Tulsa, Vice President Wealth Management, Asset Portfolio Manager, Senior Sales Representative, Marketing Managment, Insurance
15 years experience Versatile Business Analyst / Underwriter / Auditor
I bring a broad background and a wealth of experience with demonstrated successes in identifying solutions and mobilizing effective teams to put them into practice. I would like to explore the possibility of putting my expertise to work for you. Every business is set up to achieve fundamental goals that maximize revenue at lowest possible cost, agreed! I have been able to implement programs that significantly improved op...
Ideal Companies: McLane Foodservice, ■ Mustang Technology Group, ■ Northwestern Mutual-Dallas, ■ Pioneer Natural Resources, ■ Raising Cane’s Chicken Fingers, ■ Ryan, ■ Strasburger & Price, ■ Systemware, ■ Tolleson Wealth Management, ■ Whitley Penn, American National Bank of Texas, ■ AmerisourceBergen Specialty Group, ■ Cook Children’s Health Care System, ■ Denbury Resources, ■ Improving Enterprises, ■ Interstate Batteries, The Container Store, 2 Large Pioneer Natural Resources USA Inc., 3 Large Encompass Home Health, 4 Large Park Place Dealerships, 5 Large Texas Health Resources, 6 Large PrimeLending, A PlainsCapital Co., 7 Large Century 21 Judge Fite Co. Inc., 8 Large Keller Williams Realty, 9 Large The American National Bank of Texas, 10 Large Raising Cane's Chicken Fingers, 11 Large Texas Capital Bancshares Inc., 12 Large Denbury Resources Inc., 13 Large Cook Children's Health Care System, 14 Large Interstate Batteries Inc., 15 Large McAfee Inc., 16 Large Huffines Auto Dealerships, 17 Large Bank of Texas, 18 Large Jones Lang LaSalle, 19 Large Cash America International Inc., 20 Large LQ Management LLC, 21 Large AmerisourceBergen Specialty Group, 22 Large Accenture, 23 Large Omni Hotels & Resorts, 24 Large Fannie Mae Southwestern Region, 25 Large Monitronics International Inc., 26 Large Dal-Tile Corp., 27 Large Gaylord Texan Resort & Convention Center, 28 Large General Motors Financial Co. Inc., 29 Large Forest Park Medical Centers, 30 Large Ambit Energy LLC, Alliance Data Systems Corp., 2 Midsize DATCU Credit Union, 3 Midsize New York Life Insurance Co., 4 Midsize Henry S. Miller Cos., 5 Midsize Northwestern Mutual-Dallas, 6 Midsize Whitley Penn LLP, 7 Midsize Southwestern Assemblies of God University, 8 Midsize EOG Resources Inc, 9 Midsize Key-Whitman Eye Center, 10 Midsize Hill & Wilkinson Construction Group Ltd., 11 Midsize Group & Pension Administrators Inc., 12 Midsize MHBT Inc., 13 Midsize Munsch Hardt Kopf & Harr PC, 14 Midsize Stream Realty Partners LP, 15 Midsize Center for BrainHealth at The University of Texas at Dallas, 16 Midsize McLane Foodservice, 17 Midsize Texas Excavation Safety System Inc., 18 Midsize Merit Energy Company, 19 Midsize General Datatech LP, 20 Midsize Silverado Senior Living Holdings Inc., 21 Midsize Del Frisco's Restaurant Group LLC, 22 Midsize McKool Smith, 23 Midsize Milestone Management, 24 Midsize Shelton School & Evaluation Center, 25 Midsize BB&T, 26 Midsize Kimpton Hotels & Restaurants, 27 Midsize Lockton Cos., 28 Midsize Alvarez & Marsal, 29 Midsize Kosmos Energy Ltd., 30 Midsize Benchmark Hospitality of Texas, 31 Midsize Tyler Technologies Inc., 32 Midsize Strasburger & Price LLP, 33 Midsize Dallas Market Center, 34 Midsize Ryan LLC, 35 Midsize Altair Global Relocation, Evantage Inc., 2 Small Watermark Community Church, 3 Small Smith Thompson Home Security, 4 Small Cornea Associates of Texas, 5 Small LiquidAgents Healthcare LLC, 6 Small Bed Rest Concierge, 7 Small Southwest Media Group, 8 Small GDSX Ltd., 9 Small Scott + Reid General Contractors Inc., 10 Small Community Trust Bank, 11 Small AustinCSI, 12 Small Publishing Concepts LP, 13 Small Benchmark Bank & Benchmark Title, 14 Small Mustang Technology Group, 15 Small Improving Enterprises Inc., 16 Small Swingle Collins & Associates, 17 Small Methodist McKinney Hospital, 18 Small FelCor Lodging Trust Inc., 19 Small Communities Foundation of Texas, 20 Small Bottle Rocket Apps, 21 Small Dallas Convention & Visitors Bureau, 22 Small Berkshire Property Advisors, 23 Small Monticello Asset Management Inc., 24 Small Sendero Business Services, 25 Small Systemware Inc., 26 Small Fenway Group, 27 Small Quilling, Selander, Lownds, Winslett & Moser PC, 28 Small United Commercial Realty, 29 Small Cushman & Wakefield of Texas Inc., 30 Small Aimbridge Hospitality LP, 31 Small Tolleson Wealth Management, 32 Small TPN, 33 Small Slalom Consulting, 34 Small The Medicus Firm, 35 Small SharePlus Federal Bank, 2 Exxon Mobil (Irving), 12 AT&T (Dallas), 124 Fluor Corporation (Irving), 130 Kimberly-Clark (Irving), 143 HollyFrontier (Dallas), 146 J.C. Penney (Plano), 175 Texas Instruments (Dallas), 203 Dean Foods (Dallas), 205 Southwest Airlines (Dallas), 262 GameStop (Grapevine), 266 Tenet Healthcare (Dallas), 292 Energy Future Holdings (Dallas), 351 Energy Transfer Equity (Dallas), 361 Commercial Metals (Irving), 341 Affiliated Computer Services (Dallas), 388 Celanese (Dallas), 404 Dr Pepper Snapple Group (Plano), 473 Atmos Energy (Dallas), 492 RadioShack (Fort Worth), 493 Wistron (McKinney, Texas), [1], Other notable companies in D/FW Area, American Airlines Group (HQ) (Fort Worth, Texas), AMX LLC (Richardson, Anger Room (Dallas), Architecting Innovation (Dallas), The Beck Group (Dallas), Black-eyed Pea (Arlington), BNSF Railway (Fort Worth, Texas), Borden Milk Products (Dallas), Bray Armory (Dallas), Briggs Equipment (Dallas), Brinker International (Dallas), Chief Oil and Gas (Dallas), Chili's (Dallas), Concur Technologies, Inc. (Coppell), Continental Electronics (Dallas), Corner Bakery Cafe (Dallas), Credit Solutions of America (Plano), Dal-Tile Corporation, division of Mohawk Industries (Plano), Dave & Buster's (Dallas), DNA Productions (Irving, Texas), ENSCO International (Dallas), Ericsson (Plano, Texas), Fairmount Food Group (Dallas), FedEx Office (Dallas), FFE Transportation (Dallas), Flowserve (Irving, Texas), Fossil (Richardson, Texas), Frito-Lay (Plano), Funimation (Flower Mound), Galderma (Fort Worth, Texas), Gap Broadcasting Group (Dallas), General Electric Capital (Dallas), Haggar Clothing (Dallas), Half Price Books (Dallas), Hall of Fame Racing (Dallas), Harwood International (Dallas), HBK Investments (Dallas), Hoak Media Corporation (Dallas), HP Enterprise Services (Plano), i2 Technologies (Dallas), InfoCom Corporation (Dallas), Interstate Batteries (Dallas), Intuit (Plano, Texas), La Madeleine (Dallas), Lennox International (Richardson), Mary Kay (Addison, Texas), Match.com (Dallas), Matrix Business Technologies (Dallas), McKinsey & Company (Dallas, Texas), Metromedia Restaurant Group (Plano), MetroPCS (Richardson), Michaels Stores, Inc. (Irving), MK Homes LLC. (Fort Worth, Texas), Moneygram International Inc. (Dallas, Texas), Monitronics (Dallas), MumboJumbo(Dallas), Niagara Conservation Corporation (Fort Worth), NOKIA (Irving, Texas), The Odee Company (Dallas), Pier 1 Imports (Fort Worth), PlainsCapital Corporation (Dallas), Praxair Distribution (Dallas), Reddy Ice (Dallas), Regus (Dallas), Research In Motion (USA Headquarters) (Irving), RGB Interactive, LLC (Dallas, Texas), Rolex (Dallas, Texas), Samsung Telecommunications America (HQ) (Dallas, Texas), Skagen Denmark (Richardson, Texas), Strukmyer Medical (Mesquite, Texas), Shoebacca.com (Irving, Texas), Six Flags (Grand Prairie, Texas), Titanium Metals (Dallas), Tektronix Communications (Plano), Tuesday Morning (Dallas, Texas), United Surgical Partners International (Dallas), Phalanx Realty Group (Fort Worth, Texas), ZTE (Richardson, Texas)
Tags for this Online Resume: manager, operations, financial analysis, audit, project manager, underwriting
Health and fitness coaching, sales and marketing - 18 years experience - Rochester
I am the DIrector of Special Events and Certified Fitness Instructor at a health and wellness facility servicing 7000 members. With over 20 years in the industry, I bring a wealth of knowledge and experience in sales, marketing, customer service and fitness education. As a certified Pilates instructor, I work with many special populations including those afflicted with diabetes, cardiac disease, and orthopaedic impairment...
Tags for this Online Resume: Rochester, Sales, Pharmaceutical, medical, legal, real estate
Wealth Management
Financial Advisory
rental driver
I'm a guy who has a burning desire for the finer things in life, such as ; wealth, financial status, as well as building the mind set. so wanting this, I shall render my services to an occupation of my choice and acculate my Riches until I have reached my definite purpose and or aim in life.
Experienced Chemist
To apply my wealth of hands-on experience in addressing complex assays in the chemical/pharmaceutical industries
CPA - 12 years South Fla
Searching for career advancement with opportunities of getting to a higher level provider of services and use of kowledge in order to acchieve wealth and prosperity.
Senior Vice President - High Net Worth Sales -30 years experience - Michigan
I am a Senior Financial Services professional with 30 years of sales experience in closing business (both high net worth individuals and businesses) for multi-billion dollar investment management firms.
Tags for this Online Resume: Ft. Myers FL, Wholesaler, Wealth Management, Investment
CPA, OWN AND RUN CPA FIRM, PRESIDENT
I'm a Certified Public Accountant with deep and varied Accounting experience. I have creatively solved problems for my clients for more than 20 years. I have experience in almost any Accounting topic. I've been there and done that. You will find a very well rounded and flexible thinker that successfully solves your problems in Accounting and beyond.
Tags for this Online Resume: Asset Management, Income Taxes, Accounting, Auditor, Wealth Management, Management Advisory Service, Setting up start up companies, Install Accounting Systems, Educate and operate systems for clients, Accounts Payable, Payroll supervisor, Construction Accounting, Accounts Receivable, Financial Analysis, General Ledger, Cash Flow management, Asset Protection, Charitable Remainder Unitrust, Insurance Office Consultation, Consultation to painting contractors, Choice of Entity Analysis, Decision Trees, Venture Capital, Bookkeeping, Cost Accounting, Management Accounting, Analysis Risk, Internal Control Systems, Process Improvement, Inventory Control, Tax Law Research, Accounting GAAP Research and application, Variance Analysis, Business Start up Structures, Income Tax Preparation, Sales Tax Reports, Payroll Reports, Budgeting, Financial Statement Reporting, Finance Accounting, Accrual Journal Entries, Oil Revenue Accounting, F.A.S.B., Hospital Accounting , Public Speaking
Customer Service & Logistics Rep
I love customer service having been in the field for over 25 years both in domestic and international. I am looking for a position which will utilize my wealth of knowledge in both customer service and logistics.
Tags for this Online Resume: international customer service
Mid Level Quality Assurance Tester Exp Tele communications and Finances
Tags for this Online Resume: Quality assurance, finance (wealth mgmt), SQL, Manual
Senior Generalist Vice president of HR
Seeking to leave the wealth management business and return to my successful career in HR.
