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Account Management Strategic Planning
Tags for this Online Resume: Management, Risk Management, Account Management, Equity, Payment Processing, Planning, Process Improvement, Creativity, Account Growth, Accountability, Leader, Product Management, Salesforce CRM, Data-Based Analysis
Continue my career as a highly experienced individual in client relationships, with demonstrated success in organizational support, finance and marketing. Focused on prioritizing client's and business' financial lives to pursue their goals, along with a strong degree of intellectual curiosity to further both personal and professional development.
Ideal Companies: Any company
Financial planner looking for a change to investor relations. Not a sales job finding clients. Analytical job suitable to my skills. I understand investments and this builds off my first job in financial services. Willing to give up cfp etc .
Tags for this Online Resume: Attention to Detail, Financial, Planning, Communications, Certified Financial Planner, CFP, Customer Service, customer service skills, Data Management, Management, Certified financial planner
Meticulous Treasury Management Professional, who undertakes complex assignments, meets tight deadlines and delivers superior performance. Illustrates tactical and strategic planning knowledge in Treasury Management and Corporate Finance. Utilizes Treasury Management expertise and strong analytical knowledge to inform management of key trends to reduce expenditures and create efficiencies. Operates with a strong sense of ...
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
A position in CRE Finance utilizing my 30 + years of experience in the industry. My experience covers all areas including; sourcing, origination, underwriting, credit approval, closing, servicing, asset management, and workout. I have held executive positions with supervisory oversight of a staff of up to 40. I have overseen pipeline management of a unit that produced over 200 Loans and $1.3 billion in annual underwritings...
Tags for this Online Resume: Underwriter, Management, Asset Management, Book of business, Due Diligence, Policies and Procedures, Sourcing, Origination, Relationship Management, Workout, Servicing, Pipeline Management, Commercial Real Estate, Director of CRE Dept. (all aspects), Special Asset Management
to work at the executive level or consultant
Ideal Companies: virgin industries
Tags for this Online Resume: investments