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Personal Financial Advisor Online Resumes
THUNGA FINANCIAL SERVICES ZONE
I DO LOVE FINANCIAL MARKETS I LIKE TO WORK AS FINANCIAL ANALYST I WANT TO BE A BULL IN MY JOB
Ideal Companies: citi group, hsbc, jp morgan, wachovia, ing direct, morgan stanely, reuters, bloomberg, goldman sachs
Tags for this Online Resume: sap fico
& Financial Advisor 17 yrs banking and investment experience
Senior investment management professional with 35 years experience - Philadelphia area
SENIOR INSTITUTIONAL CLIENT ADVISOR with extensive experience in institutional asset management and private wealth management. Managed and developed multiple types of institutional relationships including pension and profit sharing plans as well as charitable endowments and foundations for large trust companies and small, boutique investment counseling firms. Recognized for skill in handling delicate client relationships an...
Tags for this Online Resume: Philadelphia, Investment Mgmt, Portfolio Mgmt, Institutional, Private Wealth, Construct (App Dev Tool), Alternative Investments, Asset Management, Due Diligence, Management, Portfolio Management, Request for Proposal, Request for Proposals
ENERGETIC AND MOTIVATED INDIVIDUAL LOOKING FOR HIGHER POSITION
I'm a Loan Administrator. I work on both the consumer and the commercial side. I make sure that we have insurance, financials, and that loan documents are in order. I also prepare loan documents.
Ideal Companies: Anything that is fun and challenging.
Tags for this Online Resume: Human Resource Management, Management, Finance, Banking
Personal Financial Advisor
Financial Consultant, Certified Retirement Consultant CRC
Personal Financial Advisor
Sr. VP and Trust Officer
Summary of Experience: June 1962 August 1977 First National Bank of Fort Worth, Fort Worth, TX Vice President and Trust Officer Duties: Administration of Living Trusts, Estates and Guardianships August 1977 to August 1987 Republic Bank Ridglea, Fort Worth, TX Senior Vice President and Trust Officer Duties: Trust Department Manager August 1987 to May 1991 East Texas National Bank, Palestine, TX Senior Vice President and Trus...
Tags for this Online Resume: Banking Industry, fort worth, stock broker, mortgage
Personal Financial Advisor - 20 Years of Experience - Near 87120
Ambitious and driven Chief Investment Officer (CIO)/Portfolio Manager with over 25 years of investment experience who creates strategic alliances with fellow employees, colleagues, clients and prospective clients in order to build lifelong, mutually beneficial financial relationships. Successes include advising small businesses and individual clients as well as 401(k) participants. Have successfully proposed on ...
Tags for this Online Resume: Relationships, Experienced, Driven, Passionate, Albuquerque, Southwest, Confident
