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Online Resumes with "Asset Gathering"
18 year veteran in the development, acquisition, retention and understanding of U/HNW, Institutional & Corporate Clients
Tags for this Online Resume: Institutional Research Sales, Financial Sales, business development, hedge fund marketing, investor relations, closer, client services, investment management, asset gathering, capital introduction
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.
A “top tier” and experienced economic development expert who is able to build consensus utilizing exceptional communication. Championed international initiatives and influenced businesses in Europe to relocate to Florida, which revitalized the economy of several communities. Identified organizational weaknesses, created process improvements and developed plans encompassing strategy, budget development/administration and pr...
Tags for this Online Resume: contact management ACT, Outlook, Consensus Builder, Thinks outside the box, Vice President, VP, Director, Development, Administration, Project Manager, Project Management, Strategy, Banking, Finance, Advisor, Financial Manager, Finance Manager, Executive Director, Executive Vice President, EVP, Chief Financial Officer, CFO
Financial services sales specializing in interest rate options on financial futures and asset gathering.
Continued servicing of current customer base while open to leveraging current cutomer base to other financial products.
Summary of Qualifications * Work well in teams and independently * Customer service experience * Strong problem solving and analytical * Work well under pressure and meeting skills deadlines * Marketing and sales experience * Excellent written and verbal communication skills
Tags for this Online Resume: Asset Gathering, Communication Skills, Customer Service, Financial, Financial Services, Marketing Management, Microsoft, Microsoft Excel, Microsoft PowerPoint, sales, marketing, analyst, analytical, excellent, investment
To obtain a challenging and rewarding position in a team oriented environment.
Tags for this Online Resume: Asset Gathering, Financial, GS1, Internet, Inventory, Inventory Control, Management, Procurement, Sales, Customer Service, Team Building, Insurance, Annuities, Investments, Strategic, Activator, Microsoft Office, Vero Beach
SUMMARY Seasoned institutional distribution professional with front-line business support and management experience for asset gathering effort. Expertise established across broad product set (equity, fixed income, property equities, hedge funds) Business Development Manager: Henderson Global Investors (February 2011 - Present) * Supervise team members working on consultant databases, presentations and RFPs * Train instituti...
PROFESSIONAL SUMMARY LICENCES: FINRA Series 24, 7, 65, 63 and Arizona Life and Health Insurance Analytical and collaborative leader with vision to influence and effectively manage an organization with emphasis on financial results, regulatory adherence and operational efficiency. Diversified background in financial services industry with experience in sales and operations management and comprehensive knowledge and skills in...
Summary Accounting professional and current CPA candidate with many years of sales experience largely in the financial services industry, some management experience, three IT certifications and excellent interpersonal skills.
AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance
COVER LETTER: To whom it may concern Please find the attached resume which encompasses the qualifications for this role. I am familiar with and have put together many fixed income portfolios for my clients. As a financial advisor I was responsible for monitoring the trading activities of my bankers. I was also responsible to make sure that all KYC (know your client) procedures were followed. Two forms of identification and ...
Tags for this Online Resume: Asset Gathering, Financial, Financial Analysis, Fixed Income, Integrate, Telemarketing, Equity, Recruiting, Bloomberg, Connectivity, sales, business development, sales representative, account executive, outside sales, marketing, technical sales, account manager, inside sales