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Online Resumes with "Endowments Foundations "
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
Accomplished results driven client focused professional with more than 20 years of experience working with institutional investors. Subject matter expert in financial markets asset allocation strategies pension finance and plan management performance analysis and investment manager research. Key contributor to sales revenue enhancement and product development efforts. Demonstrated ability to maintain and enhance client rela...
I am an experienced financial leader seeking expanded leadership responsibilities and career growth through a chief financial officer or chief investment officer position.
Tags for this Online Resume: Accounts Receivable, Audit, Financial, Financial Statement, Footnote disclosures, Insurance, SEC, Securities and Exchange Commission (SEC), Services, Accounting, investment management, endowment management, alternative investments, fair value accounting, procurement management, financial modeling, forecasting, budgeting