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Online Resumes with "High Net Worth Sales"
Financial/Human Resources/Communications/Sales
I would like to work in Philanthropy, helping manage an endowment or foundation. Skills include portfolio management, marketing, event planning, fundraising, writing. The work that I do, and the purpose of the work, is more important to me than pay.
Ideal Companies: Any organization with meaningful purpose.
Tags for this Online Resume: Equity and Debt Analysis, Portfolio Manager, Research Financial Writer, Philanthropy, High Net Worth Sales, Non Qualified Def Comp Sales, 401K ESOP, ESPP Sales
Managing Director
To obtain a position with a team that utilizes my proven sales experience as well as new business development and entrepreneurial experience in a variety of executive roles in financial services.
Ideal Companies: JP Morgan Chase, Northern Trust, Harris, UBS, Citi, Chicago Mercantile Exchange
Tags for this Online Resume: Sales, Business Development, Management , Wholesaling, Marketing, Account Management
Senior Private Banker
Achievement oriented finance professional with diversified experience in finance, accounting, financial planning, financial analysis, cash flow management, performance reporting, brokerage, and credit analysis. Solid analytical skills, strong leadership qualities, excellent multi-tasking and organizational aptitudes. Exceptional experience in high net worth sales, retirement planning, insurance sales, commercial credit un...
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
