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Online Resumes with "Investment Advisory"
Qualifications include: * Strong finance, capital markets, and business management background with a proven track record of success spanning across a wide variety of positions and companies accompanied with a highly motivated entrepreneurial spirit and drive. * Expertise in many areas of finance, most specifically in the securities brokerage/capital markets, budgeting/financial modeling, investment advisory/money management...
Tags for this Online Resume: Due Diligence, Business Development, Acquisitions, Banking Industry, Equity, Investment Banking, Mergers, Private Equity, Due Diligence, Business Development, Investment Banking, Mergers, Private Equity, Recruiting, Acquisitions, Banking Industry
Accomplished, outcome-driven Business Governance Manager with year-over-year success in leading challenging initiatives, with emphasis on strategic planning and reviews, scheduling and control, preparing and completing action plans, quality assurance, project development, implementing production, productivity, quality, and customer-service standards. Resolve problems, complete audits, identify trends, determine system impro...
An experienced financial professional with a successful career managing banking and investment advisory relations with a strong history of developing customized financial plans while working extensively with succession planning, retirement planning and insurance specialists.
60148/(630) (239) 591-6332 Business Banking Officer/Assistant Vice President. Relocated by Fifth Third to Southwest Florida following the sale of Camcorp Financial Group to develop customer relationships with business customers in the greater Naples area. Responsible for generating core deposit and loan growth. In 2007, core deposits grew +$10MM with loan growth up $4MM. Total customer relationship portfolio exceeded 180. R...
SUMMARY Chief AML Officer for global investment firms, evaluating transaction monitoring processes and procedures from a both proactive and lookback perspective and preparing remediation plans to address any gaps. Prepared investigative files utilizing and drafted SARs as needed. Developed complete proprietary IT compliance test-script module to facilitate clear and accurate surveillance and analysis of counterparty risk. G...
Senior advisor with two decades of experience in strategic transactional and business development roles across the media technology and marketing spaces. Partnered with the Corporate C-suite and venture capital and private equity investors on corporate strategy and growth planning initiatives partnerships valuations business development M&A strategy and due diligence investment advisory resulting in over $80B of executed me...
Tags for this Online Resume: Venture Capital, Business Development, Corporate Development, Marketing, Private Equity, Management consulting, Advertising, Investments, Media, Market Research, Strategic Planning, Los Angeles
Accomplishments Charles Schwab Inc. By truly partnering with stakeholders we accomplished a complete change in corporate culture and re-tooled their national sales force and support staff. With this initiative Schwab was finally able to achieve the #1 position in customer service (JD Powers), increase sales 27% + each year, increase employee engagement by 32%+. By aligning the new hire on-boarding program with corporate ini...
SUMMARY Experienced General Counsel with broad legal, operations, compliance, and marketing experience with investment management f`n'ms. General Counsel and CCO of three investment advisory f`n°ms (each had a broker-dealer sub) and one de novo bank. COO of two ofthese firms. Independent Board member of three mutual fund firms.
PROFESSIONAL SUMMARY TARGET MARKETING GURU SALES TRAINER ENTREPRENEUR * Marketing strategist and researcher focused on providing insights that address business objectives and challenges. Skilled at helping senior management make informed strategic and tactical decisions. * Monitored market trends circumspectly, while tracking, analyzing and revamping effective strategies thereby significantly increasing market share for my ...