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Online Resumes with "Investment advisory"

Chief Operations Officer - 20 Years of Experience

Six years of public company management experience in conglomerate operations in aerospace component manufacturing real estate construction and management and newspaper publishing. Professional investment and advisory experience including five years in the leveraged buyout industry working with principal groups and European institutional funds to fund and acquire middle market manufacturers in the US working directly with ma...

Tags for this Online Resume: Consulting, Infrastructure, CFO, Telecommunications, Transportation, Business Planning, Market Research, Marketvision, Planning, Research

Vice President

Accomplishments Guidance Software Inc. At GSI I defined and led the Sales Enablement training initiatives which led to the reversal of sliding stock prices and increased profit margins by 16% Re-tooled the on-boarding of professionals in a highly complex and technical environment and decreased time to productivity by 24+% and ramped up continuous career development Created cross enterprise collaboration to increase effectiv...

Tags for this Online Resume: Annuity, Buying, Complaints, Customer Service, Cyber, Cyber Security, Diversity, Insurance, Integrate, Its

Financial Manager, Branch or Department - 20 Years of Experience - Near 11767

Experienced banker with expertise in training, banking / finance, branch management, investment advisory, business banking, lending, trade finance and marketing. Accustomed to producing high quality at relatively low cost. Ability to work with ease in a diverse workplace (people-oriented), strong work ethics, highly self-motivated. Ability to breakdown complex issues into easily understandable and workable solutions. Fluent...

Tags for this Online Resume: Banking Industry, Banking Systems, Credit Cards, Product Development, Bad Debt, CT, Liquidity, Management, Marketing Management, accounting, finance, controller, Social Welfare

Financial Specialist - 20 Years of Experience

Ideal Companies: Expanding Companies, Small to medium sized companies, Financial Advisory Firms

Tags for this Online Resume: Accenture FOUNDATION, Accounting, APEX, Back Office, Billing, Compliance, Customer Relationship Management, Customer Service, Database, Evaluate

Featured Profile


Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...

Ideal Companies: none

Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements

Marketing - 12 Years of Experience - Near 07093

Tags for this Online Resume: Asset Management, Management, Cash Management, Mutual Funds, Distribution, Intranet, Accounting, Asynchronous Transfer Mode (ATM), Consulting, Data Warehouse, print, account manager, seo, advertising, sales, digital

Financial Analyst - 10 Years of Experience - Near 90048

Tags for this Online Resume: High Net Worth, Microsoft PowerPoint, Scheduling, Support, Travel, Administrative Assistant, Applications, Leadership, Management, Microsoft

Software Sales Representative

Tags for this Online Resume: Proposal Development, Sales, Software, Consulting, Services, Financial Industry, Management, Structured Finance, Support, Territory Sales

Personal Financial Advisor

Tags for this Online Resume: Book of business, Cash Flow, Cash Management, Financial, Financial Statements, High Net Worth, Management, Planning, Retirement planning, Settlements

Executive Director - 20 Years of Experience - Near 48042

Tags for this Online Resume: Security, Book of business, Financial, Business Development, Compliance, Financial Industry, Insurance, Leadership, Sales, Securities

Featured Profile

B2B Strategy | Growth and Profit Acceleration | Alliance Development | Virtual Team Leadership | Implementation | Risk

Intuitive growth leader with over 20 years of professional management and business development experience in multiple B2B focused sectors. Operating strategically and implementing with precision to deliver high-performance leadership and P&L contribution to the Principal's strategic growth objectives.

Ideal Companies: Amazon, Alphabet, GE, Vivint Solar, Adobe, Salesforce, Pillpax, ITN

Tags for this Online Resume: Management, Leadership, Operations, Strategy, B2B, Sales, Implementation, Salesforce, Compliance, On-boarding, Due Diligence, purchasing, Quality, Intellectual Property, Consulting, six sigma, M&A, NPS, cross-functional, Lean Six Sigma, Merchant Acquirer, Metrics, Growth Acceleration, Risk, Virtual Leadership, Remote Management, Staffing Life cycle, CRM Software Management, Strategic Alliance Development, Enterprise, Excellence, Revenue, Development, Negotiation, Global, Supplier, Alliance, IP, acquirer, merchant

Featured Profile

Sales Manager - 20 Years of Experience - Near 07704

Resourceful, conscientious, and integrity-driven financial executive with expertise in creating and delivering sustainable sales recruiting, training, and marketing programs, designed to effectively build strong rapport with diverse clientele, secure accounts, driving sales culture, and manage teams and relationships. Strong leader with skills to resolve operational and financial challenges. History of wide-ranging experien...

Tags for this Online Resume: series 24, branch management, series 7, series 65, sales, national accounts, wholesaler, Management, Equity, Compensation