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Online Resumes with "Lazard"
High energy professional with a passion to learn new things and challenge myself
Well formed finance professional with excellent entrepreneurial, leadership, and strategy skills. Thinker out of the box, loyal and franc.
Ideal Companies: Goldman Sachs, Morgan Stanley, Bank of America, UBS, DE Shaw, Citadel, Fortress, Claxton, Farallon, Fidelity, Legg Mason, Franklin Templeton Investments, Barclays Global Investors, Vanguard, Blackstone, KKR, Lazard, Rothschild, Centerview, GreenHill, Holihan Lokey.
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.
Hands-on leader with a track record of identifying, troubleshooting, and prioritizing business and operational challenges and following-through with the development and implementation of practical solutions driving process improvements and organizational changed that directly impacts the bottom-line. Tested change agent brought in to revamp, revitalize and transform business and operational performance.
Attain a growth position in a stable organization that will allow me to build upon my analytical abilities and diverse financial expertise.