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Online Resumes with "Wealth Advisor"



Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Featured Profile

Successful Wealth Advisor and Private Banker

I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...

Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.

Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member

Featured Profile

Senior Manager - 20 plus years leadership and management experience Credit Risk

Well qualified and results oriented Finance, Credit, and Banking professional, experienced with demonstrated accomplishments in Consumer and Commercial Credit, Audit and Compliance, Credit Risk Management, Contract Oversight, Analytics, and Financial Performance seeks a challenging and rewarding opportunity to provide value added expertise in contributing to and implementing an organization’s strategic initiatives. Dynami...

Ideal Companies: US Bank, Wells Fargo Bank, PwC, EY, KPMG, Chase, The Capital Group

Tags for this Online Resume: Quality Assurance, Credit Risk, Strategy, Loss Mitigation, Project Management, Regulatory Compliance

Accountant

Tags for this Online Resume: Investments, Wealth Advisor, Asset Allocation

Wealth Advisor

Tags for this Online Resume: Investment Management, Sales, Philanthropy

Financial Services Sales, Wealth Advisor, Business Development Officer - 20 Years of Experience - Near 33908

To further my challenging career as a financial services specialist utilizing my extensive experience in client/investment management, wealth creation/preservation and delivering exceptional service to enable the firm, our team and clients to achieve growing success.

Tags for this Online Resume: Naples, Wealth Advisor, Finance, Incentive based compensation, Travel, Business Development, RIA, Fort Myers

Financial Planner and Advisor

Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor

Tags for this Online Resume: Business Development, Sales, Relationship Manager, Wealth Managment, Financial Planning

Featured Profile

Chief Innovation Officer

Seeking to go into Wealth Management Advisor, Hedge Funds, Venture Capital, and emerging technologies. Proven executive management professional with a decade??s worth of experience in emerging technologies, business administration and leadership within the Silicon Valley, NY, U.S. Markets, Europe, and Asia. Currently enrolled in a Media & Communications Certification Program at Full Sail University and has also studied Mob...

Ideal Companies: 8VC, Google, Chevron, Andreessen Horowitz, Social Capital, Charles Schwab, Citi Bank, Credit Suisse, PayPal, Square, Formation 8, Instagram, Facebook, Twitter, Apple, Mithril Ventures, Valor Equity Partners, Dynasty Partners, Two Sigma, New Enterprise Associates, Google Ventures, Rothenberg Ventures, SV Angel, Sequoia Capital, First Round Capital, Accel Partners & Co Inc., Lightspeed Venture Partners, Kleiner Perkins Kaufield & Byers LLC, General Catalyst Partners, Sequoia Capital, Founders Fund, Battery Ventures, Bain Capital Ventures, McKinsey, Deloitte, Bain & Capital, Citi Bank, American Express, Matrix Partners, JP Morgan, Deutsche Bank, Spark Capital, Polaris Partners, Khosla Ventures, Canaan Partners, Greylock Partners, Bessemer Venture Partners, 500 Startups, Oracle, Social + Capital Partnership, First Round Capital, Aleph, Genesis Partners, Greenlight Capital, Black Rock, Third Point Management, Snap Chat, Yelp, CalTech, Stanford University, USC Viterbi School of Engineering, Benchmark Capital, Union Square Ventures, Lowercase Capital, Index Ventures, Baseline Ventures, Floodgate, Felicia Ventures, GGV Capital, Foundry Group, Canvas Ventures, Versant Ventures, Greylock Partners, DCM Ventures, Spark Capital, Meritech Capital Partners, Venrock, Norwest Venture Partners, DST Global, True Ventures, Institutional Venture Partners, DFJ Growth, Goldman Sachs, Edward Jones, Blackstone Group, Citi Group, OrbiMed Advisors, Tiger Global Management, Bessemer Venture Partners, Mayfield Fund, Foundation Capital, Harrison Metal, Polaris Partners, Insight Venture Partners, CRV, Meritech Capital Partners, Sapphire Ventures, Flagship Ventures, IDG Capital Partners, DCM Ventures, Oak HC/FT, Scale Venture Partners, Menlo Ventures, Michael Goguen, Norwest Venture Partners, Draper Fisher Jurvetson, General Atlantic, Ernst & Young, Morningside Ventures, FirstMark Capital, Foresite Capital, IDG Capital Partners, Oxford Financial Group, LTD, Chevy Chase Trust Company, Hightower Advisors, LLC, Creative Planning, Oxford Financial Group, LTD, Canterbury Consulting, Comprehensive Financial Management, LLC, AT Investment Advisers, Inc., Plante Moran Financial Advisors, Ehrenkranz Partners, LP, Shepherd Kaplan, LLC, Brownson, Rehmus & Foxworth, Inc.Mariner Wealth Advisors, LLC.Innovest Portfolio Solutions, LLC, Convergent Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, MyCIO Wealth Partners, LLC, Everett Harris & Company, Buckingham Asset Management, LLC, Mercer Global Advisors, Inc., KLS Professional Advisors Group, LLC, World Bank, Wells Fargo, Citigroup, Commerzbank, Silicon Valley Bank, Berkshire Hathaway, Blend Labs, Bank of America, Exxon Mobil, Space X, Tesla,

Chief Financial Officer - 13 Years of Experience - Near 07452

AREAS OF EXPERTISE * * Brokerage Operations * Registered Investment Advisors - Asset Management and Wealth Advisors * Taxation * Regulatory Reporting: FINRA, SEC, NFA & CFTC * Internal Controls * Hedge Funds

Tags for this Online Resume: Accounting, Financial, Management, Asset Management, Capital markets, Cash Flow, Forecasting, Internal Controls, P&L, High Net Worth

Lawyer - 20 Years of Experience

SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, ...

Tags for this Online Resume: Probate, Management, Compliance, trust officer, wealth, wealth advisor, relationship manager, director, president, vice president, senior trust officer

Wealth Advisor

Sales Manager - 9 Years of Experience - Near 01864

Summary: Proven executive, general manager and entrepreneur with a high degree of business acumen. Strategic thinker who can plan and implement sales, marketing, and business initiatives to support corporate objectives with expertise in developing successful teams. Experience ranges from start-ups and small businesses to multi-million dollar companies in the financial services and medical device industries. Financial Servic...

Tags for this Online Resume: Sales, Services, Distribution, Marketing Management, Medical, Networking, Pricing, Sales Training, Series 6, Start-ups