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Online Resumes with "family offices"

Personal Financial Advisor - 20 Years of Experience - Near 06902

Family office director

Fund of hedge funds analyst/portfolio manager 11 years experience InvestHedge Award Nominee

Seeking hedge fund analyst and/or fund of hedge funds portfolio manager, IR or product manager role at a hedge fund family, fund of funds, family office or institutional asset pool. Strategy focuses includes equity hedge, event driven, emerging markets, relative value, macro (generalist).

Tags for this Online Resume: New York, Lomdom, Miami, hedge fund, portfolio manager, institutional investor, equity hedge, dundof funds

Financial Advisor - 20 Years of Experience - Near 89509

SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...

Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets

Featured Profile

Senior Marketing Executive - 12 Years of Experience - Raleigh Durham

My career objective is to take my 12 years of experience in strategic marketing communications planning and apply it to materially contribute to a 2x growth strategy over a 5 year period for a manufacturer or wholesaler in the US. My goal is to spend my time with a company that has a strong executive team and maintains an atmosphere of operational excellence.

Tags for this Online Resume: Adobe, Adobe Illustrator, Adobe Photoshop, Advertising, Marketing Automation, Business Development, Salesforce, Email Marketing, Pardot, Act-on, Wordpress, Adwords, Analytics, Social Media Advertising, Facebood Advertising, Management

Featured Profile

CEO, COO, Divisional Executive, Merger & Acquisition Specialist, regional sales director, Market Executive, Motivational Speaker, Public Speaker, Asset Management distribution

A senior executive looking for his next chapter in career life. To join a team needing and wanting to grow and create something special.

Ideal Companies: Twitter, google, facebook, start up, Morgan Stanley, JP Morgan, UBS, First Republic, creative artists agency, Royal Caribbean, Norwegian Cruise, Celebrity cruises, Boras Corporation, Asset Management

Tags for this Online Resume: acquisition specialist, regional sales, senior executive, CEO, COO, international, Latin America, Wealth mangement, Divisional Executive, Entrepreneur, Family Office Executive, Mergers, Public Speaker, Motivational Speaker

Controller - 15 Years of Experience - Near 06828

Tags for this Online Resume: Private Equity, Financial Statement, Family Office, Controller, GAAP, NAV, Process Improvement, Corporate Accounting

Chief Financial Officer - 20 Years of Experience - Near 84062

SUMMARY OF QUALIFICATIONS * Six years as CFO private money manager for a family office comprised of ranching, oil, timber, wind and other business interests. Assisted family members in meeting their estate and financial goals and needs. * Seven years securities industry sales experience, dealing with individuals, companies and providers of financial/investment services. * Five year as CFO for a international consulting firm...

Tags for this Online Resume: Budgeting, Banking Industry, Consulting, Control Systems, Financial, Statutory, Training, Planning, Accounting, Assistant Controller

Director - 20 Years of Experience - Near 10022

Tags for this Online Resume: Family Office, Wealth Management, Investment Management, Project Manager, Middle Office, Private Equity, Sales

Executive Assistant - 13 Years of Experience - Near 07047

Tags for this Online Resume: Executive Assistant, President, C-Suite, Boutique Investment, Family Office, Hospitality, Academics, Legal, Microsoft Office

President - 14 Years of Experience

Senior professional that has performed fundamental analysis on upstream midstream and downstream energy firms performed due diligence on firms under acquisition and have developed trading strategies based on this analysis. Unique expertise in market-neutral trading with an emphasis in the commodity space. Energetic committed and passionate individual who utilizes competitive spirit and tenacious attitude to overcome challen...

Tags for this Online Resume: Management, Risk Management, Equity, Pricing, Reinsurance, SEC, Securities and Exchange Commission (SEC), Acquisitions, Banking Industry, Due Diligence

Sales Manager - 8 Years of Experience - Near 55410

AREAS OF EXPERTISE v Visionary Leadership v Market Analysis and v Business Valuation v Entrepreneurial Initiative Expansion v Portfolio Design v Team Building v Key Partnership v Financial Modeling v Strategic Business Planning Development v Investment Strategy v Custom Financial Planning v Risk Management 499 2526 * Selected by dynamic and highly energetic beverage brand to lead a $25 million raise...

Tags for this Online Resume: Management, Wealth Management, Balance, Balance Sheet, Benefits, High Net Worth, Financial, Planning, Business Development, Business Planning