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Online Resumes with "family offices"



Administrative Services Manager - 15 Years of Experience - Near 49319

Described as tremendously motivated sales - driven organized and efficient. An essential asset to a strong performing team excels in coordination with internal management outside services clients and external groups. A proven self-starter with a strong dedication to a belief in a product idea or company. Client focused proving long-term customer satisfaction. Strong history of ensuring solid performance both in sales and ma...

Tags for this Online Resume: Operations, Family office, administration, communications, HR, Operations, Administration, HR, Office management, Management, Account Management, Asset Management, Billing, Human Resources

Legal Officer - 15 Years of Experience - Near 10036

I am interested in finding a position where I can use my skills in legal/financial/audit areas and improve my knowledge of wealth management, tax and/or real estate advisory. As you will see from the enclosed resume, I have more than 15 years of experience in legal, operations and management positions and I have been consistently rewarded for hard work with promotions and increased responsibilities. My commitment to profe...

Tags for this Online Resume: Real Estate, Accounting, Financial, Planning, Retail, Legal, Management, Asset Management, management, operations, family office

Featured Profile

Managing Director - 20 Years of Experience - Near 06880

Taking on Investment Management and an Execution Leadership for building Value and Returns on Investments and Assets Managed via capitalizing on Expertise, Successful Track-record and Network of relationships built

Ideal Companies: AIG, Blackstone, KKR, Warburg Pincus, Advent, Carlyle, Apollo, CVC Capital, TPG, Bain Capital, Neuberger Berman Group, Riverstone Holdings, Hellman & Friedman, General Atlantic, Tiger Global Management, Goldman Sachs, JP Morgan, Morgan Stanley Investment Management, American Securities Capital, BC Partners, Insight Venture Partners, Oaktree Capital Management, Clayton Dublilier & Rice, Apax, TA Associates, Rockefeller Family Office, Bloomberg Beta, Energy Capital Partners, New Mountain Capital, L Cetterton, First Reserve Corporation, Denham Capital Management, TowerBrook Capital Partners, Lindsay Goldberg, Sycamore Partners, KPS Capital Partners, American Capital, Sequoia Capital, Madison Dearborn Partners, ACON Investments, Summit Partners, The Jordan Company, Crestview Partners, Bessemer Venture Partners, Court Square Capital Partners, Lion Capital, Welsh Carson Anderson & Stowe, Capital International, HarbourVest, Genstar Capital, Energy Spectrum Capital, Seachlight Capital Partners, Trilantic Capital Partners, American Industrial Partners, Highstar Capital, The Riverside Company, Hamilton Lane, Olympus Partners, Ridgemont Equity Partners, Kelso & Co, WL Ross & Co, Sun Capital Partners, Resource Capital Partners, Tinicum Inc, General Catalyst Partners, Thomas H. Lee Partners, Littlejohn & Co, Blackrock, General Electic, Actis, Rohatyn, Kohlberg & Co, SK Capital Partners, Providence Capital, Sentinent Capital Partners, Cornell Capital, Commonfund, International Finance Corporation Asset Management Co, The Sterling Company, Palladium Equity Partners, Macquarie Group, Lime Rock Capital Partners, Harvest Partners, Greenbriar Equity Group, Bridgewater, Cathay Capital Private Equity, Intel Capital, GE Ventures, JLL Partners, Behrman Capital, Segal Rogercasey, Iridian Asset Management, Citi Private Bank, Southport Partners, Xerox, Pitney Bowes, United Technologies, Algonquin Advisors, Yale Investment Office, Smith Richardson Foundation, Drum Capital Management, Flag Capital Management, Performance Equity Management, Conning, Portfolio Advisors, Newbury Partners, Aetna, Cigna, Hartford Financial Services, Oak Hill Partners, US Trust (Private Equity), Atlantic Trust, Bank of New York Mellon, Brown Brothers Harriman, CIT Group, Columbia University Investment Office, Cowen Group, Ford Foundation, General Motors Asset Management, Goldpoint Partners, IBM Retirement Fund, Jefferies Group, Guggenheim, Lazard, McKinsey & Co, News Corp, One Equity Partners, Parella Weinberg Partners, Schlumberger Limited, Soros Asset Management, Thompson Reuters, Time Warner, Dupont Capital Management, Salient Partners, GE Energy Financial Services, Invesco Private Capital, Leona and Harry Helmsley Charitable Trust, Mercer, Stepstone Group, Travelers Group

Tags for this Online Resume: Private Equity, M&A, International Business Development, Operating Partner, Board Director, Strategy, Investment Management, Stamford, Greenwich, New York, Westport, Norwalk, Darien, Fairfield, Connecticut, Principal Investments, Family Office, Sovereign Wealth Fund, Direct Investment, Co-Investment, Business Development, Interim Management, Board Advisor, Strategic Advisor, Wilton, Rye, White Plains

Financial Specialist - 20 Years of Experience - Near 08844

SUMMARY Financial Services Professional with over 30 years of experience in all aspects of Sales and Trading and Compliance. Strong emphasis on Client Sales. Major strengths: * Well-developed Leadership and decision-making skills. Proven expertise in building strong client relationships. * Enthusiastic team player. * Results-oriented manager and producer. OneWall Advisors New York Senior Vice President July 2012 - Dec 2016 ...

Tags for this Online Resume: Aml (Macro Lang), Banking Industry, Capital markets, CHF, Compliance, Due Diligence, Equities, Financial, Financial Services, Fixed Income

General Counsel - 20 Years of Experience - Near 90405

Alejandro B. Vargas is an International Business Lawyer with a in depth experience in structuring, negotiating, closing and managing businesses, joint ventures and strategic alliances, with an expertise in negotiations, management, mergers & acquisitions, corporate financing, investor relations, asset management, business development and marketing and distribution of telecommunications products and private equity and privat...

Tags for this Online Resume: Acquisitions, Asset Management, Business Development, Distribution, Entertainment, Equity

Financial Specialist - 20 Years of Experience - Near 10065

Professional Summary Accomplished institutional investment professional with both buy-side and sell-side expertise in fixed income markets, and experience allocating capital across asset classes, seeks CIO role within an endowment or family office.

Tags for this Online Resume: Balance, Balance Sheet, Integrate, Securities, Distribution, Fixed Income, Derivatives, Futures, Hedge Fund, Macro (Predefined Code), finance, Investment

Financial Analyst - 13 Years of Experience - Near 33160

Tags for this Online Resume: Derivatives, Capital markets, Financial, Financial Services, Services, Equities, Fixed Income, Equity, Private Equity, Insurance, investment, equity, family office, hedge fund

Chief Operations Officer - 20 Years of Experience - Near 06824

Extensive financial services experience focused on developing and managing new products/businesses * In excess of $1.5 billion raised from pensions family offices and institutional investors * Strong communication and presentation skills with an ability to motivate build trust and instill confidence with clients and staff * Wide skill set which includes financial management accounting marketing sales compliance & manager du...

Tags for this Online Resume: Infrastructure, Accounting, Advertising, Fund Accounting, HR, Human Resources, Management, Portfolio Management, Securities, Data General Nova

Financial Services Sales Agent - 20 Years of Experience - Near 07417

Summary: * Significant experience in Family Office, Endowment/Foundation, Defined Benefit, RIA and Financial Intermediary Markets * Consistently ranked in top decile of asset raisers, most often ranked number one. * Drove separate account sales from 28th of 28 districts to first in eighteen months at Merrill Lynch. * Have launched two new family of funds and a hedge fund part of team driving assets from zero to $2 Billion i...

Tags for this Online Resume: Sales, Equity, Management, Wealth Management, Consulting, Fixed Income, Hedge Fund, Real Estate, Alternative Investments, Financial, outside sales, business development, sales representative, account manager, sales

Financial Manager, Branch or Department - 13 Years of Experience - Near 19067

SUMMARY OF QUALIFICATIONS Self driven, results-oriented professional with thirteen years experience in the financial services industry including extensive experience in executing and supervising transactional processing, cash management, middle/back office functions, project management, and providing exceptional client service. Strong ability to maintain an organized approach in managing daily activities while simultaneousl...

Tags for this Online Resume: Philadelphia, Princeton, NJ, Operations, Supervisor, Wealth Management, Family Office Services, Management, Retail, Back Office, Private Client

Portfolio Manager, New York

To assist in managing an investment portfolio for a financial firm, hedge fund, private equity firm, or family office.

Bookkeeper - 15 Years of Experience - Near 10314

Executive Administrator / Tax Processing Specialist / Bookkeeper, Gettry Marcus CPA P.C. 1/16-7/17 Certified public accountant firm with 110 employees at 2 locations. Merged with MLGW LLP. Fully managed different aspects of tax returns processing E-filing and updating XCM database in the NYC office. Fully responsible for billing clients and report production for all Partners online deposit and credit card processing applica...

Tags for this Online Resume: Microsoft Windows, Billing, Financial Reporting, Financial Statements, General Ledger, HR, accounting, tax processing administrator, A/R, A/P, tax, excel