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Online Resumes with "private wealth management"
ARTHUR NEAL SHERMAN 192 Jefferson Ave River Edge New Jersey 07661 201 741-6104 firstname.lastname@example.org Friday, March 27, 2015 This letter is to express my interest in the Managing Director position posted on the Efinancial platform. Based on my skills and the twenty plus years in New York, on Wall Street, I am confident I would be an asset to the team and organization. My resume that highlights my skill-sets and exper...
SUCCESSFUL FINANCIAL SERVICES EXECUTIVE INSTITUTIONAL ASSET MANAGEMENT | CORPORATE TRUST | PRIVATE WEALTH MANAGEMENT Senior-level leadership-oriented financial professional with a history of implementing forward-thinking change within organizations, continually maximizing resources, increasing efficiencies, and adding profitability to the bottom line. Ability to recognize potential solutions, formulating business plans and...
A role that creates a distinctive career path in Investment Banking, Private Wealth Management, or Capital markets for a licensed securities representative who can think outside the box.
QUALIFICATIONS_________________________________________________________ * MBA Concentrate in Finance. Banking and marketing experience in USA and China * Proven bilingual marketing ability in financial institutions. * Sophisticated in MS Excel, Power Point and Bloomberg Terminal. * Licenses include Series 7 and Series 63. Bilingual in English and Mandarin. * Quick learner and exceptional team player.
Tags for this Online Resume: Financial, Banking Industry, Bilingual, Bloomberg, English Language, Financial Industry, High Net Worth, Management, Market Research, Marketing Management, mandarin, financial analysis, sales
SUMMARY * Seasoned professional with experience supporting senior level executives * Excellent interpersonal, organizational, and communication skills * Ability to work under tight deadlines with minimal supervision * Self motivated and pro-active with proven leadership skills * Tactful and possess secure management of confidential information * Strong multi tasking skills with high attention to detail
Tags for this Online Resume: Executive Assistant, Acquisitions, Bank Reconciliation, Credit Cards, Office Manager, Quickbooks, Microsoft PowerPoint, Scheduling, Administrative Assistant, Event Planning, Finance, Charlotte
SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...
Professional Summary: An office professional experienced in sales support, administration, and client relations. Employs professionalism and superior communication skills to meet company needs. Strong computer skills. Consistently meets project deadlines. STEVEN AMES CO., NY, NY (Private Wealth Management - Investor) May 2005 - Present Executive, Personal Assistant ANN AMES, NY, NY - STEVEN AMES ESTATE (Vice-President, Trus...
Tags for this Online Resume: Administrative Assistant, Database, Filing, Information Requests, Microsoft, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Scheduling, Secretarial, assistant manager
AREAS OF EXPERTISE *Investment Strategies *Financial Modeling/Planning *Territory Management *Project Management *Business Development *Sales/Account Management *Negotiations / Valuation *Strategic Planning *Client/Investor Relations *Debt / Equity Financing *Presentations/Seminars *Extensive Closing Skill
Tags for this Online Resume: Equity, Financial, Private Equity, sales, sales management, banking, private wealth management, financial planner, thousand oaks, cfo, territory management, Regional Sales Manager, Financial Sales, Vice President of Sales, Business Development, outside sales
COVER LETTER: Dear Sir/Madam, It is my great pleasure to apply for this exciting and challenging position that will serve our business by delivering high-value services and products using the principles of quality to reduce waste, JIT inventory and streamlined processes while managing risks, compliance, and audit. As a project manager, PMP, I have implemented short-duration iterative cycles with zero-defects, and my experti...
PROFILE I am a motivated. Customer oriented individual looking to utilize several years of experience in financial, client and administrative services to benefit your organization's goals and objectives. I work fast under pressure with multiple tasks and deadlines and I am looking for an exciting environment that provides challenging work and opportunities that would enable me to apply my administrative and analytical skill...
Looking to use my skills and experience to help organizations increase efficiency while increasing profits. I am respected, well-qualified, dynamic, and innovative, top-producing business management professional with 14+ years of comprehensive experience building, developing, and leading high performance, high caliber sales and marketing divisions in competitive, fast-paced, customer-centric investment environments. Expert...
Tags for this Online Resume: Insurance, Management, Advertising, Back Office, Business Development, Equity, Front Office, Integrate, Business Development, Series 7, Series 66, Series 26, Life Insurance, Health Insurance, Compliance, CRM, Salesforce, Financial Services, Consultant, Excel, Powerpoint, SQL
Accomplished Bank fiduciary and Treasury Officer Leader with extensive experience and reputation in Trust CAREER HIGHLIGHTS * Held responsibility for supervision, with a staff of up to six (6) banking professionals, of total assets under management of $280M as well as administration, compliance, and operations of over 9,000 Individual Retirement Accounts (IRAs) with deposits totaling $87M. * Led institution's first Private ...