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Online Resumes with "private wealth management"

Financial Specialist - 20 Years of Experience - Near 10022

ARTHUR NEAL SHERMAN 192 Jefferson Ave River Edge New Jersey 07661 201 741-6104 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...

Tags for this Online Resume: New York, Asset Management, Investment Banking, hedge fund, managing director, business development

Executive Vice President - 20 Years of Experience - Near 80403

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...

Tags for this Online Resume: Denver, California, Results Oriented, Decision Maker, Successful, Innovative, Financial Services

Senior Financial Services Candidate - 20 years experience in Capital Markets & Asset Management

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.

Tags for this Online Resume: San Francisco, Relationship Management, Institutional, Corporate, High Net Worth, Trading, Brokerage

Financial sales/trading/analysis bilingual chinese - Near 11375

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

Featured Profile

Executive Assistant - 10 Years of Experience - Near 28216

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

Ideal Companies: Finance, Education, Healthcare

Tags for this Online Resume: Executive Assistant, Acquisitions, Bank Reconciliation, Credit Cards, Office Manager, Quickbooks, Microsoft PowerPoint, Scheduling, Administrative Assistant, Event Planning, Finance, Charlotte

Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105

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...

Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning

Assistant Manager - 20 Years of Experience - Near 10473

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

Financial Advisor - 10 Years of Experience - Near 91361

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

Project Manager - 8 Years of Experience - Near 07032

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...

Tags for this Online Resume: Oracle, Sales, Business Analyst, Business Objects, Data Warehouse, Financial Industry, Focus, HR, agile, sql, java, javascript, html, software, Agile Scrum, Agile, Scrum, Coach, web, intranet, QA, DBA, Data Quality, Data Modelling, AML, KYC, Waterfall, oracle, sybase, retail, insurance, investment, bank, electronics, project manager, data warehousing, PMP

Financial Professional/Accounting Assistant - 15 Years of Experience - Near 20720

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...

Tags for this Online Resume: Inventory, Management, Microsoft, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, PDF, Reconciliations, finance, excel

Financial Manager - 12 Years of Experience - Near 10002

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 ...

Tags for this Online Resume: Documentation, Financial, Financial Reporting, Integrate, Internal Controls, Retail, System Administration, Management, Accounting, Benefits