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Online Resumes with "Private clients"
BECOMING FINANCIAL ADVISOR, PRIVATE CLIENT OR WEALTH MANAGEMENT
Senior level executive with years of experience in public accounting, finance, financial services and administration. Proven ability to improve operations, maximize profit through achievement in finance management, internal controls and cost management. Strong qualification in business strategic planning, staff development/leadership, general management… Financial strategist who is quick, decisive, and sharp with more than ...
Ideal Companies: Open
I am a custom jewelry designer with 30 years experience. I designed for manufactures and private clients. I have created prototypes in jewelry, Purses, boots and prototypes for a line of porcelain angels to be manufactured in China. I also created a line of pottery designs for a local company in San Diego.
Technology Finance and Business with over 25 years experience in all aspects of project and financial management. Recognized for excellence in resource management and expertise in financial reporting, planning, forecasting and budget adherence. Vast experience with vendor management and relations including cost control, time management, requisition management and strategic location management. Positive attitude with a hi...
During my time as the owner of Garden State Appraisal Group Inc., I have been able to successfully manage three employees and provide real estate valuations for lending institutions and private clients.
Kevin J. McRoberts is the Principal of the real estate consulting firm of MCRE.US Advisory Services, and specializes in matters of commercial real estate services for Valuations and Appraisal Review, Litigation Support, Development, Finance, Consulting Assignments, and a broad scope of related advisory services on a national basis. MCRE.US provides these professional services to the global market including corporations, fin...
PROFESSIONAL SUMMARY * Over 11 years experience in professionally developing, maintaining and growing client relationships in the finance/sales field. * Proactively took on additional responsibilities to rise from a personal banker to a private client banker in a span of 4 years. * A self motivated sales professional, dedicated to exceeding customer satisfaction using excellent planning and analytical skills honed over the ...
To get a stable job and develop my skills. Financial analyst area is my preference. Trying to get avoid commission only positions.
Tags for this Online Resume: MBA, SERIES 6, SERIES 63, SERIES 56, Policies and Procedures, Banking Industry, Insurance, Financial, Financial Statements, Private Client, Referrals, C++ Programming Language
SUMMARY OF QUALIFICATIONS Results-oriented finance professional with over 14 years of combined experience in management, training, sales, and customer service. Experience creating financial statements, budgets, strategic plans, and revenue projections for a $68Million+ book of business.
Pursuing a challenging role in which to utilize my past experience and current skills. Would prefer working with a LMS, within a Training Department.
Summary * Experience in fast paced environments and delivering communication materials and training to diverse audiences * Strong customer service skills and ability to meet deadlines * Experience with Encompass DU, and Calyx Point * Proactive and highly self-motivated * Specialize in underwriting conforming and non-conforming loans, complex transactions and all types of self-employment income documentation * Lending Author...