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Online Resumes with "asset allocation"

Personal Financial Advisor - 20 Years of Experience - Near 33912

Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneu...

Tags for this Online Resume: Bonds, Financial, Management, Manufacturing, Planning, Tax Planning, Retirement planning, Accounting, Accounts Payable, Accounts Payable/Receivable, Financial Advisor

Director of U.S. & International Fixed Income - 10 Years of Experience

Career Summary 2007 - Present PSAGOT INVESTMENT HOUSE - ISRAEL & NEW YORK Israel's leading investment house with $50bn AUM providing pension funds, mutual funds, portfolio management, ETNs, brokerage and research services

Tags for this Online Resume: Bonds, Financial, Financial Modeling, Research, Valuations, Fixed Income, strategic asset allocation, portfolio management, evaluating fixed income mutual funds, credit analysis, trading, Bloomberg

Financial Manager - 20 Years of Experience - Near 25526

PROFESSIONAL SUMMARY Financial professional with extensive experience in the areas of financial analysis, research analysis, asset management, operational management and strategic planning. Seeking an opportunity with an organization whereby my aforementioned skills will be utilized along with my demonstrated ability working with startup and venture capital companies, contract negotiations, financial modeling and budget ana...

Tags for this Online Resume: Equity, Accounting, Analytical Skills, Asset Management, Automotive, Balance Sheet, Bloomberg, Budgeting, Business Operations, strategic planning, operational management, financial modeling, contract analysis and negotiations

Financial Analyst

Tags for this Online Resume: Equity Portfolio Management, Quantitative Equity Portfolio Management , Optimization, Risk Management, Statistical Modeling, Asset Allocation

Financial Analyst

PROFESSIONAL SUMMARY CFA charterholder with 17 years of investment experience. Cross-department role in model risk management with ability to influence and accomplish goals. Strong analytical skills with broad range of quantitative modeling expertise encompassing asset allocation, portfolio management support, and risk screening.

Ideal Companies: Google, Amazon, Tesla

Tags for this Online Resume: Equity, Forecast, Management, Portfolio Management, Fixed Income, Risk Manager, Sales, Universe, Analytical Skills, Bloomberg

Personal Financial Advisor - 21 Years of Experience

Tags for this Online Resume: Equity, Microsoft Outlook, Bonds, Asset Management, Bloomberg, Cognos, CFA, quantitative, equity analyst, investment analyst, FactSet, asset allocation, excel

Financial Specialist - 20 Years of Experience - Near 07094

Accomplished results driven client focused professional with more than 20 years of experience working with institutional investors. Subject matter expert in financial markets asset allocation strategies pension finance and plan management performance analysis and investment manager research. Key contributor to sales revenue enhancement and product development efforts. Demonstrated ability to maintain and enhance client rela...

Tags for this Online Resume: Equity, Due Diligence, Management, Research, Defined Contribution, Equities, Investment Management, Product Management, Request for Proposal


SUMMARY OF QUALIFICATIONS ROCS Consulting Managing Director, 2000 - Present Proprietor of an Independent Consulting practice. The firm specializes in Regulatory, Compliance and Operational consulting for the securities and banking industry. ROCS Consulting provides assistance to Broker Dealers, Registered Investment Advisors, Banks, Trust Companies, Insurance Companies, Investment Companies, Bank Securities Dealers and Tran...

Tags for this Online Resume: Accounting, Back Office, Banking Industry, Capital markets, Complaints, Consulting, Derivatives, Equity, Financial, Financial Reporting

Compliance Officer

Ideal Companies: EY, Morgan Stanley , PWC

Tags for this Online Resume: Management, Accounting, Accounting Functions, Audit, Balance, Balance Sheet, Bloomberg, CFA, COSO, Drafting

Financial Specialist - 20 Years of Experience - Near 10017

Ideal Companies: Registered Inv Advisors, Broker-Dealers, Insurance Co, Investment Co, Bank

Tags for this Online Resume: Equity, Management, Portfolio Management, Risk Management, Due Diligence, Investment Management, Product Management

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Investment Professional

Accomplished investment professional with proven success in investment analysis and due diligence, transaction execution, and client relationship management.

Ideal Companies: Simon Property Group, Macerich, Camden Property Trust

Tags for this Online Resume: Real Estate, Bonds, CFA, Communications, Customer Relationship Management, Financial, Financial Industry, Financial Statement, Forecast, Investment Management, Asset Management, Client Service, Investor Relations, Investment Strategy