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Online Resumes with "asset allocation"
High energy professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Fixed income portfolio management , executive wealth management sales,
Investment professional seeking to expand into more asset classes and asset allocation role. With 15+ years of due diligence and portfolio management responsibilities, I am looking to lead a group that is interested in developing an investment process that will continue long into the future.
A “top tier” and experienced economic development expert who is able to build consensus utilizing exceptional communication. Championed international initiatives and influenced businesses in Europe to relocate to Florida, which revitalized the economy of several communities. Identified organizational weaknesses, created process improvements and developed plans encompassing strategy, budget development/administration and pr...
Tags for this Online Resume: contact management ACT, Outlook, Consensus Builder, Thinks outside the box, Vice President, VP, Director, Development, Administration, Project Manager, Project Management, Strategy, Banking, Finance, Advisor, Financial Manager, Finance Manager, Executive Director, Executive Vice President, EVP, Chief Financial Officer, CFO
I want a job which allows to use of my many skills and improve myself and the organization. I would like to work with teams who are dedicated to success, strives for improvement, and works towards improving the company. I want to work for a company that looks after its employees and not just the bottom line. I want to have the flexibility to adjust my schedule as needed to meet needs of my family while supporting and grow...
Tags for this Online Resume: Audits, Budgeting, Cost / Benefit Analysis, Expense Control, Internal Controls, Reporting, Strategic Sourcing, Change Management, Project Management, Restructuring, Strategic Planning, Team Leadership / Motivation, Policy Development, Process Improvement, Recruiting, Training / Development, Workforce Planning, Client Relations, Talent Management, Performance Management, Employee Engagement, Risk Management, Needs Assessment, IT Strategy, Program Management, Business Development, Market Analysis, Presentations, Event Planning, Distribution, Inventory Management, Logistics, Outsourcing, QC / QA, Cost Reduction, Operations Management, Scheduling
Capital Markets and Financial Analyst with more than three years experience in financial modeling, investment analysis, market research, portfolio management and valuation analysis.
My career goal is to own and operate a Venture Capital/Private Equity firm. I want to work with high dollar investments in real estate, start-ups, M&A's and any venture I can make money on.
Ideal Companies: JPMorgan Chase & Co., Wells Fargo, Bank of America Securities, UBS, Paine Webber, Citi Bank, Goldman Sachs, Northrop Grumman, CBRE Group, CIM Group, Arenda Capital Management, Caltius Equity Partners, Clear Capital Advisors, Ocean Park Advisors, Ares Management, JUMP Investors, CREO Capital Advisors, Luminous Capital, Capital Group, Pacific Coast Capital Partners, Welshire Associates, Certera Financial Gourp, Intrepid Investment Bankers, Marina Capital Partners, Saybrook Capital and Tiger Group LLC
Tags for this Online Resume: Financial Modeling, Quantitative Analysis, Qualitative Analysis, Financial Valutaion, Expert in MS, Financial Analysis, Expert in MS Excel, Market Research, Portfolio Management, SQL, VBA
A proven executive with over 30 years experience in relationship management, sales and sales management. Team player with a reputation for professionalism and hard work. Possess the persistence and intuitive skills necessary to build profitable relationships and get the job done. Knowledgeable in all investment distribution channels, including over 19 years of institutional experience. Experienced in selling investment p...
I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.
Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65
Investment Strategist - 6 years experience - CFA - Strategic Asset Allocation Advice - Multi-Asset Portfolio & Risk Management - BlackRock - New York
I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...
Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member