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Online Resumes with "asset allocation"

Featured Profile

Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA

To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...

Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust

Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations

Financial Services Sales Agent - 15 Years of Experience - Near 02066

Highly motivated financial sales executive with a history of successfully distributing financial products to top tier investment professionals. Proven record for driving new business development for various products and firms. Initiates excellent communication with financial advisors and managers. Provides analytical and strategic planning for financial advisors in regards to asset allocation. Proven ability to provide te...

Tags for this Online Resume: mutual funds, alternatives, investments , CIMA, Sales, financial advisor relationships, success, senior

Personal Financial Advisor - 20 Years of Experience - Near 87120

Ambitious and driven Chief Investment Officer (CIO)/Portfolio Manager with over 25 years of investment experience who creates strategic alliances with fellow employees, colleagues, clients and prospective clients in order to build lifelong, mutually beneficial financial relationships. Successes include advising small businesses and individual clients as well as 401(k) participants. Have successfully proposed on ...

Tags for this Online Resume: Relationships, Experienced, Driven, Passionate, Albuquerque, Southwest, Confident

Accountant - 18 Years of Experience - Near 76310

Tags for this Online Resume: Initiated, Supervise, Prepared, Performed, Audit, Tax, Implemented, asset allocation

Financial Analyst - 4 Years of Experience - Near 11791

To work as a Quantitative Associate, Quant. Risk Analyst, Research Associate.Futures Trader.Equity and Asset Allocation Management

Tags for this Online Resume: 15+ Years in IT, Summer Futures Trader Internship, 20 years Management experience in Long Island., 20 years in Client Server support., 10 years C++ and Financial Modelling, 20 years in Procurements.

Compliance Manager - 15 years Experience - NYC

Senior level financial/compliance professional with diversified experience in business, performance reporting and financial analysis. Driven problem-solver, with strong communication skills. Solid organizational and technical aptitude with a propensity to meet deadlines. Broad based competencies include, but are not limited to: Business Operations; Compliance; Asset Allocation; Due Diligence; Performance; Financial Analysis...

Tags for this Online Resume: Compliance, Bussiness Operations, Investment Guidelines, Forensic Testing, Due Diligence, Financial Analysis

Financial Specialist - 20 Years of Experience - Near 12303

Successful institutional equity sales professional with 18 years of experience in the southeast US with bulge bracket firms. Strong understanding of the many different management styles of the money managers in the region. Accomplished business developer, self starter with demonstrated strength in research sales, idea generation, portfolio management and strategic and tactical asset allocation. Demonstrated success in ac...

Featured Profile

Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?

I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...

Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock

Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD

Financial Analyst

Tags for this Online Resume: Asset/Liability Management, Asset Allocation, Portfolio Risk Management, Analysis, Series 6 & 63, Efficient Frontier

Financial Specialist - 20 Years of Experience - Near 02110

Insightful, analytical and results-oriented investment professional with a strong expertise in macroeconomic analysis and portfolio management. Top performing equity manager and contrarian macro strategist, with a proven track record of successfully forecasting economic cycles and anticipating market trends well ahead of the consensus. I am seeking a position where my combined portfolio management and investment strategist ...

Tags for this Online Resume: portfolio mgmt, macro strategy, cycle analysis, asset allocation, contrarian, mutual funds, hedge funds, equities

Financial Manager, Branch or Department - 7 Years of Experience - Near 10022

Portfolio Management, Asset Allocation, Risk Management

Tags for this Online Resume: New York, Portfolio Manager, QRM, CCAR

Production Supervisor - 20 Years of Experience - Near 60628

RICHARD ROBERTS Phone: (708) 238-4868 | Email: Address: 10500 Eggleston Avenue, Chicago, IL 60628 To Whom It May Concern: I am writing to express my interest in your current employment opening; therefore, please allow me to submit my cover letter and resume for your review. Having served in manufacturing operations for the past 20 years, with continued success in meeting targeted quality objective...