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Online Resumes with "asset allocation"

Featured Profile

Financial Specialist - 20 Years of Experience - Near 32073

Insurance executive and producer of personal lines and commercial lines for a Fortune 500 firm with an added interest in charitable gifting. Expertise in procurement of tangible financial products and placement. Thorough understanding of financial markets and their dynamics. Use of fundamental and technical analysis. Strong grasp of P/E ratios and quick ratios.

Ideal Companies: Merrill Lynch, Charles Schwab, Prudential

Tags for this Online Resume: Insurance, Finance, Nashville, ChFC, CLU, Sales and Marketing, Financial Planning, Financial Analyst, Management, Consulting

Financial Analyst - 9 Years of Experience - Near 30044

Seasoned professional Investment Banker/Financial Analyst skilled in Investment Consulting, assets allocation, research, performance measurement and administration, including Commercial Banking procedures, loans and securities counseling. A very strong team player with exceptional leadership skills backed by good education, written and oral communication qualities.

Tags for this Online Resume: Financial Analyst, Investment Banker -Atlanta, Fraud Analyst -Atlanta, Fraud Examiner - Atlanta, Loss Prevention - Atlanta, Retail Banker - Atlanta, Compliance Manager- Atlanta, Compliance Associate

Financial Advisor/wealth manager - 10 Years of Experience - Denver, Co

Financial service professional with 20 years of banking experience in both personal and business accounts and over 10 years in wealth management including research, designing proposals and asset allocation. While I am ambitious and goal oriented, I never forget that people come first. My goal is to work for a company that encourages growth and evolves to meet the needs of the client without sacrificing ethics.

Tags for this Online Resume: asset allocation, wealth manager, financial advisor , insurance sales, customer service, banking , financial professional , portfolio management

Featured Profile

Chemical Engineer, Process Engineer, Project Manager

Looking to leave oil and gas for more challenging, sustainable and impactful engineering problems. I want to bring my passion, hard work, education, experience and drive to a team focused company and help make real solutions for today and tomorrow.

Ideal Companies: Tetra Tech, Johnson & Johnson, Ch2m Hill, W. L. Gore, Procter and Gamble, Department of Energy

Tags for this Online Resume: six sigma, detailed oriented, process engineer, project engineer, behavior based safety, microsoft office, organization skills, communicate professionally, bi-lingual, self starter, SAP, hysys - aspen plus, optimization, chemical processes, quality assurance

Qualified Plans/Mutual Funds - 20 Years of Experience - Near 11596

Tags for this Online Resume: Morningstar, Fiduciary Review, Competitive Analysis, Fund Analysis, Asset allocation, Employee education, FI 360

Featured Profile

Director - 15 Years of Experience - Near 22207

Dear Hiring Manager, As a business development and financial investment executive, my background includes extensive experience in strengthening and creating innovative revenue-generating strategies for the financial and management consulting services sectors. My expertise lies in leading high-performance teams, producing investors / investments and consulting on operational issues. Furthermore, I focus on building high-...

Ideal Companies: Google Ventures, Vulcan, National Geographic Society, Bill and Melinda Gates Foundation

Tags for this Online Resume: Consulting, CFO, Banking Industry, Financial, Management, Equity, Private Equity, Acquisitions, Business Development, Investments, Alternative Investments, Investment Banking, Leveraged Finance, Non-Profit, Family Offices, Project Management, Leadership

Featured Profile

Program Manager/Policy Manager/Grants Manager/Senior Analyst

To obtain a long-term career-oriented position in program/policy/grants management with a dynamic organization that values individual initiative, encourages team work, and promotes employee growth and advancement.

Tags for this Online Resume: program management, grants management, policy research, project management, analysis, writing

Personal Financial Advisor - 19 Years of Experience - Near 19341

SUMMARY OF QUALIFICATIONS * Extensive experience in the client servicing and marketing of investment products to institutional, high net worth and retail investors. Adept in the application of financial planning techniques and strategies to maximize client long-term wealth and minimize their "tax footprint" during initial implementation and ongoing portfolio and wealth management. * Experienced presenter of complex investme...

Tags for this Online Resume: Asset Management, Financial Planning, Management Solutions, Portfolio Management, Services, Video, Video Conferencing, Defined Contribution, Risk Management, Financial

Legacy System Programmer - 4 Years of Experience - Near 67212

AREAS OF EXPERTISE Project Management Accomplishing tasks by initiation of project objectives and understanding the deliverables. Processing action Plans and execute by coordinating with resources, to facilitate the entire process dependent on nature of project and Project Manager's requirement. Successful completion of assigned task in scheduled time and ability to multitask at times. Build & maintain projects on Windows a...

Tags for this Online Resume: Microsoft Windows, Structured Query Language, Desktop Computer, Install, Microsoft, Microsoft SQL Server, Microsoft Visual Studio, PDF, Test

Financial Analyst - 20 Years of Experience - Near 84036

Summary: investors and providing valuable support to customers with emphasis on sales and customer retention * Extensive capital markets experience managing fixed income portfolios of all sizes, with expertise analyzing complex securities and accounting, tax and regulatory issues * Experience managing retirement plans for large non-profit including defined benefit, 401 (k) * Experience in money manager search and relationsh...

Tags for this Online Resume: Financial, Financial Models, Forecasting, Credit Analysis, Equity, Management, Investment Management, Accounting, Software, Software Development, remote, telecommute

Chief Executive Officer

PROFILE Highly accomplished, innovative, and results-driven Executive Director with more than 35 years experience providing community development, fiscal operations, and asset management for government and non-profit organizations. Have a solid knowledge and understanding of federal and state regulations governing HUD, Medicare, and Medicaid. A keen strategist with a successful record for maximizing resources and driving or...

Tags for this Online Resume: Asset Management, Budgetary, Financial, Forecast, Management, Medicare, Capital Planning, Planning, Budgeting, Community Development

Financial Specialist

Qualifications Profile Goal-driven and highly analytical professional, with solid experience in investment management, asset and fund administration, and banking services, combined with broad knowledge of capital/investment markets, foreign exchange, and commodities. Expert at planning, directing, and coordinating strategic plans and initiatives for service improvement. Consistently recognized for quickly establishing rappo...

Tags for this Online Resume: Customer Service, Investments, ERISA, GIPS, Asset Allocation, Universe, Attribution, Capital markets, Defined Benefit, Defined Contribution, Endowments, Foundations, Chicago, Texas, Colorado