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Online Resumes with "asset allocation"

Chief Executive Officer

Summary * Effective leader of global equity, fixed income, and multi-asset teams, as well as asset allocation committees * Developed unique innovative investment applications, methodologies and strategies for global tactical asset allocation, strategic policy allocation, currency management, return forecasting, quantitative security selection, portfolio optimization, risk management, alternatives, derivatives, equity transi...

Tags for this Online Resume: Strong Team Leader, CEO & Chief Investment Officer, Research and Product Development, Build & Develop Professionals, Executive Management, Investment Management, Multi-Asset Allocation, Forecasting, Optimization and Analysis, SF Bay Area

Personal Financial Advisor - 20 Years of Experience - Near 06092

SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portf...

Tags for this Online Resume: Defined Benefit, Defined Contribution, Institutional, RIA, Southeast

Senior Project Manager - 17 Years of Experience - Near 48864

Guru Rasukonda has an impressive academic background and comes with approximately 18 years of rich experience in strategy project product and program management business transformation general consulting. His management experience ranges from leading business functional and assessment teams for business process assessment projects heading technical groups for technology assessments and proposing cutting edge solutions and m...

Tags for this Online Resume: Business Development, Development Activities, Framework, Management, Project Management, Services, Integrate, Planning, Product Design, Proposal Development, software, html, agile, javascript, java, sql

Data Mining Specialist - 11 Years of Experience - Near 20774

Summary * Over 11+ years experience working as a Data Scientist with math/statistics/probability/data modeling background, and with analytical software/languages (e.g. SAS) * Expert in traditional (Waterfall Approach), Rational Unified Process and Agile (Scrum) project methodologies Project Summary Online Loan Application System to automate loan approval processes. * Interprets and documents Agency and component data inform...

Tags for this Online Resume: Statistical Analysis, Data Mining, Integrate, Mining, SAS, Applications, Clustering, Financial, Forecast, Fraud, agile, sql

Executive Director - 20 Years of Experience

SUMMARY OF QUALIFICATIONS Accomplished start up leader and expert negotiator with heavy business to business sales experience who championed a multimillion-dollar company to achieve gross profits of 20-25% annually for nearly 30 years. BUSINESS DEVELOPMENT OPERATIONS MANAGEMENT FINANCIAL STEWARDSHIP * Strategic Sales Planning * Delivers Quality Services * Grows Revenue Profitability * Key Client Relationships * Project Bran...

Tags for this Online Resume: Benefits, Compensation, Distribution, Human Resources, Insurance, Insurance Claims, Labor Relations, Management, Payroll, Property Management, store manager, automotive, retail manager, radionics, assistant manager, auto parts, ase certified

Portfolio Manager/Financial Analyst/Trader - 16 Years of Experience - Near 22213

COVER LETTER: Dear Sir/Madam, In a career spanning the consulting and financial world I believe that I have developed and demonstrated substantial commercial acumen, stakeholder management and influencing skills. Along with good overall knowledge of investment products and capital markets, I also have a keen learning aptitude that helps me thrive in different work environments, from a five member asset management firm/hedge...

Tags for this Online Resume: Bonds, Interest Rate, Management, Derivatives, Fixed Income, Fixed Income Trading, Business Development, cfa, equities

Sales Manager - 11 Years of Experience - Near 70125

& HIGHLIGHTS Area Sales Manager with 20 plus years of results-oriented performance seeking to match skill with opportunity. I am a leader with a passion for improving the competencies of all members of my team through ongoing coaching, support and mentoring. I build strong sales teams and stronger managers. Past and present roles range from and include Sales & Sales Management, Sales Training, and General Sales Manager. Cha...

Tags for this Online Resume: Sales, SAN (Storage Area Network), Account Manager, sales, outside sales, business development, sales representative, marketing, account executive, account manager, training, managerial development, cost analysis, strategy execution, campaign analysis, force execution, force planning, asset allocation

Supply Chain Manager - 20 Years of Experience - Near 29456

Qualifications Summary Supply Chain Manager & Logistics Specialist Top-performing logistics professional with over 20 years' experience. Possess extensive knowledge of government contracting and related regulatory/compliance factors. Skilled in planning and coordinating logistics for large-scale projects under strict budgetary and time constrains. Known for exceptional relationship-building abilities, success in motivation ...

Tags for this Online Resume: Retail, Security, Acquisitions, Configure, Microsoft Access, 5S, Distribution, Logistics, Process Improvements, Procurement, transportation

Financial Specialist - 20 Years of Experience - Near 33426

AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance

Tags for this Online Resume: Financial, Financial Services, Wealth Management, Annuity, finance

Personal Financial Advisor - 20 Years of Experience - Near 19087

SUMMARY A results-driven and forward-thinking senior financial services manager, with a proven track record in investment portfolio management, account management, asset allocation, client management, financial consulting, estate planning and retirement planning, and strategic partnerships. Leverages progressive business acumen and strategic forward-thinking to perform as a fervent leader in financial analysis, asset evalua...

Tags for this Online Resume: Retail, Estate planning, Planning, Retirement planning, Book of business, Capital markets, Treasuries, Financial, Account Management, Business Acumen, finance

Chief Operations Officer - 20 Years of Experience - Near 94117

EXPERIENCE SUMMARY: Over 25 years of extremely accurate, reliable and efficient back-to-mid office operations combined with fund portfolio accounting, confidential client management processes and composed, tactful trade execution in global futures, equities, foreign-exchange and debt markets. These traits and roles are supplemented with complex compliance expertise, private fund investment research and integral bookkeeping ...

Tags for this Online Resume: Commodities, Futures, Certificate Authority, Real Estate, RIA, Wire Transfers, Accounting, Compliance, SEC, Alternative Investments, Private Funds, Asset Allocation, Trade Execution, Client Services, Account Management, Portfolio Construction, Client Invoicing

Featured Profile

Financial Analyst - 20 Years of Experience - Near 06907

Bring many years of M&A and corporate development experience in the investment banking, retail products,manufacturing and service industries. Increased shareholder value through major strategic initiatives including product development, capital investment, divestiture and acquisition. Worked closely with CEOs, CFOs and Board members.

Ideal Companies: service, retail, manufacturing multinational

Tags for this Online Resume: Inventory Control, accounting, excel, manufacturing, Cash Flow, Industry research, Company research, Strategic planning, Asset analysis, Asset allocation, Brand research, Due Diligence, Contract review, Sales and Marketing, Written and oral presentation, German language, Cash flow analysis, MS Word, MS Excel, Six Sigma, Best Practices, Deal synergies, Make/Buy analysis, NPV, IRR, DCF, Accretion/Dilution