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Online Resumes with "financial advisory"

Featured Profile

financial advisor, planner

challenging position in Financial advisory industry

Tags for this Online Resume: insurance, series 7 and 66, management

CPA, Chicago

To get a position in Public Accounting or Internal Auditing

Tags for this Online Resume: Internal Auditor, public accounting, Advisory, Auditing, Taxes, Financial advisory Services

Wealth manager

Highly motivated and result-driven professional seeking Financial Advisory or Relationship management position to accelerate sales growth trough effective management and extensive relationship building.

Masters student, seeking analyst position

I seek a career in the financial advisory industry. I'm very interested in analyzing and facilitating company transactions. I would like to become a specialist in identifying and mitigating risk of new projects/transactions for clients. My past internship experience and my masters align me very well for these positions.

Tags for this Online Resume: Analyst, financial modeling, risk , valuation, market research, masters in finance

Featured Profile

Retail Operations & Management Consultant

I am a highly successful Retail Manager with 5 plus years experience working as a Senior Business Consultant for a Turnaround Management Firm. Consulting experience included the positions of Field Marketing Manager, Fuel Inventory Retail & Marketing Manager and interim Chief Operating Officer. I seek a position that will utilize my skill set in overseeing the Operations & Management of multiple unit(s)/location(s) retail ...

Ideal Companies: Navigant, Hilco Real Estate, Coca Cola Consolidated, Pepsico, RJR Tobacco Company, CVS Caremark, Walgreens, Belk,

Tags for this Online Resume: Retail General Manager, Multi-Unit Manager, Interim Chief Operating Officer, Experienced Contract Negotiator, Retail Petroleum Marketing, Petroleum Inventory Manager, Vendor Management (Wholesale, Inventory Management, Certified AIM (Assisted Inventory Management) Trainer CVS Pharmacy, Business Process, Experienced Profit-Loss Manager, Regional Expert Direct Store Delivery, Customer Service Representative, Training Store Manager, Atlantic Seaboard States, Gulf Coast States, Southwestern United States, Seasoned Air Traveller, Bachelors Degree - Accounting

Portfolio Manager- HNWI, Tel Aviv

I am currently employed as a wealth manager for HNW clients in a large Israeli investment company.I am quite experienced in portfolio management and financial advisory for wealthy individuals.Me and my wife are considering relocation to Europe. I am a french citizen and eligible to work in Europe.Please feel free to review my attached CV. Best regards, Sagi Stroumza

Tags for this Online Resume: israel, wealth, HNW, hebrew, advisor, private

Financial Associate

A position in management that will utilize my extensive experience in various areas of finance which includes management in Mergers and Aquisitions, Financial Advisory, Insurance and Annuities, and Investment Banking

Tags for this Online Resume: Manager, Vice President, Finance, Investment Banking, Mergers and Acquisition

Management Consultant

Tags for this Online Resume: Financial Consultant, Project Management, Risk Analysis, Financial Advisory, Loan Advisory, Board Advisory

Financial Analyst; Portfolio Manager; Asset Manager; Wealth Manager; Investments

To leverage both my global capital markets and financial advisory experience to obtain a financial analyst/financial advisory/asset management/wealth management/investment advisory position for a growth-oriented firm that values innovative solutions to further the success and profitability of business owners and clients.

Financial Advisory

Featured Profile

Client-focused relationship manager, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect, offering these core strengths

I Developed and managed relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engaged in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring credit quality and risk management guidelines are maintained. Presented a variety of product solutions to client needs. Provided responsive quality ser...

Ideal Companies: City National, CitiBank, One West Bank, Bank of America, Wells Fargo, Union Bank

Tags for this Online Resume: Relationship Management, Financial Manager, Business Development, Integrity , Operations Management, Property Management

Sales Management - Program Management - Financial Services and Military Leadership

An experienced and adaptable leader, I help organizations motivate people to exceed performance goals through accurate evaluation, effective communication, precise execution and a disciplined team-effort in any environment. My experience reflects concurrent careers running a financial advisory practice and military leadership roles.

Tags for this Online Resume: Operational Planning, Operational Planning, Sales Management, Sales Management, Training and Development, Training and Development, Program Management, Program Management, Organizational Consulting, Organizational Consulting, Financial Analysis