Investment executive vs president/chief executive officer

Differences between investment executive and president/chief executive officer duties and responsibilities

Investment executive example responsibilities.

• Manage nearly USD 20MM in Peruvian equities for select high net worth individuals.
• Create and manage investment securities portfolios optimize to address each client's specific needs using establish asset allocation principles.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Profile and sell appropriate equities, bonds and annuities to clients.
• Market and create wealth preservation portfolios to meet specific high-net-worth client needs, using annuities and insurance.
• Provide clients of a major financial institution with investment advice and securities transactions.
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President/chief executive officer example responsibilities.

• Achieve consistent annual growth in revenue and EBITDA through a combination of organic sales growth and add on acquisitions.
• Direct internal operations to achieve budget results and other financial criteria, metrics, KPI s, reporting and governance.
• Develop and manage online retail presence utilizing SEO and SEM strategies to improve Google and search engine rank increasing online revenues.
• Install KPI's (key performance indicators) to manage project work flow, input development and accountability programs by department.
• Lead organization through its first CARF accreditation and Medicaid certification.
• Lead design and implementation of on-line scheduling application, including telephony and interface to general ledger for payroll and billing.
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