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Online Resumes with "Investment Management Companies"
Liscensed Financial Services Compliance and Operations Professional
Motivated, dedicated, solutions-driven, and analytical financial services professional with 11 years’ combined experience in operations, compliance and sales, coupled with 3 years’ experience working in the National Financial Services’ clearing firm environment. Detail-oriented and organized with a strong customer service orientation. Effective in establishing and maintaining business relationships to ensure compliance and...
Ideal Companies: Citibank, Smith Barney, asset or investment management companies, insurance companies, mutual fund companies
Tags for this Online Resume: Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills
Proven Accounting / Operations Professional
Ideal Companies: Bank of America, TIAA-CREF
Tags for this Online Resume: Geneva, Bloomberg, CPA, Front Arena, Advisorware, OTC Products, Cash Management
visionary leader, logical problem solver, energectic team player
Sales Executive looking for senior level position in the financial service and investment management industries. Ideal roles: Key Account Manager, Senior Relationship Manager, Director of Sales.
Ideal Companies: Investment Management Companies
Successful relationship manager, private banker, MBA
I am seeking a position in which I can leverage my superior ability to create and sustain revenue generating relationships with individuals and businesses.
Ideal Companies: PNC Financial, BNYMellon, Citizens Bank, Fidelity Investments, Bank of America/Merrill Lynch
Tags for this Online Resume: Relationship Management, Credit trained
Customer and Peer Power Compliment Recipient
High energy professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Ideal Companies: finance, banking, and non profit organizations
Tags for this Online Resume:
financial represenative, customer service representative
Featured Profile
Featured Profile
Senior Product or Program Manager/ Business Development, International
Work with a global minded company to develope and manage products or services for various international markets
Ideal Companies: 3M, Saudi Aramco, Caterpillar, Ingersol Rand, United Health Care, Henry Schein
Tags for this Online Resume:
Product Manager, Contracts, Latin America, project management, MBA, Development, PMP, Supply Chain Management, Strategic Partnering Negotiations, Contract Management, SAP, Information Technology, Analysis, Team Building, Country Management, Leadership, Program Management, New Products Planning, Translation (Spanish, English), Conflict Resolution, Channel Partner Management, Service Agreements
Featured Profile
Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC
OBJECTIVE
Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.
Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley
Tags for this Online Resume:
Robo Advisor, Strategic, Consultative Sales, Investment Management
Featured Profile
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume:
Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
Project Manager - 2 Years of Experience -
I am seeking a position where I can utilize my project management, quantitative modeling, advanced financial and business analysis skills along with an extensive range of work experience to solve problems and create exceptional value for the client and organization.
Tags for this Online Resume:
Accounting, Financial, Financial Analysis, Forecast, Forecasting, Framework, Banking Industry, Financial Statements, Management, Financial Management, Financial Modeling, Investment Opportunities, Modeling Experience, Portfolio Management
Featured Profile
Chief Financial Officer
Tags for this Online Resume:
Cash Flow, Financial, Financial Reporting, Forecast, Management, Property Management, Real Estate, Accounting, Fund Accounting, Equity, Innovative Planning Strategies, Executive Management, Project Management, Operations Efficiency, Forecasting and Budgeting, Financial Modeling, Start-Ups, Organizational Restructure, Mergers, Financial Analysis, Due Diligence, Business Process Analysis, Investment Analysis, Regulatory Reporting, GAAP, GASB, ERP Integration Solutions, Sarbanes Oxley Compliance, Audit, 990s | CAFR | 10-Q | 10-K, Fund Administration
Featured Profile
Senior Product or Program Manager/ Business Development, International
Work with a global minded company to develope and manage products or services for various international markets
Ideal Companies: 3M, Saudi Aramco, Caterpillar, Ingersol Rand, United Health Care, Henry Schein
Tags for this Online Resume:
Product Manager, Contracts, Latin America, project management, MBA, Development, PMP, Supply Chain Management, Strategic Partnering Negotiations, Contract Management, SAP, Information Technology, Analysis, Team Building, Country Management, Leadership, Program Management, New Products Planning, Translation (Spanish, English), Conflict Resolution, Channel Partner Management, Service Agreements
Featured Profile
Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC
OBJECTIVE
Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.
Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley
Tags for this Online Resume:
Robo Advisor, Strategic, Consultative Sales, Investment Management
Featured Profile
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume:
Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
Project Manager - 2 Years of Experience -
I am seeking a position where I can utilize my project management, quantitative modeling, advanced financial and business analysis skills along with an extensive range of work experience to solve problems and create exceptional value for the client and organization.
Tags for this Online Resume:
Accounting, Financial, Financial Analysis, Forecast, Forecasting, Framework, Banking Industry, Financial Statements, Management, Financial Management, Financial Modeling, Investment Opportunities, Modeling Experience, Portfolio Management
Featured Profile
Chief Financial Officer
Tags for this Online Resume:
Cash Flow, Financial, Financial Reporting, Forecast, Management, Property Management, Real Estate, Accounting, Fund Accounting, Equity, Innovative Planning Strategies, Executive Management, Project Management, Operations Efficiency, Forecasting and Budgeting, Financial Modeling, Start-Ups, Organizational Restructure, Mergers, Financial Analysis, Due Diligence, Business Process Analysis, Investment Analysis, Regulatory Reporting, GAAP, GASB, ERP Integration Solutions, Sarbanes Oxley Compliance, Audit, 990s | CAFR | 10-Q | 10-K, Fund Administration
Senior Product or Program Manager/ Business Development, International
Work with a global minded company to develope and manage products or services for various international markets
Ideal Companies: 3M, Saudi Aramco, Caterpillar, Ingersol Rand, United Health Care, Henry Schein
Tags for this Online Resume: Product Manager, Contracts, Latin America, project management, MBA, Development, PMP, Supply Chain Management, Strategic Partnering Negotiations, Contract Management, SAP, Information Technology, Analysis, Team Building, Country Management, Leadership, Program Management, New Products Planning, Translation (Spanish, English), Conflict Resolution, Channel Partner Management, Service Agreements
Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC
OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.
Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley
Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume: Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
Chief Financial Officer
Tags for this Online Resume: Cash Flow, Financial, Financial Reporting, Forecast, Management, Property Management, Real Estate, Accounting, Fund Accounting, Equity, Innovative Planning Strategies, Executive Management, Project Management, Operations Efficiency, Forecasting and Budgeting, Financial Modeling, Start-Ups, Organizational Restructure, Mergers, Financial Analysis, Due Diligence, Business Process Analysis, Investment Analysis, Regulatory Reporting, GAAP, GASB, ERP Integration Solutions, Sarbanes Oxley Compliance, Audit, 990s | CAFR | 10-Q | 10-K, Fund Administration
