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Rss Financial Specialist Online Resumes

Featured Profile

Marketing Management Financial Industry. 30 yrs. Experience.

to bring value added consulting style service and presentations to the industry to help reps, agents, B/D's and the public better prepare for retirement and succession of practice and on going service to clients

Ideal Companies: Financial services company

Tags for this Online Resume: financial planner, Manager, Investment advisor, wealth manager, sucession planning specialist

Featured Profile

Financial Specialist - 20 Years of Experience

Versatile trading professional with more than 15 years of buy side experience transitioning into financial services or financial technology. Excellent at implementing new techniques to improve department productivity. Demonstrated strong problem-solving capabilities. Uses excellent communication skills to relay pertinent market information to portfolio managers.

Ideal Companies: Fidelity, Citigroup, loomis sayles, other financial companies

Tags for this Online Resume: Acceptance Testing, Entitlements, Management, Test, User Acceptance Testing, Accounting, Bonds, Risk Management, Settlements, Equities, Bloomberg, Factset, Excel, Reconciliation

Featured Profile

Financial Specialist - 10 Years of Experience - Near 80017

Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.

Ideal Companies: Great West, TransAmerica, JP Morgan Chase

Tags for this Online Resume: retirement, series 65, series 6, series 63

Featured Profile

Executive Vice President - 20 Years of Experience - Near 11542

A position in CRE Finance utilizing my 30 + years of experience in the industry. My experience covers all areas including; sourcing, origination, underwriting, credit approval, closing, servicing, asset management, and workout. I have held executive positions with supervisory oversight of a staff of up to 40. I have overseen pipeline management of a unit that produced over 200 Loans and $1.3 billion in annual underwritings...

Ideal Companies: First National Bank of LI, Gold Coast Bank, Flushing Savings Bank

Tags for this Online Resume: Underwriter, Management, Asset Management, Book of business, Due Diligence, Policies and Procedures, Sourcing, Origination, Relationship Management, Workout, Servicing, Pipeline Management, Commercial Real Estate, Director of CRE Dept. (all aspects), Special Asset Management

Featured Profile


Transformational, collaborative, and experienced Financial Professional with a history of executing strategic roadmaps, working through mergers and acquisitions, partnering with internal leadership and cross-functional partners to achieve business goals, and leading projects from concept to completion. Skilled in maintaining accountability during challenges, remaining flexible through marketplace changes, leveraging busines...

Ideal Companies: Alliance Data, Oracle Abbott, DFAS, Stryker, Zimmer Biomet

Tags for this Online Resume: Financial Leader, Relationship Manager, Strategic Planner

Featured Profile

Relationship Management, Strategy Development, Revenue Generation

Driven, results-oriented executive with expertise providing strategic leadership in all facets of creative prospecting, client relations, and sales optimization within high-profile corporations. Over 30 years of experience utilizing sound business acumen, relationship management, and communication skills to expand market penetration and generate multi-million dollar growth. Proven success collaborating with all members of...

Ideal Companies: Mutual Fund External Wholesaler, Bank External Wholesaler, Bank Securities Liaison, Investment Banking Associate, Bank Commercial Relationship Manager, Bank Financial Relationship Specialist

Tags for this Online Resume: Insurance, Alternative Investments, Bonds, Fixed Income, Securities, Security, Strategic Vision, Sales, Asset Management, Consultative Sales, Beta, CAPM, Duration, Relative Strength, Banking

Featured Profile

Experienced Head Of Financial Planning Analysis with a demonstrated history of working in the insurance industry. Strong business development professional skilled in Reinsurance, Corporate Finance, Financial Analysis, Budgeting, and Accounting.

Senior-level professional with extensive finance, administration and accounting experience within the insurance and financial services industries. Varied experience in financial analysis and corporate development including GAAP and statutory financial reporting. A versatile team leader who facilitates business transformation efforts and results with a comprehensive understanding of multiple financial areas including budge...

Tags for this Online Resume: Accounting, Budgeting, Business Planning, Consulting, Financial, Financial Planning & Analysis, Forecasting, Insurance, Liquidity, Planning

Featured Profile

investment specialist

to work at the executive level or consultant

Ideal Companies: virgin industries

Tags for this Online Resume: investments