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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
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.
Tags for this Online Resume: Acceptance Testing, Entitlements, Management, Test, User Acceptance Testing, Accounting, Bonds, Risk Management, Settlements, Equities, Bloomberg, Factset, Excel, Reconciliation
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.
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...
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
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...
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
Ideal Companies: OSR Consulting LLC
To utilize my expertise and knowledge in the field of mortgage underwriting which will add to profitability and growth of an organization.
Tags for this Online Resume: Financial, Underwriter, credit analyst, mortgage underwriter, Pricing, Financial Statements, Underwriting, FHA, Appraisals, Assessments, Coordinator, Customer Service, Administration Asst
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...
to work at the executive level or consultant
Ideal Companies: virgin industries
Tags for this Online Resume: investments