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Team Financial Managers Work Values
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Daily Duties at Team Financial Managers:
Responsible for the general operations and marketing of a registered investment advisor to include client service operations, regulatory compliance activities, new business development, and marketing of the firms products and services to include a mutual fund and financial planning. Maintained knowledge of current and forecast economic, market and investment conditions provided observations and opinions tom the chief Investment officer that may benefit internal investment strategy and external team communications. Scope of duties included significant engagement in providing client service delivery, investment policy advisory and new business development. Operated within Financial Industry Regulatory Authority (FINRA) and Securities & Exchange Commission (SEC) regulations.
What they like about Team Financial Managers:
The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.
Tags
Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
Skills
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Strategic Planning and development of business plans, Problem solving and solution development and implementation, Team building and leadership, Process improvement and implementation, Compliance program management, Mutual fund due diligence, Investment product development, Investment product marketing, Relationship Managment, Business developement, Realtionship Management, Mentoring and Coaching, Mentoring and Coachi
Information about Team Financial Managers
Company Rank: 4.0 out of 5
Average length of employment : 2 years
Average salary of employees: $150,000
These are some of the questions we asked our climbers about their experiences with Team Financial Managers:
| 05| | ||
| Were your performance expectations clearly communicated? | 5.0 |
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| Were you recognized for meeting or exceeding expectations? | 4.0 |
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| Did you feel like your personal contribution was important? | 5.0 |
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| Was your career path clearly outlined and discussed? | 3.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Team Financial Managers had these interests:
| Books | |
|---|---|
Airborne Operations |
Primary author of the doctrinal manual for the conduct of airborne operations in the U.S. Army and the U.S. Marine Corps |
| FM 21-18 Footmarches |
Primary author for the field manual governing foot marches in the U.S. Army |
| Blogs | |
| Brennaman Consulting http://csbrennaman.blogspot.com/ |
General blog for investing and sharing of ideas |
| Websites | |
| Video Resume http://www.csbrennaman.com |
Information about Brennaman Consulting and general accomplishments |
