Financial Specialist Career Research and Resources
JP Morgan
Trade Processing Specialist.
Avg. Salary: $67,000 · Company Rank: Not Available
Bear Stearns
Facilitated the trade settlement process and corrected all trade issues.
Avg. Salary: $67,000 · Company Rank: Not Available
Kyowa Saitama Bank
Represented the bank's interest, as a senior secured creditor and steering committee member in the 4th largest C&I Chapter 11 bankruptcy case at the time (Circle K). The Tuscon Electric Power Bankruptcy and fraud cases were also included in my portfolio.
Avg. Salary: $150,000 · Company Rank: Not Available
Anonymous Family Trust
1. Vetting and selecting asset managers. 2. Monitoring asset managers for buy-and-hold strategy, asset allocation, suitability, socially responsible principles, and impact investing. 3. Managing day-to-day ACH transfers and other operational needs.
Avg. Salary: $67,500 · Company Rank: Not Available
StakeHolders Capital, Inc.
1. Recruit clients. (ongoing; other duties were from 2009-2010.) 2. Wrote initial website content and imported graphics. 3. Designed portfolios with asset allocation appropriate to client risk tolerance, objectives, time horizon, and ethical criteria. 4. Created initial strategic plan, selected site, and made marketing materials.
Avg. Salary: $67,500 · Company Rank: Not Available
Amherst Survival Center
1. Vetted and selected socially responsible asset managers for organization's endowment 2. Established employee retirement investment program and health care benefits. 3. Advised Board on financial feasibility of $2.2 million capital campaign to buy a larger facility. 4. Chaired Finance Committee and reported to Board of Directors.
Avg. Salary: $67,500 · Company Rank: Not Available
The Davis Group of MassMutual
1. Recruit clients. 2. Assess clients' objectives, time horizons, and risk tolerance. 3. Construct and propose financial plan appropriate to each client. 4. Implement plan by transferring assets, investing in appropriate vehicles, and monitoring portfolio progress. 5. Led numerous retirement planning seminars.
Avg. Salary: $67,500 · Company Rank: Not Available
Merrill Lynch
Prepare for Series 7, Series 66, and state insurance tests
Avg. Salary: $67,500 · Company Rank: Not Available
Yale University
Academic advising Teaching course in international Christian ethics Pro-actively monitoring and promoting student academic success and personal well-being.
Avg. Salary: $67,500 · Company Rank: Not Available
Brethren Colleges Abroad
Recruiting students on college campuses nationwide Establishing new exchange program in India Leading Resident Directors abroad in implementing internship program. Review curricula for compatibility with home university requirements
Avg. Salary: $67,500 · Company Rank: Not Available
