Financial Specialist Career Research and Resources
SunTrust Service Corporation
Managing Daily Task, Budget & Forecast, SOX, Coaching and MentoringReduction of Losses, Internal Controls
Avg. Salary: $57,500 · Company Rank: Not Available
PastPerfect
Avg. Salary: $95,000 · Company Rank: Not Available
Fidelity Investments
Marketed the firm’s services and developed productive and enduring relationships with high-net-worth clients, using careful planning to meet short- and long-term financial objectives. Built trust and rapport by providing and demonstrating solid financial planning skills, client centered advice and guidance interactions. Introduced clients to investment strategies and worked with clients to develop a financial plan. Initiate...
Avg. Salary: $95,000 · Company Rank: Not Available
Hilton Financial Group
Created and built to profitability a company with approximately $3M in assets under management. Managed all areas of operation and maintained full regulatory compliance.
Avg. Salary: $95,000 · Company Rank: Not Available
AIG- Valic
Actively marketed the organization’s products and services to high-net-worth individuals and provided comprehensive financial planning services to a growing book of business. Created and implemented marketing and sales campaigns to develop new clients and increase wallet share from existing clients.
Avg. Salary: $95,000 · Company Rank: Not Available
Citimortgage
My responsibilities were to collect delinquent mortgages of 31-119 days delinquency level. Find solutions for the customer to avoid foreclosure and or charge off to save the loss to the companies bottom line
Avg. Salary: $48,000 · Company Rank: Not Available
Honor Creditors Agency
Collection of phone bills from various phone companies. Also handled collections of medical bills, credit card accounts, and commercial accounts. Was also assigned 10 collection reps to supervise on top of the collection duty
Avg. Salary: $48,000 · Company Rank: Not Available
Clemmy’s Ice Cream
• Consulted with the president and managing partner on a daily basis to create transparency with investors as well as discuss strategic partnerships that would benefit the business. Also, helped create an advisory board of industry veterans in the CPG industry. Prepared all projections and financial documents to an affluent investor pipeline that included wealthy individuals as well as institutional investors.
Avg. Salary: $60,000 · Company Rank: Not Available
Cheevers & Company, Inc
• Headed all aspects of the corporate buyback program including sales and execution. Communicated with treasury and capital markets officials of Fortune 100 companies regarding Cheevers' 10b-18 offering. Created monthly commentary to elaborate trends in the trading industry. • Prepared quantitative tactical analysis on the global infrastructure sector, as well as REITs. Research was prepared weekly and sent to portfolio...
Avg. Salary: $60,000 · Company Rank: Not Available
Northern Trust
• Managed all functions related to NTSI’s 10b5-1 product (Restricted Stock Sales for corporate Insiders). • Responsible for maintaining and growing NTSI’s multi-million dollar Commission Management program. Analyzed complex trading patterns for over 800 investment portfolios.
Avg. Salary: $60,000 · Company Rank: Not Available
