Financial Specialist Career Research and Resources
KCCI, LLC
Seasoned investment and Trading Professional with direct security-market and operations experience.
Avg. Salary: $80,000 · Company Rank: Not Available
Priority Fiancial Consulting, LLC
All business responsibilities
Avg. Salary: $55,000 · Company Rank: Not Available
T-Mobile, USA
Responsible for Acquisition, Portfolio Management, Scorecard Development, Attrition and Bad Debt Forecasting, Portfolio Status Reporting (Monthly Business Report) and Collection Strategy Oversight. Built a solid professional risk management team of 21 employees to introduce risk management best practices at T-Mobile.
Avg. Salary: $195,000 · Company Rank: Not Available
JP Morgan Chase
Responsible for all risk management functions for the $50 Billion Consumer Lending Portfolio. Responsibilities included Acquisitions/Originations, Portfolio Management, Portfolio Analytics/Modeling, Collateral Risk Management, and Collections Strategy.
Avg. Salary: $195,000 · Company Rank: Not Available
HSBC
Responsible for the portfolio management functions of Household’s non-prime, credit card portfolio.
Avg. Salary: $195,000 · Company Rank: Not Available
Bank of America/Merrill Lynch
Advise/consult high net worth advisors and teams in the areas of business management, business development, financial planning, investment management, financing, relationship management and service/administration. Implement team formation and development. Increase productivity, capacity, pricing, efficiencies and over all well being of team members. Analyze financial advisor, determine the financial impact, team structure...
Avg. Salary: $145,000 · Company Rank: Not Available
US Bank
Acquire strong relationships with clients with investable assets exceeding $1 Million, developed relationships with centers of influence, lead a team of specialists consisting of portfolio manager, financial planner, loan officer, trust officer, relationship managers and administrative assistants. Offered highly sophisticated financial planning capabilities designed to hep clients accomplish their immediate and long term ...
Avg. Salary: $145,000 · Company Rank: Not Available
Morgan Stanley
Managed up to a 20 state territory with my home base in Salt Lake City. Advised/consulted business owners, financial consultants and portfolio managers/analysts on best practices in business management, business development, and investment management
Avg. Salary: $145,000 · Company Rank: Not Available
Zions Bank
Investment advisor and financial planner for private banking clients
Avg. Salary: $145,000 · Company Rank: Not Available
Citigroup Investments
Avg. Salary: $145,000 · Company Rank: Not Available
