Financial Specialist Career Research and Resources
JPMorgan Chase
• Analyzed financial information obtained from clients to determine strategies for meeting clients financial objectives. • Reviewed clients accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. • Selected and maintained superior investment portfolios.
Avg. Salary: $0 · Company Rank: Not Available
WAMU
• Helped clients with all banking needs including investments, loans, credit cards, business accounts, etc.
Avg. Salary: $0 · Company Rank: Not Available
Woodforest National Bank
• My experience and responsibilities at Woodforest National Bank include managing every aspect of a branch. • Setting up the branch in compliance to an audit scope, train new employees, overseeing the financials of the branch such as income versus expenses to make the branch as profitable as possible, making future profitability projections, implementing cost savings ideas, marketing to new customers, and building strong t...
Avg. Salary: $0 · Company Rank: Not Available
Interface Security
Resolve all purchase order issues and coordinate with the accounts payable department to process invoices. Manage and analyze all communication for purchase orders with vendors. Analyze all vendor invoices and evaluate it with quantity received. Develop and implement all purchasing instructions, policies, and procedures. Determine which vendors can deliver products, materials and supplies to keep inventory low. Maintain re...
Avg. Salary: $45,000 · Company Rank: Not Available
Lennox International
Planned and coordinted purchasing operations and project scheduling for 7 Eleven convenience stores nationally. Reviewed purchase orders and conferred with other departments to verify orders. Contacted vendors and evaluated bids offered by suppliers. Aided with various purchasign procedures, inventory, accounts, proposals and similar preparations.
Avg. Salary: $45,000 · Company Rank: Not Available
Woodland Terrace, Inc.
Legal representation, financial management and real estate consulting
Avg. Salary: $35,000 · Company Rank: Not Available
Fifth Third Bank NA
As a Vice President and MI Corporate Trust Services Regional Manager, provided senior management of fiduciary financial services, business development efforts and regulatory compliance efforts for Fifth Third Bank within the state/region of MI;
Avg. Salary: $35,000 · Company Rank: Not Available
Wells Fargo Corporation NA
In-house commercial legal for IN and OH banking regions; coordinated litigation and direction of outside legal counsel and coordinated and managed Corporate Trust Fiduciary Services for IN and OH and related business development efforts in five state regions
Avg. Salary: $35,000 · Company Rank: Not Available
Mutual of America
Employer Sponsored Plan Enrollment and Guidance Client Retention and acquisition Asset Retention and acquisition Investment guidance
Avg. Salary: $70,000 · Company Rank: Not Available
Fidelity Investments
Develop and maintain long term relationships with 400 high net worth households in a manner that exceeds client's immediate and future wealth planning needs within quarterly face-to-face or phone appointments
Avg. Salary: $70,000 · Company Rank: Not Available
