Financial Specialist Career Research and Resources
hdfc life
Avg. Salary: $85,000 · Company Rank: Not Available
way2wealth securities
Avg. Salary: $85,000 · Company Rank: Not Available
reliance capital
Avg. Salary: $85,000 · Company Rank: Not Available
AABR Inc.
Worked as a DSP Counselor with individuals with autism. Dispensed medication to clients. Counseled clients regarding such issues as conflict resolution, behavior problems and crisis counseling. Co-led recreational workshops and community inclusion groups. Monitored clients vital signs and behavioral activity.
Avg. Salary: $40,000 · Company Rank: Not Available
North Coast Financial Group/MetLife
Guide clients in the gathering of information, such as bank accounts records, income tax returns, life and disability insurance records, pension or retirement plans. Recommend to client strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals. Meet with clients’ other advisors, such as attorneys, accountants, trust officers, or investment bankers, to f...
Avg. Salary: $40,000 · Company Rank: Not Available
World Financial Group
Contact prospective customers to present information and explain available services. Determine customers’ financial service needs and prepare proposals to sell services that address these needs. Make presentations on financial services to groups to attract new clients, or by networking to find new customers and generate lists of prospective clients. Attend meetings, seminars and programs to learn about new products and serv...
Avg. Salary: $40,000 · Company Rank: Not Available
South Nassau Communities Hospital
Senior Lead team member on shift responsible for training new staff. Monitor patients’ physical and emotional well-being and report unusual behavior or physical ailments to medical staff. Provide care to mentally ill, emotionally disturbed, or mentally impaired individuals. Observe patients’ behavior, communicating and interacting with them and teaching, counseling, or befriending them. Take and record measures of patients’...
Avg. Salary: $40,000 · Company Rank: Not Available
Eliassen Group LLC
Consulting assignment at State Street Bank supporting the security pricing valuations for their client Morgan Stanley. Using automated feeds and manual sources such as Standard & Poors (S&P), Interactive Data (IDC), Bloomberg, Markit priced the clients held security positions. Analyze control reports generated from the access database to create excel spreadsheets to be loaded into the processing system. Research complex is...
Avg. Salary: $0 · Company Rank: Not Available
Wilmington Tust Company
Senior Business Analyst - Project Manager (2009-2012) Development of staff knowledge of financial products & securities processing. Resolution of conversion related projects for move from Sungard's GlobalPlus operation system to SEI's Trust3000 system. Section manager Trust & Custody Services 2004-2009. Managed the day to day operations within Account & Securities Services to include, cash systems, Account Information, ...
Avg. Salary: $0 · Company Rank: Not Available
Sungard AMS
1998-2004 - Consulting assignments with three Japanese financial institutions, Sumitomo bank, Industrial Bank of Japan & Mizuho Securites. Implementation, training & support for the conversion to the GlobalPlus multicurrency operating system. 1995- 1997 - Consulting assignment with National Trust Co. in Toronto Canada for conversion to the GlobalPlus system.
Avg. Salary: $0 · Company Rank: Not Available
