Financial Specialist Career Research and Resources
Annexus Securities
Designated Best Interest Contracts person for the Financial Institution that was to provide service to a network of Insurance Marketing Organizations (IMO’s). Position was eliminated. Assisted with the Financial Institution application and Regulatory process .Created Policies and Procedures manual for the Financial Institution. Responsible for implementing: Smarsh, Box.com, Competiscan,SalesForce, FINRA Gateway and inte...
Avg. Salary: $75,000 · Company Rank: Not Available
AIG/ Advisor Group
Sales Supervision for 4 brokers dealers to include: FSC Securites, Royal Alliance, SagePoint Financial and Woodbury Financial. Products included Variable Annuities, Real Estate Investment Trusts, Managed Accounts, Trading, Know you Customer information, Anti Money Laundering
Avg. Salary: $75,000 · Company Rank: Not Available
BOK FINANCIAL/ BANK OF ARIZONA
Established 4 Financial Services Advisory offices inside Bank of Arizona Branches. Responsible for branch audit preparation. Provided full-service brokerage services and Insurance solutions.
Avg. Salary: $75,000 · Company Rank: Not Available
Etrade Finacial
Responsible for branch audit preparation, reviewed client information for suitability. Prepare and present Managed Investment Portfolios to clients for discretionary investing.
Avg. Salary: $75,000 · Company Rank: Not Available
Charles Schwab
Inbound and outbound sales calls in the areas of self directed trading accounts, Managed Accounts, Retirement Plans, Help and Advice services.
Avg. Salary: $75,000 · Company Rank: Not Available
PricewaterhouseCoopers (PwC)
Growth oriented, energetic financial executive serving Private Equity Portfolio Companies, Multi-National and Mid-size Pubic Companies with extensive experience in U.S., global and cross border deals, including, pre IPO readiness, IPOs, debt, equity fund raisings, mergers & acquisitions, due diligence and divestures driving successful deal value aggregating more than US$30 billion.
Avg. Salary: $250,000 · Company Rank: Not Available
Cabinet King Refinishing
Avg. Salary: $50,000 · Company Rank: Not Available
Johnson Controls
Avg. Salary: $50,000 · Company Rank: Not Available
Accounts Receivable.
Avg. Salary: $50,000 · Company Rank: Not Available
Paisan Commercial Capital
Avg. Salary: $200,000 · Company Rank: Not Available
