Financial Specialist Career Research and Resources
Johns-Manville Corporation
Assisted with all cash management related activities including daily management of $350 million short-term investment portfolio, management of daily cash position, management of banking relationships, and installation, maintenance and daily operation of treasury workstation.
Avg. Salary: $16,000 · Company Rank: Not Available
Assent LLC
Actively trade US equity/ETF markets, create daily/monthly trading reports, train new traders, develop trading models based on technical/fundamental research.
Avg. Salary: $0 · Company Rank: Not Available
Chubb and Son Insurance Group
Participated as a member of the Chubb I/T team.
Avg. Salary: $0 · Company Rank: Not Available
Bloodworth and Stroukoff Inc.
Oversaw all aspects of daily activity.
Avg. Salary: $0 · Company Rank: Not Available
Standard Retirement Services
Avg. Salary: $45,500 · Company Rank: Not Available
Invest Financial
·Assist with new account set-ups and obtain new account numbers as requested. ·Forward all documents to OSJ and follow-up accordingly. ·Conduct research on customer and Advisor inquiries through mutual fund and annuity vendors. ·Process account transfers, journals and wire requests.
Avg. Salary: $57,000 · Company Rank: Not Available
Bernstein Global Wealth Management
·Provide service and support to clientele such as portfolio analysis, account creation, maintenance and reconciliation, special projects and preparation of marketing/prospecting presentations. ·Responsible for all aspects of client servicing, which entails heavy interaction with existing clients as well as problem solving for high net worth prospects, clients and referral sources. ·Responsible for drafting correspondence,...
Avg. Salary: $57,000 · Company Rank: Not Available
Citigroup
Corporate Actions Specialist, Citigroup Investment Bank, Tampa, FL ·Reconcile, organize and distribute all transactions relating to corporate actions. ·Liaise with Depositories; Agents, and Trustees to ensure event notifications are clear and concise. ·Mitigate risk on Corporate Actions processing. ·Interact with Client Service Officers and clients on Corporate Action items. Assistant Manager, Citigroup Private Ban...
Avg. Salary: $57,000 · Company Rank: Not Available
Pacific First Mortgage
To originate mortgage loans and build a referral based business.
Avg. Salary: $100,000 · Company Rank: Not Available
American Funding
To follow up on internet leads from Lending Tree
Avg. Salary: $100,000 · Company Rank: Not Available
