Financial Specialist Career Research and Resources
Strategic Resources, INC
Supplied clients and prospects with insights into the financial market. Actively prospected and developed relationships with centers of influence.
Avg. Salary: $62,000 · Company Rank: Not Available
US Equity LLC
As the Vice President of Business Development, I have led several initiatives aimed at increasing US Equity’s exposure to potential investors and partner firms. I have also researched and implemented several marketing and strategic initiatives that have been instrumental in moving the company forward into markets and areas in which they were previously not exposed. * Educate current and potential clients on the intricacie...
Avg. Salary: $57,500 · Company Rank: Not Available
Wells Fargo Advisors
As a member of a team with two other advisors, my main focus was to guide the implementation of a more holistic approach to financial planning for existing clientele. Through this process, the team's reoccurring revenue increased while the focus moved to serving a smaller client base, enabling a deeper focus on relationships with the clients. * Responsible for creating financial plans that encompass investment, insurance (...
Avg. Salary: $57,500 · Company Rank: Not Available
Victoria's Secret Stores
Conducted inventory analysis and planning for three product lines totaling 500+ SKUs to the entire fleet of 500+ stores. * Ensured proper inventory levels in stores throughout year; conducted analysis on needs based on merchandise planning projections Served as intermediary between merchandise planning and ordering * Completed roll-out of new product line to all stores; rollout involved different fixture totals in 15 diffe...
Avg. Salary: $57,500 · Company Rank: Not Available
Mellon Private Wealth Management
Ensured that all client financial matters were conducted in accordance with governing documents by analyzing and adhering to document parameters and understanding applicable laws. * Worked with a team of Portfolio Managers and Portfolio Administrators to manage client relationships including personal, estate, and charitable trusts as well as limited partnerships, institutional and individual investment management accounts ...
Avg. Salary: $57,500 · Company Rank: Not Available
Parker/Hunter Incorporated
Managed 50+ cases annually for the Public Finance department. Assisted senior members of the department involved in bond underwriting for school districts and municipal authorities by preparing documentation such as Official Statements and all information needed to secure insurance and credit ratings. Maintained and deepened relationships with clients and other professionals involved in the underwriting process. * Preparat...
Avg. Salary: $57,500 · Company Rank: Not Available
Allegheny Financial Group
* Responsible for compilation and analysis of data relevant to mutual funds that were being considered for inclusion on the firm's “recommended” list * Assisted with due diligence of recommended mutual funds
Avg. Salary: $57,500 · Company Rank: Not Available
Spectrum Capital Partners
Manage and trade NYSE, NASDAQ, and AMEX stocks for company proprietary account. Train and lead beginning team in position limit, market research, and profit and loss objectives for intraday and overnight positions. Conduct fundamental and technical analysis necessary to develop profitable trading strategies. Review business news, earnings reports, and political events and utilize information to create trading opportunit...
Avg. Salary: $100,000 · Company Rank: Not Available
Spear, Leeds, & Kellogg
Traded NYSE and NASDAQ stocks and options for proprietary accounts. Spearheaded and implemented market strategies that produced optimum profitability. Remained knowledgeable of and ensured compliance with risk management guidelines in responding to market movements. Employed Bloomberg, Reuters, and AT Financial charting and news services to create complex marketing and forecasting reports.
Avg. Salary: $100,000 · Company Rank: Not Available
Morgan Stanley Dean Witter
Gathered data elements to support annual planning and monthly/quarterly forecasting for global clients and created industry model through aggregation of financial data for 24 insurance companies. Analyzed property-casualty insurance companies and organized multiple exhibits comparing statutory data for insurers.
Avg. Salary: $100,000 · Company Rank: Not Available
