Financial Specialist Career Research and Resources
Commerce Bank
Managed institutional trust service and sales for the western region of the Commerce Bank footprint. My three teams included retirement plan administration, custody, master custody and endowment administration and an institutional sales team. The annual fee revenue for the clients under my supervision totaled $5 million. Clients included 401(k), corporate profit sharing and pension funds, ESOPs, Taft Hartley and public f...
Avg. Salary: $84,000 · Company Rank: Not Available
First National Bank of Omaha
Initial responsability was managment of a large book of retirement plans. In 1993 I was selected to sell the Bank's retirement plan services. I also successfuly sold investment management, custody and master custody services.
Avg. Salary: $84,000 · Company Rank: Not Available
First National Bank of Council Bluffs
Managed the bank's trust department and six employees. My responsabilities included department budget and management, account administration, compliance, portfolio administration and business development. Served on various trust and bank committes.
Avg. Salary: $84,000 · Company Rank: Not Available
Brotherhood Bank & Trust
Relationship and portfolio management responsabilities for a book of accounts that included retirement plans, IRA's trusts and investment management accounts. estate administration and sales and sales support responsabilities.
Avg. Salary: $84,000 · Company Rank: Not Available
Brotherhood Bank & Trust
Relationship management responsabilities for a book of business that included retirement plans, personal trusts, investment agency accounts and IRA's. Portfolio management responsabilities for many of these clients. Sales and sales support.
Avg. Salary: $84,000 · Company Rank: Not Available
Hambrecht&Quist
supported floor of 15 traders comprising Nasdaq arena
Avg. Salary: $75,000 · Company Rank: Not Available
First Albany Capital
Effectively managed risk and nuances inherent in micro- and small-cap technology trading. Accurately reported trades and relayed mission critical information to Sales Traders. Interfaced extensively with Analysts to assess trade ideas to maximize profits for the firm.
Avg. Salary: $75,000 · Company Rank: Not Available
Oppenheimer& Co.
Consult with high net worth clientele on investment opportunities and estate planning. Evaluate companies' investment potential through onsite meeting with executive team.
Avg. Salary: $75,000 · Company Rank: Not Available
ICICI BANK LIMITED
Started as a cluster manager and later promoted to Regional Relationship Manager. Cluster and Regional Sales Manager: 1.Identify channel partners, train and service the channel partners to enhance their performance 2. Train the assigned team members both on roles and off roles. 3. Due diligence of the corporations, initial operational analysis and recommendation of the client. 4. For commodity business- inspection of wareho...
Avg. Salary: $80,000 · Company Rank: Not Available
Zuari Seeds Limited
Identify and develop dealer sales network Develop products through filed trials Identify and train sales teams Maintain working relation with the state department of agriculture Maintain receivables at less than 5% of the sales.
Avg. Salary: $80,000 · Company Rank: Not Available
