Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
J. P. Turner & Co.
Implemented a marketing program & developed seminar presentations targeted to the senior market. We mailed out 6500 invitations and received 350 reservations (5.4% response) for the three dinner seminars. Actual attendance was over 250 individuals (3.8% attendance) representing 155 households. It was about 4 weeks after the seminars when I departed to relocate to NE. At that time there were already over $10 million of asse...
Avg. Salary: $45,000 · Company Rank: Not Available
Comprehensive Financial Management
Worked with individual clients as an agent for Phoenix Life.
Avg. Salary: $45,000 · Company Rank: Not Available
Continental Broker Dealer Corporation
Lead the development of a new department focusing on managed money and financial planning. The company has several branches in other states and 190 brokers. Up to this time all production had been focused in dealing with individual stocks. Presentations were developed and a series of seminars were held for the public. I worked with the team leaders and provided training for the brokers on managed money, annuitization, asset...
Avg. Salary: $45,000 · Company Rank: Not Available
Merrill Lynch
Graduated from the Professional Development Program with its highest rating, Far Exceeds Requirements. Qualified for the maximum program bonus ($43,000) and 3 advanced training classes in Princeton, NJ. In 1999 I worked as one of 3 licensed brokers on a 5 person team managing $140MM of assets. In that one year, we increased sales by 15% vs. the firm average of 9% and increased the annuitized production from 38% to over 6...
Avg. Salary: $45,000 · Company Rank: Not Available
Johnson Pharmacy
Developed a business plan and goals. Managed a staff of 7-12 people. Oversaw the store design including fixtures, layout, merchandise selection, and inventory control. Directed the computerization of the accounting and the pharmacy. Prepared feasibility studies for several proposed acquisitions.
Avg. Salary: $45,000 · Company Rank: Not Available
Retail/ Wholesale Distribution
Controller
Avg. Salary: $105,000 · Company Rank: Not Available
The LoBue Group
Created a contact center for largest bank in Oman; centralized all call routing from 126 branches into new contact center.
Avg. Salary: $145,000 · Company Rank: Not Available
JPMorganChase
Provided oversight and strategic direction to 3 US based contact centers servicing a $150bb Home Equity portfolio, and approximately 750 FTE. Heavily involved in Loss Mitigation practices, with strong knowledge of government required assistance programs (HAMP, MHA, etc).
Avg. Salary: $145,000 · Company Rank: Not Available
CitiFinancial
Provided oversight and strategic direction to 4 US based contact centers servicing subprime mortgage, as well as direct consumer loans.
Avg. Salary: $145,000 · Company Rank: Not Available
Conseco (FKA: Greentree Financial Services)
Provided leadership and strategic direction to Inbound Call Unit, all of Collections, and Loss Mitigation Dept. Re-engineered entire Dept upon arrival.
Avg. Salary: $145,000 · Company Rank: Not Available
