Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
The Reserve
Prepared daily NAV's for a group of Mutual Funds. Also reconciled and confirmed daily Cash Sweeps.
Avg. Salary: $0 · Company Rank: 4.0 out of 5
Xcitek Consulting
Analyzed Mutual Fund trades in conjunction with a Breakpoint review to determine whether clients were charged the correct sales charges. This project was done for Wachovia Secirites.
Avg. Salary: $0 · Company Rank: 4.0 out of 5
Adecco
Analyzed Mutual Fund trade to determine whether clients had been charged the proper sales charges in accordance with the Breakpoint guidelines. Contacted Financial Representatives to get information on clients' profile. This work was done for Citigroup.
Avg. Salary: $0 · Company Rank: 4.0 out of 5
United Staffig and Affiliates
Performed a review of Mutual Fund trades to detemine if they were in compliance with the Mutual Fund Breakpoint rules. This work was performed for Morgan Stanley
Avg. Salary: $0 · Company Rank: 5.0 out of 5
Christopher Bair Financial Services
advertising, networking, consultation, loan submission, processing
Avg. Salary: $40,000 · Company Rank: Not Available
Key Bank
Deliver vision, technical and management expertise vital for catalyzing branch business development, optimizing returns and assuring highest quality standards for one of the nation's largest bank-based financial services companies with $97,000,000 in assets. Formulate strategies promoting investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and l...
Avg. Salary: $49,000 · Company Rank: 1.0 out of 5
CU Members Mortgage
Designed and energized initiatives to achieve revenue, market and other key objectives for leading provider of mortgage programs to credit unions. Determined requirements, crafted and sold mortgage lending solutions to credit unions in Ohio, Michigan, Pennsylvania and Kentucky and West Virginia. Managed contract administration, customer training and technical support for all accounts.
Avg. Salary: $49,000 · Company Rank: 4.0 out of 5
Picton Cavanaugh
Drove sales development for a premier Toledo insurance agency and affiliate of the $8,000,000,000 Huntington Insurance. Implemented effective tactics for marketing group health benefits and property and casualty insurance to small and medium sized businesses. Rendered unparalleled quality service to 75 accounts.
Avg. Salary: $49,000 · Company Rank: 2.0 out of 5
CUNA Mutual Group
Lending Specialist (April, 1996 – December, 1999) Promoted sales and service for a leading provider of insurance, financial and related technology services to credit unions worldwide. Collaborated with the Chief Executive Officer of 25 client credit unions to develop marketing programs to boost member participation in consumer and mortgage lending, as well as credit life, and disability insurance programs. Provided product...
Avg. Salary: $49,000 · Company Rank: 3.0 out of 5
Touch Of Silk
General bookkepping
Avg. Salary: $30 · Company Rank: 3.0 out of 5
