Browse Career Research in Accounting & Finance
Accounting & Finance Career Research
Lehman Brother
• Selected to work closely with upper management in order to analyze, and, if necessary, rectify, monthly client statements, and seek ways in which to make the process more efficient through reengineering. • As a new member of the firm, recognized as someone who can lead a team and delegate responsibilities to peers. • Created new securities in conjunction with the trading floor and integrated these new securities into th...
Avg. Salary: $89,000 · Company Rank: Not Available
Bank of America
Proactively contacted clients with the goal of enhancing each client relationship. Counseled high net-worth clients, within a call center environment, and implemented highly customized solutions based on time horizon, current cash flow, risk profile, and objectives. Referred clients to other professionals within organization who could assist them with more complex planning issues. Cross-sold banking services and products to...
Avg. Salary: $50,000 · Company Rank: Not Available
TIAA-CREF
Collaborated with Wealth Management Advisors to develop and implement suitable portfolio management and retirement spending strategies for high net-worth clients. Analyzed financial data gathered by Advisors to determine the best asset allocation and protection strategies. Coached Advisors on presenting solutions that addressed the specific needs of each client and successfully incorporated the expertise of various speciali...
Avg. Salary: $50,000 · Company Rank: Not Available
TIAA-CREF
Educated clients on tax deferred annuities, pensions, IRA's and other investment products. Built client portfolios and recommended various investments that adequately reflected their risk tolerance, liquidity needs, time horizon, unique circumstances and investment goals. Interpreted Internal Revenue Codes for 403b, 401a, 457, IRA, Roth IRA, and After Tax Products. Rebalanced, realigned and changed portfolio allocations. He...
Avg. Salary: $50,000 · Company Rank: Not Available
Nationwide Financial
Analyzed client’s financial information, assessed needs, and determined strategies for helping clients meet their financial objectives primarily with insurance, mutual funds, and annuities. Effectively demonstrated excellent communication and interpersonal skills. Illustrated advanced analytical skills by successfully and consistently determining the best solution based on risk tolerance, liquidity needs, objectives, and pe...
Avg. Salary: $50,000 · Company Rank: Not Available
Western Southern
Devised and executed business development strategies to identify new prospects and prospecting opportunities. Provided guidance to clients as to the advantages and disadvantages of various life insurance and investment solutions. Implemented, and continuously reviewed financial strategies in order to build and enhance each client relationship. Devised marketing strategies and coordinated prospecting activities with other me...
Avg. Salary: $50,000 · Company Rank: Not Available
ProQuest Investments
- Proactively source and screen incoming deals. Evaluated 500+ business plans - Identify investment opportunities through private and public company screens - Coordinate diligence for new investments: technical diligence, market/competitive research, forecasting models, prepare internal investment memoranda. - Monitor current portfolio investments and support team on board responsibilities. - Develop exit strategies. - Main...
Avg. Salary: $100,000 · Company Rank: Not Available
Portionables, Inc, a Division of Sargento Foods
Financial reporting. internal controls, assist with integration post acquisition.
Avg. Salary: $112,500 · Company Rank: 3.0 out of 5
TYCO Flow Control
Fiancail reporting, system of internal controls, profitability analysis.
Avg. Salary: $112,500 · Company Rank: Not Available
Laz Tool
Manage finance functions during a transitional period.
Avg. Salary: $112,500 · Company Rank: Not Available
