Financial Manager, Branch or Department Career Research and Resources
Union Bank
Managed a staff of 14 employees with deposit totals of $ 85,000,000 and outstanding loan totals of $ 22,000,000. These totals do not include any home mortages or business loans consisting of Commercial Real Estate as they were booked at other units.The majority of my day was spent interacting with the employees and clients and doing whatever was necessary to get the job done. At least 4 hours a day were focused on coaching ...
Avg. Salary: $0 · Company Rank: 3.0 out of 5
Frontier Refining & Mtkg Inc
Support and lead the Accounts Payable, General Ledger, Accounts Receivable, and Fixed Asset staff in day-to-day duties, as well as monthly and yearly close activities. Variance analysis during closing, monthly close of corporate cash, investment activities. Trained and supervised a team of 5 employees. Company acquired by Holly Corporation.
Avg. Salary: $0 · Company Rank: Not Available
Brennaman Consulting
Provide advice to clients in the areas of leadership, team building, investment process development and implementation, process improvement and product development. Provide client service delivery, investment policy advisory and new business development guidance. Planned and executed day-to-day portfolio management for select individual high net-worth accounts. Operate within Federal Deposit Insurance Corporation (FDIC) ...
Avg. Salary: $150,000 · Company Rank: Not Available
NBT Bancorp
Responsible for the development and implementation of investment strategies and processes for the investment division of a trust department with assets totaling $3.6 Billion dollars. Planning and directing all aspects of the organization’s investment process and programs. Evaluation, selection and implementation of all investment services provided by the organization. Decision making to align all investment services with...
Avg. Salary: $150,000 · Company Rank: 4.0 out of 5
TEAM Financial Managers
Responsible for the general operations and marketing of a registered investment advisor to include client service operations, regulatory compliance activities, new business development, and marketing of the firms products and services to include a mutual fund and financial planning. Maintained knowledge of current and forecast economic, market and investment conditions provided observations and opinions tom the chief Inves...
Avg. Salary: $150,000 · Company Rank: 4.0 out of 5
Fulton Financial Advisors
Responsible for the development and implementation of investment strategies and processes for the investment division of a wealth management firm with assets totaling $5.9 Billion dollars. Evaluation, selection and implementation of all investment services provided by the organization. Decision making to align all investment services with the organizations goals and appropriate risk tolerance in the best interests of clie...
Avg. Salary: $150,000 · Company Rank: 4.0 out of 5
American Express Asset Managment
Managed total assets of over $1 billion in large, mid-, and small capitalization growth assets including $300 million in institutional assets. Led a six-person team managing institutional and coporate investment portfolios as well as a mutual fund. Planned and implemented all aspects of the business unit’s investment process and programs. Planned and executed day-to-day portfolio management of the team’s portfolios inclu...
Avg. Salary: $150,000 · Company Rank: 5.0 out of 5
BB&T Asset Managment
Managed total assets of over $500 million including managing the Large Cap Growth Equity Fund including 75 investment sensitive high net-worth individual, institutional, and corporate relationships. Responsible for new business development in support of sales effort to corporate and institutional clients.
Avg. Salary: $150,000 · Company Rank: 5.0 out of 5
U.S. Army
Served in various command and leadership positions from platoon to battalion level in combat units in varied geographical locations.
Avg. Salary: $150,000 · Company Rank: 5.0 out of 5
Asset Managment Consultant
Provide advice to clients in the areas of leadership, team building, investment process development and implementation, process improvement and product development. Provide client service delivery, investment policy advisory and new business development guidance. Planned and executed day-to-day portfolio management for select individual high net-worth accounts. Operate within Federal Deposit Insurance Corporation (FDIC) ...
Avg. Salary: $150,000 · Company Rank: Not Available
