Financial Analyst Career Research and Resources
Verizon GC Wireless
I Developed, trained, motivated, and coached sales team to produce desired high performance results. I analyzed staffing needs of the store/kiosk and provide hiring and promotion recommendations, and initiate disciplinary action, as appropriate. I was responsible for financial and sales reporting for individual store locations. I managed cash and inventory levels, daily sales results and inventory to ensure p...
Avg. Salary: $55,000 · Company Rank: 3.0 out of 5
Putnam Investments
To proactively administer the daily service requirements of Putnam's back office contacts. Cultivate home office relationships to enhance the client's perception of Putnam by leveraging Putnam's operations products and services through monthly updates on production, performance, and technology. Enhance client service by partnering with System Support and Development to assist in the identification and implementation of new ...
Avg. Salary: $45,000 · Company Rank: Not Available
Computer Share
Handled high volume inbound calls from shareholders, brokers and lawyers on common stock for well-known companies, such as NCR, GTE, Bell Atlantic and John Hancock. Also researched documents mailed in and ensured that all problems that I received were rectified and followed through completion
Avg. Salary: $45,000 · Company Rank: Not Available
PFPC
Logged and maintained account information using DCXchange and settled non-automated NSCC trades. Maintained and fostered relationships.
Avg. Salary: $45,000 · Company Rank: Not Available
Putnam Investments
Responsible for interpreting, processing and performing quality control for financial and non-financial requests received from clients. Use analytical, communication, and data-entry skills to accurately and efficiently ensure that the client's needs are met or exceeded while in compliance with all Putnam policies and procedures.
Avg. Salary: $45,000 · Company Rank: Not Available
PR Newswire
In this position, responsibilities included but were not limited to the following: Maintain within Oracle Advanced Collections/Oracle Financials our customer files, managing monthly multimillion-dollar portfolio of major corporations such as General Motors- Raytheon, Sony, B of A, Kmart, Kellogg Company, Eli Lilly, Daimler Chrysler Lions Gate and Northrop Grumman to name a few. Verifying the validity of account discre...
Avg. Salary: $56,900 · Company Rank: Not Available
Villafranco Wealth Management
• Provide portfolio services and handle all aspects of investment accounting, analysis, & portfolio administration for high net worth individuals and institutions • Prepare portfolio allocations and trade orders • Analyze, adjust, and price monthly and quarterly partner allocations in Advent • Evaluate daily P&L for two internal Hedge Funds • Generate quarterly reports for clients and third parties • Update & review p...
Avg. Salary: $70,000 · Company Rank: Not Available
Dell Computers, Intern
Interviewed domestic and international Directors and Managers to create a Global Model for Dell Services. In addition, analyzed massive amounts of data. Found 3 improvement opportunities. Presented to Directors and Senior VPs at Dell.
Avg. Salary: $0 · Company Rank: Not Available
Gymboree Corporation
· Recognized for having highest store sales in 2007 and received an award · Demonstrates exemplary customer service and sales leadership · Manages operations to meet or exceed sales targets, and achieve goals for payroll, shrink, and key performance indicators
Avg. Salary: $9,000 · Company Rank: Not Available
Seligman Data Corporation
· Acted as a liaison between all departments within the company; providing technical information to internal inquiries, and recommending various courses of action to comply with regulatory standards · Provided investment cost estimates pertaining to adjustments on mutual fund and retirement plan accounts; requiring superior analytical skills · Calculated and analyzed retirement account loan requests and repayment infor...
Avg. Salary: $9,000 · Company Rank: Not Available