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Online Resumes with " financial services"



Featured Profile

Sales Representative - 20 Years of Experience - Near 46038

Driven, results-oriented and reliable financial services sales professional with comprehensive experience in client acquisition, account management and leadership of key accounts for business owners, high net-worth investors and retirees. Demonstrated ability to learn, retain and articulate technical / scientific product-related information and to educate others on the given subject matter where the end goal is a sale or co...

Inside Sales Representative - 17 Years of Experience - Near 10019

I bring 17 years of experience in Sales, Relationship Management and Sales Management with top- tier banks and with an IT Solutions start-up in the NYC market. • Domain expertise in banking in the local Manhattan market -A 15 year career in the commercial and private banking space with global financial institutions. I possess a good understanding of banking principals, products, operations, models, processes, risk, changin...

Tags for this Online Resume: Financial services sales , cConsultative sales , 17 years experience, C level business relationships , Tech solution sales, business development , relationship management

Financial Services Operations Consultant

Tags for this Online Resume: reconciliation, analytical, collecting data, daily operations, resolve client inquiries, communications

Featured Profile

Financial Analyst/CFA Level 3 Candidate - 4 Years of Experience - Near 08820

After having acquired a kaleidoscopic view of the Finance sector, I am looking forward to a long term career that utilizes and enhances my eclectic knowledge and CFA candidacy in a successful Financial Analyst role in Corporate Finance, Strategy, Reporting, Asset Management and other financial services sectors.

Ideal Companies: Bloomberg, JP Morgan, Goldman Sachs, Citibank, Fidelity, BlackStone

Tags for this Online Resume: Researcher, Writer, Mentor, Fast Learner, Adaptable, Enthusiastic, Communicator, Traveler, Enterprise Asset Management, Analytical

Learning & Development Leader

Strategic and tactically-focused leader with demonstrated success designing, developing, and leading company-wide change management, leadership development, and organizational development initiatives. Highly-skilled in designing and implementing breakthrough training strategies in diverse industries including: Education Services; Healthcare; Financial Services; For-profit; Non-profit; Telecommunications; and Private, Federa...

Tags for this Online Resume: Learning & Development, Organizational Development, Change Management, Leadership Development, Sales & Sales Management Training, Clinical and Medical Education

Marketing - 20 Years of Experience - Near 19438

Innovative Senior Leader with 20 years of broad-scale knowledge and experience in Digital B2B and B2C Marketing, Analytics & Reporting and Data Management. Extensive background working in various industries including Pharmaceutical, Financial Services, Retail, Credit Card, Mortgage, Consumer Lending, Catalog and Consumer Goods. Proven track record in transforming Fortune 500 companies. Strengths include the aptitude to dri...

Tags for this Online Resume: Philadelphia , Digital Marketing , Analytics , Segmentation, CRM, Campaign Management , Data Management , IT

Financial Services Sales Agent - 14 Years of Experience - Near 72223

Financial Planner - 20 Years of Experience - Near 94806

Hello, Upon review of my resume you will likely notice that for the greater part of the past three decades I have been working with individuals, couples and business owners in a professional outside consultative sales capacity. For the past twenty years (or about two thirds of my experience) my experience in financial services has been as a fully licensed financial advisor serving clients in all matters financial and with...

Tags for this Online Resume: bay area, consultative, sales professional, individual clients

Financial Services Sales Agent - 20 Years of Experience - Near 02110

I have worked as an Institutional equity sales trader in the Boston community for the last 20+ years. During that time period I have generated tens of millions in commission dollars from hard work, positive attitude, and strong work ethic in a team oriented environment. I worked closely with Sales and analysts to exceeded commissions each and every quarter. In short I am a high energy hard working people person. I am now lo...

Tags for this Online Resume: Equity Trading, Financial services, Sales manager

Featured Profile

Senior Relationship / Business Development Manager - 20 Years of Experience - Near 80130

My career objective is twofold. 1. Looking for new opportunities within the financial services industry that utilizes my business development, credit analysis and strong new revenue producing skills. 2. The ability to enter a new field where my business development, team building/coaching skills, Fortune 1000 contacts can be utilized to drive new revenues to an organization.

Ideal Companies: Top financial service companies and market leaders with strong reputations

Tags for this Online Resume: business development, b2b, sales , originations, commercial banking, managment, salesforce.com, rain maker

Project Manager - 15 Years of Experience - Near 70119

• Experienced IT professional with proficiency in leadership, project management, EHR coordination, Supply Chain, Point of Use, and Finance • Implementation Consultant experience in EHR, Supply Chain and Point of Use Scanning • Project Management of paperless and Electronic Signature for Major Metropolitan Non-Profit hospital • Experience in Healthcare and Financial Services • Prepared and managed multi-million dollar hospi...

Tags for this Online Resume: KRONOS, OPTIFLEX, SUPPLY SCAN, McKession, HEALTHCARE, FINANCE, EHR, EMAR

Senior Vice President - 20 Years of Experience - Near 02118

I'm a Consultant and Senior Financial Services executive with over 25 years of experience fixing, growing and managing Wealth Management, Asset Management and Broker Dealer businesses. I have experience in all areas - including sales, marketing, operations, research, investments and compliance. Have been engaged as a consultant to large national custodians evaluating their technology solutions.

Tags for this Online Resume: Boston, Wealth Management, Financial services, Consulting, Sales, Management, SME, Platform conversion, Asset Management, High Net Worth, Benefits, Fixed Income, Private Client, Distribution