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Online Resumes with " mutual funds"
Endless Possibilities
Organized, Thorough, Eager to Learn, Fast Learner, Honest, Committed
Ideal Companies: Temple, MBNA, Verizon
HR Manager
Ideal Companies: Safeway, Microsoft, Roundys, William Sonoma, Habitat For Humanity, Democratic Party
Tags for this Online Resume: Manager, Mentor
Business Analyst
Business Systems Analyst - Team member involvement in project planning and implementation. Transfer Agent representative for mutual fund name changes and CUSIP changes, coordinating with internal and external business partners to ensure timely and accurate changes across all necessary systems. Reconcile and pay mutual fund dividends, plan administration, revenue sharing, networking, and 12b1 fees, to include balancing these...
Ideal Companies: Financial Services
Tags for this Online Resume: Series 7
Securities Principal
Ideal Companies: Merrill Lynch, Nationwide, Oppenheimer, Waddell & Reed
Tags for this Online Resume: series 6, series 26, series 63, series 51, NASD, mutual funds, 403b, IRA, retirement plans, 529 plans
Innovative Customer Driven Leadership
Various positions of increasing responsibility in management. Coaching and mentoring team members to evolve in their careers
Ideal Companies: Any Company that understands its position as a leader for social values, employees are empowered and engaged in building the buisness and understands that customer need drives the business
Tags for this Online Resume: Customer Service Professional, Outstanding communicator, Strong negotiating skills
Analyst
Tags for this Online Resume: budgeting
Business Management and Operations Professional
Finance and Operations Professional
Ideal Companies: Bank, Brokerage, Mutual Fund, Insurance, Industry, Public Utility
Tags for this Online Resume: operations, loan officer, financial
Financial Planner
Tags for this Online Resume: investments, insurance, Mutual Funds, Annuities, Financial Planning
Financial Specialist
I have eight years working in branch and brokerage operations working with margin, checks federal funds retail credit, guarantee and guarantor accounts, reorganization items,dividends, cost basis, statement requests mutual funds, and hedge fund processing.
Tags for this Online Resume: Branch Operations, Pricing Sheet, Margin, Hedge Funds, Account Management, Securities processing, Bookkeeping
Employable
Series 7 / 63 financial professional with exceptional interpersonal skills and positive work ethic.
Ideal Companies: Lehman Brothers Goldman Sachs
Tags for this Online Resume: Investment Analyst, Financial Analyst, Market Research
Amazingly Talented Analyst
Analytical, results-oriented professional, with effective problem-solving skills. Strong financial analysis background includes financial research, quantitative analysis, statistical modeling and project management. Excellent follow through and communication skills. Motivated self-starter with the ability to learn quickly. Complete bilingual English and Spanish fluency. Technical proficiency in MS Word, PowerPoint, and...
Ideal Companies: Janus, Marsico, General Electric, Goldman Sachs
Tags for this Online Resume: Investment Analyst, Financial Analyst, Mutual Fund Analyst
Customer Service is #1
Highest level of customer service in several industries. Detail oriented team player.
Tags for this Online Resume: customer service, detail oriented, MS Office, Financial, Mutual Funds, Stocks, Series 6, retail, administrative
