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Online Resumes with " mutual funds"
Experienced Systems Analyst, Quality Assurance Analyst, Technical Support Representative
An Information Technology position that utilizes my analysis, coding, testing, documentation, and leadership skills to contribute to achieve organizational goals.
Ideal Companies: H&R Block, CenturyLink, Liberty Mutual, IRS, GEHA, Country Financial, Wal-Mart, Fed-Ex, Blue Cross/Blue Shield
Tags for this Online Resume: Analysis, Quality Assurnace, Maintenance , Enhancements, RDMS, Mainframe, Online, Batch, COBOL, PLI, JCL, SQL, IMS
Financial Advisor
Tags for this Online Resume: stocks , bonds , mutual funds, IRAs, Annuities, Retirement Plans
Ms. Pytlik has over 18 years of experience in compliance, risk management, consulting and audit in the financial services industry. Most recently, Ms. Pytlik was Director, Deputy Head of Central Functions, Risk Management and Strategic Planning for Glob
Senior leadership position in Compliance, Risk Management and/or Internal Audit.
Innovative Organizer
Former Librarian now working in the not-for-profit world seeks position in business environment.
Ideal Companies: Miller Brewery, Ziegler, Allen Bradley, Harley Davidson.
Tags for this Online Resume: Organizational Leader, Improved Morale, Can think both inside and outside the box
The Indespensible Go Getter
Energetic professional not afraid to take on the challenge of making new clients and turning failing client lines around.
Ideal Companies: Worked FOR: Sears, Comair, Disney, Blue Cross & Blue Shield, Prudential - Blue Chippers are my specialty
Investment Analyst
analytical, detail oriented. Very Loyal, energetic.
Ideal Companies: Janus, American Century, Legg Mason, Templeton
Tags for this Online Resume: analysis, investment, analyst
Marketing GURU
Comprehensive integrated marketing experience including direct marketing, customer relationship marketing, interactive, general advertising, branding, research and media planning Financial services, insurance, high technology, telecom, business-to-business and consumer marketing experience Adaptable and successful in every environment and situation encountered Excellent record in finding, hiring, and training tale...
Ideal Companies: Northwestern Mutual, Goldman Sachs, Capital Group Companies
Tags for this Online Resume: marketing, direct marketing, financial services marketing, strategic planning
Financial Services Executive - 20+years experience/Relationship Manager and New Business
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset
