A senior level executive with a record of success and advancement in a variety of relationship management, sales, training, marketing and product management roles. Proficient in managing teams in client facing roles, developing marketing and sales campaigns, managing P&Ls, developing product strategies, interfacing with software development teams and implementing customer satisfaction initiatives. A proven track record of t...
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relationship management, product, CRM, quota, exceeded, team
Ideal Companies: leapfrog
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accounting
Seeking a position which utilizes my experience working for pension managers, insurance companies, and mutual funds. Have worked on a broad range of investment grade, high yield, and distressed securities. Recent experience with counterparty credits and securitizations. Have worked as an analyst, market participant, corporate finance advisor, and a company contact with clients.
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fixed income, credit, performance
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Fund Accountant, Account Reconciliation, Excel proficient, Asset Servicing, Unit Investment Trust, Corporate Trust, Mutual Funds, Exchange Traded Funds, Financial Reporting
To be an asset to an organization with an reptutable reputation.
Dynamic results-oriented sales executive known for leading financial service firms to market leadership positions in the sale, distribution and profitability of property-casualty, life & health, annuities, mutual funds, commercial, disability, health and long term care insurance. Created successful multi-channel sales and distribution programs leading to significant bottom line improvement within the banks, insurance compan...
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personal lines, life, health, annuities, financial services, Regional Vice President, National Sales Manager, Registered Representative, LTC, Medicare, Commercial,
Looking for a company that values its employees and willing to pay a premium for a top notch employee.
Ideal Companies: Wells Fargo, Northwestern Mutual, Fidelity
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Trading
internal mutual fund wholesaler ,fixed income, capital markets, investments
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Mutual funds, fixed income, Product manager, internal wholesaler, relationship manager , management
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Portfolio Manager, Research, Director, Quantitative, Analyst, Equities, Mutual Fund, Hedge Fund, Investments
I am looking for a mutual fund operations role involving trade reconciliation. I also would like to persue a CFA.
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analyst, reporting, mutual funds, reconciliation, market timing, trade
Ideal Companies: Merrill Lynch, S.C. Johnson, Marriott, Goldman Sachs
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administrative assistant, executive assistant, powerpoint specialist
