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Online Resumes with " mutual funds"
project manager-16 years experience in banking and finance
I am a financial professional with 9 years experience in management and leadership positions. Hands on experience in project planning, project management and project monitoring.
Tags for this Online Resume: washington dc area, boston , mutual funds, project management, finance, leadership
A seasoned finance and accounting professional with a proven track record for demonstrating proficiency for auditing a wide variety of auauiting firms ranging from small privately held businesses to large publicly held c
Obtain a position in audit/accounting that will allow me to utilize my public accounting, auditing, derivative, mutual fund accounting and insurance experience. Key areas of expertise include a deep understanding of financial controls, process analysis and assessment of risk with the ability to dig into the details. In-charge with the administration of Sarbanes-Oxley (SOX) 303/404 compliance.
Sr. Software Engineer - 21 years Experience - Kansas City Support/Development/Client Service Cobol, SQL, CICS. h
I am a Software Engineer with over 21 years experience working in the financial industry. Specifically, Mutual Funds, Annuities, Insurance Products and Retirement Plans. I was lead project contact, responsible for design, development, implementation, and support of Retirement Plans' Regulatory Compliance Product. Additionally worked several years in Client Service area working directly with clients to resolve issues and i...
Tags for this Online Resume: Senior Software Engineer, Project Leader, Support Consultant, Oncall Technician, Technical Supervisor, Software Analyst
Financial Advisor
I have extensive financial services experience. Currently I am a junior partner with a team with $500MM AUM in multiple roles as research analyst, trader, and client servicer. I am looking to join an existing team or producer to help service and grow an existing book of business. I have no interest in trying to build a book of business on my own.
Tags for this Online Resume: Financial Advisor, mutual funds, portfolio management, research, closed end funds, fixed income
Mutual Fund Bluesky compliance
Tags for this Online Resume: mutual fund, bluesky
Application Developer
A computer application developer-consultant with over 20 years of experience in the design, development, and implementation of N-tier applications using the latest GUI tools, object oriented design practices, and technologies. A Microsoft Certified Product Specialist (MCP), Solution Developer (MCSD), Database Administrator (MCDBA), and Systems Engineer (MCSE). Nine years of business experience in the mutual fund industry...
WEALTH MANAGEMENT PROFESSIONAL
Results-driven investment professional with an excellent track record achieving financial goals of high net worth clients. Executive-level leader with demonstrated aptitude for building, training, and coaching top-performing financial advisory teams to achieve ambitious revenue goals. Superb relationship builder with an extensive network of contacts in the Salt Lake City area and across the country. More than 13 years of su...
Ideal Companies: Edward Jones, TIAA-CREF, Morgan Stanley, Zions Bancorporation
Tags for this Online Resume: Strategic Planning, Risk Management, Financial Analysis, Business Development, Expense Control, Consulting, Negotiations, Team Leadership, Motivation, Client Relations, Wealth Manager, Wealth Management, Account Management
Director of Finance
I am a finance professional who seeks a rewarding position.
Tags for this Online Resume: Investments, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Stocks
Operations and Financial Services Supervisor
Currently I am looking to further the skills I have gained as a financial services professional in the supervisory level. I am dedicated, eager and ambitious to further my experience in banking, customer service, mutual funds, State 529 plans and retirement funds.
Tags for this Online Resume: Reconciling
Senior Trader - 15 years Experience - Lawrence, KS
I am a meticulous trading specialist of experience more than 15 years. After graduated, I worked as a stock researcher for 3 years in a mutual fund. When I got my master degree in 2005, I had traded commodities futures for 5 years in a futures company from 2005-2010. I managed multi-million assets account and earned 30% profit ever year. After that, I came to a private fund to trade Foreign Exchange. I traded an account wit...
Customer Service - Mutual Fund Liason- Accounting Clerk - +10 years experience
I'm an Accounting/Finance professional who has 5 years experience with mutual funds transfers 5 years experience in Accounts Receivables and Payables. While working in Customer Service I received many commendations for excellent work from both management as well as shareholders while working for a mutual fund transfer agency
Tags for this Online Resume: work at home, bookkeeper, accounting clerk, customer service, mutual funds, part time
