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Online Resumes with " mutual funds"
Fundraiser - 17 Years of Experience - Near 92780
Resume: Ronald Carlton Alsop 17282 Roseleaf Avenue, Tustin CA 92780 ronaldcalsop@gmail.com Brief bio on Linkedin cell 714-788-0176 ...
Tags for this Online Resume: development , stewardship, Planned Giving, Philanthropy, major gifts, gift annuities, sales professional, estate planning
Director/Leader Broker Dealer Services
My objective is to acquire a key position within the financial services industry that will allow me to use the skills that I have acquired, while helping the organization I join reach its set objectives.
Ideal Companies: Fund Companies, broker dealers (Merrill Lynch, Citigroup Fidelity), retirement organizations, banks and transfer agencies
Tags for this Online Resume: project manager, Mutual Funds, Business Analyst, SERVICE manager operations, brokerage Operations, Clearnace and Settlement, DTCC
Financial Analyst - 20 Years of Experience - Near 89118
Back Office Operations: experience in the financial services industry with a specialty in Mutual Funds/ Especially effective at maintaining an efficient workflow/Gained reputation for accuracy and meeting deadlines on time/Proficient at Microsoft Excel, Microsoft Word, basic in Microsoft Access, Database systems and Impress Imaging systems
Tags for this Online Resume: Back Office, Compensantion Analyst, Accounting/Finance, Office Specialist, Convention Staffing, Internal Control Supervisor, Customer Service, Bookkeeping
Environmental Scientist - 18 Years of Experience - Near 48657
My academic and professional career focuses on integrating eco-system based management principles with economics, science and policy development for creating paradigm shifts in the way that we influence and integrate sustainability into real-world decision making.
Tags for this Online Resume: Program Management, Project Coordination, Policy, Sustainability, Climate Change, Marine, Ocean, International
Corporate Counsel
Thirteen years of experience in the investment management business, specializing in alternative investment products.
Tags for this Online Resume: hedge fund, Advisers Act, '40 Act, mutual fund, managed accounts, broker/dealer
Financial Specialist - 7 Years of Experience - Near 94510
Contribute to a company’s growth, reputation through application of my broad banking and investment knowledge and experience.
Ideal Companies: Credit Suisse, Morgan Stanley, State of California, Federal Reserve Bank, First Republic, City National Bank, Aspirant, Fremont Bank
Tags for this Online Resume: Compliance, Sales, Banking, Investments, Planning, Brokerage, MS Office, Client Service, Analysis, Operations, Coaching, Team work, Research, Profiling
Financial Manager, Branch or Department - 20 Years of Experience - Near 32259
I relocated to Florida from Ohio recently. My last position was extensive as I was overseeing our mutual fund company. My employment ended 12/31/14. Although salary is important, the right position is more important. I am looking to work for a company that I can make a difference and help achieve the firm's overall goals.
Tags for this Online Resume: Jacksonvile, Compliance, Administration, Operations, MSOfficeProducts, Regulatory, TradeSettlement, Executive
Business Analyst - 15 Years of Experience - Near 01609
Multi-lingual professional with over 15 years of industry experience functioning primarily as a PM/BA and QA Engineer. Extensive working knowledge of financial and investment applications. Significant understanding of procedural software development and system development methodology such as CMM, SDLC and Agile. Extensive experience analyzing Cash Equities Front office & FIX (Exchange and Market) connectivity business req...
Tags for this Online Resume: Business Analyst, Project Manager, Quality Assurance, Boston, MA, Worcester, MA, Rhode Island
Insurance Sales Representative - 20 Years of Experience - Near 83401
Tags for this Online Resume: Investments, Insurance, Financial Planning, Mutual Funds, Stocks, Annuities, Life Insurance
Project Manager, Mutual Funds Industry, PMPC Certification pending 06/13
I am a multi-skilled professional with a superb track record of managing complex functional projects in various environments. I have the ability to identify and manage stakeholder’s expectations and willing to take full responsibility for the delivering the project's objectives during each lifecycle stage. I have recently completed the Project Management Institutes (PMI) Professional Project Management Certification Prepar...
Tags for this Online Resume: PMPC Cert Pending 6/13, Operations Group Manager, Recruit,Train, Develop Assoc., Project Manager, Project,Excel, Outlook,Word, Process Improvement
Financial Manager - 17 Years of Experience - Near N6G5R
Customer-focused leader with 18+ years of experience in the banking industry. Articulate communicator skilled in strengthening relationships with business partners, peers, and senior leadership. Proven mentor and trainer of multidisciplinary teams and able to enhance peer’s professional development skills to aggressively spearhead progression. • Customer Service • Risk Management • Product Knowledge • Leadership • Sch...
Tags for this Online Resume: banking, financia
Financial Planning and Analysis
An established professional with broad experience in leading special project teams to drive corporate performance goals and profitability. Accomplishments demonstrate expertise in designing, implementing, improving and managing complex reporting, accounting/business operations by utilizing appropriate human capital, technologies and external resources to build, motivate and repair organizations.
Ideal Companies: Financial Service Companies
Tags for this Online Resume: Activity Based Costing, Budget Administration, Strategic Planning, Pricing, Forecasting, Trend Analysis, Project Management, Transformation, Six Sigma, Financial Analysis, Performance Management
