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Online Resumes with " mutual funds"
Client Services Custody Administrator - 9 years experience - Liasion - Corporate Finance
Tags for this Online Resume: Client Services Administrator, Client Services Administrator-Mutual Funds, Client Services Global & Domestic Settlements, Client Services Associate-Corporate Actions, Client Services Associate-AML,KYC,SARS, Client Services Administration, Client Services Custody Administration
Business Analyst - 20 Years of Experience - Near 01754
Results oriented IT Professional with extensive experience in all phases of software development life cycle, focusing on conceptualizing business needs and translating them into viable technical solutions. Successfully led and motivated diverse technical teams, managed complex IT projects combined with experience in Mutual Fund, Financial Services and Healthcare industries consistently delivering quality systematic solution...
Tags for this Online Resume: Business Requirements, Business Analysis, Business Analyst, Email, System design, Web, Systems Analyst, Acceptance Testing
Accounts Payable Clerk Billing Clerk 10 Years experience
I am a detailed oriented Billing Professional with over 12 years of in - depth Accounts Payable experience.
Tags for this Online Resume: PeopleSoft softwear, Excel, AS400, Lotus Notes, Microsoft Word, MAS90
Sales Manager - 20 Years of Experience - Near 43017
Accomplished Sales Management Executive, with extensive senior-level experience in all aspects of account management, business development, compliance, relationship development and revenue generation within the brokerage and investment management industry. Consult effectively with client management to effectively prioritize activities and achieve defined objectives, with the ability to translate client requirements into sal...
Ideal Companies: JPMorgan Chase & Co, PNC Bank, FINRA, SunTrust, Northern Trust, Fidelity, Vanguard, BNY Mellon, Wells Fargo, Franklin Templeton, LPL, Nationwide, American Funds, Federated
Tags for this Online Resume: Managing Director, Director, Sales Manager
Financial Sales/Sales Management - 30 Years of Experience - Near 80234
Tags for this Online Resume: Denver, annuities, FINRA, Sales Management, mutual funds, Financial Institution Channel, Representative
Website and database architect, designer, and developer
Cleared IT web design and development with or without database design and architecture.
Ideal Companies: BAE, Google, Lockheed, BAH
Tags for this Online Resume: database, web, Internet, PHP, ASP .NET, Perl, Javascript
Sales Manager - 20 Years of Experience - Near 75230
Accomplished Financial Services Executive with proven track record of success in consulting, investment management, mutual fund, business development, relationship management and compliance fields.
Tags for this Online Resume: Executive management, board candidate, mutual fund, investment management, business development, dallas fort worth, proven professional
Customer Service Representative - 20 Years of Experience - Near 10301
Financial services professional with extensive relationship management and client services experience. Proven ability to manage and grow multiple client relationships, clearly understand client needs and deliver outstanding service. Seeking Client Relationship role that will allow me to leverage my extensive experience to support the organization’s objectives and customer needs.
Tags for this Online Resume: accaccount manager, relationship manager, finanacial services, CRM, wealth management, mutual funds, securities operations, securities investments
Financial Specialist - 18 Years of Experience - Near 18064
I'm a Financial Investment professional with 18 years experience in mutual fund and client account performance reporting. Expertise in monitoring and reconciling client accounts with custodians.
Tags for this Online Resume: Lehigh Valley, PA, performance reporting, portfolio management, attention to detail, train new staff, data entry
Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?
I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...
Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock
Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD
Financial Examiner - 20 Years of Experience - Near 07030
Experienced financial professional seeks an appropriate back office role in a broker dealer, banking, mutual fund or Life Insurance transfer or operations area.
Tags for this Online Resume: New Jersey, mutual fund, representative, ACATS, transfers, QA
Financial Specialist - 20 Years of Experience - Near 02110
Insightful, analytical and results-oriented investment professional with a strong expertise in macroeconomic analysis and portfolio management. Top performing equity manager and contrarian macro strategist, with a proven track record of successfully forecasting economic cycles and anticipating market trends well ahead of the consensus. I am seeking a position where my combined portfolio management and investment strategist ...
Tags for this Online Resume: portfolio mgmt, macro strategy, cycle analysis, asset allocation, contrarian, mutual funds, hedge funds, equities
