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Online Resumes with " mutual funds"



Vice President - 20 Years of Experience - Near 02360

SUMMARY Strategically-focused financial services professional with significant experience in global investment management and custody banks with an emphasis on strong analytical and problem-solving abilities. Strong project planning, problem solving and management skills that facilitate the successful fulfillment of senior level responsibilities in diverse environments. A leader who partners with senior management in formul...

Tags for this Online Resume: Audit, Management, Risk Management, Internal audit, Project Management, Project Manager, Risk Manager, Vendor Management, Financial, Mutual Funds

Sales Manager - 20 Years of Experience - Near 00969

Tags for this Online Resume: Sales, Health Care Industry, Insurance, Maestro (Job Scheduler), Procurement, SAN (Storage Area Network), Surgical, Purchasing, Insurance Sales, Mutual Funds, business development, outside sales, account executive, account manager, marketing

Coroner - 7 Years of Experience - Near 29407

My passion is assisting Pathologists in autopsies. I have done everything from paperwork to opening to closing of the body. I love this job and would love to get back into it. I am currently completing my Bachelor's Degree in Criminal Justice and know this would help me with the criminal part. You won't regret hiring me!

Tags for this Online Resume: autopsy, criminal justice, executive assistant, administrative assistant, Secretary, Associate Reinsurance Administration, Financial, Balance, Equities, Fixed Income, Mutual Funds, Alternative Investments, Certificate Authority, Travel, Filing, Multi-Line Phones, Payroll, Typing, Phlebotomy, Plating, Critical Care - Respiratory

Assistant Manager - 20 Years of Experience - Near 10992

SUMMARY Operation supervisor with extensive experience on back office operations for mutual funds. Expertise in supervising, overseeing large phone calls, trading and reconciliation. Strong problem solving and communication skills with excellent attention to detail.

Tags for this Online Resume: Audit, Financial, Financial Controls, Services, Business Requirements, Compliance, AT&T, Commissions, Deposits, Equity

Financial Services Sales Agent - 19 Years of Experience - Near 01915

Professional Summary Senior Investment Wholesaler with 24 years of financial services experience is seeking an opportunity for a Business Development/Account Management position is the Financial Services Industry. Products sold include: mutual funds, hedge funds, variable annuities, REITs, alternative investments, managed futures, DPP's, and managed money. Have raised over $3 billion in assets. Extensive network of financia...

Tags for this Online Resume: Financial, Management, Annuity, Product Design, Sales, Sales Support, Support, Wholesaler, CT, Account Management, investments, mutual fund

Financial Specialist - 20 Years of Experience - Near 60467

Summary Client, results-oriented and knowledgeable financial advisor with over 20 years of experience in introducing and selling the benefits of investment and insurance products to clients. Demonstrated accomplishments in management, business development, client relationship management, brokerage operations and transactions. I possess a consultative sales approach that allows him to develop strong client relationships, com...

Tags for this Online Resume: Financial, Financial Services, Services, Acquisitions, Business Development, Equity, Management, Mutual Funds, Policies and Procedures, Pricing, accounting, tax, finance

Financial Analyst - 8 Years of Experience - Near 76180

Investment professional with expertise in the design of investment risk, performance attribution & risk reporting gained within top financial institutions

Tags for this Online Resume: P&L, Summit, Mutual Funds, Futures, Banking Industry, Bonds, English Language, Equity, Financial, Financial Risk Management

Financial Operations - 13 years experience - New York

Processed client equity, Lepercq de Neuflize & Co.,and Tocqueville Asset Management, New York, NY * Opened, serviced, traded for and reconciled client accounts Oversaw SEC, NYSE, FINRA and Blue Sky compliance filings mutual fund bond and annuity transactions Administered daily operations strengthened client relationships and reconciled accounts Obtained Series 7 63 and 55 licenses . Worked on trade desk

Ideal Companies: Apple, Amazon, Miami Symphony

Tags for this Online Resume: Miami, FL, Management, Data Management, Bonds, Equities, Trading, Settlements, Compliance, International Sales, Hotel, Front Desk, Restaurant, customer service, driver, recruiter, financial, hotel industry, hotel, talent acquisition, South Florida, Fort Lauderdale, FL

Administrative Assistant

To obtain a position in a professional office where I can expand my skills and contribute to the success of employer.

Tags for this Online Resume: Administrative Assistant, Banking Industry, Teller, Data Entry, Switchboard

Financial service

Position Working in a Financial environment. 2000-Present-Diverse Mortgage Coventry, Ct Telesales rep/Telecommuting Work in a call center environemnt filling out mortgage loan applications to new and existing customers. Work from home by calling homeowners and emailing info to loan officer. Use white pages for new leads.

Tags for this Online Resume: CT, Call Center, Sales, Bonds, Data Entry, Fax Machine, Financial, Internet, Microsoft Word, Mutual Funds, Entry Level

Financial Specialist - 20 Years of Experience - Near 10956

SUMMARY OF QUALIFICATIONS I am an experienced Financial Services Professional who has myriad experiences in the banking and brokerage industry. Expertise spans all facets of back and middle office operations, including reconciliation, corporate actions and tax preparation. Client senior management through my assignments has recognized my work ethic, reputation and professionalism. I have both developed process procedures an...

Tags for this Online Resume: Back Office, Financial, Securities, Reconciliations, Balancing Cash A/Cs, Answering Clients' Queries, Mutual Funds, Networking, Database, Database Maintenance

Business Analyst - 15 Years of Experience - Near M6K 0A1

Tags for this Online Resume: Applications, Cms, Customer Relationship Management, JIRA, Microsoft Word, Unified Modelling Language, Web, Web Technologies, Database, Distribution, sql, it jobs, agile, html, software, Wealth management, iFAST, Unitrax Open Text, Vignette, life insurance, mutual fund, segregated fund, conversion, migration, transfer agency