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Online Resumes with "529 plans"
Endless Possibilities
Organized, Thorough, Eager to Learn, Fast Learner, Honest, Committed
Ideal Companies: Temple, MBNA, Verizon
Securities Principal
Ideal Companies: Merrill Lynch, Nationwide, Oppenheimer, Waddell & Reed
Tags for this Online Resume: series 6, series 26, series 63, series 51, NASD, mutual funds, 403b, IRA, retirement plans, 529 plans
20 years in the Brokerage Industry in the New Accounts Dept. I was manager and VP in my last two companies.
My career goals are to obtain a managerial position in the New Accounts Department or other back office operation area. I'm looking to work for a company I can growth with and have a long term relationship.
Ideal Companies: Broker Dealer Companies.
Tags for this Online Resume: Finance, Management, New Accounts, Leadership
Financial Customer Service Rep
Motived environment with great ambitions to communicate and help clients. Strong support team and loyal
Ideal Companies: Wall Street Firm
Tags for this Online Resume: Customer Service
Financial Advisor-3 year experience
debt management, create emergency fund, 401 k, Roth IRA, Annuity, and 529 plan etc.
Tags for this Online Resume: Medical assistant, Accounting, insurance, Management, Finance, real estate
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
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
Sales Manager - 15 Years of Experience - Near 53226
Looking to utilize my extensive (11+ years) experience to work with a dynamic company in need of a B2B consultative sales professional.
Ideal Companies: Banks, Mortgage Companies, Insurance Companies, Manufacturing
Tags for this Online Resume: B2B, consultative, experienced, results, achievements, reliable, Profit/Loss
Lead Developer
Profile Offers extensive experience as a Senior Software Engineer and Technical Lead, emphasizing financial services. Adept at translating business requirements into high-quality, cost effective solutions. Proactive problem solver who applies strong analytical, troubleshooting, and multi-tasking abilities to quickly assess critical tasks, take charge, and coordinate resources to ensure timely project completion. Works well ...
Tags for this Online Resume: Agile, Alternative Investments, Application Support, Asynchronous Transfer Mode (ATM), Business Requirements, Ca7, Commissions, Credit Card, Debugging, Disaster Recovery