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Online Resumes with "Asset Retention "



Experienced financial services professional seeks rewarding sales/sales management position

An opportunity within the Financial Services industry that is both challenging and rewarding and allows me to utilize my extensive experience. I prefer to join a secure company that will allow me to grow as a salesperson/manager and progress through the company based on my performance and accomplishments.

Ideal Companies: Fidelity, John Hancock, MFS, Hartford, Natixis

Tags for this Online Resume: Financial Sales, Sales Management, Mutual Fund, Variable Annuity, Wholesaling, Director, 401(k)

Regional Director S.E. External Wholesaler, Funds, Trusts, Platforms

Use my relationship management skills to improve and expand a geograpic territory by adding producers capable of delivering significant AUM while focusing on asset retention.

Tags for this Online Resume: Wholesaler, Channels, Independent, SMAs, Regional, Funds

Operations Process & Productivity Improvement Specialist, Communicator & Team Leader, Company Asset Retention Specialist

Operations Management with a company that is committed to sound business practices and has a plan for the future.

Tags for this Online Resume: Operations, Chief Operating Officer, Executive, Management, Office Manager, Executive Assistant

Customer and Financial Service professional - 15 years experience - sales/asset retention operations

Acquire employment which will enable me to be in a position to assist others. Exceed expectations of an individual contributor and enhance the overall performance of the team.

Tags for this Online Resume: Finra Series 6 license, Finra Series 7 license, Finra Series 63 license

Senior Business Analyst / Product Owner

Ideal Companies: either

Tags for this Online Resume: Agile, SaaS, Platform Service, Senior Business Systems Analyst, SDLC, Product, design, SQL, Microsoft Office, Word, Excel, Access, full cycle, year end, budget, forecast, analysis, statistic, model, Java, C#, Microsoft .Net framwork, MS office suite, MS visual studio, Crystal reports, Quick Book, software testing, QA, sql, java, javascript, c#, html, software, agile