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Online Resumes with "Cost Basis"
Financial Specialist
I have eight years working in branch and brokerage operations working with margin, checks federal funds retail credit, guarantee and guarantor accounts, reorganization items,dividends, cost basis, statement requests mutual funds, and hedge fund processing.
Tags for this Online Resume: Branch Operations, Pricing Sheet, Margin, Hedge Funds, Account Management, Securities processing, Bookkeeping
Loan Officer
I want a good working environment. One where people care about their employees and they are honest. Although this request may be difficult I do not believe it is impossible. This job also needs to be close by, I do not want to drive through Atlanta every morning and afternoon. Flexibility or the ability to work from home would also be ideal.
Ideal Companies: Open
Tags for this Online Resume: Enrolled Agent
Tax Manager
Tags for this Online Resume: 945, 1042, FATCA, cost basis reporting, regulated investment companies, W-8
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 Analyst - 17 Years of Experience - Near 63038
AREAS OF EXPERTISE: * Problem Analysis & Resolution * Credit/Lending Sales * Office Management * Cost Basis Analysis * Compliance/Risk Management * Developing/Managing Client Relationships * Oral & Written Communications * Proficient with MS Office, Word, Excel & PowerPoint * Held NASD Series 7, 6, and 63 Licenses
Tags for this Online Resume: Management, Sales, Series 7, Wealth Management, Accounting, High Net Worth, Series 6, Sub-ledgers, Compliance, Manager Wealth Management Series 7 Series 6 Series 63 Compliance MS Office
Financial Manager, Branch or Department
Profile A highly motivated, personable business professional with a successful 16-year track record of operations management displaying leadership and direction that allows me to maintain continuous project flow and team building success. Skills Summary * Orion * Moxy * Data Conversions * APX * Tamarac * Cost Basis * AXYS * Qube (CRM) * Performance Measurements * Report Writer Pro * Dataport * Automating Processes * Revenue...
Tags for this Online Resume: Microsoft Office Suite, Client Service, Supervisor, Team builder, Performance reporting, Management, Process improvement, Leader, Supervise, Billing
Bookkeeper - 10 Years of Experience - Near 08831
SUMMARY Highly organized and detail-focused Bookkeeper with an exceptional track record of handling financial reporting in deadline-oriented environments. Proficiency in managing accounts payable and accounts receivable, generating invoices and monthly statements for clients. Proven ability to identify and implement improvements to streamline processes and increase efficiency and productivity. Expertise in developing and de...
Ideal Companies: JP Morgan Chase, UBS, ADP, Broadridge Financial, Thomson, HSBC, Merrill Lynch, Goldman Sachs
Tags for this Online Resume: Project Manager, Business Analyst, Bookkeeper, Office Manager, Property Management, Credit Cards, Payroll, Peachtree, Bookkeeper, Financial, Financial Statements, Quick Books, Quickbooks, Bookkeeper, Credit Cards, Payroll, Peachtree, Financial, Financial Statements, Quick Books, Quickbooks, Bookkeeper, Credit Cards, Payroll, Peachtree, Financial, Financial Statements, Quick Books, Quickbooks
Electronics Engineer - 20 Years of Experience - Near 91326
Professional Summary Accomplished Project Manager Professional (PMP), and RF Microwave System Engineer with extensive leadership and management experience in definition, design, development, review, verification, and delivery of RF Microwave Antenna front-end Telecommunication Systems & multi-mission embedded real-time control software systems within project planned scope, schedule, budget, and quality baselines, successful...
Tags for this Online Resume: Los Angeles, RF UWV System Engineer & Project Manager. RF Microwave Antenna front-end Systems & multi-mission embedded real-time control software systems. Earn value Management, Quality Assurance, Test, Telemetry, Budgeting, SDLC, SDLC (Software Development Life Cycle), Software, Software Development, Distribution, Technical Project Manager and RF UWV System Engineering
Network Security Engineer - 20 Years of Experience - Near 84074
CAREER SUMMARY: Experienced, business oriented IT Security Manager with extensive experience dealing with government regulations, contractors, and vendors, strong infrastructure technical background. Over fifteen years of expertise in all manner of Network Security, Secure Network/Software Design, Dev-Ops, Risk Assessment, Programming, Systems Analysis, Server environments, Network operations, and Plant Automation. Well ver...
Tags for this Online Resume: Acquisitions, Data Analysis, Inventory, Inventory Control, ISO, ISO 9000, Local Area Network, Network Attach Storage, Quality Assurance, Software Quality Assurance, it jobs, software, sql, c++, agile
Plant Manager - 16 Years of Experience - Near 77047
ACCOMPLISHMENTS * Start up of two manufacturing plants, including installation of machinery and equipment. * Strong commitment to reach targeted manufacturing operations and financial goals in time and cost basis. * Reputation as a quick learner, dependable, results driven, ambitious, disciplined, organized, high energy, enthusiastic and hands on manager. * Team Player, detail orientated, willing to work on different tasks ...
Tags for this Online Resume: Management, Distribution, Logistics, Automotive, Engineering, Inventory, Inventory management, Manufacturing, Planning, Purchasing, mechanical engineer, production, "project management", maintenance
Production Planner and Scheduler 25 years Experience - Philadelphia
Qualifications Summary *Staff Management *Manufacturing Scheduling *Business Continuity Planning *Cost Basis / SEC Reporting *Corporate/Individual Travel *Cost Analysis *Project/Relationship Management *Research & Compliance Reporting *Event Coordination *Production Forecasting *Executive Compensation *Logistics Coordination
Tags for this Online Resume: Travel, Documentation, Policies and Procedures, Inventory, Manufacturing, Scheduler, Accounts Payable, Compliance, Management, Risk Management, manufacturing, "project management", reliability
Retail Sales Supervisor - 20 Years of Experience - Near 77299
Customer-oriented, strategic-thinking sales representative with over 20 years of experience in building relationships, cultivating partnerships, retaining top 50% accounts, negotiating contracts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections, persuasively introducing products, implementing pricing models, service sales projections, marketing management, t...
Ideal Companies: Occidental Petroleum, ?chevron, ExxonMobil, Valero Energy, ConocoPhillips, Phillips 66, , Marathon Petroleum, EOG Resources, Sanofi, Johnson & Johnson, Glaxo, Merck & Co. Chick-Fil-A, Whataburger, Raising Canes, McDonalds, IBM, Microsoft, Google, At&t, Verizon and Hewlett Packard
Tags for this Online Resume: Financial, Protocol, HTTPs, Pricing, Advertising, Business Development, Lead Generation, Pharmaceutical, Process Improvements, Receivables
