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Online Resumes with "Financial Professional"



Experienced Financial Professional

Residential and Commercial Lending Professional

I'm a financial professional with 24 year experience in mortgage banking. I have a thorough knowledge of sales, underwriting, accounting, compliance, servicing, default servicing and secondary market requirements.

Sales & Service Director - Leading the way 18 years Experience - Dallas Metroplex

I am a financial professional with over 18 years of experience in the development of sales cultures, maintaining and monitoring of sales staff by coaching and training for best sales practices and results.

Tags for this Online Resume: business development, microsoft office, customer relations, presentations, facilator, dallas

Senior Insurance Sales Representative

I'm a Financial professional who has 10 yrs experience in assisting Financial Advisors with Life Insurance Planning and other related Planning Strategies to their HNW Clients. Expertise in Estate Planning, Business Continuation and other Wealth Planning Strategies.

Tags for this Online Resume: Insurance, Wholesaler, Planning, Wealth Management, Estate Planning , Wealth Transfer

Portfolio Manager / Fixed Income Specialist / Analyst 20+ yrs. experience - Phila. area

Financial professional seeking position in the Wilmington - Philadelphia - MD area. Diverse expertise in Fixed Income and Capital Markets, Asset management for institutional and HNW.

Senior Financial Sales Consultant

I'm a Financial professional who has over 30 years experience in customer service, management, compliance, training and sales. I have been put in project roles in accounting department. I have trained other employees in compliance and sales. I managed my own branch for several years. Having the opportunity to work in a wholesale lending A paper and Alt A paper in every department gave me my most experience in coaching, ...

Tags for this Online Resume: microsoft office, assistant , problem solver, customer service, accounting, human resources

Corporate Finance Manager, Houston, TX

Financial professional with a unique blend of analytical aptitude and in-depth knowledge of sales principles gained through experience in small and large companies in multiple disciplines. Leader of diverse teams consisting of executives to blue-collar workers. Makes the complex understandable and produces positive bottom-line results while building relationships with clients, co-workers and students.

Branch Manager-Financial Industry

I'm a Financial professional who has 12 years experience as a Branch Manager. Expertise in monitoring and analyzing performance compared to the budget forecast.

Accounting Manager - 20 years experience - Memphis, TN

I am an Financial professional with 10 years experience in accounting management and financial reporting. Expertise in completing tasks necessary to prepare financial reporting and monitoring and analyzing the performance reflected in those statements.

Tags for this Online Resume: Accounting, Controller, Manager, Memphis, Microsoft Office, Computer

Senior Accountant-Over 12 years of Proven Experience in Financial Accounting and Management Reporting

I'm a Financial professional who has the ability to handle entire scope of Management accounting, Budgets, Plans reporting and forecasting activities, monthly MIS and costing for the management.

Tags for this Online Resume: Accountant, Billing, Payroll, Full Charge Bookkeeper, Cashiering, Accounting Clerk

Associate in F&A process-2.5 years experience at Xerox Company

I'm a Financial professional having 2.5years of experience in Xerox company. Processing invoice in Oracle for the vendors.

Featured Profile

Retail Investment Branch manager- Highly Licensed- 10 Years Experience

I'm a Financial Professional with 10 years experience in the Retail Investment Industry. I have extensive experience with Securities regulation, compliance ,and supervision. As well as Investment Operations and Financial Customer service dealing with both Financial Advisers and Clients. I hold FINRA Series 7, 63, 24,4, 9 & 10. I also Hold Insurance Life , Health, and Casualty Certifications.

Ideal Companies: Charles Schwab, Morgan Stanley, AIG, Goldman Sachs, Edward Jones, JP Morgan Chase, BOA/Merrill Lynch, Ect.

Tags for this Online Resume: Operations Manager, Branch Manager, Series 7, Series 24, Compliance, Supervisor, Series 4, Series 63, Series 9, Investment Operations