CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "Financial Services Executive"

Financial Services Executive | Process Improvement | Technology Strategy | Service Excellence

Financial Services Executive specializing in Operations and Technology supporting contact centers and processes for a wide variety of insurance and banking products. A results oriented professional with a proven track record in the areas of customer service, project management, problem identification and resolution. Strategic thinker with the demonstrated ability to lead large organizations through continuous process improv...

Tags for this Online Resume: Process Improvement, Technology Strategy, Service Excellence, Problem Resulution, Problem Identification & Resulution, Insurance, Banking

Sales Manager - 20 Years of Experience - Near 75230

Accomplished Financial Services Executive with proven track record of success in consulting, investment management, mutual fund, business development, relationship management and compliance fields.

Tags for this Online Resume: Executive management, board candidate, mutual fund, investment management, business development, dallas fort worth, proven professional

Financial Services Sales Agent - 20 Years of Experience - Near 19355

Accomplished financial services executive with proven global P&L management expertise. Adept in business development, cross functional leadership development, complex client agreement negotiation and closing, business transformation and strategic plan development. Seeking senior leadership role in progressive growth company employing great people servicing long term customers.

Tags for this Online Resume: P, Business Development, Philadelphia Region, Global Experience, Financial Services, CRM, Turnarounds

VP of Global Client Operations

To obtain a position as a Financial Services Executive with a global presence where I can use my expertise to help the business become more efficient by motivating colleagues, identifying areas that need cost reduction and convincing advisors to grow business in the correct direction to optimize potential. As a professional Financial Services Executive with over 18 years of experience in the field, I feel I am well-positio...

Tags for this Online Resume: Cost Reduction Identification, Minimizing Risk, MBA Graduate , Analyzing Operational Data, Series 7,63,24,4,5,3,&34, Managing & Forecasting Budgets

Senior Vice President - 20 Years of Experience - Near 02118

I'm a Consultant and Senior Financial Services executive with over 25 years of experience fixing, growing and managing Wealth Management, Asset Management and Broker Dealer businesses. I have experience in all areas - including sales, marketing, operations, research, investments and compliance. Have been engaged as a consultant to large national custodians evaluating their technology solutions.

Tags for this Online Resume: Boston, Wealth Management, Financial services, Consulting, Sales, Management, SME, Platform conversion, Asset Management, High Net Worth, Benefits, Fixed Income, Private Client, Distribution

Financial Services executive. 20 years experience in Insurance & Banking

Tags for this Online Resume: Certificate Authority, Certified Public Accountant

Inside Sales Representative - 13 Years of Experience - Near 92661

Executive Vice President, Marketing and Sales Seasoned financial services executive having worked in the investment and portfolio management industry since 2003. Prior to joining Genus Pacific Corporation , I founded Remken Financial Corporation, an investment and portfolio management firm in Orange, California that sourced Capital Market investors and partnered them with existing portfolio managers. In addition, the firm...

Tags for this Online Resume: point , excell, Newport beach

Executive Vice President - 20 Years of Experience - Near 80403

SUCCESSFUL FINANCIAL SERVICES EXECUTIVE INSTITUTIONAL ASSET MANAGEMENT | CORPORATE TRUST | PRIVATE WEALTH MANAGEMENT Senior-level leadership-oriented financial professional with a history of implementing forward-thinking change within organizations, continually maximizing resources, increasing efficiencies, and adding profitability to the bottom line. Ability to recognize potential solutions, formulating business plans and...

Tags for this Online Resume: Denver, California, Results Oriented, Decision Maker, Successful, Innovative, Financial Services

Accountant

Tags for this Online Resume: Finance Executive, Risk Management Executive, Credit Risk Executive, Banking Executive, Financial Services Executive

Financial Services - Relationship Manager / Business Developer / Marketing Boston

Summary: Senior sales and relationship management financial services executive with demonstrated ability to leverage client relationships to drive business for investment management, investment banking, and research and trading firms. Detail oriented with superb multi-tasking ability. Excellent verbal and written communication skills, with outstanding ability to cultivate and maintain long term relationships. Exceptional wo...

Tags for this Online Resume: Relationship Management, Business Development, Investor Relations, Client Service, Asset Management, Financial Advisor, Wealth Management, Hedge Fund, Applications, Defined Contribution

Compliance Manager

SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...

Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance