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Online Resumes with "Financial Services Firms"
Finance Professional, Bay Area
To work in a top financial services firm.
Tags for this Online Resume: series 7, series 66 , leader, analytical, team player, advisor
Financial news broadcaster
An on air or behinmd the scenes position at a financiual news network or a marketing position in a financial services firm.
Investment-Financial Advisor/West Palm Beach
With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...
Tags for this Online Resume: high net worth, excel, client relationships
Consultative Sales Executive
Sales, Business Development position using a consultative approach. Extensive experience working with c-suite executives of global firms. I'm a team-spirited experienced sales executive with a background of selling into financial services firms.
Compliance Analyst
Seeking a senior level compliance role in a financial services firm.
Tags for this Online Resume: Investment Adviser Act, Investment Company Act, Regulatory, Code of Ethics
Highly experienced and successful executive sales leader.
Seeking an opportunity to further build my career with a world class, growth oriented, organization that offers the perfect enviornment for my employing my abilities and experience for the benefit of the company, the business and therefore my own career goals. Where my skills and experience can be effectively utilized in the best possible way for achieving the company's goals, mentoring those under my leadership and partner...
Ideal Companies: Major Financial Services Firms
Tags for this Online Resume: Leadership, Mentoring, Decision-making, Persuasiveness, Ethics, Collaboration
Compliance Officer, Omaha|Compliance Exams, Problem Solving, Regulatory Exam Liaison| Series 24 Principal
I'm a seasoned compliance professional with both broker-dealer and investment advisor experience. I'm seeking a compliance position that will allow me to use my problem solving and organizational skills and regulatory knowledge. I'm interested in a broker-dealer or registered investment advisor that is looking for a manager who has experience with the development, planning and execution of branch office exams and facilitat...
Tags for this Online Resume: compliance, Omaha, series 24, examinations, principal, securities
Extremely Enthusiastic External Wholesaler in Financial Services
I am an experienced external wholesaler aggressively looking for a job where I can share my wealth of knowledge in the financial services industry as well as make an immediate impact to the success of the firm.
Ideal Companies: Vanguard, Fidelity, American Funds, Any reputable financial services firm, or other top-rated sales organization.
Tags for this Online Resume: wholesaler, financial services, regional vp, sales director, Sales Executive
Financial Services Professional- Institutional and Retail Relationship Management
A position in a Financial Services firm servicing asset management clients
Client-focused relationship manager, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect, offering these core strengths
I Developed and managed relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engaged in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring credit quality and risk management guidelines are maintained. Presented a variety of product solutions to client needs. Provided responsive quality ser...
Ideal Companies: City National, CitiBank, One West Bank, Bank of America, Wells Fargo, Union Bank
Tags for this Online Resume: Relationship Management, Financial Manager, Business Development, Integrity , Operations Management, Property Management
Sales Management
Dynamic results-oriented sales executive known for leading financial service firms to market leadership positions in the sale, distribution and profitability of property-casualty, life & health, annuities, mutual funds, commercial, disability, health and long term care insurance. Created successful multi-channel sales and distribution programs leading to significant bottom line improvement within the banks, insurance compan...
Tags for this Online Resume: personal lines, life, health, annuities, financial services, Regional Vice President, National Sales Manager, Registered Representative, LTC, Medicare, Commercial,
Principle/Partner/CEO
I am seeking to relocate to a position in real estate, commercial lending or special credits with a real estate, bank or financial services firm
