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Online Resumes with "Financial Specialist"
Financial Specialist - 11 Years of Experience - Near 07630
Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...
Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance
Financial Specialist - 15 Years of Experience - Near 27051
Tags for this Online Resume: Bankruptcy, Coding, Banking Industry, Customer Service, Insurance, Scheduling, Telecommunications, Underwriting, finance
Financial Specialist - 20 Years of Experience - Near 75134
Home Retention Specialist with High QA scores, high resolution for forbearance, modifications, workouts, customer inquiry one call resolution, Inbound and Outbound call center experience and background consistently surpass HRD and department goals. Centrus Auto Finance- Auto Collections: 11/14 - 3/2015 Research and update accounts according to account status disputes as it relates to delinquency resolution, status, amount d...
Tags for this Online Resume: Collections, call center, customer service, receptionist, leasing agent, front desk, Appraisals, AVAYA, Bankruptcy, Call Center, Credit Management, Data Entry, Documentation, Equity, Appraisals, AVAYA, Bankruptcy, Call Center, Credit Management, Data Entry, Documentation, Equity, Financial, Financial Statements, Insurance, Skip Tracing
Financial Specialist - 20 Years of Experience - Near 92115
Financial Specialist - 20 Years of Experience - Near 34108
My career history spans over 23 of financial/trade operations, investment/client service experience with 13 years in Trust Administration. I focused on analyzing and providing solutions for a complex and high net worth client base while exceeding compliance requirements. I'm looking for a growing company that shares my focus of exceptional client service and excelling compliance regulations. In the past I passed and held S...
Tags for this Online Resume: Order Entry, Receivables, Support, Planning, Statistics, Consultative Sales, Management, Portfolio Management, finance, excel, Investment Associate, Trust Operations, Securities Trading
Financial Specialist
Financial Specialist - 20 Years of Experience - Near 22304
Financial Specialist - 20 Years of Experience - Near 11209
Tags for this Online Resume: Bonds, Equities, Municipals, Banking Industry, Fixed Income, Retail, Securities, Management, Wealth Management, Bloomberg, Fixed Income market sales/trading
Financial Specialist - 14 Years of Experience - Near 10452
QUALIFICATIONS Bright and highly-knowledgeable professional with extensive experience managing high volume accounts payable and receivable in challenging and dynamic financial environments. Demonstrated record of success and outstanding performance. Excellent communication and interpersonal skills multi-tasker able to manage conflicting priorities. Top-notch analytical and research skills champions continuous improvement. P...
Tags for this Online Resume: Receivables, Billing, Email, Financial, Securities, Troubleshooting, Reconciliations, Accounts Payable, Accounts Receivable, finance, excel, accountant
Financial Specialist - 20 Years of Experience - Near 08844
SUMMARY Financial Services Professional with over 30 years of experience in all aspects of Sales and Trading and Compliance. Strong emphasis on Client Sales. Major strengths: * Well-developed Leadership and decision-making skills. Proven expertise in building strong client relationships. * Enthusiastic team player. * Results-oriented manager and producer. OneWall Advisors New York Senior Vice President July 2012 - Dec 2016 ...
Tags for this Online Resume: Aml (Macro Lang), Banking Industry, Capital markets, CHF, Compliance, Due Diligence, Equities, Financial, Financial Services, Fixed Income
Financial Specialist - 9 Years of Experience - Near 91354
Tags for this Online Resume: Accounting, Equity, Financial, Financial Models, Private Equity, Aerospace, Consumer Products, Financial Analysis, Financial Statement, Recruiting
Financial Specialist - 20 Years of Experience - Near 60467
Summary Client, results-oriented and knowledgeable financial advisor with over 20 years of experience in introducing and selling the benefits of investment and insurance products to clients. Demonstrated accomplishments in management, business development, client relationship management, brokerage operations and transactions. I possess a consultative sales approach that allows him to develop strong client relationships, com...
Tags for this Online Resume: Financial, Financial Services, Services, Acquisitions, Business Development, Equity, Management, Mutual Funds, Policies and Procedures, Pricing, accounting, tax, finance
