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Online Resumes with "Financial Wellness"



Chief Financial Officer - 20 Years of Experience - Near 20850

seek an executive level opportunity on the board of directors , CFO, or external CFO (PT) that allows me to be a contributor to the financial well being of an emerging company.

Tags for this Online Resume: Capital markets, CFO, High Net Worth, Management, Mba, Portfolio Management, Risk Management, Securitization, investments, financial forecasting, teaching business, risk management, boardmember

Application Support

Summary Experience with Healthcare Integration for over 20 years as an Integration Analyst working with multiple sites in a remote capacity and on-site. Expertise includes, HL7, XML, ICD-10, and ACA related to integration. Project Management and delegation of work. Migration and transition between interface engine platforms. Active training and mentoring of junior team members, site analysts, and other associates. Legacy su...

Tags for this Online Resume: Clinicals, Financials, Health Level 7, Scheduling, Datagate, Documentation, Ecl (Control Lang), Egate, Extensible Markup Language (XML), Integrate

Financial Analyst - 20 Years of Experience - Near 53024

SUMMARY A highly accomplished financial service professional with deep portfolio management and sector/stock specific research and analysis. expertise Leverages and extensive asset management small and large cap growth stocks investment management active risk management financial analysis financial forecasting marketing and product management. financial Well-versed growth sectors particularly the technology financial and co...

Tags for this Online Resume: Financials, Research, Equity, Asset Management, technology, portfolio manager, research analyst, Telecommunications, Health Care Industry, Financial

Mechanical Project Engineering Manager - 20 Years of Experience - Near 63119

ACCOMPLISHMENTS Proven skills in project management best practices, team building, needs planning, resource allocation, staff training and reporting status and metrics to senior/executive management and clients on a regular basis. Demonstrated ability to create and own the Project Management Plan accurately defining and mapping the project's scope, estimating the time/schedule requirements to complete, along with the resour...

Tags for this Online Resume: Best Practices, Management, Planning, Presentation Skills, Project Management, Strategic Thinking, Training, mechanical engineering, project manager, project engineer

Vice President - 20 Years of Experience

SUMMARY Strategic collaborator, and innovative forward thinking Chief Audit Executive with an in-depth knowledge of business and is concerned principally with systems for internal control and efficiency of operations, reliability of financial reporting and observance of relevant laws, regulations and corporate governance. * Provides leadership and guidance to all staff and provides independent appraisals of operations and c...

Tags for this Online Resume: Accounting, Accounting Principles, Asset Management, Bank Reconciliation, Budgeting, Cash Flow, Cash Flow Management, Communication Skills, COSO, Customer Relationship Management

Featured Profile

Asset Management Professional

As a highly accomplished branch and asset management professional with 15+ years of progressive experience in planning, development, and leadership processes, policies, procedures, and operations in fulfillment of changing business requirements I am looking to work for an organization seeking leadership talent that will take them to the next level.

Ideal Companies: Barclays, Prudential Financial, Wells Fargo, PNC Bank

Featured Profile

Energetic and experienced Lead Systems Engineer specializing in software application support.

Thorough decision maker initiating, leading and delivering enterprise applications globally. Service-oriented consultant with extensive experience determining, prioritizing, and assigning tasks for a variety of large, complex and multi-tier applications in an evolving landscape. Expertise includes:  Incident, Change & Problem Management  Release Management  Ongoing Supportability  Application Stability  Service Delive...

Ideal Companies: US Bank, Best Buy, Securian Financial, Wells Fargo

Tags for this Online Resume: Global Support, Incident Response, Policies and Procedures, Software, Software Development, Support, Documentation, Management, Operating Systems, Services

Featured Profile

Chief Digital Officer

A visionary, adventurer with a pioneering spirit who is driven by potential. Excited about the opportunity to work on digital problems that have never been attempted. Experienced at driving value added cross channel change in digital banks and large financial institutions.

Ideal Companies: Bank of the West, Union Bank, LPL Financial, Wells Fargo, Ally

Tags for this Online Resume: Financial, Management, Strategic Vision, Personal Finance Management, Artificial intelligance, Virtual Agent, Marketing Automation, Online Banking, SEO, Executive, Payments, User Experience, Block Chain, Personalization

Bookkeeper - 18 Years of Experience - Near 11236

Over 25 years of experience in accounting and bookkeeping, achieving high levels of customer and employer satisfaction. * Recognized for professionalism, positive mental attitude, commitment to excellence and demonstrated ability to effectively communicate in both verbal and written manner and interact effectively with senior management, associates and the public. * Acknowledgements for the capacity to present information ...

Tags for this Online Resume: Accounting, Accounts Payable, Accounts Receivable, Cash Management, General Ledger, Insurance, Inventory, Management, Profit & Loss, Quick Books

Featured Profile

Sales Manager

Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...

Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest

Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration