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Online Resumes with "Financial services professional"



Financial Services Professional - 7 years of Experience - Atlanta, GA

My motivation is to be an effective manager. My background and proven record are key elements in qualification. My diversified experiences have groomed me to be a well-rounded, organized, and flexible individual. With attention to detail and a strong drive to increase productivity and profits, I have a high level of motivation as to utilize these abilities.

Tags for this Online Resume: Branch Manager, Atlanta, GA, Business Banking, Coach, People Management, Operations

Director - 20 Years of Experience - Near 85048

I am a very experience financial services professional (lending) having been formally trained as a Commercial Loan Officer and having successfully managed loan portfolios that included Term Loans, Lines of Credit, Commercial Real estate and SBA 7a and 504 loans. However, I am not one dimensional, I am also experienced in the underwriting of real estate loans (1st Mortgage and Equity) gained as an individual contributor as w...

Tags for this Online Resume: Phoenix, az, Mesa, az, Tempe, az, Chandler, az, Gilbert, az

Financial Advisor/wealth manager - 10 Years of Experience - Denver, Co

Financial service professional with 20 years of banking experience in both personal and business accounts and over 10 years in wealth management including research, designing proposals and asset allocation. While I am ambitious and goal oriented, I never forget that people come first. My goal is to work for a company that encourages growth and evolves to meet the needs of the client without sacrificing ethics.

Tags for this Online Resume: asset allocation, wealth manager, financial advisor , insurance sales, customer service, banking , financial professional , portfolio management

Senior Investment Professional - Trader, Portfolio Manager, Analyst, Private Equity, Hedge Fund Over 20 years Experience

Financial Services professional with investment management and investment banking experience. Seeking senior role in Atlanta area.

Tags for this Online Resume: Trader, Sales, Hedge Fund, Private Equity, Investment Banking, Business Development

Featured Profile

Sales Manager - 15 Years of Experience - Near 53226

Looking to utilize my extensive (11+ years) experience to work with a dynamic company in need of a B2B consultative sales professional.

Ideal Companies: Banks, Mortgage Companies, Insurance Companies, Manufacturing

Tags for this Online Resume: B2B, consultative, experienced, results, achievements, reliable, Profit/Loss

Fund Administration / Fund Accounting - 11 Years of Experience - Near 11572

Financial Services professional looking for a position within a firm that fosters creativity and a strong work ethic that has a strong employee morale and culture.

Tags for this Online Resume: Excel, Fund Accounting, Fund Administration, MS Office Suite, NYC, Financial Reporting, Reconciliation, NAV

Sales Representative - 13 Years of Experience - Near 85254

I am a financial services professional with extensive experience in a fast-paced competitive financial services environment. Strong knowledge of financial services and investment products and consistent record of building relationships with plan sponsors and consultants. Successes have included a long track record of collaborating effectively with business partners and plan sponsors at all levels, including senior executive...

Tags for this Online Resume: sales, consultant, development, experienced, finance

Customer Service Manager - 10 Years of Experience - Near 07603

Bi-lingual Financial Services Professional with a proven track record in Know Your Client, focuses in account management and risk management. Comprehensive liaison and team building skills with clients, sales, traders, legal, compliance, back-/middle-/front-office operations, and IT departments. Effectively resolves issues while improving processes within banking and institutional compliance parameters.

Tags for this Online Resume: operations, support, fixed income operations, sales, associate, manager, supervisor, Vice President

Marketing manager - 20 Years of Experience

Looking to make a difference for a forward thinking and energetic company. Successful financial services professional with international and domestic experience in marketing, operations, business development, due diligence, integration and practice management. Proven track record of developing programs to differentiate business and increase sales.

Tags for this Online Resume: Marketing , Strategic, Develop campaigns, Practice Management, Mulitcultural marketing , Educational content, Thought leadership, Remote location

Financial Specialist - 20 Years of Experience - Near 78232

Partner up with a firm that is looking for an experienced financial services professional who brings energy and enthusiasm in his quest for success

Tags for this Online Resume: Texas, Trusting, Confident, Likable, Financial, Experienced, Sales, Energy

Financial Specialist - 20 Years of Experience - Near 10022

Accomplished Financial Services Professional with JD/CPA credentials with diverse experience in business risk management and compliance within the private banking, broker-dealer and legal sectors. Possess strong communication skills and broad knowledge of compliance and regulatory rules with demonstrated ability to critically analyze situations, recommend remediation and implement solutions.

Tags for this Online Resume: New York, Regulatory , Risk, Financial Services, Banking, Operational Risk

Featured Profile

Director of Education & Training

I have been making a difference in people's lives for 35 years as a Financial Services Professional with expertise developed through broad experience in Personal Estate Planning and Business Needs Analysis.

Ideal Companies: Guardian Life Insurance, MassMutual Financial

Tags for this Online Resume: Passion, Trustworthy, Dedicated, Detail Oriented, Empathy, Proflies, LEAP