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Online Resumes with "Financial services professional"
Sales Representative - 9 Years of Experience - Near 85254
Professional Summary I am a customer-centered financial service professional with a diverse financial background which has included experience as a former Series #7 licensed financial planner, plus 13 years as a realtor. I also have 15 years as a loan officer which includes 3 years as loan officer and a branch manager for Norwest Mortgage/Well Fargo Mortgage and a member of Leaders Club. I am always in the top 10% of produc...
Tags for this Online Resume: Sales, Management, Documentation, Packaging, Prime, Banking Industry, Economics, Financial, Planning
Vice President - 20 Years of Experience - Near 02360
SUMMARY Strategically-focused financial services professional with significant experience in global investment management and custody banks with an emphasis on strong analytical and problem-solving abilities. Strong project planning, problem solving and management skills that facilitate the successful fulfillment of senior level responsibilities in diverse environments. A leader who partners with senior management in formul...
Tags for this Online Resume: Audit, Management, Risk Management, Internal audit, Project Management, Project Manager, Risk Manager, Vendor Management, Financial, Mutual Funds
Management Trainee - 20 Years of Experience - Near 89012
SUMMARY Ambitious, highly educated, results-oriented financial services professional with extensive industry experience and success. Naturally adept at analytics. Continual focus on the "big picture". Decisive and highly organized, with demonstrated abilities in prioritizing and multitasking to meet aggressive deadlines. Articulate, persuasive communicator who easily builds rapport with all levels of staff and customers. Re...
Tags for this Online Resume: Underwriter, Audit, Desktop Computer, Management, Quality, Services, Underwriting, Wholesale, Acquisitions, Documentation
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 - 20 Years of Experience - Near 10956
SUMMARY OF QUALIFICATIONS I am an experienced Financial Services Professional who has myriad experiences in the banking and brokerage industry. Expertise spans all facets of back and middle office operations, including reconciliation, corporate actions and tax preparation. Client senior management through my assignments has recognized my work ethic, reputation and professionalism. I have both developed process procedures an...
Tags for this Online Resume: Back Office, Financial, Securities, Reconciliations, Balancing Cash A/Cs, Answering Clients' Queries, Mutual Funds, Networking, Database, Database Maintenance
Development Professional - Near 44011
Financial services professional with eighteen years of a proven track record in analyzing developing implementing supporting and evaluating strategies that meet client needs drive revenue and mitigate risk.
Tags for this Online Resume: Management, Distribution, Integrate, Alternative Investments, Retail, Wholesale, Banking Industry, Financial, Financial Analysis, product manager, channel manager, training, investment, knowledge manager, program manager, Investments
Job Analysis Specialist - 10 Years of Experience - Near 33029
PROFILE Financial services professional with experience in account/trade reconciliations, audit and KYC/AML compliance. Detailed-oriented with excellent financial analysis abilities and effective interpersonal communication skills.
Tags for this Online Resume: Sungard, Reconciliations, Aml (Macro Lang), Accounting, Accruals, Commodities, Journal Entries, Management, Customer Accounts, Due Diligence, Compliance, AML Analyst
Financial Specialist - 20 Years of Experience - Near 07430
Summary Financial services professional dedicated to helping individuals and small businesses achieve their financial goals
Tags for this Online Resume: Equities, Liquidity, Point Of Sale (Pos), Retail, Financial, Financial Services, Services, Back Office, Benefits, Business Strategies, finance
Personal Financial Advisor - 20 Years of Experience - Near 33912
Client focused financial service professional that excels in working one-on-one with clients to manage their portfolios. Successfully advised clients on college savings, retirement planning, social security planning, tax planning and asset allocation. Proficient in analyzing and executing portfolio management strategies. Experienced with regulatory and compliance assurance. Extensive experience in small business entrepreneu...
Tags for this Online Resume: Bonds, Financial, Management, Manufacturing, Planning, Tax Planning, Retirement planning, Accounting, Accounts Payable, Accounts Payable/Receivable, Financial Advisor
Financial Specialist - 4 Years of Experience - Near 10009
Summary Profile * Financial services professional with 7+ years' experience: securities based lending, underwriting, analysis * Experience in client facing and support roles, working in teams and independent research roles * BA in Business Management-Finance focus * Excellent computer skills including office automation and specialty finance business processing systems
Tags for this Online Resume: Due Diligence, Services, Audit, Bankruptcy, Database, Financial, Financial Services, Quality, Quality Assurance, Quality Control
Controller - 5 Years of Experience - Near 92679
Summary of Qualifications Highly responsible and dependable Financial Services Professional experienced in accounting and bookkeeping for small and large companies. Extremely detail oriented with proven ability to track and log data accurately and quickly . Excellent problem solving skills. Efficient in mastering new computer applications and proprietary software. Trilingual, Ukrainian, Russian English .Proficient in MS Exc...
Tags for this Online Resume: Accounting, Bank Reconciliation, General Ledger, Management, Accounts Receivable, Balance, accounting, finance, gaap, excel, accountant, controller, tax
Financial Services Professional - 15+ years experience
Tags for this Online Resume: Retail and Commercial Banking operations, Client / Customer Services management, Grants Administrator, Project Manager, Financial Services, Business Analyst
