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Online Resumes with "Financial services professional"



Experienced Financial Services Professional

Tags for this Online Resume: Internal Auditor, Compliance Analyst, Risk Analyst

Banking and Financial Services Professional, Miami, FL

Financial Services Professional - 20 Years experience - Banking - Administration

Tags for this Online Resume: Portfolio Administtrator, Client Services , KYC/AML Analyst, Global Custody Settlements

Investment mgt. sales -Boston

Financial Services professional having out standing sales results and breadth/depth of experience.

Tags for this Online Resume: Sales, Financial Planning, Investment Mgt., Wholesaler, Sales Mgt., F. A.

International Financial Services Professional - 12+ years experience - Morgan Stanley London

I'm a Financial Services professional with 12+ years experience in Mutual Fund Operations, Portfolio Administration, Trade Settlements, plus a recent diploma in Bookkeeping and Payroll Administration. My areas of expertise include reconciliations, procedural development, organizational efficiencies, effective communication, client relations and administration.

Tags for this Online Resume: Trade Settlements, Portfolion Administration

Financial Services industry over 20 yrs experience RI/MA

I'm a well respected financial services professional with over 20 years of experience in the transfer agency business in a supervisory role. Expertise in wire transfers, manual check issues, writing procedures and training new hires.

Mortgage Closing Manager - 10 years

Financial Services Professional with extensive and diverse experience leading teams and excelling in quality ratings. Known for expertise of FHA, VA and conventional loans. Keep up to date on all policies and procedures with the ability to train others. Familiarity with MS Word, Excel and knowledge of PowerPoint.

Consultant

Consummate Business Leader & Financial Services professional, with a proven track record of value-added strategic consulting decisions, tactical capital markets research decisions, and dynamic leadership decisions. Areas of expertise include finance, corporate planning, healthcare services, biotechnology/life-sciences and analytical research.

Tags for this Online Resume: Pharma/Biotech, Financial Analysis

Raising Assets, Boston

Financial services professional with successful record of marketing investment strategies to high net worth individuals, family offices, and institutional clients. I have a thorough understanding of the competitive landscape and growth opportunities for ETF managed portfolios. I would like to work with a GIPs-compliant manager who needs help growing their asset base through multiple channels.

Financial Services Professional with over 10 years of experience

My objective is to maximize my financial operations experience, accounting knowledge, & financial planning skills, with a company that can utilize the talents I offer as an employee.

Licensed Financial Services Professional

I am a hardworking, detail-oriented financial services professional able to collaborate with all levels of management, works well independently, and enjoys a team-oriented environment.

Tags for this Online Resume: Accounting, Financial Services, Banking, Investment Operations, Trust Administration, Wealth Management

Asset Management Professional - over 15 years product strategy/mkting experience

I'm a financial services professional who has 15yrs experience in asset management/mutual fund industry. Expertise in mutual fund and portfolio research & analysis, product strategy & mkting, institutional business development, and general management in Asia Pacific.