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Client Relations

I want to advocate for the individual investor. Whether locating lost securites or guiding a loved one through the estate process after the loss of a family memeber, I can use my vast brokerage experinece to solve a miriad of problems and maintain good relations through trying events.

Tags for this Online Resume: onboarding, compliance, client services, KYC, Supervisor, training

Senior-Level Strategic Communications Executive

As I pursue new opportunities, I would be pleased to utilize my strong leadership, critical, and creative thinking competencies for an organization that is forward thinking with a dynamic corporate culture that is open to growth and change, with a strong commitment to its employees who are meeting or exceeding expectations. As a goal oriented individual, I would like to work for a goal oriented organization that has a stro...

Ideal Companies: SAIC, General Dynamics, Lockheed Martin, Nike, Dick's Sporting Goods, Inova Health System, Duke University Health System, Comcast, Burson-Marsteller, Wegmans Food Markets, Boston Consulting Group, Scottrade, Whole Foods Market, Southern Ohio Medical Center, Marriot International, Booze Allen Hamilton, REI, Accenture

Tags for this Online Resume: Project Management Professional

Senior Research Manager is current title.

Marketing & Advertising Resumes - Account Manager Resumes - New York, NY

I have held the position of Research Director for ESPN The Magazine, Dennis Publishing (Maxim, Blender, Stuff), Individual Investor Magazine and Disney Publishing Worldwide. My objective is to take my senior level skill set to the next level as a Manager or Director.

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PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK

Information Technology Resumes - Quality Assurance Specialist Resumes - Lees Summit, MO

PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...

Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT

Tags for this Online Resume: Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java

440 licensed

Insurance Resumes - Insurance Underwriter Resumes - Fort Lauderdale, FL

To secure a position in a stable company where I contribute my knowledge of personal auto/property insurance and continue my education.

Ideal Companies: Universal

Tags for this Online Resume: 440 licensed

Customer and Peer Power Compliment Recipient

Accounting & Finance Resumes - Financial Specialist Resumes - Charlotte, NC

High energy professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal

Ideal Companies: finance, banking, and non profit organizations

Tags for this Online Resume: financial represenative, customer service representative

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Business Systems Analyst well versed in various areas including, servicing operations, compliance and risk, implementations, documentation, training policies and procedures. Served as program and project manager for large call center environments

Information Technology Resumes - Business Analyst Resumes - Elk Grove, CA

Results-driven professional specializing in the Financial Services sector eager to contribute expertise in Business Development, Operations Management, Risk and Compliance toward collaborating with a progressive organization in optimizing bottom-line performance.

Ideal Companies: Fortune 500 companies and large corporations

Tags for this Online Resume: Problem Solver, Process Improvement, Loss Mitigation , Change Management, Quality Control , SDLC methodigies, Strong written and verbal skills, Systems Analyst, Business Analyst, Audits, Benifit Analyst, Risk Management, Internal Controls, Scheduling, QC/QA, Strategic Planning, Team Leadership / Motivation, Training / Development, QA Testing, Policy Development, Talent Management, Employee Engagement, Negotiations Policy Development, Performance Management, Needs Assessment, Customer Service, Project Management, Techincal Writing, Business Control Testing, QA / Control Management

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Inside Sales Representative - 3 Years of Experience - Seeking Employment in NYC

Sales & Sales Management Resumes - Inside Sales Representative Resumes - New York, NY

OBJECTIVE Consultative Sales Professional Series 7 & 63 certified with 3 years’ experience in the financial services industry. Looking to use my experience to facilitate growth within an organization in a business development position.

Ideal Companies: Betterment, Next Street, Charles Schwab, Fidelity, Morgan Stanley

Tags for this Online Resume: Robo Advisor, Strategic, Consultative Sales, Investment Management

Portfolio Manager New York

Accounting & Finance Resumes - Accountant Resumes - Plainsboro, NJ

Goals are to work in a dynamic, client focused investment management firm dedicated to helping individual investors achieve their financial goals.

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