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Online Resumes with "Investment Advisors"
Vice President
Accomplishments Guidance Software Inc. At GSI I defined and led the Sales Enablement training initiatives which led to the reversal of sliding stock prices and increased profit margins by 16% Re-tooled the on-boarding of professionals in a highly complex and technical environment and decreased time to productivity by 24+% and ramped up continuous career development Created cross enterprise collaboration to increase effectiv...
Tags for this Online Resume: Annuity, Buying, Complaints, Customer Service, Cyber, Cyber Security, Diversity, Insurance, Integrate, Its
Chief Financial Officer - 20 Years of Experience
PROFESSIONAL SUMMARY Executive in Finance and Operations Management. Highly-focused Accounting professional with proven record of successfully leading management, integration, review, and reporting of critical financial information to support strategic financial and business decision making. Detail-oriented and analytical with a talent for research and assessment of complex financial records, financial statement preparation...
Tags for this Online Resume: Financial, Accounts Payable, Financial Statement, Payroll, Accounting, Financial Analysis, Ipc, Lean Manufacturing, Manufacturing, Sourcing
Purchasing Agent
Summary Related with customers and vendors to match industrial products to applications. Able to analyze deficiencies and propose solutions to enhance performance. Broad understanding applied to implement applications of industrial machinery. Initiated projects through to completion, utilizing various disciplines to achieve predetermined goals. Combining leadership skills with in-depth manufacturing experience, created acce...
Tags for this Online Resume: Documentation, Sales, Manufacturing, Distribution, Engineering, Industrial Engineering, Instrumentation, Inventory, Inventory Control, Packaging
Life Insurance Agent/ Mutual Fund Regestered Representative
My goal is to gain more clients and eventually pass the investment advisor's test and become a manager.
Sales and Business Professional / Personal Financial Advisor
Experienced Sales and Financial Professional with more than 20 years of intangible product sales, and sales management experience. Ideal position has a modest base with a competitive commission structure that will not limit my compensation when I perform at a high level.
Ideal Companies: Fortune 500
Tags for this Online Resume: Health Insurance, Insurance, Advertising, Bonds, Financial, Mutual Funds, Management, Wealth Management, Coaching, Sales / Outside Sales, Account Management, Experienced, Consulting, Sales Management, Product Marketing, Presentations, Planning, Strategic Planning, Leadership / Motivation, Training / Development, Public Relations, Client Relations, Needs Assessment, Project Management, Business Development, Communications, Financial Products, Advisor, Financial Advisor, Customized Planner, Investment Advisor
Revenue Agent
SUMMARY: Entrepreneur with over 30 years of experience in the financial services industry. Certified Public Accountant, Resident Insurance Producer and Investment Advisor Representative in the State of Pennsylvania. Experienced with consolidating spreadsheets and models, with some SEC reporting. * Business development officer, technology advisor and tax research consultant. * Assist clients with bank financing and financial...
Tags for this Online Resume: Audit, Financial, Financial Reporting, Accounting, APEX, Financial Services, Insurance, Management, Risk Management, Services
Chief Financial Officer
QUALIFICATIONS: * Over 14 years of investment experience and business experience Additional Qualifications: Passed CFA Level 1 exam Passed Series 7, 63, and 65 exams Registered Investment Advisor in the State of Florida Proficient in Bloomberg and multiple trading systems Proficient in MS Office. .
Tags for this Online Resume: Back Office, High Net Worth, Cash Flow, Transmissions, Interest Rate, Equity, Bloomberg, CFA, Economic Trends, Hedge Fund
Chief Executive Officer - 16 Years of Experience - Near 48326
PROFILE Highly experienced management professional with a record of developing strategic direction and creative implementations in various incumbencies. High level financial management and strategy development specialist that consistently improves organizational effectiveness through cost savings, accelerated performance, and strategic flexibility. A builder of high-performance teams and a natural leader, mentor, and motiva...
Tags for this Online Resume: Pricing, Financial, Equity, Automotive, Banking Industry, Consulting, Due Diligence, High Net Worth, Planning, Strategic Planning, sales
Federal Government - 3 Years of Experience - Near 15317
A driven and highly motivated professional who consistently exceeds company objectives to secure client satisfaction and loyalty.
Tags for this Online Resume: Administrative Tasks, Complaints, Management, Microsoft, Microsoft Office, Recruiting, compliance, recruiting, research, Bonds
Manager, Defined Benefits
Tags for this Online Resume: Acceptance Testing, Consulting, Integrate, Test, User Acceptance Testing, Audit, Benefits, Defined Benefits, Distribution, Management
Accountant
SUMMARY OF QUALIFICATIONS ROCS Consulting Managing Director, 2000 - Present Proprietor of an Independent Consulting practice. The firm specializes in Regulatory, Compliance and Operational consulting for the securities and banking industry. ROCS Consulting provides assistance to Broker Dealers, Registered Investment Advisors, Banks, Trust Companies, Insurance Companies, Investment Companies, Bank Securities Dealers and Tran...
Tags for this Online Resume: Accounting, Back Office, Banking Industry, Capital markets, Complaints, Consulting, Derivatives, Equity, Financial, Financial Reporting
Financial Planner
SUMMARY OF qUALIFICATIONS * Entrepreneur, Financial Planner, Wealth Manager who built business from scratch avg. 22% growth * Portfolio Manager with deep skills in investment research, analysis and trading * Senior Business Analyst Lead with over 16 years of financial strategy and technology implementation. * Product Manager who designed numerous systems to eliminate redundant processes and systems * Experienced Project Man...
Ideal Companies: Fidelity, Raymond James, Accenture, North Highland, Vanguard, Bank of America, Wells Fargo, LPL Financial
Tags for this Online Resume: Business Analysis, Business Analyst, Business Objects, Crystal Reports, Asset Management, Financials, Management, Microsoft Access, Project Management, Project Manager
