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Online Resumes with "Investment Advisory Firm"
Organizational Development Specialist - 10 Years of Experience - Near 90046
Accomplishments Charles Schwab Inc. By truly partnering with stakeholders we accomplished a complete change in corporate culture and re-tooled their national sales force and support staff. With this initiative Schwab was finally able to achieve the #1 position in customer service (JD Powers), increase sales 27% + each year, increase employee engagement by 32%+. By aligning the new hire on-boarding program with corporate ini...
Tags for this Online Resume: Customer Service, Cyber Security, Diversity, Insurance, Integrate, Leadership, Training, Development, Learning and development, Sales Training, Chief people officer
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
Financial Specialist - 20 Years of Experience
Ideal Companies: Expanding Companies, Small to medium sized companies, Financial Advisory Firms
Tags for this Online Resume: Accenture FOUNDATION, Accounting, APEX, Back Office, Billing, Compliance, Customer Relationship Management, Customer Service, Database, Evaluate
Financial Analyst - 10 Years of Experience - Near 90048
Tags for this Online Resume: High Net Worth, Microsoft PowerPoint, Scheduling, Support, Travel, Administrative Assistant, Applications, Leadership, Management, Microsoft
Corporate Controller, Director of Accounting
Highly innovative Accountant with experience in all aspects of accounting and financial management, operational analysis and internal controls. Adept in the areas of financial reporting, budgeting and planning, knowledge of internal and system controls and system implementations. Strong organizational, communication and leadership abilities. Extensive experience in implementing Sarbanes-Oxley compliance requirements. Ver...
Ideal Companies: JP Morgan Chase, Fidelity Investments
Tags for this Online Resume: Audit, Accounting, Accounting Functions, Balance, Balance Sheet, Project Leader, Compensation, Financial, Financial Reporting, Implementation, Budget, Forecast, Microsoft Dynamics, SAP Concur, SAP, Version One, People Soft, FINOP, Regulatory Reporting, Revenue Recognition, Vendor Specific Objective Evidence
Lawyer - 8 Years of Experience - Near 10990
Ideal Companies: 1961, 1961, 1961
Tags for this Online Resume: Compliance, Policies and Procedures, Licensing, Acquisitions, Sarbanes Oxley, Transportation, Bankruptcy, Estate planning, General Practice, Planning
