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Online Resumes with "Investment Guidelines"
Liscensed Financial Services Compliance and Operations Professional
Motivated, dedicated, solutions-driven, and analytical financial services professional with 11 years’ combined experience in operations, compliance and sales, coupled with 3 years’ experience working in the National Financial Services’ clearing firm environment. Detail-oriented and organized with a strong customer service orientation. Effective in establishing and maintaining business relationships to ensure compliance and...
Ideal Companies: Citibank, Smith Barney, asset or investment management companies, insurance companies, mutual fund companies
Tags for this Online Resume: Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills
Accountant
Ideal Companies: Merrill Lynch, Wachovia Securities, Bank of America
Tags for this Online Resume: Regional Vice President, Wholesaler, Sales Manager, Business Development, Financial Markets, Wealth Management, Alternative Investments, Series 7, Series 66
Trust and Fiduciary Specialist
I am seeking a permanent full-time position with a Trust Company or in a Trust Department of a Financial Institution where my knowledge and experience in estate planning, fiduciary law, and taxation will contribute significantly to its service, growth and profitability. I am an attorney with an LLM in Taxation. I have practiced estate planning for over 16 years. I have been a partner of two law firms and the office managi...
Tags for this Online Resume: taxation, trust, estate, fiduciary, trustee, High Net Worth
Senior Vice President Chief Financial Officer, Treasurer
Mission Statement I possess over 30 years of unique experience in Long Term Care and Real Estate operations, strategic planning, sales, information technology & financing for corporate and tax-exempt institutions. I am a seasoned senior executive with a lot of accomplishments, but, most importantly my accomplishments reflect 22 year of contributions and executive leadership at The Osborn transformed an antiquated 80 year...
Ideal Companies: Long term care facilities (health care), , Applewood Estates Freehold NJ http://www.applewood, estates.com, Arbors of Hop Brook Manchester CT http://www.arborsct., com, Asbury Atlantic, Inc. dba Springhill Senior Living Erie PA http://www.springhil, lerie.org, Asbury Methodist Village, Inc. Gaithersburg MD http://www.asburymet, hodistvillage.org, Asbury Solomons, Inc. dba Asbury Solomons Island Solomons MD http://www.asburysol, omons.org, Beaumont at Bryn Mawr Bryn Mawr PA http://www.beaumontr, etirement.com, Bethany Village Retirement Center Mechanicsburg PA http://www.bethanyvi, llage.org, Brittany Pointe Estates Lansdale PA http://www.ACTSretir, ement.com, Broadmead, Inc. Cockeysville MD http://www.broadmead, .org, Buckingham's Choice Adamstown MD http://www.buckingha, mschoice.org, Canterbury Woods Williamsville NY http://www.canterbur, ywoods.org, Carroll Lutheran Village Westminster MD http://www.clvillage, .org, Cathedral Village Philadelphia PA http://www.cathedral, village.com, Cokesbury Village Hockessin DE http://www.actsretir, ement.org, Collington, A Kendal Affiliate Mitchellville MD http://www.collingto, n.kendal.org, Concordia Lutheran Ministries Cabot PA http://www.concordia, lm.org, Crosslands Kennett Square PA http://www.kcc.kenda, l.org, Duncaster, Inc. Bloomfield CT http://www.duncaster, .org, Elim Park Baptist Home, Inc. Cheshire CT http://www.elimpark., org, Evergreen Woods North Branford CT http://www.evergreen, woods.com, Fairhaven, Inc. Sykesville MD http://www.fairhaven, ccrc.org, Fort Washington Estates Fort Washington PA http://www.ACTSretir, ement.com, Friendship Village of South Hills, a Lifespace Community Upper Saint Clair PA http://www.friendshi, pvillagepa.com, Ginger Cove Annapolis MD http://www.gingercov, e.com, Glen Meadows Retirement Community Glen Arm MD http://www.glenmeado, ws.org, Granite Farms Estates Media PA http://www.ACTSretir, ement.com, Green Ridge Village Newville PA http://www.greenridg, evillage.org, Gwynedd Estates Ambler PA http://www.ACTSretir, ement.com, Heron Point of Chestertown Chestertown MD http://www.actsretir, ement.org, Homestead Village, Inc. Lancaster PA http://www.homestead, village.org, Ingleside at King Farm Rockville MD http://www.ingleside, kingfarm.org, Jewish Senior Life Rochester NY http://www.jewishsen, iorlife.org, Kendal at Ithaca Ithaca NY http://www.kai.kenda, l.org, Kendal at Longwood Kennett Square PA http://www.kcc.kenda, l.org, Kendal on Hudson Sleepy Hollow NY http://www.kohud.ken, dal.org, Kirkland Village Bethlehem PA http://www.kirklandv, illage.org, Landis Homes Retirement Community Lititz PA http://www.landishom, es.org, Lima Estates Media PA http://www.ACTSretir, ement.com, Longwood at Oakmont Verona PA http://www.longwooda, toakmont.com, Masonicare at Ashlar Village Wallingford CT http://www.masonicar, e.org, McAuley Center, Inc. West Hartford CT, Methodist Country House Wilmington DE http://www.actsretir, ement.org, Methodist Manor House Seaford DE http://www.actsretir, ement.org, Monroe Village, a Springpoint Community Monroe Township NJ http://www.monroevil, lageonline.org, Morningstar Senior Living, Inc. Nazareth PA http://www.moravian., com, Normandy Farms Estates Blue Bell PA http://www.ACTSretir, ement.com, Peconic Landing at Southold, Inc. Greenport NY http://www.peconicla, nding.com, Pennswood Village Newtown PA http://www.pennswood, .org, Presbyterian Village of Hollidaysburg Hollidaysburg PA http://www.hollidays, burgretirement.org, Redstone Highlands Greensburg PA http://www.redstoneh, ighlands.org, Roland Park Place Baltimore MD http://www.rolandpar, kplace.org, Seabury Community Bloomfield CT http://www.seaburyli, fe.org, Sherwood Oaks Retirement Community Cranberry Township PA http://www.sherwood-, oaks.com, Southampton Estates Southampton PA http://www.ACTSretir, ement.com, Spring House Estates Lower Gwynedd PA http://www.ACTSretir, ement.com, Springpoint at Crestwood, Inc. Whiting NJ http://www.crestwood, manoronline.org, Springpoint at The Atrium Red Bank NJ http://www.atriumatn, avesink.org, Springpoint Senior Living at Meadow Lakes, Inc. East Windsor NJ http://www.meadowlak, esonline.org, St. Andrew's Village Indiana PA http://www.standrews, village.org, Stonebridge at Montgomery, a Springpoint Community Skillman NJ http://www.stonebrid, geatmontgomery.org, Tel Hai Retirement Community Honey Brook PA http://www.telhai.or, g, The Estaugh T/A Medford Leas Medford NJ http://www.medfordle, as.org, The Evergreens Moorestown NJ http://www.evergreen, s.org, The Highlands at Pittsford Pittsford NY http://www.highlands, atpittsford.org, The Lutheran Home at Hickory Commons at Hollidaysburg Hollidaysburg PA, The Lutheran Home at Johnstown Johnstown PA, The Oaks at Pleasant Gap Pleasant Gap PA, The Osborn Rye NY http://www.theosborn, .org, Ware Presbyterian Village Oxford PA http://www.warepresb, yterian.org, Waverly Heights, Ltd. Gladwyne PA http://www.waverlyhe, ightsltd.org, Westminster Village - Allentown Allentown PA http://www.wmvallent, own.org, Westminster Village - Dover Dover DE http://www.wmvdover., org, Westminster Woods - Huntingdon Huntingdon PA http://www.westminst, erretirement.org/, White Horse Village, Inc. Newtown Square PA http://www.whitehors, evillage.org, Whitney Center, Inc. Hamden CT http://www.whitneyce, nter.com, William Hill Manor Easton MD http://www.williamhi, llmanor.org, Winchester Gardens at Ward Homestead Maplewood NJ http://www.wincheste, rgardens.com, Windy Hill Village Philipsburg PA http://www.windyhill, village.org
Tags for this Online Resume: Outlook Exchange, REPS, Navision, Helthmedix, word, excel, Soneto, PowerPoint, Accounting, Public Accounting
Compliance Manager - 15 years Experience - NYC
Senior level financial/compliance professional with diversified experience in business, performance reporting and financial analysis. Driven problem-solver, with strong communication skills. Solid organizational and technical aptitude with a propensity to meet deadlines. Broad based competencies include, but are not limited to: Business Operations; Compliance; Asset Allocation; Due Diligence; Performance; Financial Analysis...
Tags for this Online Resume: Compliance, Bussiness Operations, Investment Guidelines, Forensic Testing, Due Diligence, Financial Analysis
Legal Secretary - 20 Years of Experience - Near 10001
I know I can be creative and detailed if I work under the right the environment. I also know my potentials are grossly under utilized. I can do more than what I do right now.
Ideal Companies: A global oil or gas multinational corporation, a global telecoms company, a good international asset management company, a global private equity firm, a law firm etc.
Tags for this Online Resume: Legal Services, Legal Consultant, Legal admnistrator, Law Lecturer, Renumeration, Law Firm Manager, Legal Contractor, Legal Executive
