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Online Resumes with "Investment Recommendation"
Relationship Development/Education/Revenue Generation
My strength is in developing and expanding markets for financial products. Beginning in 1985, my focus has been in the financial services industry. Nine years of successfully building new markets for domestic and international mutual funds, and institutional money managers throughout the country. I also have 16 years working directly with clients in insurance and investments. In 2006 I returned to production in life insuran...
Featured Profile
Financial Planning and Analysis
An established professional with broad experience in leading special project teams to drive corporate performance goals and profitability. Accomplishments demonstrate expertise in designing, implementing, improving and managing complex reporting, accounting/business operations by utilizing appropriate human capital, technologies and external resources to build, motivate and repair organizations.
Ideal Companies: Financial Service Companies
Tags for this Online Resume:
Activity Based Costing, Budget Administration, Strategic Planning, Pricing, Forecasting, Trend Analysis, Project Management, Transformation, Six Sigma, Financial Analysis, Performance Management
Featured Profile
Financial Analyst - 12 Years of Experience - Near 20904
Accomplished and talented Financial Analyst with strong knowledge and background in economic, financial markets, banking, and accounting principles and practices with extensive experience in financial reporting, forecasting, accounting, consolidation and financial analysis. Possess keen understanding of financial planning, accounting, analytics, and investments, with demonstrated track record providing comprehensive budgeti...
Ideal Companies: Fortune 500 Companies
Tags for this Online Resume:
Advanced Excel (VBA) and PowerPoint skills, knowledge of Hyperion, Essbase, SmartStream, Capital IQ, Bloomberg, SAP, Tableau
Featured Profile
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume:
Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
Market Research Analyst - 20 Years of Experience - Near 30028
COVER LETTER: Thank you for taking the time to consider me for this position. I am an independent, self-starter with the ability to collaboratively build and work within teams filled with professionals who possess individualized ideas. As a member, I excel in leading and motivating teams to coordinate ideas, actions and decisions that will positively influence the entire organization. I'm a dynamic and enthusiastic strategi...
Tags for this Online Resume:
Asset Management, Financial, Management, Planning, Private Client, Wealth Management, Consulting, Advertising, Software, Apple MacIntosh Operating System
Financial Analyst
Implemented * Conducts detailed research in the specialty retail industry to implement bottom-up fundamental analysis for over 15 companies uses key takeaways to calculate projected EV/EBITDA multiples and company target prices * Develops and maintains financial models under coverage (TIF, COH, KORS, etc.) based on SEC filings, earnings releases, conference calls and market analysis to facilitate investment recommendations ...
Tags for this Online Resume:
Biotechnology, Bloomberg, Communication Skills, English Language, Equity, Financial, Financial Models, Financial Statements, Forecast, Forecasting
Analyst
was to select high quality MLPs that could generate superior total risk-adjusted returns through economic cycles. o Analyzed companies and formulated appropriate investment recommendations based on original fundamental research/analysis of macro and industry trends, and company-specific developments. o Created and maintained detail industry, operational and financial models to determine investment valuations. o Developed an...
Tags for this Online Resume:
Management, LBO, Portfolio Management, Securities, Financials, Equity, Banking Industry, Equities, Financial, Financial Models
Featured Profile
SENIOR COMPLIANCE OFFICER
Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...
Ideal Companies: none
Tags for this Online Resume:
GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Featured Profile
Flexible Professional/Experienced Project Manager/Team Leadership Experience and Business Strategist
Utilizing all my exceptional values, visions, skills and experiences. Creating an ever challenged career while instilling exceptional values with company culture. Attaining company visions with with my unprecedented and unique experiences. Creating a socially responsible and world class company.
Ideal Companies: Business Consulting, Johnson and Johnson, Microsoft, Google, Cisco, Amazon, Target, St. Jude Medical Center, Irvine, Slalom
Tags for this Online Resume:
Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Cost Slashing, Financial Management, Compliance Audits, Profit Margin Increase, Business Administration, Financial Planning, Staff Management, Employee Development, Team Leadership, Superior Attention to Detail, Quality Control, Strong Communication Skills, Sales, Strategic Planning, Budget Development, Commercial Construction, Business Development, Data Analysis, Data Collection, Change Agent, Investment Strategist, Sales force, Microsoft Office
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Financial Planning and Analysis
An established professional with broad experience in leading special project teams to drive corporate performance goals and profitability. Accomplishments demonstrate expertise in designing, implementing, improving and managing complex reporting, accounting/business operations by utilizing appropriate human capital, technologies and external resources to build, motivate and repair organizations.
Ideal Companies: Financial Service Companies
Tags for this Online Resume: Activity Based Costing, Budget Administration, Strategic Planning, Pricing, Forecasting, Trend Analysis, Project Management, Transformation, Six Sigma, Financial Analysis, Performance Management
Financial Analyst - 12 Years of Experience - Near 20904
Accomplished and talented Financial Analyst with strong knowledge and background in economic, financial markets, banking, and accounting principles and practices with extensive experience in financial reporting, forecasting, accounting, consolidation and financial analysis. Possess keen understanding of financial planning, accounting, analytics, and investments, with demonstrated track record providing comprehensive budgeti...
Ideal Companies: Fortune 500 Companies
Tags for this Online Resume: Advanced Excel (VBA) and PowerPoint skills, knowledge of Hyperion, Essbase, SmartStream, Capital IQ, Bloomberg, SAP, Tableau
Business Development Officer - 20 Years of Experience - Near 10017
Join a highly motivated team of professionals were I can contribute to the success of the enterprise.
Ideal Companies: Emerging growth company
Tags for this Online Resume: Leadership, Problem Solving, Teamwork, Entrepreneurial, Glocal, Analytical, People Development, Investment management and corporate finance advisory leadership, Negotiating Financial Terms and Conditions
SENIOR COMPLIANCE OFFICER
Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...
Ideal Companies: none
Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Flexible Professional/Experienced Project Manager/Team Leadership Experience and Business Strategist
Utilizing all my exceptional values, visions, skills and experiences. Creating an ever challenged career while instilling exceptional values with company culture. Attaining company visions with with my unprecedented and unique experiences. Creating a socially responsible and world class company.
Ideal Companies: Business Consulting, Johnson and Johnson, Microsoft, Google, Cisco, Amazon, Target, St. Jude Medical Center, Irvine, Slalom
Tags for this Online Resume: Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Cost Slashing, Financial Management, Compliance Audits, Profit Margin Increase, Business Administration, Financial Planning, Staff Management, Employee Development, Team Leadership, Superior Attention to Detail, Quality Control, Strong Communication Skills, Sales, Strategic Planning, Budget Development, Commercial Construction, Business Development, Data Analysis, Data Collection, Change Agent, Investment Strategist, Sales force, Microsoft Office