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Online Resumes with "Investment Services"



Business Analyst - 20 Years of Experience - Near 07670

Tags for this Online Resume: Information Technology, Information Security, Risk Assessment, Client Relationship Management, Team Management, Disaster Recovery, Record Retention, Project Management, New York / New Jersey, Implement Policies & Standards, Compliance / Controls, Communications / Presentations

Financial Specialist - 20 Years of Experience - Near 53045

Tags for this Online Resume: Marketing, Project Coordinator, High Net Worth, Investment Services, Mutual Funds, Milwaukee, Morningstar Advisor Workstation, Performance Reporting, Data Analysis/Validation

VP of financial Services

Tags for this Online Resume: Investment Services, Financial Services, Business Development, Insurance, New Business Development, Professional Services, Account management, RIA, Sales, Securities

Customer Service Manager - 13 Years of Experience - Near 33173

Tags for this Online Resume: Banking Industry, Investment Services, Services, Teller, Underwriting, Insurance, Billing, Certified Public Accountant, Customer Service, Data Entry

Chief Executive Officer

Profile: * An accomplished and recognized healthcare/benefits executive with a broad knowledge of current industry trends/landscape. * Skilled presenter with ability to gain rapport quickly with various audiences and develop positive relationships. * Founder and creator of VBS, LLC, in 2005, a leader in voluntary benefits and employee benefit education. Approached/acquired in 2011 by Hub International and became the practic...

Tags for this Online Resume: Investment Services, Management, Marketing Management, Networking, New Business Development, Planning, Publications, Sales, Sales Training, Services

Manager

Tags for this Online Resume: Integrated Team Leadership, Mentoring, Financial Analysis, Negotiations, CRM Systems, Investment Services, Credit, Business Development, Distribution, Procurement

Personal Financial Advisor - 20 Years of Experience - Near 75238

SUMMARY Strong Work Ethics, Values, Trust, Impeccable Character (always looking for "Win :Win"), Punctual, Determined, and My Personality, all benefit relationships with clients and team members. At the core of all my experience, has been a genuine enjoyment of working with people, earning their loyalty and trust, and solving many of their financial concerns, for their present and future needs. PROFESSIONAL My Professional ...

Tags for this Online Resume: Commodities, Equities, Fixed Income, Mutual Funds, Financial, Investment Services, Planning, Services

Director - 20 Years of Experience - Near 98406

COVER LETTER: Dear Mr. Lewis: On behalf of the City of Tacoma, thank you for agreeing to serve on the Tacoma Community Redevelopment Authority. Volunteers such as yourself are an invaluable resource and are instrumental to the success of the City. I have enclosed a copy of the resolution indicating the term of office you have been appointed to. If I can be of further assistance, please let me know. Sincerely, BRIAN EBERSOLE...

Tags for this Online Resume: Acquisitions, Planning, Real Estate, Government, Investment Services, Landscaping, Management, Property Management, Securities, Services

Sales Representative - 20 Years of Experience - Near 07436

PROFESSIONAL SUMMARY: Senior sales professional with the past ten years in the manufacturing / engineering services industry. The past eighteen years also includes technology sales and custom software development sales. I have ten years of experience in selling, and implementing staffing and outsourced engineering project solutions. Many projects were sold for manufacturing and mechanical engineering services. Helped to lau...

Tags for this Online Resume: Offshore, Sales, Sales Executive, Accounting, Application Development, Business Development, Commissions, Investment Services, Manufacturing, engineering

Insurance Sales Manager - 19 Years of Experience - Near 84097

Tags for this Online Resume: Sales, Insurance, Life Insurance, Estate planning, Investment Services, Planning, Services, Consulting, Financial, High Net Worth

Personal Financial Advisor - 3 Years of Experience - Near 14526

SUMMARY: Experienced professional with background in investment management, financial planning, middle market & personal lending, budgeting, back office operations and teaching.

Tags for this Online Resume: Management, Investment Services, Services, Wealth Management, Investment Management, Investment Opportunities, Liquidity, Security, Appraisals, Equity

Financial Manager

ACCOMPLISHMENTS Shortly after graduating from college I accepted a Management Training position with Manufacturers Hanover Trust Company involving personal trust and custodial services administration and was promoted through a series of increasing responsibilities to the position of Trust Officer in 1984 and held that position until December 1986. I made significant contributions in new business development, new clients, as...

Tags for this Online Resume: A SERIES, Alternative Investments, Analytical Skills, Asset Growth, Asset Management, Banking Industry, Banking Operations, Banking or Financial, Business Development, Communication Skills