---

Online Resumes with "Investment Services"

Loan Officer - 20 Years of Experience - Near 79936

I thrive on leading team members to mitigate risks, ensure compliance and deliver profitable results. Strongly experienced in all facets of lending, I have directed hundreds of millions of dollars of production in a variety of credit leadership roles. My background and skills position me to be highly effective in managing the challenging demands upon your firm. Together, we will achieve significant growth for your bottom...

Tags for this Online Resume: CHIEF LENDING OFFICER, Consumer Credit Underwriting , Personnel Management , Sales Training , Marketing Techniques , Indirect Lending Officer, Account Management, Documentation, Investment Services, Management, Services, Wire Transfers, Quality, Quality Assurance

Vice President - Hedge Fund Accouting - 15+ years experience - New York, NY

SUMMARY Trusted finance and operations leader with domestic and global experience in the investment services industry. Focused on setting product direction for profitability, risk assessment and management, project management. Known for implementation of new product lines, integration of acquired entities, development of process and controls that address and manage operational and vendor risk. Enhances bottom-line profits b...

Tags for this Online Resume: Accounting, Filing, Fund Accounting, Mutual Funds, Valuations, Budgeting, Forecasting, Financial, Financial Oversight, Prime

Vice President of Marketing - 15 Years of Experience - Boston

SUMMARY Global product marketer of disruptive financial technology (FinTech) software-as-a-service (SaaS) solutions. Subject matter expert in the strategic marketing, product development, and business management of FinTech SaaS. Highly accomplished at global corporate communications, marketing writing, and branding. Skilled at nurturing complex client relationships, engineering sales, fostering organic account growth, and s...

Ideal Companies: SaaS, Google, John Hancock

Tags for this Online Resume: Content Management, Management, Competitive Analysis, Investment Services, Financial Reporting, Mutual Funds, Project Management, Strategic Marketing, SEO, KPI, Digital Marketing

Senior Sales Representative - 20 years Experience- Chicago area 60014

To connect with a small to mid size firm in as an area sales/account manager and or regional sales manager.

Tags for this Online Resume: sales, account management, sales manager, Insurance, Investment Services, Management, Services, Business Development, Distribution, Financial, outside sales, sales representative, account executive, business development

Not Listed

SUMMARY OF QUALIFICATIONS * Over 25 years of experience in the Mortgage Industry both wholesale and retail. * Conventional, REO, FHA, VA, Harp, Homepath, Short Sales and Foreclosures. * Calyx Point, Pipeline, Encompass, Doc V and Misc. internal banking software. * Proficient knowledge of computers, FHA/VA Connection, LDP/GSA, DU and LP. * Office Mgmt., Customer Service, Collection, Call center, Clerical and Administrative d...

Tags for this Online Resume: Call Center, Documentation, Satellite, Appraisals, Services, Banking Industry, Collection, Customer Service, FHA, Investment Services

Accountant

Areas of Expertise * Alternative Investment Accounting * Private Equity Subject Matter Expert * Financial Reporting * Business Development * Investran Expert User * Internal/External Audits * Global ILPA Coordinator * Operations Management * SSAE 16 (SOC 1) Coordinator

Tags for this Online Resume: Real Estate, Applications, Management, Accounting, Accounting Software, Audit, Custody, GAAP, Generally accepted accounting principles, Investment Services

Financial Manager, Branch or Department

lead & serve an organization that is inspired help their clients reach their financial dreams. I have always felt as though when our clients succeed we company will succeed. Accomplishments: * Exceeded production goal of 25% increase in revenue every year. * Executed company milestone goal of 1 million dollars in annual revenue in "2017." * Generated over $195, 000 in personal GDC in "2017" while balancing time as Vice Pres...

Ideal Companies: YYYY

Tags for this Online Resume: Benefits, Insurance, Management, Referrals, Securities, Wealth Management, Banking Industry, Bonds, Book of business, Investment Management

senior commercial real estate, over 20 years.

SUMMARY_________________________________________ * Senior level commercial real estate professional with a broad range of experience and training and decades of real world life experiences. * Appraisal District trained as a Level III property appraiser in Texas. * Successful history of working with all types of commercial real estate projects while building a unique understanding of real estate investment cycles. * Professi...

Tags for this Online Resume: Management, Property Management, Retail, Real Estate, Consulting, Investment Services, Services, Verbal Communication, Verbal Communication Skills, tax agent, commercial appraisal

Operations and Service Leader, 30 years experiences in client administration, customer service and operations

Proven, experienced leader in securities services covering operations, client service and administration seeking similar opportunity to help your firm succeed in delivering consistently high quality services, measurable differences, to your clients.

Tags for this Online Resume: Benefits, Custody, Automation, Management, Project Management, Securities, Accounting

Tax Manager - 18 Years of Experience

Summary A results-driven professional with proven and versatile tax experience in the financial services industry. Expertise in Regulated Investment Companies (RICs) including international, variable annuities, equity, bonds, money markets, fund of funds, and Cayman entities. Strong technical and analytical skills with a collaborative problem-solving approach. Overall career experience in tax, fund administration, and accou...

Tags for this Online Resume: Accounting, Asset Management, Distribution, Financial, Financial Statements, Investment Services, Management, Services, Federal Tax, Fund Accounting

Financial Specialist

& ACCOMPLISHMENTS

Tags for this Online Resume: Banking Industry, Management, Risk Management, Wealth Management, Commercial Lending, Investment Services, Planning, Services, Wholesaler, Balance

Financial Specialist - 15 Years of Experience - Near 80112

Tags for this Online Resume: Insurance, Management, Computer Aided Software Engineering, Life Insurance, Point Of Sale (Pos), Sales, Sales Support, Support, Financial, Wealth Management