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Online Resumes with "Investment Solutions"



Featured Profile

Why consider adding me to your Operations or Customer Service teams as a Client Support Associate?

I am a seasoned client services professional experienced with client administration and who values relationships as much as revenue. I am also a talented professional who have "walked the walk" in large, complex organizations and made an impact with small companies with my benefits derived from solutions based on best practice experience. I am a champion of client objectives and consultative strategy development and am inte...

Ideal Companies: Citigroup, Wachovia, Fidelity, E-Trade, Charles Schwab, Bank of America, HSBC, Merrill Lynch, Barclays, Wells Fargo, Neuberger Berman, PNC, Credit Suisse, Deutsche Bank, Goldman Sachs, Broadridge, FINRA, Scottrade, UBS, AIG, Alliance Bernstein, Computershare, TDAmeritrade, Blackrock

Tags for this Online Resume: client services, operations associate, client relationship manager, CRM, ADP, ACD

Personal Financial Advisor

Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / ...

Tags for this Online Resume: Business Development, Consultative Sales, Financial, Investment Services, Sales, Services, Balance, Benchmarking

Administrative Services Manager - 20 Years of Experience - Near 43560

Tags for this Online Resume: Toledo, Administrative Services, Retirement Plans, Investment Solutions, Financial Consulting, Not for Profit

Business Analyst - 20 Years of Experience - Near 07030

SUMMARY Experienced and professional Senior Business Analyst/Tech Writer possessing thorough knowledge of FIXED Income Wealth & Asset Management, Tax Credit Investments (LIHTC, HTC, RETC), Regulatory Reporting, Equity (NASDAQ/Listed), Fixed Income and Derivative Markets, Fix Protocol Connectivity, Algorithmic/Crossing and Alternative Investment Solutions. Accomplished in developing creative solutions for complex business wo...

Tags for this Online Resume: Management, Business Analysis, Business Analyst, Equity, Regression Testing, Test, Test Cases, Connectivity, Microsoft Visio, Quality Assurance

General Manager - 20 Years of Experience - Near 48307

Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...

Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager

Personal Financial Advisor - 16 Years of Experience - Near 84045

Ideal Companies: fisher investments, Raymond james, Edward Jones

Tags for this Online Resume: Insurance, Annuity, Health Insurance, Licensing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Persuasion, Sales, Sales Training

Financial Specialist

Tags for this Online Resume: Financial, Insurance, Management, Recruiting, Wealth Management, Distribution, FACETS, Management Solutions, Health Insurance, Life Insurance

Financial Services Sales Agent

Tags for this Online Resume: Advertising, Sales, Financial, Networking, Clarify, Distribution, Estate planning, Excellent track record, Expert Advisor, Insurance

Financial Services Sales Agent

Tags for this Online Resume: Equity, Sales, Management, Annuity, Portfolio Management, Accounting, Business Development, Insurance, Life Insurance, RIA