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Online Resumes with "Investments "
Portfolio Administrator/Trade analyst- 15 Years of Experience - Near 91504
Tags for this Online Resume: Settlements, Back Office, Purchasing, Real Estate, Bonds, Equities, Fixed Income, Long Term Care, Mutual Funds, Sales, finance, investment
General Manager
Needed to increase production 25% per year without adding to workforce. Automated and upgraded existing production areas removing the need for repetitive motion lifting and turning. Eliminated all labor intensive processes. Trained workforce to operate new equipment: With a capital investment of $12 million was able to grow business from $4 million to $233 million over 12 years with no increase in workforce. All projects ac...
Tags for this Online Resume: Merchandising, Packaging, P&L, Retail, Transportation, Consulting, Distribution, Logistics, Manufacturing, Metrics
Manager - 20 Years of Experience - Near 60015
Career Summary As a seasoned IT professional with 20+ years experience in the investment services industry, I have a proven track record of management, business analyst and project management skills, combined with strong technical skills and industry knowledge. I have solid analytical and problem-solving skills. I have considerable experience analyzing and implementing in-house data solutions as well as vendor provided solu...
Ideal Companies: Amazon, Apple, IBM
Tags for this Online Resume: Management, Software, Wealth Management, Database Design, Defect Tracking, DHTML, Disaster Recovery, Disaster Recovery Planning, Documentation, Extensible Markup Language (XML)
Controller
SUMMARY Executive level accounting and reporting professional with extensive experience in investment management. Broad-based background developing and improving controls and processes, streamlining reporting, monitoring policy compliance, and partnering with businesses to meet firm objectives. Hands- on Controller/CFO directly managed monthly and annual close, all facets of management and SEC reporting, Sarbanes-Oxley over...
Tags for this Online Resume: Accounting, External Reporting, Federal Tax, Filing, Financial, Fund Accounting, Information Technology, Monitoring, Product Development, Retail
Non-retail Sales Supervisor
Professional Summary Core Qualifications * Award-winning sales professional * Excellent communication skills * Able to engage customers in meaningful conversation that lead to increased sales * Often assisted in placing product on sales floor * Become known for approachable sales methods * Adept at developing repeat business I was commissioned as a second lieutenant in the U. S. Army through the ROTC program. During my unde...
Tags for this Online Resume: Sales, Securities, Underwriting, Atlas, Bankruptcy, CAT, Clipper, Communication Skills, Distribution, Excellent Communication Skills
Tax Manager - 20 Years of Experience - Near 19148
SUMMARY: Entrepreneur with over 30 years of experience in the financial services industry. Certified Public Accountant, Resident Insurance Producer and Investment Advisor Representative in the State of Pennsylvania. Experienced with consolidating spreadsheets and models, with some SEC reporting. * Business development officer, technology advisor and tax research consultant. * Assist clients with bank financing and financial...
Tags for this Online Resume: Audit, Financial, Financial Reporting, Accounting, APEX, Financial Services, Insurance, Management, Risk Management, Services
Chief Financial Officer
Summary An accounting and finance professional with extensive knowledge of GAAP accounting and finance, business analysis, project management, hands on accounting, process flow and design, and using Microsoft applications. Professional has experience in real estate, non- profit, manufacturing, construction, banking and finance, restaurant, retail, IT services, and governmental accounting. * GAAP Compliance / Accounting Poli...
Tags for this Online Resume: Audit, Compensation, GAAP, Generally accepted accounting principles, Internal Controls, Planning, Accounting, Accruals, Financial, Financial Statements
Financial Manager
Summary of Experience: Seventeen years' experience as a technical expert in the development of Commercial, Multifamily and Residential lending quality control solutions as a Manager of Underwriting. Experienced in compliance regulations including and a strong focus monitoring compliance examinations, risk, income and credit assessment. I work collaboratively with team members in an effort provide tactical implementation by ...
Tags for this Online Resume: Compliance, Corrective Actions, Documentation, Underwriting, Banking Industry, Insurance, Litigation, ROI, Appraisals, Due Diligence
Financial Manager - 12 Years of Experience - Near 10002
Looking to use my skills and experience to help organizations increase efficiency while increasing profits. I am respected, well-qualified, dynamic, and innovative, top-producing business management professional with 14+ years of comprehensive experience building, developing, and leading high performance, high caliber sales and marketing divisions in competitive, fast-paced, customer-centric investment environments. Expert...
Tags for this Online Resume: Insurance, Management, Advertising, Back Office, Business Development, Equity, Front Office, Integrate, Business Development, Series 7, Series 66, Series 26, Life Insurance, Health Insurance, Compliance, CRM, Salesforce, Financial Services, Consultant, Excel, Powerpoint, SQL
Financial Analyst
SUMMARY Results- oriented Operational Investment analyst skilled in developing and implementing standardized policies and procedures. Financial data analyst able to analyze complex situations designed practical solutions and integrate cost effective plans to ensure client reporting accuracy. Proficient in analyzing financial reporting and matching results with the industry operational performance. * Analytical Mentoring Pro...
Tags for this Online Resume: Documentation, Financial, Coding, Accounting, Accounting Functions, ERISA, GAAP, Generally accepted accounting principles, Reconciliations, Research, accounting, gaap
investment manager
To manage investment advisors . Train selling skills and pass on my skills of investment knowledge.
Tags for this Online Resume: Manager, Owner, Principle, Investments Advisor, Stockbroker, Operations
Manager
Skills Summary Project Management: SDLC / Waterfall Project estimation Risk assessment and mitigation Program Management /PMO IT Strategy Development Acquisition/Integration Some Agile Experience IT Project Lifecycle: Requirements Analysis Costing & Budgeting Project Scheduling Testing/QA/Rollout/Support Value-Added Leadership: Strong Financial Services background. Retirement products and strategy. Trading (Mutual Funds, Eq...
Tags for this Online Resume: Management, Business Requirements, Investment Management, Microsoft Project, MS Project, Support, Cobol Programming Language, Budgeting, Disaster Recovery, Equity
