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Online Resumes with "Managed Brokers"
Featured Profile
National Account Manager/Broker Manager
Tags for this Online Resume:
CPG, Broker, National Account, Account Management, Business Manager, Merchandise Manager
Featured Profile
Proven Closer, Sales Leader, Long Beach CA
Join dynamic Sales Organization within a forward thinking corporation. One that focuses on excellence in customer service and relationships while winning by gaining and maintaining market share.
Ideal Companies: Dow Jones Corporation, Dun&Bradstreet Corporation, Factiva, Thomson Reuters
Tags for this Online Resume:
Proven Closer, highest sales acheiver, successful contract negotiator, redline management, Excellence in Customer Service and Relations
Branch Operations Manager - Financial Services Industry
Experienced branch operations manager and broker sales assistant with goal to provide top level support and assistance to financial advisors for growing firm’s revenues and assets under management while establishing the firm as the firm of choice for all their clients’ needs.
Tags for this Online Resume:
Financial Services, Branch Operations Manager, Series 7 and 63, Branch Compliance Officer, Broker-Dealer, Registered Client Service Associate
Food Service Management, Sales Management, Broker, Honolulu, Hawaii
Sales Manager - 20 Years of Experience - Near 76034
VP/Director level sales and category management leader with cross-functional, Fortune 500 Company CPG Industry experience successful leading sales account and category development teams, managing broker sales networks, developing strategic trade marketing plans and account strategic business plans that successfully drove category sales volume and market share. I have effectively interacted with all levels of management, fro...
Tags for this Online Resume:
Dallas, Walmart, Costco, Kroger, Nielsen and IRI, Trade Manager, Broker Management, Excel
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
Insurance Underwriter - 20 Years of Experience - Near 10466
Seasoned Insurance Account Executive with specific background in servicing, managing, and brokering of high net worth personal lines accounts. Looking for a position as a Senior Account Manager/Executive in where I can utilized
extensive knowledge and expertise.
Tags for this Online Resume:
Licensed Property and Casualty Broker/New York, Proficient in Most insurance software systems, Detail Oriented , High Net Worth , Experienced with Applied
Senior Vice President - 20 Years of Experience - Near 02118
I'm a Consultant and Senior Financial Services executive with over 25 years of experience fixing, growing and managing Wealth Management, Asset Management and Broker Dealer businesses. I have experience in all areas - including sales, marketing, operations, research, investments and compliance. Have been engaged as a consultant to large national custodians evaluating their technology solutions.
Tags for this Online Resume:
Boston, Wealth Management, Financial services, Consulting, Sales, Management, SME, Platform conversion, Asset Management, High Net Worth, Benefits, Fixed Income, Private Client, Distribution
Customer Service Manager - 20 Years of Experience - Near 07059
A leader in the financial services/asset management industry, experienced at Asset Management, Broker Dealer Strategy and Client/Investor Services consistently delivering quality results. Accomplished at managing diverse business units, and diverse groups of people, to help organizations grow through process change. Fosters an environment of empowerment with high employee involvement, motivation and morale. FINRA Licensed: ...
Tags for this Online Resume:
Process Improvement, Series 24, Asset Management, Mutual Funds, COO, Operations, Managing Director, Client Experience
Customer Service Supervisor - 20 Years of Experience - Near 07302
By way of introduction, I am a senior financial services leader with a passion for understanding, managing, and improving the client experience at all levels.
As a seasoned industry professional, I have experience in front office (client services), back office (service delivery and operations), and program management (Oversight and Control) leadership roles. Each position interfaced with regulatory controls that required...
Tags for this Online Resume:
leadership, client service, operations, Risk mitigation, streamline, new york, cross team
National Account Manager/Broker Manager
Tags for this Online Resume:
CPG, Broker, National Account, Account Management, Business Manager, Merchandise Manager
Featured Profile
Proven Closer, Sales Leader, Long Beach CA
Join dynamic Sales Organization within a forward thinking corporation. One that focuses on excellence in customer service and relationships while winning by gaining and maintaining market share.
Ideal Companies: Dow Jones Corporation, Dun&Bradstreet Corporation, Factiva, Thomson Reuters
Tags for this Online Resume:
Proven Closer, highest sales acheiver, successful contract negotiator, redline management, Excellence in Customer Service and Relations
Branch Operations Manager - Financial Services Industry
Experienced branch operations manager and broker sales assistant with goal to provide top level support and assistance to financial advisors for growing firm’s revenues and assets under management while establishing the firm as the firm of choice for all their clients’ needs.
Tags for this Online Resume:
Financial Services, Branch Operations Manager, Series 7 and 63, Branch Compliance Officer, Broker-Dealer, Registered Client Service Associate
Food Service Management, Sales Management, Broker, Honolulu, Hawaii
Sales Manager - 20 Years of Experience - Near 76034
VP/Director level sales and category management leader with cross-functional, Fortune 500 Company CPG Industry experience successful leading sales account and category development teams, managing broker sales networks, developing strategic trade marketing plans and account strategic business plans that successfully drove category sales volume and market share. I have effectively interacted with all levels of management, fro...
Tags for this Online Resume:
Dallas, Walmart, Costco, Kroger, Nielsen and IRI, Trade Manager, Broker Management, Excel
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
Insurance Underwriter - 20 Years of Experience - Near 10466
Seasoned Insurance Account Executive with specific background in servicing, managing, and brokering of high net worth personal lines accounts. Looking for a position as a Senior Account Manager/Executive in where I can utilized
extensive knowledge and expertise.
Tags for this Online Resume:
Licensed Property and Casualty Broker/New York, Proficient in Most insurance software systems, Detail Oriented , High Net Worth , Experienced with Applied
Senior Vice President - 20 Years of Experience - Near 02118
I'm a Consultant and Senior Financial Services executive with over 25 years of experience fixing, growing and managing Wealth Management, Asset Management and Broker Dealer businesses. I have experience in all areas - including sales, marketing, operations, research, investments and compliance. Have been engaged as a consultant to large national custodians evaluating their technology solutions.
Tags for this Online Resume:
Boston, Wealth Management, Financial services, Consulting, Sales, Management, SME, Platform conversion, Asset Management, High Net Worth, Benefits, Fixed Income, Private Client, Distribution
Customer Service Manager - 20 Years of Experience - Near 07059
A leader in the financial services/asset management industry, experienced at Asset Management, Broker Dealer Strategy and Client/Investor Services consistently delivering quality results. Accomplished at managing diverse business units, and diverse groups of people, to help organizations grow through process change. Fosters an environment of empowerment with high employee involvement, motivation and morale. FINRA Licensed: ...
Tags for this Online Resume:
Process Improvement, Series 24, Asset Management, Mutual Funds, COO, Operations, Managing Director, Client Experience
Customer Service Supervisor - 20 Years of Experience - Near 07302
By way of introduction, I am a senior financial services leader with a passion for understanding, managing, and improving the client experience at all levels.
As a seasoned industry professional, I have experience in front office (client services), back office (service delivery and operations), and program management (Oversight and Control) leadership roles. Each position interfaced with regulatory controls that required...
Tags for this Online Resume:
leadership, client service, operations, Risk mitigation, streamline, new york, cross team
Proven Closer, Sales Leader, Long Beach CA
Join dynamic Sales Organization within a forward thinking corporation. One that focuses on excellence in customer service and relationships while winning by gaining and maintaining market share.
Ideal Companies: Dow Jones Corporation, Dun&Bradstreet Corporation, Factiva, Thomson Reuters
Tags for this Online Resume: Proven Closer, highest sales acheiver, successful contract negotiator, redline management, Excellence in Customer Service and Relations
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
