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Online Resumes with "Mutual Funds "
Personal Financial Advisor
Ideal Companies: Brokerage houses, mutual funds
Developing Business Financial Analyst
Developing financial analyst with exceptional interpersonal communication and leadership skills. Resourceful, creative, loyal, etc.
Ideal Companies: Bank of America, Vanguard, IBM, Duke Energy, AXA, SPX, Transamerica
Tags for this Online Resume: Process Improvement, Process Development, BRD, Investment Compliance, Management Reporting, MFTP, CRD, Bloomberg, International Portfolio Reconciliation, Financial Statement Analysis, GL Accounting
Financial Adviser/Financial Analysis - 4+ years of experience. Excellent Customer Service
Acquire a career in a demanding, fast paced environment that encourages me to excel in my field and continuously enhance my skill sets. Opportunity for a position that will allow me to utilize my knowledge of the financial world, as well as my superb customer service and dedication to the work I do, ultimately becoming a key asset to the company and advancing the efficiency and profitability over time.
Tags for this Online Resume: Seminars, Customer Service, Financial Analysis, Mutual Funds, Fixed Assets, Experienced
Vice President of Sales
Tags for this Online Resume: finance, trainer, life insurance, Mutual funds, annuity, long term care
Financial Services Operations Professional, Boston
I am looking for a job that will offer me the opportunities to utilize my expert skills in being detail-oriented, client driven and motivated, and given the leaway to continue to cultivate and maintain relationships across all levels of clientele
Tags for this Online Resume: Mutual Fund Accounting, Mutual Fund Analysis, Financial Services, Client Services
Process and Technology Leader, Midwest
I am an operations, process improvement, strategy, and technology implementation leader with experience in the financial services and insurance industry. I have focused my career around connecting customers and companies, whether through improved operational processes or creation and implementation of customer facing technology. I strive for positive outcomes for both parties in the form or improved revenues and profits a...
Ideal Companies: Fidelity, H&R Block, ING
Tags for this Online Resume: operations management, e-business, six sigma, process management, marketing, strategy development
Vice President Accounting, King of Prussia PA
Find a company that balances both family and a persons career.
Tags for this Online Resume: Vice President, Mutual Funds, Sr. Manager, Conversions
portfolio Administrator in Mutual Funds operations , fund Accounting for over eight years in afas
Internal Wholesaler
Marketing financial products to financial consultants and brokers.
Tags for this Online Resume: Mutual Funds, Wholesaler, Fixed Income, Internal Wholesaler, Marketing, Financial Services
Investment Services Professional
To establish myself with a premier investment/wealth management firm dedicated to providing stellar investment results while being sopported by a top tier operations platform.
Tags for this Online Resume: Marketing, Retirement, Investments, Mutual Funds
Renaissance Salesman
Ideal Companies: Mutual Fund companies, Limited Partnerships, Insurance Companies, Territorial Sales Management
Business Systems Analyst, Chicago
Extensive business experience in the management and administration of day-to-day operations of a small company within a large mutual fund organization. • A successful track record in compliance regulations of the marketing and transfer agent departments. • Experience is broad in scope, and includes audit trails, balancing inventory, customer services and account reconciliation. • Analytical professional with proven initiat...