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Online Resumes with "Mutual Funds "
Relationship Development/Education/Revenue Generation
My strength is in developing and expanding markets for financial products. Beginning in 1985, my focus has been in the financial services industry. Nine years of successfully building new markets for domestic and international mutual funds, and institutional money managers throughout the country. I also have 16 years working directly with clients in insurance and investments. In 2006 I returned to production in life insuran...
Sales Presentations
Aggresive Sales where i'm in front of people closing deals. internal broker dealer whole seller, pharmaceurical sales, Financancial advisor in a bank.
Ideal Companies: Mutual fund whole Seller, Van Eck, Thornburg, Dreyfus, JP morgan chase, Hugo boss, gucci, Pfizer, lilly, GSK
AML/BSA Buisness Analyst
Specializations include Data Analysis, Fraud Investigations, Compliance and Transfer In Kind, detailed adjustments, financial audits and verifications for Mutual Funds. A dedicated professional who consistently provides high-quality operational services and support, as well possesses excellent project leadership, interpersonal, exceptional communication, and organization skills.
Golf pro director or assistent manager for a golf director at a resort or golf club
Teo Perez 16102 Emerald Estates drive, Unit # 135, Weston Fl, 33331 (954) 6680335 teogolf@hotmail.com OBJECTIVE To use my expert abilities in Marketing and as a Golf Professional at a quality golf facility in the areas of Membership sales, Teaching, Developing Tournaments, Merchandising, Budgeting, Team Building, and Playing. QUALIFICATIONS More than 25 years of teaching golf professionally in large and small environ...
Tags for this Online Resume: Golf, Golf connection magazine, Westview country club, Golf Professional, Bussiness degree at FIU
MBA Sales Manager
Experienced sales manager with MBA, looking to work for a forward-thinking company of any size, to offer what I consider my greatest attributes of leadership, strength, integrity, intuition, knowledge, and interpersonal communication.
Ideal Companies: Microsoft, T. Rowe Price, Fidelity, E-Trade
Tags for this Online Resume: Marketing, Finance, Manager, Sales, Wholesaler
Accountant
Tags for this Online Resume: financial services, mutual funds, operations, banking, back office, transfers
Caertified Public Accountant
CPA for 20+ years. Hold a series 6 security license to add client in investing in mutual funds, IRAs, Company pension plans.
Ideal Companies: Small growing CPA firm.
Super star financial professional
High energy professional with exceptional interpersonal, communication and leadership capabilities. Effective, loyal, driven.
Ideal Companies: NASD, SEC, Citi Bank, NYSE
Experienced Financial Services Operations Manager- 18 years experience.
Experienced Financial Services Operations Manager seeking opportunity where my extensive communication, management skills, and leadership background will be an asset to an organization.
Tags for this Online Resume: Operations Manager, Mutual Funds, Transfer Agency, Client Retention, Customer Service, Employee Relations, Performance Management, Team Building, Succession Planning, Process Improvement, Creative Problem Solving, Coaching
Fund Administration, Boston MA
Tags for this Online Resume: Fund Administration, Treasury, Expenses, Client, Operations, Mutual Fund
International Financial Services Professional - 12+ years experience - Morgan Stanley London
I'm a Financial Services professional with 12+ years experience in Mutual Fund Operations, Portfolio Administration, Trade Settlements, plus a recent diploma in Bookkeeping and Payroll Administration. My areas of expertise include reconciliations, procedural development, organizational efficiencies, effective communication, client relations and administration.
Tags for this Online Resume: Trade Settlements, Portfolion Administration
Accountant
Tags for this Online Resume: accounting, audit, finance, business systems analyst, mutual funds
