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Online Resumes with "Mutual Funds "
Investment Associate at Santander Bank
Build upon existing financial services experience and knowledge to obtain a mutual fund role and develop and refine the skills necessary to excel in that vertical.
Tags for this Online Resume: banking, financial services, wealth management, trader, mutual fund wholesaler, series 6, mutual fund
Experienced Wholesale Account Executive
Opportunity to develop strong relationships with client base where my experience and persistence help close the sale. Ability to work flexibly within a group as well as independently.
Director/Regional Manager/SVP
Develop quality personnel; increase sales; attract top talent
Tags for this Online Resume: Wealth Management, Regional Director, SVP International, Mutual Funds, Hedge Funds, Alternative Investments
Financial Services Compliance Professional
I am a Financial Services Compliance professional with over 12 years of SEC examination experience; as well as, over four years of compliance experience for a large financial services company. I possess strong analytical, evaluation, research and communications skills. I have the ability to develop and communicate action plans for resolution of identified control gaps. I have in depth knowledge of Federal and Self Regulato...
Tags for this Online Resume: Compliance, Risk , Audit, Procedures and Control, Mutual Funds, Investment Adviser
Regional V.P. Pacific NW
To reach the position of an external wholesaler for a reputable Finance and Investment company, preferable in the Pacific NW area of the US. Alternatively, I would enjoy an International Sales and Marketing position, in which I would take advantage of my past International exposure and my fluency in German and French.
Tags for this Online Resume: seattle, relationship professional, annuities, mutual funds, 401K, fluency in German, French, International Experience, many sales awards
CONTROLLER / AUDITOR
Consummate accounting and audit professional with over 10 years of demonstrated domestic and international experience. Possess strong analytical skills and is able to quickly analyze problems and develop effective solutions. Consistently initiates cost savings and profit maximizing strategies as appropriate for his employers/clients. Strong leadership, great inter-personal and collaborative skills being able to forge allian...
Ideal Companies: JP Morgan, Chase, Morgan Stanley
Tags for this Online Resume: Controller, Auditor, Financial Specialist, Audits, Budgeting, Benefit Analysis, Financial Reporting, Payroll, Fixed Asset Accounting, Expense Control, Portfolio Accounting, Mutual Fund Accounting
Acting Director of Marketing - 13 years experience - Project management and team development
Seasoned marketing executive with strong project management and team building skills. I am great at putting together teams and making things happen within institutions, and want to continue working at a high level in this capacity outside of the non-profit realm.
Ideal Companies: YouTube, Franklin Templeton, Solar City
Tags for this Online Resume: Marketing strategy, Project management, Team building, Marketing and Media, detail oriented, Digital Marketing, Email Marketing, Work flow, Art Direction, Copywriting, Process improvement
VP Sales and Operations Insurance Carrier and Field Expereince
With over 25 years of experience in the insurance industry and extensive knowledge of the financial institution, broker dealer and independent agent marketplace, I have a unique blend of operations and sales skills which allows me to understand both sides of the equation. I was able to obtain these skills through my years of service in the home office of an insurance company and my responsibilities for the sales and operat...
Ideal Companies: Genworth, New York Life, Prudential, Allstate, Statefarm
Tags for this Online Resume: Key Account Management, Sales Management, Operations, New Business Development, Senior Vice President, Insurance
Sr. Associate, Worldwide Compliance and Corporate Ethics, Amgen, Inc.
Amgen is an innovative, science-based company dedicated to helping people fight serious illness – and we are committed to living the Amgen Values. Our Values form a deeply held belief system that guides our behavior, helps us make the right decisions and builds the framework for our daily interactions with each other. We value people, integrity and results. This combination is essential in accomplishing our primary purpose ...
Ideal Companies: Nike, Reebok, Adidas
Tags for this Online Resume: commodities, trading, import and export, snagit, power point, excel, word, outlook, sales, marketing, entrepreneur, small-business
Asset Management Professional - over 15 years product strategy/mkting experience
I'm a financial services professional who has 15yrs experience in asset management/mutual fund industry. Expertise in mutual fund and portfolio research & analysis, product strategy & mkting, institutional business development, and general management in Asia Pacific.
15 Years work experience in a Government Owned and Controlled Corporation from REcords Officer II to Financial Specialist to Budget Officer III
I am a Financial Specialist of one of the most prestigious Corporation in the Philippines the HOME DEVELOPMENT MUTUAL FUND which is a financing and a lending company for 15 years until I was promoted as a Budget Officer III for being a hardworking person, works under pressure with good performance working with co employees, my work focus in the accounting and budgeting where I used to prepare the annual budget of the Fund, ...
