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Online Resumes with "Mutual Funds "
Focus on reconcilement and Mutual Fund.
Over 15 years in a challenging high performance environment.
Ideal Companies: Children Hospital, Federal Reserve, PNC Bank, Delaware Investments, Independence Blue Cross.
Accountant
Tags for this Online Resume: Staten Island, Mutual funds
Director of Operations - 17 Years Experience
Goal-oriented and results-driven Financial Service professional with experience creating new processes while increasing efficiency/productivity and mitigating risk. Effectively developed and maintained multiple groups within operations with various tasks
Tags for this Online Resume: Finance, Accounting, Risk and Compliance, Regulatory and Governance, Quality Assurance , Mutual Fund Audits
Accounting and Finance, Cincinnati - 9 years
As a highly qualified, detail and deadline oriented accounting and finance person with proven results in the financial services profession with extensive experience at various accounting and finance levels including but not limited to resolving discrepancies, loss recovery, auditing, mutual fund accounting, 401(k) and benefit plans, federal compliance, and budget analysis. A gifted communicator and problem solver, who faci...
Tags for this Online Resume: Coding, Accounting, Accounts Payable, Accounts Receivable, Audit, Bloomberg, Cognos, Consulting, Customer Service, Deposits
Wholesaler
Tags for this Online Resume: Investments, Variable Annuities, Securities, Mutual Funds, Municipal Bonds, Alternative Investments
Mutual Funds and Annuities Specialist
Account Manager
Tags for this Online Resume: New York, Mutual Funds, Annuities, Account Manager, Sales, Good Interpersonal skills
Financial services, Boston
Tags for this Online Resume: Mutual Fund, ETFs, Fixed Income, Equities, Trade Operations, Account reconcilliations, Fund Accounting, Custody, Financial Services
External Wholesaler, Florida- 10+ years of experience
After nearly 10 years of successful wholesaling in the Bank Channel, about a year ago I decided to take a different direction in my career, and become an Investment Advisor. Although my change in direction has proven to be successful, there is something about wholesaling and developing incredible relationships that gets into your blood. So I have decided to pursue a position in that field once again. Although most of my w...
Tags for this Online Resume: wholesaler, Annuities, Insurance, Mutual funds, Reional Vice President, Director
Chief Financial Officer - 20 Years of Experience - Near 30327
My name is Tom Garr and, I would like to, respectfully, submit my attached resume to you for consideration for a position on your team as a Chief Operating Officer or Chief Financial Officer.
Tags for this Online Resume: Risk, Finance, Audit, Management, Marketing, Profitability, Strategic, Atlanta, Funding, Cash Flow, Shareholder
Senior Equityl Analyst - 15+ Years of Experience - Near 06830
Fundamental, bottom-up analyst with extensive financial market experience at both asset managers and hedge funds. Thorough understanding of the stock market, industry groups, and numerous analytic techniques. Detailed financial modeling experience as well as client interaction.
Ideal Companies: Lone Pine Capital, Morgan Stanley Asset Management, Fiduciary Trust, family office
Tags for this Online Resume: Equity Research, Fundamental Analysis, Excel, Bloomberg, Industrial, Consumer, Natural Resources, NYC Area
Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA
To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...
Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust
Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations
Business Analyst - 20 Years of Experience
Multi-disciplined IT professional with extensive experience as a Programmer, Analyst, Manager and Liaison. In-depth knowledge of insurance, financial services, mutual funds and banking industries and higher education. Highly effective meeting business needs through production support, and enhancement and new product implementations. Excellent communication, interpersonal, analytical and problem solving skills.
Tags for this Online Resume: business analyst, insurance, annuities, liaison, financial services, higher education
