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Online Resumes with "Mutual Funds "
Global Custody Client Service VP
My career in banking has spanned more than 38 years,Over the course of that time period, I have gained extensive experience and expertise in every area of domestic and international securities operations from both a banking and brokerage perspective.
Tags for this Online Resume: Corporate Actions , Mutual Funds Settlement , Legal Transfer/Foreign & Domestic Estates , Domestic & International Settlements , Cash Management , Global Custody Client Service Manager
Account Manager - 4 years Experience - Boston
Master of Science, Taxation, demonstrated strong work ethic. First level manager in high demanded finance working environment. Knowledge of accounting and client operation in mutual funds structure and process. Ability to learn quickly and efficiently. Seeking an Account Manager Position.
Tags for this Online Resume: Master in Taxation, Bachelor, Bachelor in Accounting, Boston, Bloomberg
Auditor - 20 Years of Experience - Near 02026
Tags for this Online Resume: Boston MA, Auditor, Mutual Fund, Financial Reporting, Performance Analyst, Fund Accounting, Buditing
Financial Planner - 12 Years of Experience - Near 19475
Experienced financial planner and retirement specialist, successfully managed 3,000+ clients with over $2.3 billion in assets and $44 million under active management. Passionately, and proactively, grows and deepens relationships both with clients and team members alike. Excels at efficiently interfacing with clients and team members at all levels to exceed organizational and personal goals. Operates best in environments wh...
Tags for this Online Resume: Retirement, Mutual fund, Insurance, Series 7, CFP, Series 63, Philadelphia Area, Series 6
Vice President - 20 Years of Experience - Near 14094
I am looking for an opportunity to transition from banking/financial services into technology or other industry. I am a seasoned professional with many skills that are outlined in my Executive Summary and Resume. I am excited to find a company I can grow with.
Ideal Companies: Technology, Manufacturing and Service
Tags for this Online Resume: Buffalo, Microsoft, Payroll, Analysis, Sales, Excel, Project, Cloud, Finance, Insurance
Financial Analyst - 2 Years of Experience - Near 11416
• Market and sell appropriate investment products, financial and wealth management services/products to clients. • Ability to create a sales and marketing strategy for new client relationships
Ideal Companies: JP MORGAN CHASE , Investment Banking Department
Tags for this Online Resume: Financial Analyst, Account Manager, Financial Adviser
Business Analyst and Office Manager
To resume and further my knowledge in the mutual funds and operations business
Tags for this Online Resume: Adminstrative Support, Team player, organized, Quick learner, Data Entry proficient, Microsoft office, customer service, Data Entry, Compensation, Deposits, Services, ACH, Purchasing, Statistics, Training, administrative, receptionist, data entry, office management
Financial Specialist - 18 Years of Experience - Near 28273
I'm a Brokerage professional who has 18 years experience in New Accounts, Annuties and Mutual Funds processing. Also have expreiance analyzing data and front desk administration.
Accountant - 10 Years of Experience - Near 07603
Tags for this Online Resume: Mutual Fund Accountant, Hedge Fund Accounting, New York, New Jersey, Entry Level CPA
Accountant
Tags for this Online Resume: Investment Management, Investment Advisory, Wealth Management, Mutual Funds, Country Funds, Emerging Market Funds
Manager - 20 Years of Experience - Near 51732
CV - Curriculum Vitae / Resume _____________________________________________________________________________ B.PuranDhar Contact @ Mobile: 00 91 - 90 10 10 10 03 E-Mail ID: mentorsmaster@gmail.com OBJECTIVE Highly In-Depth experience on Multiple Subjects, Domains, ...
Tags for this Online Resume: MARKETING, SALES, MANAGEMENT, ADMINISTRATION, ANALYSIS, STRATEGY, SCM, IT
Sales Manager - 15 Years of Experience - Near 53226
Looking to utilize my extensive (11+ years) experience to work with a dynamic company in need of a B2B consultative sales professional.
Ideal Companies: Banks, Mortgage Companies, Insurance Companies, Manufacturing
Tags for this Online Resume: B2B, consultative, experienced, results, achievements, reliable, Profit/Loss
