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Online Resumes with "Mutual Funds "
Financial Advisor - 20 Years of Experience - Near 89509
SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...
Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets
Purchasing - 20 Years of Experience - Near 32084
I wish to continue my 28 year career as an expert director of procurement, sourcing, operations management,vendor management and logistics
Ideal Companies: All medium to large corporations
Tags for this Online Resume: Jacksonville, vendor, finance, director, lean six sigma, Accounting, Catalogs, Distribution, Layout, Procurement, Purchasing, Business Operations, Compliance, SEC Regulations, FINRA Series 7, Graphic Design, Vice President, Print Expert, Digital Print Expert, Vendor Management, RFP, RFQ, RFI, Project Management, US Naval Inteligence
Financial Analyst
Tags for this Online Resume: mutual fund, reconciliation, net asset value, fund accounting, investment accounting, fund reporting, financial analyst, variance analysis, forecating, budgeting, financial modeling, journal entry
Financial Specialist - 2 Years of Experience - Near 53546
CAREER HIGHLIGHTS Ø Founder of a successful cross college campus bicycle recycle program that has provided over 500+ bicycles to students in need of cheap transportation. Ø Introduced a re-run process that effectively reduced accounting errors and increased efficiency of documentation process from 40% to 80%, for receivable payments that range from $1 million to $ 2 million dollars per week. Ø Created innovative, distinctiv...
Tags for this Online Resume: Bloomberg, Financial, Accounting, Management, Account Management, Adobe, Advertising, Apple MacIntosh
Accountant - 20 Years of Experience - Near 34232
A challenging position that capitalizes on my experience in accounting with growth potential.
Tags for this Online Resume: Accounting, Mutual Funds, Benefits, Financials, General Ledger, Insurance, Operating Systems, Receivables
Claims Adjuster
Tags for this Online Resume: Compliance, Series 6, 26, 51, Mutual Funds , Management, Investments , Life & annuity
Qualified Plans/Mutual Funds - 20 Years of Experience - Near 11596
Tags for this Online Resume: Morningstar, Fiduciary Review, Competitive Analysis, Fund Analysis, Asset allocation, Employee education, FI 360
Accountant, looking to relocate to Cleveland
To obtain a challenging position in a fast paced organization.
Tags for this Online Resume: Financial Analyst, Mutual Fund Accountant, Credit Analyst, Small Business Accounting
Head of Product Management, UX & Design
Seeking the opportunity to build and grow a product, UX and design team for a funded up-and-coming business.
Tags for this Online Resume: product management, product owner, financial services, mobile strategy, digital strategy, trading, Management, Retail, Futures, Instant Messaging, Messaging, Web, Desktop Computer, Integrate
Accountant with 14 years of experiences specialized in investment accounting.
Summary Accomplished & integrity-driven professional over 14 years of significant experience in financial/accounting experiences with strong concentration in financial industry provides extensive experience with financial reporting in the financial services firm. I utilize my analytical abilities & co-managing stocks & bonds portfolios.
Tags for this Online Resume: Accounting, Audit, Bloomberg, Bonds, Derivatives, Equities, Futures, Mutual Funds, Financial Statement, Banking, Bank Reconciliations
Sales Representative - 14 Years of Experience - Near 34219
QUALIFICATIONS SUMMARY Performance-driven professional with the ability to achieve and exceed goals in a high-pressure environment. I am seeking a rewarding and challenging career that offers the opportunity for career advancement. * Skilled at analyzing situations and developing strategic solutions to exceed standards. * Proven leadership and team-building skills with the ability to direct teams and manage high-quality rel...
Tags for this Online Resume: Retail, Financial Industry, Annuity, Audit, Compliance
Accountant/Mutual Fund Accountant, Somerset NJ
Senior level Mutual Fund Accountant with six years experience. Detail oriented problem solver with solid oral and written communication skills. A team player with strong worth ethic and supervisory experience.
