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Online Resumes with "Mutual Funds "
Sales Representative
Summary: Regional Sales Executive Experienced Financial Services Wholesaling and Distribution Professional. Qualifications: * Interpersonal skills/emotional Intelligence - strong bonds of loyalty and trust. * Well organized territory management, wholesaling and key account skills * Broad knowledge of alternative Investments, ETFs, and implementation strategies * Broad knowledge and experience in service and sales Expertise:...
Tags for this Online Resume: Business development, Sales, entreprenurial, RIA, Distribution, Mutual Funds, ETF's, Relationship Manager, Key Accounts, Internal Sales Manager
Vice President - 16 Years of Experience - Near 02339
Enhance sales through customer management, business development, product knowledge and solutions. Increase sales goals with existing clients through cross-selling and networking. Develop qualified pipelines of referrals and prospects through solution based marketing.
Tags for this Online Resume: Inside Sales, Sales, Support, Management, Bonds, Insurance, Mutual Funds, Fixed Income, Retail
File Clerk - 8 Years of Experience - Near 30273
New graduate, B.A. in Business Management/Human Resources, dedicated to pursue a career in this field. Proficient in Microsoft Office Word, PowerPoint, Data Entry, Excel and Outlook. Excellent skill set regarding communication, facilitation, research and organization.
Tags for this Online Resume: Email, Mutual Funds, Research, Intranet, Customer Service, Customer Service Center, Data Entry, Documentation, Spreadsheet, Staffing
Financial Services Sales Agent
Tags for this Online Resume: Inventory, Audit, Management, Annuity, Banking Industry, Financial, Insurance, Life Insurance, Mutual Funds
Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105
SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...
Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning
Accountant - 3 Years of Experience - Near 11204
SUMMARY Well-qualified and results-oriented professional with successful experience in accounting and finance in the position of increasing responsibilities and duties top performer and good team player with excellent communication skills.
Tags for this Online Resume: Forth Programing Language, Investment Management, Management, Accruals, Financial, Financial Reporting, Mutual Funds, SEC, Securities and Exchange Commission (SEC), Equity
Insurance Appraiser - 9 Years of Experience - Near 29206
AREAS OF EXPERTISE * Claims Management * Property Damage * Underwriting * Settlement Negotiations * Competitive Intelligence * Financial Sales * Accident Investigation/Estimates * Insurance Corporate Compliance * Customer Satisfaction * Material Damage/Value Management * Property/Casualty/Liability Insurance * Subrogation Investigations
Tags for this Online Resume: Automotive, Documentation, Settlements, Email, Appraisals, Insurance, Management, Mutual Funds, Property and Casualty Insurance, Retail
Financial Specialist - 20 Years of Experience - Near 53045
Tags for this Online Resume: Marketing, Project Coordinator, High Net Worth, Investment Services, Mutual Funds, Milwaukee, Morningstar Advisor Workstation, Performance Reporting, Data Analysis/Validation
Manager - 20 Years of Experience - Near 01747
Ten plus years of experience in manufacturing management and business planning with high growth multinational computer peripheral companies. Key accomplishments include: * Implemented advanced manufacturing techniques including SMT (Surface Mount Technology) Manufacturing SPC (Statistical Process Control) and ESD (Electrostatic Discharge) Control. Selected and implemented the ASK MANAMAN MRP (Manufacturing Resources Plannin...
Tags for this Online Resume: MRP, TQM, MS OFFICE, sap, SALESfORCE, Oracle, Aerospace, Benefits, Mutual Funds, Outsourcing, Planning, Retirement planning, Telecommunications
Financial Analyst - 15 Years of Experience - Near 63121
SUMMARY * Financial analyst with hands-on experience in varied aspects of investment management and financial services, including experience acquired while serving at several leading financial services institutions. * Possess the ability to collect, analyze, and interpret data to reach logical conclusions and prepare recommendations. Proficient at trend, component, comparative and ratio analysis. * Demonstrated ability to s...
Tags for this Online Resume: Bonds, Derivatives, Equities, Mutual Funds, Statistics, Financial, Securities, Management, Mba, Attention to Detail
Financial Analyst - 11 Years of Experience - Near 77380
Tags for this Online Resume: Due Diligence, Data Analysis, Data Conversion, Mutual Funds, Protocol, Asset Management, Bloomberg, Equity, Investment Opportunities, Management
Loan Officer - 20 Years of Experience - Near 91750
Tags for this Online Resume: Annuity, Insurance, Mutual Funds, SEC, Securities and Exchange Commission (SEC), Management, Financial, Real Estate, RIA
