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Online Resumes with "Mutual Funds "
Accountant - 11 Years of Experience - Near 10454
PROFESSIONAL SUMMARY: Over 10 years experience working in the investment management industry strong knowledge of Generally Accepted Accounting Principles (GAAP), Financial Statement Preparation and Fund Accounting, Experience in Cash and Share Position Reconciliation, Fund Allocation Expenses. Proficient in Windows XP, MS Office Suite, Saari, Internet savvy Investment Accounting System (IAS), Geneva, Mutual Fund Accounting ...
Tags for this Online Resume: Accounting, Fund Accounting, Security, Financial, Management, Portfolio Management, Reconciliations, Pricing, Accounting Principles, Bloomberg
Supervisor - 7 Years of Experience - Near 68144
QUALIFICATIONS PROFILE Effective and self motivated professional seeking a leadership position within an organization competitive leader motivated by organization and team success offering over ten years of customer service industry experience recognized for strong development of staff and ability to motivate individuals to perform at high level.
Tags for this Online Resume: Training, Annuity, Customer Service, Management, Leadership, Mutual Funds, Quality Assurance, Sales, Series 6, Test
Project Manager
Summary Twenty plus years of Project Management experience in the IT Services Industry, holding positions of Sr. Project Manager, Sr. IT Project Manager and (most recently) IT Solutions Project Manager for a Financial Services Company.
Tags for this Online Resume: Integrate, Management, Risk Management, Scheduling, Mutual Funds, Forth Programing Language, StorageTek, Unix, Project Management, Project Manager
Technical Director/Manager - 14 Years of Experience - Near 01810
QUALIFICATIONS Self-starter with proven executive experience and ability in the areas of consultation, marketing, and client relations combined with extensive operations knowledge in project management, market planning, and business contracts.
Tags for this Online Resume: Planning, Satellite, Video, Insurance, Mutual Funds, Series 6, Management, Consulting, Project Management, Marketing Management
Financial Coach - 20+ years Experience - Bay Area
Providing Financial Literacy for others has been my objective for many years. It began with my employment as a Business Service Manager at Inter-City Services, Inc. (ICS), a non-profit workforce training organization. I taught a Financial Literacy Class “How to Buy and When to Sell Stocks,” approximately 10 adults attended that weekly class for 12 months. Much of my work is explained in blogs on my website: www.currinfin...
Tags for this Online Resume: Finance, Bay Area, Coach, Services, Microsoft, Mutual Funds, Prime, Training, Business Development, Certificate Authority
Financial Analyst - 15 Years of Experience - Near 89104
To be of service by contributing my skills to the firm and by developing the skills of my teammates; to share my ample experience with the team in order to create the optimum customer experience of the firm's products and services for maximum shareholder value and longevity of the firm.
Ideal Companies: Gaming, Healthcare, Consumer products, Hospitality
Tags for this Online Resume: Financial Analyst, budget, allocation, skills, policies, profitability, organized, financial reporting, statistics, databases, communication skills, deadlines, problem solving skills, templates, MBA, budgeting software, reporting, quantitative, portfolio, leadership, stakeholder, driven, Sarbanes Oxley, planning, investment, probabilities, SEC, ad hoc, market share, Porter, capital, gaming license, define problems, return on investments, lease versus purchase, documentation, revenue, technical, financial, legal, Spanish, business management, cost estimating, process improvement, CFA, goals, forecasts, GAAP, taxes, feasibility, SQL
Financial Analyst - 11 Years of Experience - Near 55130
Finance professional with background of progressively responsible financial analysis and accounting positions in a variety of corporate settings seeks opportunity to apply training skills and passion for building community in meaningful setting where I can make a difference.
Tags for this Online Resume: Custody, Audit, Cash Accounts, Fraud, Mutual Funds, Hedge Funds, Securities, Accounting, Global Markets, Proxy
Financial Specialist
Tags for this Online Resume: Fixed Income, Futures, Equities, Mutual Funds, Prime, Securities, Bonds, Equity, Series 7
Financial Planner - 20 Years of Experience - Near 06901
Highly experienced results-oriented investment sales executive who has consistently driven revenue and profit growth turned around businesses operations and improved performance of national sales territories in the US Canada and the UK. By creating solutions to customer and market needs and cultivating key account relationships exceeded sales goals led new international initiatives marketed and innovated industry-leading pr...
Tags for this Online Resume: Financial, Mutual Funds, Services, Annuity, Distribution, Financial Services, Management, Product Management, Referrals
Compliance Manager
SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...
Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance
Manager - 20 Years of Experience - Near 80401
Summary * Highly knowledgeable, clever Sales and Marketing Real Estate Professional, I will be a positive addition to any organization. Dedicated to achieve excellence with the keen and most prominent understanding of the significance to utilize the various skills of a talented team. Ability to create duplicable systems and methods to build and increase sales and client satisfaction. Extensive record of initiative and leade...
Tags for this Online Resume: Financial, Investment Opportunities, Marketing Management, Mutual Funds, Sales, Training, Business Skills, Consulting, Management, Medical, Real Estate
Accountant - 9 Years of Experience - Near 08108
Tags for this Online Resume: Distribution, Financial, Financial Statements, Accounting, Fund Accounting, Management, Mutual Fund Accounting, SEC, Securities and Exchange Commission (SEC), General Ledger
