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Online Resumes with "Mutual Funds "
Accountant - 18 Years of Experience - Near 19702
PROFESSIONAL SUMMARY Innovative leader capable of managing and leading projects. Effective in independent and team environments. Over fifteen years of experience maintaining compliance within the Accounting and Financial Services industries. Maintains an exceptional rate of productivity, accuracy, and efficiency. Well organized and proficient with details excellent communication skills, with the ability to handle multiple a...
Tags for this Online Resume: Accounting, Fund Accounting, Mutual Fund Accounting, Fixed Income, General Ledger, Mutual Funds, Reconciliations, Securities, Accruals, Derivatives, gaap, excel
Lead Developer
Profile Offers extensive experience as a Senior Software Engineer and Technical Lead, emphasizing financial services. Adept at translating business requirements into high-quality, cost effective solutions. Proactive problem solver who applies strong analytical, troubleshooting, and multi-tasking abilities to quickly assess critical tasks, take charge, and coordinate resources to ensure timely project completion. Works well ...
Tags for this Online Resume: Agile, Alternative Investments, Application Support, Asynchronous Transfer Mode (ATM), Business Requirements, Ca7, Commissions, Credit Card, Debugging, Disaster Recovery
Financial Advisor - 20 Years of Experience - Near 78155
History -Consult with branch clients to determine need and goals and develop growth plans. -Continuously network and build individual client base. -Promptly resolve customer issues and answer financial questions. -Offer detailed research based advice on strategies to meet clients' needs. -Oversaw investments and proactively managed client funds.
Tags for this Online Resume: Financial, Bonds, Mutual Funds, Referrals, Securities, outside sales, account executive
Financial Analyst - 20 Years of Experience - Near 55123
Tags for this Online Resume: Research, Equity, Mutual Funds, Packaging, Transportation, Business Analysis, Construction, Infrastructure, Management, Metrics
Manager - 5 Years of Experience - Near 07733
Tags for this Online Resume: Bonds, Complaints, Management, Mutual Funds, Wealth Management, Financial, Financial Industry, Financial Services, Securities, Security
Insurance Sales Manager - 16 Years of Experience - Near 90240
Accomplishments Built 25 member bilingual sales team, growing sales $100M for Hartford Financial. Tasked with building a bilingual sales force for Southern California Identified financial services offer to Spanish speaking community. Built cross-trained bilingual sales team on full product line inventory. Followed up with each new customer throughout the sales process to ensuring customer satisfaction. Developed strategies ...
Tags for this Online Resume: Compensation, Workers Compensation, Recruiting, Account Manager, Benefits, Health Insurance, Insurance, Management, Marketing Management, Mutual Funds
Director - 15 Years of Experience - Near 07940
Tags for this Online Resume: Microsoft Excel, Mutual Funds, Project Management, Project Manager, Securities, Series 63, Series 7, Spring, Wholesaler, Asset Management
Sales Representative - 20 Years of Experience - Near 80016
Phone Flew an F-100. Pros: Self-starting entrepreneur for many years that realizes success comes from doing the little things each day that yield overall success. Raised many million dollars for investments. Willing to travel, and/or willing to relocate for the right opportunity. 720-733-8100 Email - Larry@LDCstrategies.biz
Tags for this Online Resume: Mutual Funds, Real Estate, Email, outside sales
Editor - 20 Years of Experience - Near 11552
SUMMARY Experienced financial editor, helping to make complex financial, economic, accounting, regulatory, legal, and corporate governance understandable and accessible to all readers. Expertise in digital content management, with comprehensive knowledge of language skills and grammatical structure. Successful team leader and mentor. * Financial research reports * Video presentations * Investor commentaries * Client and int...
Tags for this Online Resume: Equity, Layout, Financial, Financial Services, Insurance, Marketing Management, Mutual Funds, Planning, Services, Strategic Planning
Database Administrator - 3 Years of Experience - Near 10950
SUMMARY * Senior Database Analyst /Administration, Team Lead and Database Architect in MS SQL Server, Sybase environments. Having 10 years of Hedge fund, 3 years in financial industry experience and various blue-chip companies like Sharp Electronics, Verizon, Blue Cross Blue shield, Elpaso energy and international experience. Delivering IT services to the business team and helping on the decision making Alternative Investme...
Tags for this Online Resume: Services, Distribution, Microsoft SQL Server, Microsoft SQL Server 2000, Microsoft Windows, Microsoft Windows 2000, Microsoft Windows 2000 Advanced Server, Oracle, Oracle 8i, Performance Monitor
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
Chief Operations Officer - 20 Years of Experience - Near 10573
SUMMARY Experienced General Counsel with broad legal, operations, compliance, and marketing experience with investment management f`n'ms. General Counsel and CCO of three investment advisory f`n°ms (each had a broker-dealer sub) and one de novo bank. COO of two ofthese firms. Independent Board member of three mutual fund firms.
Tags for this Online Resume: Legal, Securities, Drafting, Account Management, Asset Management, CFO, Management, Marketing Management, Marketing Support, Support, management, investment management
