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Online Resumes with "Mutual Funds "
Sales Manager - 20 Years of Experience - Near 92651
PROFILE distribution strategies, corporate financial management, compliance, and fiduciary standards * Award-winning producer and divisional sales leader at Allianz Global and AB (Alliance Bernstein) * Experienced in working with retail and institutional clients in the wire, independent, bank and RIA channels * Exceptional organizational, interpersonal and analytical skills
Tags for this Online Resume: Sales, Fixed Income, High Net Worth, Mutual Funds, Distribution, RIA, Benefits, Financial, Analytical Skills, Certified Financial Planner, outside sales, business development
Information Technology Manager - 20 Years of Experience - Near 06385
Profile Liz Baird is a Senior Project Manager with IBMiX Boston Studio. She also has served as Senior Business Consultant across many of the projects she manages. The depth and scope of responsibilities range from assisting clients in defining their business goals/objectives, to creating a proof of concept in support of an application or vision which may include exploring new technologies, to the complete analysis, design, ...
Tags for this Online Resume: Project Management, Project Manager, Senior Project Manager, IBM, Web, Agile, Agile Methodologies, Agile methodology, Applications, Distribution, SCRUM, Delivery Manager, Automation/Process Anlysis, Program Manager, Microsoft Office, Microsoft Project, Microsoftexcel, delivery
Accountant - 20 Years of Experience - Near 02451
SUMMARY Finance Professional with solid investment background. Extensive experience as account controller, mutual fund accountant, portfolio custody associate and account manager. Highly skilled in identifying unusual or potentially suspicious transaction activity. Significant accomplishments in increasing financial performance by mitigating risks and reducing costs. Dependable and knowledgeable manager with excellent train...
Tags for this Online Resume: Mutual Funds, Bloomberg, Custody, Forecasting, Securities, Pricing, Derivative Trading, Process Improvement, Accounting, Training, accounting
Financial Manager, Branch or Department - 14 Years of Experience - Near 27406
Areas of Expertise * Client Relations * Corporate Actions * Mutual Funds * Microsoft Office Suite Day-to-day & Monthly Reporting * Training & Development * Relationship Building and Maintenance * Bloomberg NASDAQ * Junxure * TD Ameritrade * Schwab
Tags for this Online Resume: Accounting, Benefits, Coding, Research and Development, Statistical Analysis, Management, Best Practices, Bloomberg, Microsoft, Microsoft Office
Lawyer - 20 Years of Experience - Near 92199
Tags for this Online Resume: Audit, Banking Industry, Capital markets, Due Diligence, Financial, Financial Services, Internal audit, Mutual Funds, RIA, Services
Accountant - 20 Years of Experience - Near 11801
Tags for this Online Resume: accounting, cpa, finance, audit, tax, accountant, excel, equity, Fixed Income, Derivatives, Mutual Funds, Pensions, Performance, Reporting
Accountant
Tags for this Online Resume: Financial, Financial Management, Management, Budgeting, Accounting, Audit, Financial Statements, Insurance, Mutual Funds, Retail
Managing Director - 20 Years of Experience - Near 93109
Professional Summary Results-focused, mortgage-backed securities trader and fixed income specialist with experience managing multiple bond trading desks. Recognized as the department's leading revenue producer over numerous years while trading trillions of securities, while risking the firm's capital to maximize ROI and profitability by executing instantaneous decisions. Analytical and quick-minded team player with effectiv...
Tags for this Online Resume: Capital markets, CT, Fixed Income, Management, Mutual Funds, Treasuries, Risk Management, Financial, Securities, Bloomberg
Financial Manager, Branch or Department - 15 Years of Experience - Near 75287
Tags for this Online Resume: Accounting, Insurance, Mutual Funds, Investment Services, Services, Funds Investment, Management, Securities, Automation, Business Requirements, accounting, tax, finance, audit, excel
Insurance Sales Agent - 20 Years of Experience - Near 91750
SUMMARY OF QUALIFICATIONS * Expertise in sales including financial planning services and investment products * Produce measurable ROI of campaigns across all marketing channels * Continually improve performance in customer acquisition and retention * Proficient in Salesforce and Excel * Contribute to refinement and improvement of pricing analytics and strategies * Work with operations, management and customer care teams to ...
Tags for this Online Resume: Insurance, Mutual Funds, Retail, Sales, SAN (Storage Area Network), Telemarketing, Financial, Planning, Estate planning, Competitive Analysis, business development
Director of Staffing - 20 Years of Experience - Near 94109
Bring Higher Degree of Success to the Business, Employers, Organizations, and Work with Team members, sharing Caring, Learning & Development. Industry Expertize: 1. Pharmaceuticals, Biotechnology, Clinical Research, CRO, Food Sciences 2. Information Technology, Internet technologies, Embedded Technology, E-Commerce. 3. Financial Services, Banking, Mutual Funds, Investment banking, Insurance( Life, General, Health) 4. Food S...
Tags for this Online Resume: Project Leader, Project Management, Sales, human resources, Talent Acquisition Specialist, HR Business, Financial Services, Biotechnology
Financial Specialist - 20 Years of Experience - Near 10530
Tags for this Online Resume: Reviews, Management, Client Communications, Communications, Documentation, Investment Management, Risk Management, Mutual Funds, Securities, Aml (Macro Lang), finance
