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Online Resumes with "Mutual Funds "
Loan Officer - 13 Years of Experience - Near 33436
SUMMARY Trustworthy professional with over 20 years in a bank and trust environment who consistently exhibits sound judgment when scrutinizing complex financial operations. Resourceful Professional excelling at designing efficient quality control procedures and maintaining sound internal controls.
Tags for this Online Resume: Offshore, Mutual Funds, Banking Industry, Management, Reconciliations, Audit, Credit Cards, Internal audit, Valuations, Statutory
Administrative Representative
SUMMARY Broad range experience in general accounting from general ledger through financial statements. Specialized experience in cash management, financial data processing, mutual fund pricing, exception processing, trust administration and financial planning. Skilled in analyzing data and research.
Tags for this Online Resume: Cash Flow, Financial, Accounts Receivable, Fund Accounting, Pricing, Retail, Administrative Assistant, Custody, Microsoft Office, benefits, Benefits, accounting, accountant, Excel, Audit, Tax
Telemarketer - 20 Years of Experience - Near 06903
Spending 26 years as a retail broker I developed marketing and sales skills among other things such as client management. My real passion is both in vintage motor cars and Formula 1 racing. Ultimately, I'd like to combine my skills and my passion and work in marketing or event planning for these two sectors. To get my name out into these " communities" I write a post daily on linkedin addressing racing and motor cars, prese...
Tags for this Online Resume: Financial, Management, Publishing, Equity, Financial Models, Fixed Income, Insurance, Life Insurance, Mutual Funds, Reviews, sales
Sales and Business Professional / Personal Financial Advisor
Experienced Sales and Financial Professional with more than 20 years of intangible product sales, and sales management experience. Ideal position has a modest base with a competitive commission structure that will not limit my compensation when I perform at a high level.
Ideal Companies: Fortune 500
Tags for this Online Resume: Health Insurance, Insurance, Advertising, Bonds, Financial, Mutual Funds, Management, Wealth Management, Coaching, Sales / Outside Sales, Account Management, Experienced, Consulting, Sales Management, Product Marketing, Presentations, Planning, Strategic Planning, Leadership / Motivation, Training / Development, Public Relations, Client Relations, Needs Assessment, Project Management, Business Development, Communications, Financial Products, Advisor, Financial Advisor, Customized Planner, Investment Advisor
Chief Marketing Officer - 10 Years of Experience - Near 10018
Summary of Qualification: A Financial Industry endowed individual with experience in client relations, able to develop and maintain close and interpersonal relations with attitude to handle multiple tasks at one time.
Tags for this Online Resume: Teller, Telemarketing, Financial Industry, Insurance, Mutual Funds, Financial
Insurance Underwriter - 19 Years of Experience - Near 64507
Tags for this Online Resume: Insurance, Mutual Funds, Services, Training, Account Acquisition, Accounting, Book of business, Business Development, Compensation, Complaints
Financial Specialist - 17 Years of Experience - Near 76148
Defined Benefits (DB) and Tax Exempt 403 (B)/457 Financial Investments/Enrollment/Guidance Bi-lingual Investments Specialist responsible for assisting Plan Sponsors Plan Administrators Account Executives and Managing Directors in both Spanish and English with administering Retirement Plans with less than 150 million dollars in covered assets. * Over 17 Yes of financial planning experience and knowledge in both Spanish and E...
Tags for this Online Resume: Series 6, Defined Benefits, INVESTEMNTS, FINANCIAL SERVICES, RETIRMENT, Client Service Administrator, Relationship Manager, BILINGUAL, Plan Administrators, Human Resource Benefits Administrators
Administrative Assistant - 16 Years of Experience - Near 80634
Summary: * Multilingual professional, with an extensive background in customer service, sales, marketing, financial services, facility coordinator, and administrative roles. * A Proven track record of meeting deadlines, being highly organized, and efficiently prioritizing and handling multiple tasks. Excellent verbal and written communication skills. * organized meeting and set agendas for managers, maintained highly sensit...
Tags for this Online Resume: Data Entry, ISO, Logistics, Marketing Management, Insurance, Call Center, Financial, Financial Services, Mutual Funds, Services, administrative, customer service, Admin, sales, facility coordinator, management, customer relationship, financial services
Vice President of Marketing - 15 Years of Experience - Boston
SUMMARY Global product marketer of disruptive financial technology (FinTech) software-as-a-service (SaaS) solutions. Subject matter expert in the strategic marketing, product development, and business management of FinTech SaaS. Highly accomplished at global corporate communications, marketing writing, and branding. Skilled at nurturing complex client relationships, engineering sales, fostering organic account growth, and s...
Ideal Companies: SaaS, Google, John Hancock
Tags for this Online Resume: Content Management, Management, Competitive Analysis, Investment Services, Financial Reporting, Mutual Funds, Project Management, Strategic Marketing, SEO, KPI, Digital Marketing
Sales Representative
Summary: Graduated from Ithaca College with a B.A. in Psychology in May of 1975. Car Salesman since 1996, knowledgeable in all areas of sales, leasing and finance of new automobiles. Infiniti of Massapequa 12/96 to Present Salesperson for luxury automobiles * Complete knowledge of leasing and financing * Ranked first in gross sales out of all salespeople * Highest seniority at dealership. * Many previous customers and off l...
Tags for this Online Resume: Payroll, Retail, Sales, Merchandising, Bonds, Financial Industry, Fixed Income, Mutual Funds, Salesperson, Securities
over 20 years Financial services from Residential to commercial mortgage closer and trainer.Insurance/credit/.debt mgmt
Qualifications - C0l`l'll`l'lLlIllC2`lllO[l ., Jt'eser'itation_ and sales skills - I5 yrs exp. Closing residential und C0llilTlC1`Cl&ll loans - 5 yrs exp. Financial planning _ 20}', °s in Butiking services ~ li yrs exp. _l`ClC`l11ll1'l (C[ll', _g Mgr. A1`r:5, iner_ ln Mortgage and lnvestntent lields - i.e._ Mutual Funds. Bonds _ Insurance. l_o: tns.l\flod.Sl1ort sztles_`l" itle.Credit.l\leg, Bl< 7.1 l.l3.l
Tags for this Online Resume:
human resources, talent acquisition, Bonds, Financial, Insurance, Legal, Mutual Funds, Planning, Sales, Securities
Focused financial professional with good analytical, communication amd leadership skills. Loyal, dependable, and able to make things happen. Ideal Companies: P&G, Merrill Lynch, Cooper Tire, Arthur Anderson, Merk
Tags for this Online Resume:
Management, Accounting, Production Manager, Business
Focused Financial Administrator
