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Online Resumes with "Mutual Funds "
Corporate Controller - 18 years accounting experience - CPA - Oil & Gas Experience
Certified Public Accountant with over 18 years of accounting experience including the oil and gas industry, construction industry, Big 4 and diverse regional public accounting experience and mutual fund accounting. Excellent leader and teacher with over ten years of corporate management experience including seven years as corporate controller. Strengths include extensive knowledge working with GAAP, job cost accounting, c...
Tags for this Online Resume: CPA, Oil & Gas experience, CMS, Excel, FAS, construction
Tax Accountant Boston
Tags for this Online Resume: Custody Fund Accounting, Individual Income Tax Returns, RIC tax experience, 1120 RICs, Tax Accountant, Mutual Fund Industry
financial sales
sales or sales management position in mutual fund or annuity industry
Tags for this Online Resume: financial sales, mutual fund wholesaler, annuity wholsaler, financial management, long term care wholesaler
Compliance Officer
To attain an executive-level position in the field of Compliance.
Ideal Companies: Merrill Lynch, Goldman Sachs, Morgan Stanley,
Tags for this Online Resume: Compliance, Series 7, Series 24, Series 53, Series 66, Series 63, Compliance Officer, Compliance Director, Regulatory Compliance
Junior Analyst
After completing my degree in Finance from the Tobin College of Business at St. John's University, I am looking for full time career opportunities relating to finance and investment research. My career goal is to become a Portfolio Manager for a Hedge Fund, Mutual Fund or Private Equity Fund or to start my own investment research firm.
Mutual Fund Operations/Administration - 10 years experience Series 65 Licensed
Right now, just secure a stable career opportunity where I can contribute and be nurtured.
Tags for this Online Resume: Mutual Funds, Excel, FiservAPL, CharlesRiverDevelopment, PowerPoint, Series 65
mba/cpa/mcp with controller experience
* Raised Online Sales 700%; Managed 120 people; Found Accounting error which saved Company $25,000; Created a set of Policies and Procedures; Collected $100,000 in Outstanding Receivables; Created Business Plans; Raised Venture Capital; Implemented new Business Process which saved 80% in Time; Selected Stocks which ranked #1 in Mutual Fund Performance; Managed $5 Million Dollar Budget.
Ideal Companies: * Direct financial management and company development experience. Turnaround and led strategic business units. Key contributor in high-energy growth environments. Strong, self-starter, with the ability to adapt in rapidly changing industries, tolerate ambiguity, and demonstrate problem-solving leadership with limited oversight. Team player. Holds International MBA.
Tags for this Online Resume: controller, cfo, manager, financial analyst, business strategy, internal audit
Senior Sales Manager- MBA and Bachelor of Arts in Economics-20+ years of sales leadershipin Financial Services Industry
Sales leadership, National Sales Mgr, or Divisional Sales Mgr position in Financial Services arena, specifically in Managed Money, Mutual funds or annuities.
Ideal Companies: Nationwide, Legg Mason, Wells fargo, merrill lynch, smith barney, lincoln financial, Met Life,
Tags for this Online Resume: Relationship Management, Team Builder, Financial Services, Leadership, Sales Leader, Sales Management
VP of Equity Trader - 20 years FINERA License 4,7,9,10 &24
Looking to have an impact in an organization where I can help grow and help expand client base by improving product and client satisfaction.
Ideal Companies: Wells Fargo Advisors, Stifel Financial, Edward Jones, Scottrade
Tags for this Online Resume: motivator, Increase revenue, manager, mulit-task, St. Louis (30 miles), FINERA Liscense 4, FINERA Liscense 7, FINERA Liscense 24, trainer
Sr. Compensation Professional with wide and varied industry experience
I am seeking a position requiring innovative problem solving that is compatible with the overall goals of the organization. I excel at design, development, and implementation of a wide variety of compensation solutions, includig variable incentives, executive compensatio (including stock and derivative vehicles), and expatriate compensation.
Ideal Companies: Northrop Grumman, SAIC, Lockheed Martin
Tags for this Online Resume: Expatriate, Executive, Incesntives
Mutual Funds/Alternative Investment Operations Specialist
Provide top tier operational support to ultra high net worth client segment. Establish and maintain a team focused environment that centers on client goals and while ensuring profitable revenue streams for the underlying success of the organization.
Tags for this Online Resume: mutual funds, alternative investments, client onboarding, asset transfer, operations, private banking
Mutual Fund Accounting
Challenge, Learn new things.
Ideal Companies: Tesoro, USAA, Kraft
Tags for this Online Resume: Accounting, Accounts Payable, Accounts Receivable, Human Resource Assistant, Financial Services, Supervisor, Benefit Analyst
