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Online Resumes with "Mutual fund"



Featured Profile

Experienced Systems Analyst, Quality Assurance Analyst, Technical Support Representative

An Information Technology position that utilizes my analysis, coding, testing, documentation, and leadership skills to contribute to achieve organizational goals.

Ideal Companies: H&R Block, CenturyLink, Liberty Mutual, IRS, GEHA, Country Financial, Wal-Mart, Fed-Ex, Blue Cross/Blue Shield

Tags for this Online Resume: Analysis, Quality Assurnace, Maintenance , Enhancements, RDMS, Mainframe, Online, Batch, COBOL, PLI, JCL, SQL, IMS

Financial Advisor

Tags for this Online Resume: stocks , bonds , mutual funds, IRAs, Annuities, Retirement Plans

Ms. Pytlik has over 18 years of experience in compliance, risk management, consulting and audit in the financial services industry. Most recently, Ms. Pytlik was Director, Deputy Head of Central Functions, Risk Management and Strategic Planning for Glob

Senior leadership position in Compliance, Risk Management and/or Internal Audit.

Innovative Organizer

Former Librarian now working in the not-for-profit world seeks position in business environment.

Ideal Companies: Miller Brewery, Ziegler, Allen Bradley, Harley Davidson.

Tags for this Online Resume: Organizational Leader, Improved Morale, Can think both inside and outside the box

The Indespensible Go Getter

Energetic professional not afraid to take on the challenge of making new clients and turning failing client lines around.

Ideal Companies: Worked FOR: Sears, Comair, Disney, Blue Cross & Blue Shield, Prudential - Blue Chippers are my specialty

Investment Analyst

analytical, detail oriented. Very Loyal, energetic.

Ideal Companies: Janus, American Century, Legg Mason, Templeton

Tags for this Online Resume: analysis, investment, analyst

Marketing GURU

Comprehensive integrated marketing experience including direct marketing, customer relationship marketing, interactive, general advertising, branding, research and media planning Financial services, insurance, high technology, telecom, business-to-business and consumer marketing experience Adaptable and successful in every environment and situation encountered Excellent record in finding, hiring, and training tale...

Ideal Companies: Northwestern Mutual, Goldman Sachs, Capital Group Companies

Tags for this Online Resume: marketing, direct marketing, financial services marketing, strategic planning

Featured Profile

Financial Services Executive - 20+years experience/Relationship Manager and New Business

Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills

Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds

Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.

Featured Profile

Senior Sales Executive

Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.

Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.

Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset

Featured Profile

Mutual Funds Wholesaler, Business Development, Relationship Management 12yrs experience

I am currently interested, but not limited to, a position within sales or relationship management (External Wholesaler, Internal Sales Desk Manager, Key Accounts Manager etc). I am also open to other career paths with the exception of transitioning into a financial adviser.

Tags for this Online Resume: Wholesaler, Relationship Management, Business Development, Financial Services, Account Management, Marketing

Customer Services & Senior Project Manager

To add measurable value to the firm that employs me by tirelessly serving my internal and external clients.

Tags for this Online Resume: Project management, mutual fund operations, retirement plan operations, change management, business continuity planning, hedge fund operations, call center management