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Online Resumes with "Mutual fund"



Sales Representative

Summary: Regional Sales Executive Experienced Financial Services Wholesaling and Distribution Professional. Qualifications: * Interpersonal skills/emotional Intelligence - strong bonds of loyalty and trust. * Well organized territory management, wholesaling and key account skills * Broad knowledge of alternative Investments, ETFs, and implementation strategies * Broad knowledge and experience in service and sales Expertise:...

Tags for this Online Resume: Business development, Sales, entreprenurial, RIA, Distribution, Mutual Funds, ETF's, Relationship Manager, Key Accounts, Internal Sales Manager

Vice President - 16 Years of Experience - Near 02339

Enhance sales through customer management, business development, product knowledge and solutions. Increase sales goals with existing clients through cross-selling and networking. Develop qualified pipelines of referrals and prospects through solution based marketing.

Tags for this Online Resume: Inside Sales, Sales, Support, Management, Bonds, Insurance, Mutual Funds, Fixed Income, Retail

File Clerk - 8 Years of Experience - Near 30273

New graduate, B.A. in Business Management/Human Resources, dedicated to pursue a career in this field. Proficient in Microsoft Office Word, PowerPoint, Data Entry, Excel and Outlook. Excellent skill set regarding communication, facilitation, research and organization.

Tags for this Online Resume: Email, Mutual Funds, Research, Intranet, Customer Service, Customer Service Center, Data Entry, Documentation, Spreadsheet, Staffing

Financial Services Sales Agent

Tags for this Online Resume: Inventory, Audit, Management, Annuity, Banking Industry, Financial, Insurance, Life Insurance, Mutual Funds

Investment Manager, Financial Advisor, Sales - 24 Years of Experience - Near 94105

SUMMARY OF QUALIFICATIONS Investment management professional with 24+ years of industry experience in sales & marketing, trading, portfolio management, research analysis, and hedging, on both institutional and private wealth platforms. Very passionate, knowledgeable, and experienced in building a book of business, managing portfolio assets, conducting both bottoms-up fundamental research and technical analysis (across all a...

Tags for this Online Resume: Management, MIG, Research, Sales, Security, Commissions, Consulting, Gross Commissions, Financial, Planning

Accountant - 3 Years of Experience - Near 11204

SUMMARY Well-qualified and results-oriented professional with successful experience in accounting and finance in the position of increasing responsibilities and duties top performer and good team player with excellent communication skills.

Tags for this Online Resume: Forth Programing Language, Investment Management, Management, Accruals, Financial, Financial Reporting, Mutual Funds, SEC, Securities and Exchange Commission (SEC), Equity

Insurance Appraiser - 9 Years of Experience - Near 29206

AREAS OF EXPERTISE * Claims Management * Property Damage * Underwriting * Settlement Negotiations * Competitive Intelligence * Financial Sales * Accident Investigation/Estimates * Insurance Corporate Compliance * Customer Satisfaction * Material Damage/Value Management * Property/Casualty/Liability Insurance * Subrogation Investigations

Tags for this Online Resume: Automotive, Documentation, Settlements, Email, Appraisals, Insurance, Management, Mutual Funds, Property and Casualty Insurance, Retail

Financial Specialist - 20 Years of Experience - Near 53045

Tags for this Online Resume: Marketing, Project Coordinator, High Net Worth, Investment Services, Mutual Funds, Milwaukee, Morningstar Advisor Workstation, Performance Reporting, Data Analysis/Validation

Manager - 20 Years of Experience - Near 01747

Ten plus years of experience in manufacturing management and business planning with high growth multinational computer peripheral companies. Key accomplishments include: * Implemented advanced manufacturing techniques including SMT (Surface Mount Technology) Manufacturing SPC (Statistical Process Control) and ESD (Electrostatic Discharge) Control. Selected and implemented the ASK MANAMAN MRP (Manufacturing Resources Plannin...

Tags for this Online Resume: MRP, TQM, MS OFFICE, sap, SALESfORCE, Oracle, Aerospace, Benefits, Mutual Funds, Outsourcing, Planning, Retirement planning, Telecommunications

Financial Analyst - 15 Years of Experience - Near 63121

SUMMARY * Financial analyst with hands-on experience in varied aspects of investment management and financial services, including experience acquired while serving at several leading financial services institutions. * Possess the ability to collect, analyze, and interpret data to reach logical conclusions and prepare recommendations. Proficient at trend, component, comparative and ratio analysis. * Demonstrated ability to s...

Tags for this Online Resume: Bonds, Derivatives, Equities, Mutual Funds, Statistics, Financial, Securities, Management, Mba, Attention to Detail

Financial Analyst - 11 Years of Experience - Near 77380

Tags for this Online Resume: Due Diligence, Data Analysis, Data Conversion, Mutual Funds, Protocol, Asset Management, Bloomberg, Equity, Investment Opportunities, Management

Loan Officer - 20 Years of Experience - Near 91750

Tags for this Online Resume: Annuity, Insurance, Mutual Funds, SEC, Securities and Exchange Commission (SEC), Management, Financial, Real Estate, RIA