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Online Resumes with "Transamerica Financial"
Student at Baruch College - Majoring in Finance, just graduated - Near 11355
Tags for this Online Resume:
Banking Industry, Bloomberg, Due Diligence, Emerging Markets, Equity, French Language, Investment Banking, Investment Opportunities, Banking
Customer Service Supervisor - 15 Years of Experience - Near 75082
PROFESSIONAL SUMMARY In August of 2015 I obtained my Texas Real Estate License and established a LLC for the purpose of pursuing Commercial Retail Properties. My duties will touch every part of the process from research and finding properties for sale, through management of the property, on to executing an exit from the property. After 20 plus great years in the Financial Services Industry I took advantage of an opportunity...
Tags for this Online Resume:
Communications, Documentation, Annuity, Sales, Financial, Insurance, Series 4, Support, Email, Securities, sales, product demonstrator, brand ambassador, retail, compliance manager
Tax Preparer - 0 Years of Experience
QUALIFICATIONS: Understanding Profit and loss statements and balance sheets Use of Quickbooks accounting software single and double entrée Figures. Processing sales and use tax figures and extensions Processing of accounts receivable and payables. Debit and credit card Entrees. Preparation of tax returns from software entrees
Tags for this Online Resume:
Securities, Tax Preparation, Certified Public Accountant, Quick Books, Quickbooks, Accounting, Accounting Software, Accounts Receivable, Balance Sheet, Credit Card, accounting
Financial Analyst - 0 Years of Experience
Seeking to leverage my technical and professional expertise to grow in the new role.
Tags for this Online Resume:
Project Management, Project Manager, Retail, Distribution, Management, Publications, Real Estate, Risk Management, Senior Project Manager, Wholesale
Featured Profile
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume:
Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration
Personal Financial Advisor
Ideal Companies: Transamerica Financial Advisors, Transamerica Financial Advisors
Tags for this Online Resume:
Insurance, Life Insurance, Accounting, Audit, Automation, Business Analysis, Business Analyst, Fixed Income, High Yield, Inside Sales
General
Tags for this Online Resume:
Equity, e-Commerce, Equities, Market Research, Order Entry, Point Of Sale (Pos), Research, Securities, Advertising, Compliance
Sales Manager
Executive-level financial services leader, with a track record of success from product vision and development, to P&L management. Creator of effective solutions, combining comprehensive knowledge of investment advising, skills as a seasoned presenter, strong client and partner relationship building, generating significant improvements in sales and retention. Sales leadership and strategic relationship management experience ...
Ideal Companies: Cetera, LPL, Commonwealth, Raymond James, Edward Jones, Empower, Fidelity, Transamerica, Financial Engines, eMoney, Moneyguide Pro, Envestnet, Questis, Financial Finesse, Bank of America, John Hancock, JP Morgan, Morningstar, Vestwell, Human Interest
Tags for this Online Resume: Financial Advisor, 401(k), Retirement Plan, Plan Governance, ERISA, Fiduciary, Sales, Revenue, Financial Wellness, Advice, Managed Account, Asset Allocation, Administration