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Online Resumes with "Trust Funds"



Featured Profile

Experienced financial advisor and trust and estates attorney

I am seeking a position that will allow me to fully utilize my legal and financial background and training in an executive or management capacity to make a positive contribution to my employer's bottom line success.

Ideal Companies: PNC Bank, Regions Bank, Cummins, Nike

Tags for this Online Resume: Attorney, Trustee, Financial Planner, Estate Planning, Trust Administration, Porftolio design and administration, Microsoft Word Excel Power Point Proficient, Public Speaking, Sales and Marketing, Legal Research and Reasoning, Numerical and Financial Analysis, Negotiation, JD, MBA, CFP Training, FINRA Series 7, FINRA Series 63, Series 65

Vice President - 20 Years of Experience - Near 11229

 I am a professional with 20 years of diversified experience with major companies. I have been formally recognized by senior management for performance results, team work and the ability to manage multiple priorities within tight deadlines. I possess superior product knowledge, communication skills and business acumen. Mine exceptionally strong strategic thinking and planning skills, balanced with proven track record of d...

Featured Profile

Accountant - 20 Years of Experience - Near 20147

CPA Candidate with nearly 20 years of experience in accounting and finance. Experienced in management and supervision of teams with 6-10 accounting/finance professionals in telecommunication companies and non-profit educational organizations to produce accurate and timely financial reporting and analysis in an effort to assist in successful management of the company budget and/or profitability.

Ideal Companies: Time Warner, AOL, Verizon, Orange Business Services

Tags for this Online Resume: Oracle, QuickBooks, Great Plains, Excel, Accounting Manager, Supervision, Bookkeeper, Master's, Cash Management, Management

Financial Advisor - 20 Years of Experience - Near 89509

SUMMARY OF BUSINESS DEVELOPMENT, SALES&MARKETING AND ENTREPRENEURIAL SKILLS: * Strong track record of selling and marketing trust and investment management services to wealthy individuals and families and participating in entrepreneurial activities. * Brought in 70% of new business out of 5 Selling Investment Officers my last two years of Whittier Trust's new business and 100% of Adagio's new business over 6 years. * Partic...

Tags for this Online Resume: Accounting, Management, Portfolio Management, Distribution, Filing, Real Estate, Banking Industry, Capital markets

Administrative Assistant - 20 Years of Experience - Near 75771

EXPERIENCE To excel in my field through ASSISTANT ADMINISTRATOR * WOOD MEMORIAL * 03/15 - 05/17 hard work and perseverance Resident admits Accounts Receivable Accounts Payable Payroll and to succeed in an Managed Care Authorizations, Re-certifications, and Referrals Resident environment of growth and Trust Fund Petty Cash 3618 & 3619 processing Daily Census Monthly excellence, earning a job Occupancy and Facility Death Repo...

Tags for this Online Resume: Accounts Payable, Accounts Receivable, Billing, Government, Hospice, Managed Care, Medical, Medical Billing, Medicare, Payroll, business

Physician - 20 Years of Experience - Near 89122

miami heart institute and hospital sports medicine stanford medical center california san jose hospitals systems california all labor unions negotiation of labor contracts taft hartley trust funds awardmg of service contracts health care provider implementation private industry contract administration private insurance contract administration purchase of united laboratory approved electronic medical devices and manufacture ...

Tags for this Online Resume: Electronics, Insurance, Labor Relations, Magnetic Resonance Imaging (MRI), Management, Medical, Medical Devices, MRI, Psychiatry, Resource Management, medical doctor locum

Benefits Specialist - 20 Years of Experience - Near 11217

To represent and deliver superior customer service. MG PENSION SERVICES (Sole Proprietorship) March, 2010 to Present Service a small book of business from home office. Primary functions included the request, cordial follow-up and gathering of census data and determining eligibility in accordance with plan provisions and objectives. Restate and amend documents when necessary and required. Collect and reconcile brokerage stat...

Tags for this Online Resume: Accounting, Benefit Plans, Distribution, Integrate, Gateway, Guardian, Guardian (Comm Net Sw), Receivables, Security, sheets, excel

Legal Support Worker - 19 Years of Experience - Near 75074

Summary Seasoned Revenue Officer National Quality Reviewer and Manager for Small Business/Self Employed (SB/SE) Division with the Internal Revenue Service. Skills: Customer Service, Accounting, Communication, Writing, Partnering, Tax Law with emphasis on Bankruptcy Law (Chapter, 7,11, 13 and 15), Notice of Federal Tax Lien Law (Certificate of Non Attachments, Subordination's, Subrogations and Discharges). Extensive experien...

Tags for this Online Resume: Accounting, Analytical Thinker, Bankruptcy, Communication Skills, Customer Service, Federal Tax, Management, People Management, Quality, Quality Assurance

Financial Manager, Branch or Department

and * Leased several projects and later was in charge of the "privately held" portfolio managed by a trust fund for the Ratner Family - who are the principals for Forest City Corporate. This portfolio consisted of two regional malls and twelve power centers. * several others Successfully completed $85,000,000 of commercial real estate transactions since 2000.

Tags for this Online Resume: ACH, Budgeting, Due Diligence, Real Estate, Rehabilitation, Relationship Building, Sales, Sales Executive, Services

Collector - 20 Years of Experience - Near 75074

Summary Seasoned Revenue Officer (Civil Law Enforcement Officer) and Revenue Officer National Quality Reviewer and Manager for Small Business/Self Employed (SB/SE) Division with the Internal Revenue Service. Skills: Customer Service, Accounting, Communication, Writing, Partnering, Collaborating, Tax Law with emphasis on Bankruptcy Law (Chapter, 7,11, 13 and 15), Notice of Federal Tax Lien Law (Certificate of Non Attachments...

Ideal Companies: Apple, Health Care Industry, Open

Tags for this Online Resume: Quality, Quality Assurance, Accounting, Accounts Receivable, Analytical Thinker, Bankruptcy, Coaching, Communication Skills, Customer Service, Federal Tax

Featured Profile

Executive operator with a background in new start-ups and business turnarounds. Demonstrable international experience and a history of over achievement.

Seeking an opportunity to deploy and maximize a considerable history in developing human capital, operations, finance and support functions to address organizational objectives. Ideally suited to roles within medium sized businesses seeking a transformation to access new markets or new start-ups with a view on market sector disruption and market capitalization. A best in class leader with sound business acumen, competencies...

Ideal Companies: Quicksilver Vons UCSD SDSU FitBit Albertsons Walmart

Tags for this Online Resume: Financial, P&L, Policies and Procedures, Business Development, Focus, Training, Budgetary, Human Resources, Procurement, Consulting, Retail, Food Service, Marketing, International sales, Executive Management, Investment Management, BPR, CRM, 3PL, Conflict Resolution, Negotiation, Due Diligence

Accountant

Ideal Companies: 1954

Tags for this Online Resume: Sales, Sales Tax, Budgeting, Probate, Financial, Financial Statements, Payroll, Property Tax, Real Estate