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Online Resumes with "annuities"
Versatile, high-performing professional with securities, accounting, financial analysis, pension fund, and insurance experience in a corporate environment.
I'm currently preparing for the CPA exam and to become a master in the Microsoft Office tool of Excel.
Ideal Companies: U.S. Bancorp, Fiserv, BMO Harris, UBS, Robert W. Baird, Northwestern Mutual
Tags for this Online Resume: Annuity, Financial, Customer Service, Customer Service Rep, Distribution, Management, Benefits, Consulting, Reviews, Securities, Life Pension Plans, Annuity Pension Plans, 403b Plans, SIMPLE Plans, SEP IRA Plans, Roth IRA Plans, Traditional IRA Plans, Group Pension Annuities, Investment Trades, 1035 Exchanges to Pay Long-term Care, 1099R Tax Forms, Fee-Based Annuities, Wealth Management, 403b plan loans
Financial Specialist
Tags for this Online Resume: Financial, Private Client, Book of business, Insurance, Planning, Retirement planning, Annuity, Management, Consulting, Financial Management
Customer Service Manager
Tags for this Online Resume: Metrics, Call Center, Computer Telephony Integration (CTI), Integrate, Interactive Voice Response, Telephony, Quality, Leadership, Services, Statistics
Sales Manager
Ideal Companies: Sunbelt, Caterpillar, Neff rentals, apple, amazon, tessler
Tags for this Online Resume: Customer Service, Management, Sales, Business Development, Commissions, Customer Relationship Management, Insurance, Scheduling, Annuity, Business Management
Director - 6 Years of Experience - Near 60103
Tags for this Online Resume: Insurance, Management, Support, Audit, Billing, Cash Flow, Receivables, Risk Management, Underwriting, Call Center
Sales Manager
Tags for this Online Resume: Annuity, Book of business, Business Development, Recruiting, Sales, Advertising, Business Planning, Data Analysis, Distribution, Forecasting
CPA Certified Public Accountant - 15 Years of Experience
Tags for this Online Resume: Balance, Balance Sheet, Equity, GAAP, Generally accepted accounting principles, Financial, Financial Statements, Income Statement, Financial Reporting, Footnote disclosures
Sales Manager - 12 Years of Experience - Near 34984
Tags for this Online Resume: Management, Sales, Networking, Annuity, Banking Industry, Cold Calling, Customer Service, Insurance, Life Insurance, Microsoft
Customer Service Manager
Tags for this Online Resume: Forecasting, Planning, Call Center, Annuity, Estimations, Management, Problem Solving, Quality, Quality Assurance, Status Report
Vice President - 20 Years of Experience
Strategic Planning Investment Product Portfolio Client Relationship Management Product Roadmap Product Development & Management Business Development Cross-Functional Team Leadership KEY CONTRIBUTIONS * Led development of a go-to-market strategy launching a new product in the pension risk transfer space, encompassing contracts, metrics, processes, and relationship management. * Championed efforts to grow revenue to more tha...
Tags for this Online Resume: Metrics, Management, Outsourcing, Project Management, Distribution, Financial, Pricing, Project Management Office, Annuity, Compensation
Project Management and Testing Program Analysis - Tampa FL
Resourceful, innovative professional with over 10 years Project Management and Testing Program Analysis within both domestic and international arenas. Expertise in initiating projects and programs, boost efficiency and productivity while enhancing software quality and usability. A true hands-on Manager with proven skills in research, analysis, coordination, troubleshooting, negotiation, development and improvement of oper...
Ideal Companies: Chase, Climber.com, Raymond James, Citi, Yahoo, Apple, Ikea, Microsoft,
Tags for this Online Resume: HP QC, SQL, Documentation, Financial, Software Quality Assurance, Software Testing, Test, Test Plans, Audit, software, agile, Financial Analysis, Coordination, AML (Anti-Money Laundering), LATAM (Latin American), IT
Personal Financial Advisor - 10 Years of Experience - Near 20906
Tags for this Online Resume: Annuity, Management, Marketing Management, Property Management, Real Estate, Securities
