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Online Resumes with "fidelity investments"
Project Manager - 20 Years of Experience - Near 27518
Professional Summary Accomplished IT professional with over 20+ years of experience consisting of managing IT projects for both the Business and Information Technology, fostering relationships, (internal and external) and delivering quality business solutions on time and within budget for multimillion-dollar companies. Diverse industry experience includes: Pharmaceutical, Banking, Finance, Insurance, Telecommunications, Ene...
Tags for this Online Resume: Consulting, Budgeting, Training, Project Management, Software, Change Management, Insurance, Management, Metrics, Program Management, waterfall, crm
Information Technology Manager - 20 Years of Experience - Near 27587
Summary: I am an experienced Senior Program Manager/Scrum Master and Agile Coach with over 20 years of experience in Project, Program and Portfolio management. I hold PMP (Project Management Professional), CSM (Certified Scrum Master), CSPO (Certified Scrum Product Owner) and Certified Scrum Coach (CSC) certifications with many years of experience in each of these areas, in addition to over 25 years of combined technical de...
Tags for this Online Resume: Coaching, Relationship Building, Database, Oracle, Oracle Database, Program Manager, Business Planning, Financial, Financial Reporting, Focus
Business Analyst - 17 Years of Experience - Near 18944
AREAS OF EXPERTISE National Account Management Solution & Consultative Sales Project & Program Management Strategic Planning New Business Development Customer Retention Cross-Functional Sales Leadership Risk Management & Analysis Product Marketing & Enhancements Business Process Improvement Training & Development New Revenue Growth Territory Management & Expansion Sales Presentations Relationship Building ACCOMPLISHMENTS In...
Tags for this Online Resume: Management, Account Manager, Data Management, Services, Training, Underwriting, Retention, Sales, agile, software
Benefits Specialist - 15 Years of Experience - Near 45066
PROFESSIONAL SUMMARY Accomplished 20 years of experience in the Human Resources/Benefits/Payroll field in the corporate and manufacturing environment. Recruiting for the production line has also been part of that experience. I adapt easily to new concepts and responsibilities. Developed interpersonal and communication skills having dealt with employee diversity. Self-motivated and able to set priorities to achieve goals. CO...
Tags for this Online Resume: Compensation, Workers Compensation, Deposits, Human Resources, Management, Benefit Plans, Deductions, human resources, recruiter, hr, payroll, benefits, recruiting
Accountant/bookkeeper - 30 Years of Experience - Near 33411
QUALIFICATIONS Major: Accounting Baruch College - Golden Key National Honor Society Detail oriented individual with strong organizational and communication skills Knowledge of Advent Axys & Aexeo Portfolio Accounting System Proficiency with Microsoft Excel, MS Word, Great Plains Dynamics, Quickbooks Enterprise, ADP payroll, Paychex, HR Access/Fidelity Investments (payroll), Managistics (payroll), Doc.It, ApplicationExtender.
Tags for this Online Resume: General Ledger, Journal Entries, Insurance, Payroll, Receivables, accountant
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
Vice President - 15 Years of Experience - Near Salt Lake City
I'm looking for a potential career change with a company that values hard work, experience and performance based opportunities. While working at Goldman Sachs, I have been a top performer. I learned early in my career to work hard, lead by example, be willing to listen, and learn from others (at any level). Above all, I learned to respect, help others, and hold myself accountable. By doing so, I gained the respect of ...
Ideal Companies: Wells Fargo, Key Bank, Zion's Bank, Adobe, Fidelity Investments
Tags for this Online Resume: Project Management, Series 7 and 66, Series 7 and 66, Sales, Sales, Management , Vice President, Vice President, Project Manager , Project Manager , manager, sales, assistant manager, Process Improvement, Communication, Operations, Operations manager, MS Office, Excel, Analysis, Risk Manager, People Manager, Teamwork
Financial Specialist - 17 Years of Experience - Near 76148
Defined Benefits (DB) and Tax Exempt 403 (B)/457 Financial Investments/Enrollment/Guidance Bi-lingual Investments Specialist responsible for assisting Plan Sponsors Plan Administrators Account Executives and Managing Directors in both Spanish and English with administering Retirement Plans with less than 150 million dollars in covered assets. * Over 17 Yes of financial planning experience and knowledge in both Spanish and E...
Tags for this Online Resume: Series 6, Defined Benefits, INVESTEMNTS, FINANCIAL SERVICES, RETIRMENT, Client Service Administrator, Relationship Manager, BILINGUAL, Plan Administrators, Human Resource Benefits Administrators
Financial Specialist - 20 Years of Experience - Near 76180
SUMMARY A dynamic, engaging Consultative Selling professional seeking a career position. Expertise includes consultative selling to C-suite executives and individuals, territory sales, lead generation, client retention, and award-winning customer service. A creative, high-energy communicator who enjoys managing multiple projects in a fast-paced environment.
Tags for this Online Resume: Inside Sales, Sales, C Programming Language, Complaints, Customer Service, Fast-paced Environment, Lead Generation, Management, Microsoft, Microsoft Office, account executive
Customer Service Supervisor - 20 Years of Experience - Near 60423
Qualifications: * Self- motivated and experienced Financial Representative with a proven track record supervising policies, procedures and risk regulations mandated by the SEC, FINRA and financial investment firm. * Solve complex customer issues and educate the customer on the firm's policy with respect to SEC and FINRA regulations. * Mitigate risk for the investment firm and customer to protect both from fraud.
Tags for this Online Resume: Financial, SEC, Securities and Exchange Commission (SEC), Back Office, Customer Service, Deposits, Management, Risk Management, Fraud, Insurance, customer service representative
Communications - 15 Years of Experience - Near 02053
Tags for this Online Resume: Management, Financial, Investment Management, Planning, Benefits, Communications, Financial Services, Services, Account Manager, Business Plan, Engagement campaigns, Project Manager, Results oriented
Graphic Designer
Ideal Companies: 1965
Tags for this Online Resume: Microsoft PowerPoint, Layout, Adobe, Advertising, Macromedia Flash, Web, Web Technologies, Graphic Design, Lotus Freelance, Adobe After Effects
