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Online Resumes with "fiduciary"
New Business Director
I work within the retirement plan administration industry. For eight years I was an administrator for DB and DC plans. Now I have moved into business development.
Ideal Companies: I really enjoy working for my current company. I am able to use my specialized skill set combined with sales to be an effective consultative business developer.
Tags for this Online Resume: Retirement, Benefits, Management, Sales
Attorney, Financier, Director, Executive
Legal administrative experiences in financial institutions have directed strategic planning, regulatory examination compliance and business development assistance in the introduction of new business and product lines. As an in-house corporate counsel and also in private practice, relationship administration has blended legal and business proficiencies with an outstanding record of forensic accounting experiences, sound bus...
Ideal Companies: law firms or financial intermediaries
Tags for this Online Resume: consultant, banker, attorney, fiduciary, research
Attorney
I have specific experience in financial institution legal administration, business integration, strategic planning, regulatory compliance, business development, staff coordination, and introduction of new business and product lines. Through relationship administration and corporate counsel practice, I bring a unique blend of legal and business experiences with an outstanding record of sound business judgment, new business ...
Tags for this Online Resume: fiduciary, business development
Employee Benefits Administrator - Personal Trust Officer - 25 years experience - TPA - Retirement Plan - Section 125 Plan -
I'm a sharp, resourceful Benefits Administrator and Human Resources professional with long-standing and diverse experience throughout multiple industries including banking, personal trust, employee benefit administration, flexible spending administration. Progressive knowledge in the distribution and creation of effective employee benefit services and plans, financial growth as well as build invested customer relationships ...
Tags for this Online Resume: Compliance Testing, Retirement Plans, Flexible Spending , TPA Administration, Virtual , Home Office, Benefits Administration, Conversions, Personal Trust Administration, Charitable Fund Raising, Fiduciary Administration, Form 5500, Plan Terminations
Compliance Officer
I'm a financial services professional and have over 15 years of experience in the areas of fiduciary account oversight, policy and procedure, training, responses to regulatory inquiries and sales practice complaint allegations.
Legal Compliance and Risk Officer - 15 years experience
I'm a financial services professional who has over 15 years of experience in risk mitigation, policy and procedure, training and regulatory matters.
Tags for this Online Resume: Compliance, Risk, Legal, Fiduciary, Advisory, AML
Finance Professional with Over 20 Years Finance, Accounting, Treasury, Investments & Management Experience, MBA, MA Acc., CPA
I am a hands-on, highly motivated financial professional. I have over twenty years of corporate finance, investments, accounting, planning, cash management and forecasting, and capital budgeting experience, including the last eleven years in the Assistant Treasurer role. I spent the last six years as Director of Investments and Assistant Treasurer of BlueCross BlueShield of Tennessee. For the five years prior to that, I was...
Tags for this Online Resume: Treasury, Finance, Investments, Portfolio, Cash Management, Forecasting, Risk Management, Planning, Foundations, Health System, Health Insurance, Debt Financing, Capital Structure
CONTENT STRATEGIST AND WRITER
Dynamic Director of Product Development and Training with more than ten years of startup industry experience. Proven Strategist with exceptional business modeling and educational program development expertise. Strong marketing experience developing strategic partnerships and communications in the media production industry. SEO and Internet experience starting and operating an online music distribution system.
Ideal Companies: Google, Square, Pandora, Whole Foods, Roku, Samsung, Uber, Philz Coffee, Tesla, Ubisoft, Adobe, Dropbox, Tumblr, Good Reads, Soundcloud, Valve
Tags for this Online Resume: Berkeley, Microsoft Office Suite, Keynote, Google Docs, Business Modeling, Startups/Turnarounds, Employee Engagement, Needs Assessment, Adult Learners, Experiential Learning, Project Management, Strategic Planning, Presentations, Public Speaking, Team Leadership / Motivation, Training and Development
Retirement Plan Fiduciary
I'm a retirement plan fiduciary consultant with over 25 years of retirement plan management and oversight experience. I am passionate in providing workforce fiduciaries the tools and resources necessary to meet regulatory expectations and provide adequate retirement income security for plan participants.
Tags for this Online Resume: Pension , 401(k), Consultant, Human Resources, Benefits , ERISA
Adjudicator
Tags for this Online Resume: Attorney, Estate practice, Trust Practice, Elder Law, Fiduciary, Land use
CFO and EVP - Finance with over 20 years experience in mid-market and Fortune 1000 businesses
Passionate and pragmatic C-Level Financial / Operations Executive who serves as a strategic business partner and advisor to senior leadership team to advance culture, drive strategy implementation, improve organizational brand, and create value without disrupting operations.
Tags for this Online Resume: Washington, DC, Strategic / Operational Planning, Budgeting / Forecasting, Complex Accounting / Deal Structuring, Financial Analysis / Reporting, CFO, Organizational Development / Process Improvement, Systems Implementation and Integration, Audit, Billing
Financial Specialist - 12 Years of Experience - Near 37219
As an advisor it is my goal to develop fiduciary based client relationships that are deeper, longer lasting and multigenerational. I believe the first step to achieving true simplification for clients begins with financial planning and the client education that accompanies it. With proper planning a complete and holistic approach can then be taken with respect to family dynamics, individual family members and generational...
Tags for this Online Resume: wealth, advisor, securities, banking, fiduciary, financial planning, tax
