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Online Resumes with "financial service "



Insurance Sales Manager - 20 Years of Experience - Near 74102

Financial services sales with 20+ years of experience in both retail and wholesale sales positions. Aiming to use my sales and communications skills and my knowledge of advanced estates planning strategies in a high level financial sales situation. Possess an MBA in finance and hold Life, Annuity and Health insurance licenses, along with securities licenses Series 7, Series 24, Series 63, Series 65.

Tags for this Online Resume: Mid-west, Series 7, Series 24, Life Insurance, Variable Annuity, Series 65

Financial Advisor - 16 Years of Experience - Near 14468

Skilled consultative sales professional confident and comfortable working on complex transactions with long lead times. Effective at prioritizing work flow and coordinating multiple players and partners in the field. Polished and well presented. Proficient at identifying opportunity in the market, orchestrating the plan of attack and delivering on-plan results consistently.

Tags for this Online Resume: Account management, Business development, Wholesaler, Registered Representative, Management, Financial Services, sports

Financial Services Specialist

Assistant Branch Manager

Here are some of my skills:•Excellent verbal and communication skills •Business Development •Team player •Enthusiastic; able to instill enthusiasm in people In addition to my financial services experience, I have a passion for continuing education. I always maintain a mature, gracious and professional manner when communicating with people, even when difficulties arise. My broad experience and range of skills make me a s...

Tags for this Online Resume: Banking, Customer Service, Trainer, Management, Sales leader, Assistant Manager

Sr. Account Manager

manage existing client relations, develop new business, manage partner relations,

Ideal Companies: JPMorgan, Citifinancial, Microsoft, Google, Dow Jones, merrill lynch

Tags for this Online Resume: Sales

Financial Services Sales Agent - 20 Years of Experience - Near 29407

Account Manager

Tags for this Online Resume: marketing strategist, consulting, financial services, communications, public relations, community events

Accountant - 15 Years of Experience - Near 08902

Broad, diversified background in accounting and banking with experience in sophisticated financial services. Strong expertise in Global Markets FX and Derivatives Operations, with the ability to work effectively within various organizational structures, consistently meeting business, operational and control objectives. Highly motivated, energetic, and goal oriented individual with strong communication and interpersonal skil...

Tags for this Online Resume: Derivatives , Collateral, Accounting, Algo system, Summit system, Netting Agreement system, Microsot Office

Financial Specialist - 20 Years of Experience - Near 44128

Award-winning financial services professional with a 30 year proven track record of success in supplier diversity, workforce diversity and inclusion, business analysis, project management and human resources. Core competencies include- • Emotional intelligence, strategic planning, presentation & problem solving; utilizing data to impact business judgments • Strong interpersonal skills; proficient in collaboration, n...

Tags for this Online Resume: diversity expert, business analysis, project management, strategic planning

Financial Services Sales Agent - 10 Years of Experience - Near 85260

Tags for this Online Resume: banking

Financial Analyst - 2 Years of Experience - Near 02472

I am a Master of Science in Finance candidate, at Elkin B. McCallum Graduate School of Business. Before attending McCallum, I have worked in the financial services industry through summer internships with Deloitte & Touche and Bank for Investment and Development of Vietnam. I have a deep interest about finance and banking industry, and am always eager to look for employment opportunities in the industry to further my learn...

Tags for this Online Resume: Mergers and Acquisitions, Financial Services, Banking, Master of Science in Finance, Stock pitch, Equity Valuation, Alternative Investments

IT Consulting, Operations and Organizational Change Management Executive with two decades’ experience in the IT, Financial Services and Travel industries. Versatile IT process and people leader with a business background and commercial mindset.