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Online Resumes with "financial services industry"



Accountant - 7 Years of Experience - Near 11236

SUMMARY Experienced internal Auditor providing internal Audit services for over ten years in banking and the financial services industry I have both lead and participated in Audits, including Operational, Compliance and Financial. In addition pursuing my certification in the CIA and CFSA.

Tags for this Online Resume: Disaster Recovery, Security, Audit, KYC, Aml (Macro Lang), Services, Documentation, Real Estate, Management, Internal audit

Vice President

SUMMARY Highly organized, detail oriented business professional with extensive experience in the Financial Services industry. Possesses excellent written and oral communications skills. Works well with and quickly develops a rapport with all staff levels and customers. Strong ability to follow procedures and to make prudent decisions in vague areas. Experienced in delivering rejections and the explanations behind them. Lice...

Tags for this Online Resume: Annuity, Compliance, Insurance, Complaints, Life Insurance, Management, Aml (Macro Lang), Deposits, KYC, Liquidity, Brokerage, Investments

Financial Specialist - 9 Years of Experience - Near 11510

Highly motivated, achievement driven individual, with outstanding financial analysis, leadership, communication, time management, and analytical skills seeking an opportunity to utilize my training and knowledge learned in the Financial Services industry.

Tags for this Online Resume: Financial, Annuity, Benefits, Financial Analysis, Financial Statements, Integrate, Mutual Funds, Audit, Management, Cash Management

Financial Manager - 20 Years of Experience - Near 49453

Profile Financial services industry professional with comprehensive knowledge across multiple disciplines in the trading arena. Extensive technical troubleshooting and client interface skills. Successful track record of customer development and market sales/execution ability. Excellent decision making abilities.

Tags for this Online Resume: Futures, Risk Manager, Management, Project Management, Risk Management, Troubleshooting, Risk Analysis, Telecommunications, Financial, Financial Services

Auditor - 15 Years of Experience - Near 9

Summary I have extensive experience working in audit and regulatory compliance disciplines including reviews of information technology, finance and operational functions, and capital projects. My work spans the electric and gas utilities, wholesale electric generation, and financial services industries. I have held senior and leadership roles in internal audit, project management office and customer service. Over the last s...

Tags for this Online Resume: Audit, Change management, Risk Assessment, Compliance, General computer controls GCC, Regulatory, COSO, SOX Sarbanes Oxley, Customer billing, Orange County, Los Angeles County, San Bernardino County, Riverside County, Cobit

Personal Financial Advisor - 16 Years of Experience - Near 28075

Summary I have 19 years of successful experience within the Wealth management and Financial services industry. During that time, I would describe myself as a diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. I have a proven track record as an effective communicator and team-builder with strong analytical, management and organizational skills. Accom...

Tags for this Online Resume: Training, Banking Industry, Estate planning, Planning, Financial, Management, Securities, Wealth Management, Book of business, Certified Financial Planner

Financial Examiner - 10 Years of Experience - Near 76063

Certified Public Accountant with ten years of experience in the financial services industry as a consultant and financial institution examiner. Strives to exceed professional and personal goals. Strong written and verbal communication skills.

Tags for this Online Resume: Accounting, Accounting Principles, Audit, Balance, Balance Sheet, Data Analysis, Drafting, Insurance, Interest Rate, Internal audit

Financial Services Sales Agent

Summary Proven Financial Services Industry Leader with three Fortune 500 financial organizations. Strong sales experience with quantified successes in building highly successful teams while increasing quality and productivity. Expert in managing large cross-functional teams, able to consistently deliver high level of customer satisfaction while executing strategic plans. Strong portfolio management skills with a strong desi...

Tags for this Online Resume: Financial, Financial Services, Services, Strategic Initiatives, Pricing, Audit, Call Center, Legacy, Quality, Quality Assurance

Financial Specialist - 15 Years of Experience - Near 55311

SUMMARY OF QUALIFICATIONS * Accomplished professional with experience working in rapidly growing global business environments with an emphasis on improving operational efficiency and productivity * Demonstrated business strengths, strong financial and business acumen, and a passion for the financial services industry * Proven ability to manage multiple projects while meeting challenging deadlines * Strong ability to develop...

Tags for this Online Resume: ABS, Audit, Bonds, Business Contingency Planning, CMBS, Commodities, Data Warehouse, Derivatives, Due Diligence, Equities

Sales Representative

CAREER SUMMARY: * A lucrative thirty year track record in marketing and sales, primarily in the Financial Services industry. * Extensive marketing strategies which include: cold calling, group seminars, and personalized corporate presentations. * Currently employed at Recovery Centers of America as Business Development Officer to cultivate referral relationships with behavior health organizations for patient placement in ad...

Tags for this Online Resume: Business Development, Cold Calling, Equity, Financial, Financial Services, Marketing Management, Marketing Strategy, Presentation Skills, Public Relations, Sales

Controller

Professional Summary: A motivated financial individual with over 20 years of professional experience. Throughout her career, Lisa's gained sound knowledge as a controller and has been exposed to many areas within the financial services industry. Coupled with experience, Lisa posses' excellent communication and interpersonal skills. Areas of Expertise: Microsoft Office (Excel, Word, Power Point, Outlook, etc.) Sage Accountin...

Tags for this Online Resume: Cash Management, Management, Tax Preparation, Acquisitions, Computer Aided Software Engineering, Customer Relationship Management, Mergers, Project Management, Project Manager, Project Methodologies

Manager

SUMMARY Versatile technology leader and certified project manager with a Master of Science degree in Management. Twenty years of experience overseeing systems department operations and information technology projects in the financial services industry. Three years of experience as a project management systems consultant.

Tags for this Online Resume: Accounting, Account Reconciliation, Batch Processing, High Net Worth, Integrate, Mergers, Microsoft .Net, Pricing, Budgeting, Business Intelligence