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Online Resumes with "financial services industry"
Financial Analyst - 18 Years of Experience - Near 07901
Qualifications Profile Accomplished professional with solid and progressive experience in diverse areas of the financial services industry. Significant accounting background with extensive experience in global securities accounting, reporting, and reconcilement processes. Strong knowledge of custody, hedge fund, and brokerage businesses as well as global fixed income, equity, and derivative instruments. Adept in all aspects...
Tags for this Online Resume: Custody, Accounting, Reconciliation, Test, Test Plans, Reporting, Derivatives, Equity, Investment Accounting, Acceptance Testing
Financial Services Sales Agent
Career Summary Nearly 30 years of extensive experience in Commodity and Financial services industry specializing in Energy Brokering, Electronic Execution, Operations & Managing Client Relationships.
Tags for this Online Resume: Futures, OTC, Management, Commodities, New Jersey, Financial, Vice President, New York, Financial Services, Series 3, Series 30
Project Manager
Seeking a leadership or project manager role to utilize my extremely strong project management skills utilizing either Waterfall or Agile Project Delivery Approaches. Experience includes extensive work in the Financial Services Industry. Very sold business and financial knowledge managing and leading IT application teams delivering financial based applications.
Tags for this Online Resume: Applications, Billing, Credit Card, Information Technology, Project Management, Agile, Waterfall, Blueprint, JIRA, Financial, AML
Sales VP - 9 Years of Experience - Near 07932
I have been in the financial services industry working as a financial wholesaler for the last 7 years. I am interested in External and or hybrid wholesaling opportunities.
Tags for this Online Resume: Series 7, Wholesaler, New Jersey, Connecticut, Pennsylvania, Regional Vice President, Sales, Territory Sales, Annuity, Lead Generation, 401k, Series 63, Retirement Services
Financial Analyst
Extensive experience in the financial services industry with a proven record of implementing financial instruments data content and collection budgets contracts QA product support and relationship management.
Tags for this Online Resume: Accounting, APL Programming Language, Customer Service, Management, Project Management, Quality Assurance, Regression Testing, Security, Services, Support
Facilities Manager
SUMMARY Proficient in Commercial Property Management & Finance in Fortune 500 Company responsible for major buildings in the Banking & Financial Services Industry. Extensive experience in building operations. With continuous growth through mergers & acquisitions, this dynamic culture provided the back drop to become a skilled communicator & to develop excellent customer service skills. A proficient facilitator adapting quic...
Tags for this Online Resume: Facilities Management, Management, Customer Service, Planning, Forecasting, Training, Jacksonville, Fl, Team Building, Contracts, Budgeting, Vendor Management, Communicator, Leader, Reporting, Negotiator, Accounting, Space Planning, Construction, Project Management
Director - 20 Years of Experience - Near 55129
SUMMARY * 14 years of experience as a Financial Advisor and 9 years of Management experience. * Leader and Change Agent, particularly in the Financial Services Industry. * Successful Revenue Builder who can move the needle and grow a profitable business from the ground up. * Profoundly increased advisory assets at last employer from $750 million AUM (Assets under Management) to $3.4 billion AUM. As such top-line revenue gre...
Tags for this Online Resume: Management, Sales, Financial, Financial Services, Services, Training, Recruiting, RIA, SEC, Securities and Exchange Commission (SEC)
Compliance Manager
SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...
Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance
Financial Manager, Branch or Department - 20 Years of Experience - Near 98274
SUMMARY OF QUALIFICATIONS Results-oriented, high energy, hands on professional with a successful record of accomplishments in the financial services industry. Experienced in coaching, developing marketing plans, tracking reports and creating budgets.
Tags for this Online Resume: Receivables, Consumer Lending, Deposits, Forecasting, Training, Retail, Sales, Financial, Real Estate, Underwriting, Bellingham, Everett, Mount Vernon
Customer Service Representative - 20 Years of Experience - Near 10309
SUMMARY OF QUALIFICATIONS * International and Domestic Securities experience, with a broad understanding of the diverse aspects of the firm and the financial services industry as a whole. * Skilled in maintaining flexibility, resourcefulness and an entrepreneurial spirit. * Self-directed and effective in taking initiative. * Dedicated and enthusiastic, able to provide excellent service and develop ongoing, profitable client...
Tags for this Online Resume: Account Reconciliation, Billing, Cash Accounts, Customer Accounts, Financial, Financial Services, Microsoft, Microsoft Access, Deposits, Microsoft Excel, customer service, clerical, administrative, sales, data entry
Sales Manager - 15 Years of Experience
PROFESSIONAL SUMMARY LICENCES: FINRA Series 24, 7, 65, 63 and Arizona Life and Health Insurance Analytical and collaborative leader with vision to influence and effectively manage an organization with emphasis on financial results, regulatory adherence and operational efficiency. Diversified background in financial services industry with experience in sales and operations management and comprehensive knowledge and skills in...
Tags for this Online Resume: Financial, Sales, Audit, Compliance, Insurance, Management, P&L, Services, Accounting, Asset Gathering
Administrative Services Manager
Summary I have many years of experience in the Financial Service industry. My expertise is servicing clients, Financial Advisors as well as being a liaison between Financial Advisors, management and operations. I have an extensive background in trading, sales, front-office operations, and platform technologies that provide complete understanding of our systems.
Tags for this Online Resume: Customer Service, Customer Service Rep, Billing, Scheduling, Bonds, Customer Accounts, Filing, Financial, Management, Publications
