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Online Resumes with "financial services industry"
Financial Manager, Branch or Department - 16 Years of Experience - Near 22101
Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to r...
Tags for this Online Resume: Annuity, Health Insurance, Insurance, Series 6, Series 63
Sales Representative - 19 Years of Experience - Near 92064
SUMMARY * 19 years of experience in the customer service industry, with strong experience in inside/outside sales and call centers * Excellent communication and relationship building skills * Results-oriented, strong attention to detail, able to learn new systems quickly * Extensive experience working within education industry and financial services industry * Effective critical thinking skills * B2B background in inside an...
Tags for this Online Resume: Customer Relationship Management, Referrals, Banking Industry, Financial, Financial Services, Real Estate, Services, Customer Service, Attention to Detail, Automotive
Business Analyst - 18 Years of Experience - Near 08901
Summary Dynamic self-motivated and highly analytical professional with over 20 years' hands-on experience in Project Management, Business Analysis, Product Development, Product Management and Account Relationship Management within the financial services industry. Expertise in domains such as financial Investments, Risk Management, Data Governance, AML, KYC, Trading, Vendor Management. Strong knowledge of Regulatory/Complian...
Tags for this Online Resume: Training Development, Product Development, Account Manager, Distribution, Management, Product Management, Quality Assurance, Sales, Test, Project Manager, Business Analyst, Bilingual - Spanish, Relationship Management, Risk Management, Process Improvement, Documentation
Bookkeeper - 1 Years of Experience - Near 28601
PROFESSIONAL SUMMARY Having been in the financial services industry for over 13 years, predominantly in research and analysis, I have a proven history of delivering concise, accurate and timely information to numerous departments and customers. I have worked on two different continents, earning my Financial Planning Certificate in England, together with my series 7 and 66 here in America. My computer skills are very strong,...
Tags for this Online Resume: Advertising, Billing, Customer Service, Telecommunications, Financial, Financial Services, Services, Estate planning, Help Desk, Help Desk Support
Business Teacher - 19 Years of Experience - Near 33312
PROFESSIONAL SUMMARY: Highly skilled, senior-level Project Manager possessing over fifteen years of comprehensive financial services industry experience. Recognized for the ability to manage complex projects utilizing diverse cross-functional resources to build cohesive teams resulting in strong collaboration & commitment to ensure delivery. Highly effective communicator with ability to work from the executive level to the ...
Tags for this Online Resume: Customer Relationship Management, Business Analysis, Credit Analysis, Project Manager, Training, Director of Training, Management, Process Improvement, Project Management, Assessments
Customer Service Representative - 17 Years of Experience - Near 60068
SUMMARY Detail-oriented, accurate, and highly-organized Sales and Marketing Associate with extensive experience in the financial services industry. Known for handling escalated issues by reviewing data, researching, and providing solutions that satisfy both the client and the organization. Works well both independently and as part of a team. Thrives in fast-paced environments where accuracy and attention to detail are impor...
Tags for this Online Resume: Data Quality, Quality, Quality Assurance, Sales/Marketing, Banking Industry, Financial, Retail, Retail Banking, Support, Troubleshooting
Financial Services Sales Agent
SUMMARY OF QUALIFICATIONS Successful institutional marketer, with more than 20 years of investment experience in the financial services industry. Main areas of emphasis include public and corporate pension plans, foundations and endowments, and high-net-worth investors. Proactive sales professional with significant expertise in establishing relationships, building coalitions, and facilitating sales directives to achieve str...
Tags for this Online Resume: Market Research, Research, Sales, Sales Executive, Security, Investment Management, Management, Equity, Accounting, High Net Worth
Financial Specialist - 20 Years of Experience - Near 33432
Summary Skilled bilingual financial professional with 23 years in the financial services industry and 15 years of practical management experience in the manufacturing industry. Expertly creates customized financial strategies to meet client needs. Accomplishments Creation of Finam
Tags for this Online Resume: Consulting, High Net Worth, Cash Management, Financial, Interest Rate, Management, Swaps, Accenture FOUNDATION, Bilingual, Financial Services
Controller
SUMMARY: Entrepreneur with over 30 years of experience in the financial services industry. Certified Public Accountant, Resident Insurance Producer and Investment Advisor Representative in the State of Pennsylvania. Experienced with consolidating spreadsheets and models, with some SEC reporting. * Business development officer, technology advisor and tax research consultant. * Assist clients with bank financing and financial...
Tags for this Online Resume: Wealth Management, Accounting, APEX, Financial, Financial Services, Insurance, Management, Risk Management, Services, Audit
Account Manager - 8 Years of Experience - Near 80517
CAREER SUMMARY Top Account Manager/Sales Executive with years of proven success in B2B environment as a Regional Account Manager. Consultative/Solution-based sales experience in Financial Payment Card Industry, High-tech Electronics industry and New Home construction business. Proficiency in developing, implementing and executing strategic business plan while exceeding annual sales goals in Regional territory. Experience in...
Tags for this Online Resume: Management, Material Management, Automation, Business Plan, Financial, Financial Services, Payment Processing, Planning, Sales, Sales Force Automation
Financial Specialist - 15 Years of Experience - Near 89101
I have over twenty years experience in the financial services industry.
Tags for this Online Resume: Commercial Loans, Litigation, Real Estate, Financial, Financial Services, Marketing Management, Sales, Services
Vice President - 20 Years of Experience - Near 60660
Summary of Qualifications * Accomplished futures and options professional, with a successful career covering many facets of the Financial Services Industry in an operational capacity. Career focus on adherence to regulatory environmental standards, software upgrade testing, and office administration management. * Possesses high interpersonal and organizational skills. Works diligently on establishing and maintaining trusted...
Tags for this Online Resume: Management, Services, Software, Test, Test Plans, Back Office, Consulting, Information Technology, Process Improvements, Quality
