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Online Resumes with "financial services industry"



Financial Specialist - 16 Years of Experience - Near 33912

A self-motivated detail-oriented worker with administrative experience in the financial services industry. Strong customer service and communication skills. Skills Summary * Proficiency in MS Word, Excel, Outlook * Budgeting/Record Keeping * PowerPoint * Problem Solving * Quickbooks * Office Management * PeopleSoft SRM Software * Efficient Communication Skills * Completed business typing including * Bi-Lingual (English/Span...

Tags for this Online Resume: Financial, Inventory, Accounts Payable, Payment Processing, Securities, Banking Industry, Equity, Investment Opportunities, Investment Services, Finance

Accountant - 20 Years of Experience - Near 46615

Summary Accounting professional and current CPA candidate with many years of sales experience largely in the financial services industry, some management experience, three IT certifications and excellent interpersonal skills.

Tags for this Online Resume: Accounting, Journal Entries, Sales, Sales Engineer, State Tax, Asset Gathering, Financial, Financial Statements, Payroll, Securities, accounting

Financial Services Sales Agent - 15 Years of Experience - Near 60142

Core Competencies: With 15 Years External Wholesaling for 3 firms, I speacialize in the Independant and Banking Channel and have focused on the 28 partner firms aligned with Ameriprise Financial Advisors. Deep relationships with top 1% AMerprise Private Wealth Advisors accross the US. Time managment skills and business planning abilities to cover 10 states to a National Footprint. Uniques abilites on both sides: The "...

Tags for this Online Resume: SMA, Securities, Management, Wholesaler, Fiancial Products, account manager

Events Marketing Manager - 15 Years of Experience - Near 11210

PROFESSIONAL SUMMARY Distinguished and results-oriented executive professional with 15+ years of corporate event planning, managing client relationships and being viewed as a trusted client advisor in the financial services industry. Immense ability to lead high performing teams, build strong and long-term business relationships with clients. Profound ability to organize and prioritize multiple tasks and responsibilities to...

Tags for this Online Resume: ROI, Capital markets, Commodities, Prime, Quality, Spreadsheet, Services, Accounting, Financial, Forecast, business, events, marketing

Featured Profile

Business-to-Business Marketer - 15 Years of Experience - Near 68142

People buy from people they know and trust. I believe in this and have built a career building these kinds of trusting relationships with my customers. I am looking for new opportunities to put my consultative selling expertise to use helping businesses solve real business problems using advanced technology.

Ideal Companies: Business to Business Computer Software, SaaS, and Services

Tags for this Online Resume: IBM, Account Manager, Services, Imaging, Automation, Business Development, Consulting, Management, CIO, SaaS (Software as a Service), Enterprise Content Management, Business Anaylitcs

Sales Representative - 16 Years of Experience - Near 27107

QUALIFICATION SUMMARY Accomplished Sales, Account Manager, and Marketing Leader with professional experiences spanning higher education, software, the student financial services industry, and third-party partnerships. Documented success in marketing and selling Higher Education Software, Financial Literacy, and other proprietary Educational and software products. Regular recognition for earning highest sales growth firm-wid...

Tags for this Online Resume: Sales, Software, Account Manager, Account Management, Automation, Best Practices, Budgeting, Business Development, C Programming Language, Coaching

Financial Analyst - 19 Years of Experience - Near 30076

PROFILE - BUSINESS / FINANCIAL REPORTING ANALYST Business Reporting Analyst with advanced technical, analytical and financial business skills. Exceptional process improvement consultant with strong management reporting experience as project manager and data analyst supporting operations. Lead contributor for outstanding large and small companies. Motivated to work with a team and leadership reaching business goals driving t...

Tags for this Online Resume: Process Improvements, Business Analysis, Business Analyst, HR, Human Resources, Payroll, Accounting, ADP Payroll, accounting, finance, audit, gaap, excel, Reporting, Data Analysis, Procedure Documentation, Quickbooks Pro, SOX

Business Analyst - 20 Years of Experience - Near 33702

Professional Profile * A mature, disciplined, management professional with extensive experience in the financial services industry. Proven successes in implementing, testing and monitoring critical financial projects in various finance settings. Extensive experience in generating revenue, reducing inefficiencies, and mitigating risk with all executed projects. Customer oriented with emphasis on internal and external satisfa...

Tags for this Online Resume: Management, Project Analyst, Project Management, Startups, Test, Training, Accounting, Backbone

Director of Sales - 20 Years of Experience - Near 18064

SUMMARY Award-winning sales, marketing and operations manager in pharmaceutical and financial services industries, with track record of exceeding goals and objectives. Extensive background in consultative selling to corporations, business-to-business sales, staff development and resource allocation, training, and marketing channel/vendor management. Driven, results-oriented team builder with excellent communication skills. ...

Tags for this Online Resume: Pharmaceutical, Inside Sales, Marketing Management, Sales, Strategic Initiatives, Account Manager, Audit, Banking Industry, Chemistry, Communication Skills

Partner - 20 Years of Experience - Near 60126

I am looking for a strategic business development / management role within the financial services industry where I can utilize previous account management, marketing and training expertise. The ideal firm has a high degree of integrity and is growing or changing with a supportive and collaborative culture.

Tags for this Online Resume: Asset Management, Financial, Financial Services, Management, Project Management, Sales, Services, Business Development, Business Management, management, business development, account management, marketing director

Insurance Sales Representative - 20 Years of Experience - Near 07920

Summary Results oriented professional seeking a salaried position within the insurance & financial services industry

Tags for this Online Resume: Annuity, Insurance, Life Insurance, Long Term Care, Services, Financial, Financial Services, Microsoft Windows, Microsoft Word, Series 6, insurance, employee benefits, marketing

Insurance Underwriter - 15 Years of Experience - Near 27519

* Recipient of award for outstanding dedication to Team Member Appreciation in Dec 2015 at Wells Fargo. * Recipient of Team Excellence Award for Leadership in collaboration with internal Timeline partners in 2015 at Wells Fargo. * Recipient of Team Excellence Award for 4th quarter 2014 for exhibiting leadership at Spirit week at Wells Fargo. * Received Loan Administration Manager Award for leadership in the last quarter of ...

Tags for this Online Resume: Management, Mortgage Loans, Book of business, Quality, Quality Assurance, Retail, Risk Management, Underwriter, Underwriting, Appraisals, investigator, Compliance, Audit