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Online Resumes with "financial specialist"
goal oriented
Resourceful,energetic, good communication skills and detail oriented.
Ideal Companies: coca-cola, pepsi, cardinal health, general motors, honda and financial institutions
Liscensed Financial Services Compliance and Operations Professional
Motivated, dedicated, solutions-driven, and analytical financial services professional with 11 years’ combined experience in operations, compliance and sales, coupled with 3 years’ experience working in the National Financial Services’ clearing firm environment. Detail-oriented and organized with a strong customer service orientation. Effective in establishing and maintaining business relationships to ensure compliance and...
Ideal Companies: Citibank, Smith Barney, asset or investment management companies, insurance companies, mutual fund companies
Tags for this Online Resume: Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills
Financial Specialist
Defined Contribution Plan Manager
Ideal Companies: Hartford Life, Mass Mutual, Prudential, Travelers, Aetna, ESPN
Tags for this Online Resume: Relationship management
Trust Specialist
Financial Specialist
Project Manager - 4 years - oversight of commercial/residential projects under develo
Registered investment professional/sales- 20 years sales experience -series 7 license
Objective to provide and offer comprehensive financial advise to clients for wealth appreciation and capital preservation. Fulfill clients needs and expectations regarding their income and benefits needs into retirement. Markets: small businesses and individual investors. Have designed over 45 mini categories of portfolios with ETFs (25 securities with 5 ETFs each)
Tags for this Online Resume: Financial advisor trainee, sales and marketing, financial portfolio design, small business, investment products, mini portfolio categories
Financial Specialist
Financial Specialist
Ideal Companies: climber.com
Specialist
Tags for this Online Resume: Business Development, Development
