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Online Resumes with "funds"
Insurance Sales Representative
A Houston native who began his insurance career with Prudential then on to Fireman's Fund as small group specialist. Moved to West Texas and began working with a national TPA and startup of a legal reserve life insurance company specializing in health insurance for small group medical plans that were offered in 35 states. Moved to Dallas as the Senior Vice President for the TPA. The TPA was purchased by a national firm and ...
Ideal Companies: Self, Teladoc, USI
Tags for this Online Resume: Benefits, Health Insurance, Insurance, Life Insurance, Social Media
Bookkeeper - 20 Years of Experience - Near 07058
& N OTABLE C ONTRIBUTIONS
Tags for this Online Resume: Accounting, Compliance, SEC, Securities and Exchange Commission (SEC), Alternative Investments, Budgetary, Financial, Financial Oversight, Financial Statements, Securities
Financial Specialist - 13 Years of Experience - Denver
SUMMARY High energy, creative professional with a proven track record of outstanding customer service and 13 years in the industry. Results oriented leader that can multitask, facilitate, analyze data and processes without sacrificing quality or customer service. Dynamic professional committed to contributing to an organizations bottom line. Excellent communications and interpersonal skills. Proficient in using Microsoft Of...
Tags for this Online Resume: Management, Quality, Research, Research and Development, Audit, Communications, Operating Systems, Policies and Procedures, Mutual Funds, Customer Service, customer service
Financial Manager, Branch or Department
SUMMARY: I'm hands on / roll up your sleeves executive that provides change management by providing solutions. My approach is highly focused. I identify & fill gaps, and use my passion to make firms efficient and thereby meet or exceed expectations. I achieve people, project and product goals by leveraging my 12 years of experience in fast paced high pressure financial environment and by meeting tight deadlines. By providin...
Tags for this Online Resume: Investment Banking, Compliance, Management, Business Contingency Planning, Filing, Infrastructure, SEC, Securities and Exchange Commission (SEC), Security, Banking Industry
Insurance Sales Representative - 5 Years of Experience - Near 21286
Professional Summary: * Experience working in Baltimore/ Washington, London, Philadelphia and San Francisco. Advising CFOs, Treasurers and other C-Level employees to reduce risk and maximize the use of client's capital to reduce cost. * Together we developed short and long-term goals for the Finance Department's risk management including insurance cost, collateral and funding. This entailed tracking KPIs, including analytic...
Tags for this Online Resume: Insurance, Reinsurance, Underwriter, Underwriting, Management, Risk Management, Budgeting, Construction, Customer Relationship Management, Due Diligence
Financial Services Sales Agent - 13 Years of Experience - Near 42141
Summary Confident Finance Manager skilled in communicating effectively and persuasively with colleagues and clients alike. Ran Finance office for local automobile dealership for five and half years while also preforming the floor manager and at times the desk manager duties. I have 17 years of experience in the auto industry and additional 7 years in the RV industry in sales and finance. Also ran Gillie Hyde Preowned of Tom...
Tags for this Online Resume: Financial Industry, Consulting, Deposits, Global System for Mobile Communications (GSM), Insurance, Prime, Sales
Marketing
Runnings $375 million privately owned retailer with 41 stores across upper Midwest and eastern regions of United States. including opening new stores in New York and New Hampshire. * Generated 309% increase in vendor marketing and sponsorship dollars over a 3 year period Created vendor marketing programs to generate support funds from companies like Wrangler Under Armour DeWALT Carhartt and Purina. * Championed a successful...
Tags for this Online Resume: Advertising, Public Relations, Retail, Social Media, Firepond Contact Center, Sales/Marketing, Buying, Telemarketing, Marketing Management, Product Marketing
Financial Specialist
Tags for this Online Resume: Settlements, Back Office, Wire Transfers, Long Term Care, Purchasing, Real Estate, Administrative Tasks, Bonds, Equities, Mutual Funds
Accountant - 10 Years of Experience - Near 77494
Tags for this Online Resume: Journal Entries, Audit, Documentation, Management, Balance, Balance Sheet, Fixed Assets, General Ledger, Reconciliations, Accounts Payable
Financial Manager
SUMMARY: Investment Management Accountant Services professional with portfolio, mutual fund reconciliations, trade and settlements background. Data base management and auditing assistance exposure for compliance experienced. Detailed oriented Portfolio Accountant with Portfolio Administration experience for more than 15 years. Proven process enhancements, reduction of risk & exposure. Effective communicator and exceptional ...
Tags for this Online Resume: Accounting, Compliance, Equity, Fund Accounting, Mutual Fund Accounting, Mutual Funds, Private Equity, Reconciliations, Settlements, Custody
Financial Analyst - 15 Years of Experience - Near 10026
Tags for this Online Resume: Insurance, Deposits, Management, Estate planning, Financial, Financial Statements, Planning, Benefits, ISO, Logistics
Business Analyst
SUMMARY: * Senior business analyst with strong multidisciplinary background * 12+ years of experience on Agile software development teams in both public and private sectors * Energetic and positive team player with strong collaboration and communications skills * Technical liaison between functional areas, technical teams, and business stakeholders * Metadata architect with expertise in taxonomy development and enterprise a...
Ideal Companies: Leidos, Amazon, KPA
Tags for this Online Resume: Business Analysis, Business Analyst, Systems Analyst, Documentation, Agile, Business Requirements, Integrate, Metadata, SharePoint, Sharepoint Technologies
