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Online Resumes with "investment advisor"
Law Office Administrator - 20 Years of Experience - Near 11201
Experienced B/D Attorney/Tax Professional Seasoned, business-oriented broker-dealer, insurance company and insurance agency attorney is seeking a full-time position in the financial services industry. Has 22 years of in-house legal experience in the industry, with substantial experience in regulatory/tax compliance, ERISA/IRA compliance (including formulation and implementation of compliance procedures, supervision of han...
Tags for this Online Resume: New York, In-house counsel, tax, Broker-Dealer, Iowa, Philadelphia
Account Executive
Outstanding, results-oriented Sales and Operations Executive
Ideal Companies: Siemens, GE, Microsoft, EDS,
Lawyer - 17 Years of Experience - Near 18036
SUMMARY Seasoned transactional attorney with 17+ years' of achievements in commercial transaction legal document production and term negotiation globally dealing with procurement of products and services with an emphasis on financial, regulatory and information technology needs. Customer service driven with reputation for ethical conduct and integrity. Knowledgeable on applicability of Dodd-Frank, ERISA, FINRA, Investment A...
Tags for this Online Resume: Services, Audit, Human Resources, Management, Quality, Quality Assurance, Quality Management, Security, Financial, negotiation, procurement, government relations,risk management
Sales Manager - 20 Years of Experience - Near 92009
Developed Performed all tasks in starting the business such as gathering requirements, developing use cases, managing development and creating operational support procedures. Worked closely with sales and marketing to create promotional campaigns to drive demand. Developed the training program for channel reps and partners to sell the service. * Achieved full ROI during the third quarter of operation. * Integrated additiona...
Tags for this Online Resume: Confluence, Forecasting, Generate Reports, Integrate, Interactive Voice Response, JIRA, Management, Microsoft .Net, Product Management, Sales, management, business development
Financial Specialist - 20 Years of Experience - Near 60602
To work for an established financial company, in a position I can enjoy and flourish in.
Ideal Companies: Investment advisors
Tags for this Online Resume: Accounting, Data Migration, Integrate, Management, Portfolio Management, Commissions, Distribution, Liquidity, SMA, finance, Salesforce, Bloomberg, FiServe, Trading, Vestmark, Excel
Lawyer
SUMMARY Experienced Business and Capital Markets Lawyer with Substantial Transactional, Regulatory and Compliance Experience and Capabilities - Trusted Legal Advisor to Businesses, Control Groups and Management with Demonstrated Communications, Analytical, Drafting, Negotiating, Managerial and Leadership Skills Structured, negotiated, documented and closed numerous business, commercial and capital markets transactions inclu...
Tags for this Online Resume: CMOS, Fixed Income, Fixed Income Trading, Powerhouse, Hedge Fund, Cdo, CMBS, Documentation, Due Diligence, MBS
Financial Analyst - 16 Years of Experience - Near 06825
Experienced impact oriented risk & compliance management officer with broad experience seeking challenging growth opportunity with an investment advisor, broker dealer, or a banking institution.
Tags for this Online Resume: Cash Flow, Equity, Cash Flow Analysis, Financial, Reconciliations, Root Cause Analysis, Statistics, Balance, Balance Sheet, General Ledger
Medical Sales Representative - 20 Years of Experience - Near 89519
Career Summary of Breck J. Middleton 4850 Hilton Court Reno, NV 89519 775-530-1803 breckmiddleton@hotmail.com Breck Surgical Products, Inc. Owner, Reno, Nevada (11/94 to Present) Created and currently own a successful small business (profitable year two). Implemented manufacturing, marketing, sales network and sales of product. Designed and patented disposable surgical product (patent 5,173,346). Magnetic Imaging Services, ...
Tags for this Online Resume: Data Processing, Diagnostic Imaging, Endoscopy, Health Care Industry, Imaging, Information Technology, Insurance, Manufacturing, Pharmaceutical Industry, Public Relations, technical sales, sales, business development, inside sales, marketing, account executive
Department Manager
Summary Related with customers and vendors to match industrial products to applications. Able to analyze deficiencies and propose solutions to enhance performance. Broad understanding applied to implement applications of industrial machinery. Initiated projects through to completion, utilizing various disciplines to achieve predetermined goals. Combining leadership skills with in-depth manufacturing experience, created acce...
Tags for this Online Resume: Documentation, Sales, Manufacturing, Distribution, Engineering, Industrial Engineering, Instrumentation, Inventory, Inventory Control, Packaging
Tax Manager - 20 Years of Experience - Near 19148
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: Audit, Financial, Financial Reporting, Accounting, APEX, Financial Services, Insurance, Management, Risk Management, Services
investment manager
To manage investment advisors . Train selling skills and pass on my skills of investment knowledge.
Tags for this Online Resume: Manager, Owner, Principle, Investments Advisor, Stockbroker, Operations
Vice President
SUMMARY - WALL STREET * 15 years (9 years of equity research/investor relations/investment banking and 6 years of money management) experience covering US and Asian Hardware/Software/Cleantech technology companies * Investor relations experience, helping companies reach out to the sell side and buy side communities * Ranked #3 out of 53 analysts, in the Wall Street Journal of Equity Analysts * Nominated for Institutional In...
Tags for this Online Resume: Outsourcing, Wireless, Management, Equity, Equities, PLD, WLAN, Business Development, Consulting, Hedge Fund
