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Online Resumes with "investment advisor"
Accountant - 10 Years of Experience - Near 33756
PROFILE Disciplined, energetic professional with superior organizational and prioritization skills who will research and review to resolve a problem and/or to improve efficiency. Able to function independently, to multitask, and to maintain confidentiality as so to promote success and profitability.
Tags for this Online Resume: Journal Entries, Benefits, Acquisitions, Balance, Balance Sheet, Corporate Accounts, Data Analysis, Health and Welfare, Mergers, Packaging
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
SENIOR COMPLIANCE OFFICER
Proven multidisciplinary compliance officer with senior level experience with financial leaders including Deutsche Bank, Merrill Lynch, Nomura, Credit Suisse, AIG and Brown Brothers Harriman. Demonstrated career track record developing strategic roadmaps to ensure SEC, FINRA and GIPS compliance. Skilled at detailed Fortune 500 compliance analysis and accurate asset performance investment reporting. Strong expertise in multi...
Ideal Companies: none
Tags for this Online Resume: GIPS, FINRA, SEC, Policies and Procedures, Compliance, Investment Reporting, Strategic Planning, Personal Trading, Surveillance, Internal Controls, Process Improvements
Financial Analyst
Ideal Companies: Investment Advisors, JP Morgan, Goldman Sachs, Morgan Stanley
Tags for this Online Resume: Accounting, Acquisitions, Advertising, Bloomberg, Budgeting, Capital Budgeting, Commodities, Computer Aided Software Engineering, Construct (App Dev Tool), Customer Relationship Management
Marketing - 15 Years of Experience - Near 08822
Accomplishments 1. Developed processes, coordinated reporting/analytics & strategy for integrated digital campaigns for Philips Lighting LED B2C and B2B 2. Led customer loyalty programs to reduce churn, led creation of an executive dashboard to track large institutional accounts, coordinated several strategic and leadership communications, change impact communications during migration from legacy systems to new systems, dev...
Tags for this Online Resume: Adobe, Adobe Illustrator, Adobe InDesign, Adobe Photoshop, Asset Management, Brand Management, Budgeting, Cms, Communications, Computer Aided Software Engineering
A position that allows me to transform business practices and inspire an educated team to provide the best financial performance in my industry while maintaining an superior culture. Innovation and expeditious execution versus robust markets will be a
To have the greatest team delivering product into our targeted market. This considerers everyone as part of the team (including me) and regular communication against no more than 5 specific goals that will result creating the best performing team in the industry but a unit that continually strives to be the top financial performer in creating shareholder value. A diverse and caring environment must support this. It shoul...
Ideal Companies: Bridgeport, Regional Banks, Asset Management Companies, AIG, Prudential, Bank of America, Black Rock, , KKR, Warburg Pincus
Tags for this Online Resume: Leader, Dividends, culture, Innovator, Initiate, Mentor, engage, Leverage, Transformer, Trust, Turnaround, Passion, Efficient, logistics, Winner, Innovative, manager, c-Suite, Processing, private equity, Innovation, Board, COO, Partner, Consultant
Medical Sales Representative
Tags for this Online Resume: Securities, Compensation, Equity, Management, Receivables, Application Support, Pharmaceutical Industry, ROI, Support, Communication Skills
Financial Manager - 15 Years of Experience - Near 01940
Registered Investment Advisor licensed 7, 63, 66, life, Variable, Insurance. Genuine ability to establish and build client relationships by gaining trust and confidence. Accomplished with exceptional client services. Seasoned, results-producing management professional with extensive successful leadership background. Effective leader, capable of training and developing a sales team. Ability adapt to changing environments al...
Tags for this Online Resume: Management, Wealth Management, Book of business, Financial, Sales, Budgeting, Financial Services, HR, Human Resources, Insurance
Marketing - 15 Years of Experience - Near 28405
Tags for this Online Resume: Imaging, Management, Advertising, Distribution, Social Media, Account Manager, Adobe, Billing, Customer Relationship Management, Insurance
Sales Manager - 20 Years of Experience - Near 35242
Tags for this Online Resume: Management, Policy Development, Customer Relationship Management, Construction, Purchasing, Recruiting, Residential Construction, Scheduling, Financial, Licensing
Financial Planner
Tags for this Online Resume: Business Development, Compliance, Customer Service, Data Analysis, Fast-paced Environment, Financial, Financial Management, Leadership, Management, Marketing Management
Personal Financial Advisor
Tags for this Online Resume: Credit Information, Underwriting, Therapy, Trauma, Audit, Behavioral Health, Health Care Industry, Insurance, Life Insurance, Mutual Funds
