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Online Resumes with "investment products"
Assistant Manager
Tags for this Online Resume: Banking, Customer Service, Administative support
self-motivated results driven experienced Registered Investment Professional with 16 years of experience in the financial service industry and excellent communication skills Series 7 and 63 Securities License and Alabama Real Estate License
I am seeking an immediate position with a company where my knowledge and experience in finance, investments, securities and brokerage sales, service, operations and marketing is needed. I am a self-motivated results driven experienced Registered Investment Professional with 16 years of experience in the financial service industry and excellent communication skills. I have a current series 7 and 63 license and very strong c...
Tags for this Online Resume: Series 7 Securities License, Alabama Real Estate License, Brokerage, Series 63 Securities License, Investments, Finance
Over 20 years of banking experience
Proven success in managing banking transactions, comprehensive background in loan and investment products,Played a vital role in increasing customer satisfaction.
Maintenance, CMMS, Reliabilty Centered Maintenance
Help Companies save money to invest in their product.
Retirement Planner 20+ years in both Corporate and Individual Market using investments and insurance products to provide solutions to Retirement Planning needs.
I want to make as much money as possible, while always acting in my client's best interest. I want to particpate in the education of America in saving for the future.
Ideal Companies: Bolton&Co, Marsh, LPL, NY Life, Morgan Stanley/Smith Barney, BNY Mellon
Tags for this Online Resume: Manager, MSOffice, Sales Professional, Presenter, Retirement Planner, Accredited Investment Fiduciary, Life Health and Annuity Licensed, FINRA Series 6 an 63, Employee Benfit Plans, 401(k) Plan sales and marketing
IT Director, Financial Services, Investment Product Division/Sales & Marketing
Strong leadership role with opportunity to optimize team performance and process efficiency while promoting key company strategy initiatives.
Tags for this Online Resume: Lean & Six Sigma Green Belt, Project/Program Management, Strategic Planning/Budget Mgmt, Business Analysis, Mergers & Acquisitions, Servant Leadership, Vendor Mgmt/Contract Negotiation
Financial Advisor limited experience
I intend on learning by doing in the the field of financial advisment. Staying current on trends and new as well as old tactics and investment products.
Senior Sales Manager Institutional Financial /Investment Products.....25+ years experience.....
I am looking to leverage my industry experience in sales, product development, i.e., consultative collaboration with large clients to identify and create answers to their needs. Prime example was the development of ways to help major clients build their 401k retirement plan programs. I was a vice president & regional sales manager at Fidelity Investments Institutional Sales at the time. I am a mentor and eager to help coac...
Ideal Companies: Federated Investors, Franklin Templeton, Putnam Management
Tags for this Online Resume: strong mentoring skills , regional sales management, makes a positive contribution, led charge inb 401k, skilled, leader, motivator
Senior Sales Executive
Responsible for sales and distribution of alternative investments products and vanilla based investment strategies, to financial services firms and corporations globally.
Ideal Companies: Vanguard, Franklin Templeton funds, Blackrock and Fidelity investments.
Tags for this Online Resume: Retirment plans, international sales, retirement plans sales, 401k, 403B sales, Retirement, asset management, asset
Featured Profile
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume:
Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
Experienced Investment Professional
Accomplished, detail-oriented professional who successfully traded managed accounts of institutional and private clients using a combination of technical and fundamental research. Analytical thinker and adept decision-maker who can implement multiple trading strategies with a variety of investment products under different market conditions.
Ideal Companies: Blackrock, Goldman Sachs, Merill Lynch, JP Morgan
Tags for this Online Resume:
Trader
Wealth Management and Investment Portfolio Management Professional
I am a goal-oriented investment professional with a history of solid investment results in managing equity and fixed income portfolios. Skilled at decision-making within the framework of a disciplined investment process and establishing successful investment strategies. Energetic team player with exceptional ability to motivate team members to excellence. Demonstrated ability to work independently within a corporate stru...
Ideal Companies: AON Hewitt, Atlanta Capital Investment Managers, BB&T Wealth Management, Brinker Capital Management, Bryn Mawr Trust, Callan Associates Inc., Federated Investments, Fidelity, First Citizens Bank of NC, Hancock Bank, Invesco, Lowry Hill Capital Management, Piedmont Investors, PNC Wealth Management, Regions Bank, Ronald Blue and Co, RW Baird, Sageworth Investment Advisors, Sterling Capital Management, SunTrust, Susquehanna Wealth Management, Synovus, T. Rowe Price, UMB Bancshares, Vanguard, Willis Investment Counsel, Wilmington Trust Investment Advisors
Tags for this Online Resume: Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development
