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Online Resumes with "investment products"
entrepreneur and chief marketing manager and V.P.
understand and implement a very successful marketing course for the owners and become an owner myself.
Tags for this Online Resume: financial advisor, product development, virtual office/air and internet, past business owner/consultant, assoc. person Registered Investment advisor, Insurance and investment products
Highly experienced and successful executive sales leader.
Seeking an opportunity to further build my career with a world class, growth oriented, organization that offers the perfect enviornment for my employing my abilities and experience for the benefit of the company, the business and therefore my own career goals. Where my skills and experience can be effectively utilized in the best possible way for achieving the company's goals, mentoring those under my leadership and partner...
Ideal Companies: Major Financial Services Firms
Tags for this Online Resume: Leadership, Mentoring, Decision-making, Persuasiveness, Ethics, Collaboration
Financial Advisor, Financial Consultant, Investment Consultant, Investment Advisot
Sell financial services and investment products to investment consultants and financial advisors and retail clients.
Tags for this Online Resume: financial, investment, advisor, consultant, series 7, sales
Advertising Sales Agent
Sovereign Bank, North Andover, MA April 2004-present Financial Relationship Specialist · Manages a portfolio of the top 248 high net worth customers · Sells a full array of both traditional and non-traditional business and personal banking products, including:checking, savings, IRAs, loans and lines · Works with other branches to help them develop effective sales campaigns · Trains new staff on policies and procedures...
Senior Investment Product Analyst, Boston
Tags for this Online Resume: Senior Investment Product Analyst
Investment product manager
Manager of assets and people
Your Best Choice
I have credit for two (2) actuarial exams, three (3) CEBS courses, several MBA courses and have previously served as an enrolled actuary in addition to the following: I am currently a Home Equity Mortgage Underwriter at the Bank of America in Farmington, CT. 290 Westerly Terrace Rocky Hill, Connecticut 06067 To Whom It May Concern: This letter serves as my application for any positi...
Tags for this Online Resume: pensions, annuities, actuarial, consulting, director, administrator, benefits
Chief Operating Officer with 20+ successfully leading registered investment advisers and fund companies
Creative yet no nonsense problem solver with outstanding business skills and a track record of cutting costs, motivating personnel and evaluating and executing business strategies to maximize profitability.
Ideal Companies: companies that reward for innovative solutions while stressing quality and strong ethics
Tags for this Online Resume: Business Management
PRODUCTION OPERATIONS – CLIENT SERVICES – TECHNICAL HELP DESK
PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...
Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT
Tags for this Online Resume: Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java
The Answer Man
25+ years in SOLVING business related and legal problems. Proven success in leading and organizing profit-motivated team environments to realize objectives and goals. I have created startup companies which quickly grew to multi-million dollar entities and have consulted in re-organization efforts to turn around problem-laden companies. Significant experience encompassing finance/accounting, administration, contract nego...
Ideal Companies: Small to medium firms with sales of $5mm to $50mm
Tags for this Online Resume: law, finance, business development
Customer Service, Sales, Fairfield County, CT
Transition my career away from selling investment products and services. Seek an opportunity to join a quality company within an industry that would benefit from my experience and many skills in customer service, sales, marketing and the ability to develop client relationships.
Tags for this Online Resume: Sales, Investments, Financial, Finance, Retirement, Banking
Senior Investment Manager- 20 years experience- San Francisco
To educate small businesses and high net worth individuals in the myriad of investment products; to manage risk in a new market environment; and to maximi
