CV, Curriculum Vitae and Online Resumes Search

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Online Resumes with "investment products"

Financial Manager, Branch or Department - 16 Years of Experience - Near 22101

Maximize sales, organizational, management and administrative skills to be profitable and productive in the financial services industry. UNITED BANK 11/15 - Present BRANCH MANAGER / ASSISTANT VICE PRESIDENT (Alexandria, VA) * Key individual in prospecting and acquisition of Investment/Brokerage sales. In addition, coaching and training of team to acquire referrals to obtain necessary appointments with Financial Advisor to r...

Tags for this Online Resume: Annuity, Health Insurance, Insurance, Series 6, Series 63

Sales Manager - 15 Years of Experience - Near 07045

Accomplishments * Number One Manager out of 873 offices exceeding all annual targets for sales, business development, compliance audits, and customer satisfaction ratings over a four year period. * Number One Business Development Officer ranking achieved in multiple financial institutions with a solid track record for sales, customer service, and compliance audits. * Project team leader coordinating sales, operations, and c...

Tags for this Online Resume: Business Development, Cash Management, Management, Compliance, Customer Service, Deposits, Pricing

Insurance Sales Representative - 20 Years of Experience - Near 14568

Professional Summary: Current Occupation: Licensed Insurance Broker, Financial Services Employer: Se# Company: The Sully Financial Group (DBA) Position: Owner + President - Sales Of Insurance + Investment Products Licensed In New York, Florida, Ohio + South Carolina Expertise: Annuities, Retirement Planning, Asset Protection, Lye Insurance + Long Term Care Length Of Time In Current Profession: 41 Yrs. Previous: Professional...

Tags for this Online Resume: Financial, Financial Services, Insurance, Sales, Services, Long Term Care, Planning, Retirement planning, Strong Work Ethic, Structured Query Language

Financial Advisor - 20 Years of Experience - Near 60077

Qualifications Profile Dynamic, results-oriented, Financial Services Professional with a track record of marketing investment products and building strong relationships. Broad-based skills in business development, client relationship management and market expansion. Strong listening and communication skills, building effective relationships with clients, staff and management at all levels.

Tags for this Online Resume: Deposits, Management, Services, Referrals, Acquisitions, Banking Industry, Insurance, Integrate, Investment Management, Leadership

Controller

To lead & explore new investment opportunities, develop competitive differentiation strategies that increase the Company's efficiency and profitability. A Financial expertise and strategic partner, dynamic, energetic, proactive, great communications with various nationalities (team players) and innovative. Participate in Board meetings to contribute tremendous advices and business strategies. Salary: Negotiable ** Honorable...

Tags for this Online Resume: PMI, Financial, Financial Statements, Banking Industry, Sourcing, Cash Flow, Commodities, Filing, Financial Reporting, Financial Services

Financial Specialist - 15 Years of Experience - Near 60130

PROFILE Well qualified and results oriented Banking Professional with over 15 years of successful experience in positions of increasing responsibilities and duties. Top performer with a track record of meeting job expectations and exceeding client expectations. Skilled at educating internal partners and clients on banking and investment products that will assist them in meeting their short-term and long-term needs. Team pla...

Tags for this Online Resume: Compliance, Acceptance Testing, Accounting, Custody, Fund Accounting, Pricing, Test, User Acceptance Testing, Investment Management, Management

Lead Developer

Profile Offers extensive experience as a Senior Software Engineer and Technical Lead, emphasizing financial services. Adept at translating business requirements into high-quality, cost effective solutions. Proactive problem solver who applies strong analytical, troubleshooting, and multi-tasking abilities to quickly assess critical tasks, take charge, and coordinate resources to ensure timely project completion. Works well ...

Tags for this Online Resume: Agile, Alternative Investments, Application Support, Asynchronous Transfer Mode (ATM), Business Requirements, Ca7, Commissions, Credit Card, Debugging, Disaster Recovery

Insurance Sales Agent - 20 Years of Experience - Near 92806

Summary of Qualifications: * Bilingual and experience in Spanish speaking clientele * Knowledge of Insurance industry and its products * Proficient in Investment products * Skilled in assessing client needs and recommending suitable products * Outstanding analytical skills to solve problems * Expertise in Policy coverage * Salesforce knowledge * Well-versed with MS Office Suite, FSC Rater, and Accord * Life and health insur...

Tags for this Online Resume: Billing, Commissions, Insurance, Insurance Claims, Management, Referrals, Account Management, Cold Calling, Customer Service, customer service skills, business development, sales, outside sales

Portfolio Manager/Financial Analyst/Trader - 16 Years of Experience - Near 22213

COVER LETTER: Dear Sir/Madam, In a career spanning the consulting and financial world I believe that I have developed and demonstrated substantial commercial acumen, stakeholder management and influencing skills. Along with good overall knowledge of investment products and capital markets, I also have a keen learning aptitude that helps me thrive in different work environments, from a five member asset management firm/hedge...

Tags for this Online Resume: Bonds, Interest Rate, Management, Derivatives, Fixed Income, Fixed Income Trading, Business Development, cfa, equities

Financial Specialist - 15 Years of Experience - Near 08873

Qualifications and Accomplishments. * Successfully identified key area of risk to supported equity trade desk, initiated and implemented enhancement of equity position maintenance and executed enhancements on a daily basis mitigating millions of dollars of potential risk to supported business on an annual basis. * Versed in overseeing of outgoing and incoming cash flows (fed funds) and operational management of investment p...

Tags for this Online Resume: Equity, Support, Fixed Income, Securities, Services, Investment Services, Online Trading, Settlements, Management, Policies and Procedures, finance, audit, excel

Insurance Sales Agent - 20 Years of Experience - Near 91750

SUMMARY OF QUALIFICATIONS * Expertise in sales including financial planning services and investment products * Produce measurable ROI of campaigns across all marketing channels * Continually improve performance in customer acquisition and retention * Proficient in Salesforce and Excel * Contribute to refinement and improvement of pricing analytics and strategies * Work with operations, management and customer care teams to ...

Tags for this Online Resume: Insurance, Mutual Funds, Retail, Sales, SAN (Storage Area Network), Telemarketing, Financial, Planning, Estate planning, Competitive Analysis, business development

Manager - 20 Years of Experience - Near 85212

Summary I am a skilled senior manager having many years of experience in Medical Device, Information Technology, Semiconductor and Automotive industries. I am well qualified to act and serve as an operating manager or a strategic adviser to the senior management team as well as Board. 29 years of working experience in multinational organizations in the following functional positions: (a) Sales & Marketing (b) Product Develo...

Tags for this Online Resume: Engineering, Management, Manufacturing, Sales & Marketing, Product Development, New Business Development, Strategic Planning, Supply Chain Management, Medical Device, Automotive, Semiconductor, IT, PCB, PCBA, Auto Parts, Director, Manager, Project Manager, Program Manager, Mechanical Engineer, Engineer, VP, Mandarin, New Product Introduction (NPI), Product Life Cycle Management (PLM)