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Online Resumes with "investment products"
Auditor - 15 Years of Experience - Near 07302
Profile Experienced Governance professional with expertise in Compliance, Audit, Policy, Due Diligence, Risk, Finance, and Project Management working for multi-national organizations across numerous major business centers (New York, London, Hong Kong, São Paulo, Dublin, and Delhi). An in depth knowledge of accounting standards (UK GAAP, US GAAP, IAS and IFRS), investment products (equities, mutual funds, fixed income, and p...
Tags for this Online Resume: Aml (Macro Lang), Accounting, Asset Management, Management, Retail, SEC, Securities and Exchange Commission (SEC), Statutory, Banking Industry, Compliance, accounting, audit, cpa
Accountant
MBA-educated finance professional with expertise in economics, industry and company research, investment product development, and client relationship management. Former manager of high-level relationships with fund managers and analysts of 30 leading institutional investment firms. Known for strong analytical skills, financial modeling, and global research capability.
Tags for this Online Resume: Bonds, Fixed Income, Equity, Pricing, A SERIES, Bloomberg, Distribution, Futures, Management, Product Development
Financial Specialist - 15 Years of Experience - Near 94403
Career Highlights * Noted by Charles Schwab's "Key Contributor Program" as Managing Director/Portfolio Manager enhanced hybrid Excel model by integrating macro/global factors and achieved Fund Morningstar Return Ranking of 4 Stars. * Developed a new tradable investment product for Global Real Analytics utilizing Mortgage Backed Securities, including establishing underwriting criteria, providing risk rating, and presenting a...
Tags for this Online Resume: INVESTMENT, PORTFOLIO, Business Development, Cdo, CMBS, Development Initiatives, Microsoft, Microsoft Excel, New Business Development, SAN (Storage Area Network)
Financial Manager - 20 Years of Experience - Near 25526
PROFESSIONAL SUMMARY Financial professional with extensive experience in the areas of financial analysis, research analysis, asset management, operational management and strategic planning. Seeking an opportunity with an organization whereby my aforementioned skills will be utilized along with my demonstrated ability working with startup and venture capital companies, contract negotiations, financial modeling and budget ana...
Tags for this Online Resume: Equity, Accounting, Analytical Skills, Asset Management, Automotive, Balance Sheet, Bloomberg, Budgeting, Business Operations, strategic planning, operational management, financial modeling, contract analysis and negotiations
Personal Financial Advisor - 20 Years of Experience - Near 63368
Provide sophisticated financial planning support to Wealth Management Advisors and other client facing employees as a key member of a client strategy team. Communicate with clients regularly regarding financial planning strategies and investment products.
Tags for this Online Resume: Financial, Planning, Ad Hoc Reports, Fixed Income, Fixed Income Trading, Inventory, finance, cfp, Series 7
Financial Analyst - 25 Years of Experience
To secure a position within your establishment where I can exercise my experiences in Financial Analyses, Business, Budgeting & Financial Planning, Variance Reporting, Investment & General Accounting practices. Currently Self Employed as a Financial and Business Consultant January 2013 to Current Setting up new businesses. Overseeing their initial operations and start up. Securing Business Loans for new business. Building t...
Tags for this Online Resume: Accounting, Banking Industry, Financial, IBM, Its, Lotus, Lotus 1-2-3, Management, Microsoft, Microsoft Office, accounting, finance, excel, accountant, controller
Sales and Business Professional / Personal Financial Advisor
Experienced Sales and Financial Professional with more than 20 years of intangible product sales, and sales management experience. Ideal position has a modest base with a competitive commission structure that will not limit my compensation when I perform at a high level.
Ideal Companies: Fortune 500
Tags for this Online Resume: Health Insurance, Insurance, Advertising, Bonds, Financial, Mutual Funds, Management, Wealth Management, Coaching, Sales / Outside Sales, Account Management, Experienced, Consulting, Sales Management, Product Marketing, Presentations, Planning, Strategic Planning, Leadership / Motivation, Training / Development, Public Relations, Client Relations, Needs Assessment, Project Management, Business Development, Communications, Financial Products, Advisor, Financial Advisor, Customized Planner, Investment Advisor
Financial Manager, Branch or Department
lead & serve an organization that is inspired help their clients reach their financial dreams. I have always felt as though when our clients succeed we company will succeed. Accomplishments: * Exceeded production goal of 25% increase in revenue every year. * Executed company milestone goal of 1 million dollars in annual revenue in "2017." * Generated over $195, 000 in personal GDC in "2017" while balancing time as Vice Pres...
Ideal Companies: YYYY
Tags for this Online Resume: Benefits, Insurance, Management, Referrals, Securities, Wealth Management, Banking Industry, Bonds, Book of business, Investment Management
Insurance Sales Manager - 0 Years of Experience
An industry professional that has demonstrated excellence in building customer-centric and service-oriented organizations focused on growth and results. Leads by spirit and managerial courage creating an environment of highly functioning and performing team members. Embraces corporate vision and has the skills to clearly communicate to the team and performance manage to corporate expectations. Promotes corporate vision and ...
Tags for this Online Resume: Distribution, Estate planning, High Net Worth, Planning, Certified Financial Planner, CFP, Financial, Underwriter, Hub, Insurance, insurance, employee benefits, sales
Accountant - 19 Years of Experience - Near 20132
Tags for this Online Resume: Audit, Financial, Financial Statements, Monthly Financial Statements, Accounting, Accounting Software, Acquisitions, Benefits, CFO, Corporate Accounting
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
Investment Manager, Started $trillion Industry, $13B AUM, Mutual Funds, CLO , Institutional Manager
As a driven executive with extensive experience in corporate finance, generating huge profits, and a proven record of accomplishment in bringing about efficiency improvements, I believe I offer an expertise that would be of benefit to your company. With a hands-on approach, strong leadership skills, and a focus on achieving management excellence as my strengths, I would like to explore the possibility of putting my knowledg...
Ideal Companies: Hedge Funds, Mutual Funds, Financial Institutions.
Tags for this Online Resume: Banking Industry, Management, Underwriting, Mutual Fund Management, Institutional Asset Management, Senior Loan Management, Distresed Debt Management, Equity Trading, Turn Around Manager, Securities
