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Online Resumes with "investment sales"



Featured Profile

Project Manager - 10 Years of Experience - Near 60103

To provide an innovative, proactive focus in a challenging and mutually rewarding environment allowing me to utilize and expand upon my knowledge and skills in order to serve as a value added asset to the organization.

Tags for this Online Resume: Microsoft Windows NT, Rsx (General Purpose Os), Infrastructure, Structured Query Language, Electronics, Management, Agile, PMP, Waterfall, PMO, UNIX, Windows, Incident Management, Problem Management

Strategic Marketing Professional - 17 years Experience

markets with major global financial services organizations on-site in North America, Europe and Asia to develop web strategy and business requirements. * Conducted research and client interviews, analyzed findings, employed appropriate methodologies, developed thought leadership and presented findings to clients. * Interfaced with client management to establish direction and performed competitive analysis for top global ban...

Tags for this Online Resume: Leadership, Messaging, Advertising, Content Management, Management, Market Research, Marketing Management, Benefits, Product Marketing, Positioning, B2B, Research, IT, Communications

Programmer Analyst - 7 Years of Experience - Near 08830

• Over 6 years of broad industry experience in data analysis and statistical inference. Design, development of Statistical models including data extraction and manipulation, writing macros and reporting on various projects for Financial, Banking, Insurance, Investment and Sales industries. • Proficient inSAS/BASE, SAS/STAT, SAS/ETS,SAS/SQL,SAS/MACROS, SAS/GRAPH, SAS/INSIGHTS, SAS/ASSIST, SAS/EG, SAS/EM, SAS/ODS and SAS/ACCE...

Tags for this Online Resume: sas, SAS/BASE, SAS/STAT, SAS/ETS, SAS/MACROS, SAS/SQL, SAS/ODS,MATLAB, R, STATA, MAPLE, MS WORD, MS EXCEL, MS POWERPOINT

Financial Planner - 20 Years of Experience - Near 06901

Highly experienced results-oriented investment sales executive who has consistently driven revenue and profit growth turned around businesses operations and improved performance of national sales territories in the US Canada and the UK. By creating solutions to customer and market needs and cultivating key account relationships exceeded sales goals led new international initiatives marketed and innovated industry-leading pr...

Tags for this Online Resume: Financial, Mutual Funds, Services, Annuity, Distribution, Financial Services, Management, Product Management, Referrals

Compliance Manager

SUMMARY Experienced Financial Services Executive with extensive expertise in the Financial Services industry. Knowledgeable with insurance products, bank channel investment sales and compliance as well as comprehensive financial planning in the independent financial advisor channel. Possess skills which are most suited to compliance oriented positions within the industry, consisting of strong attention to detail in conjunct...

Tags for this Online Resume: Sales, Financial, Compliance, Financial Services, Services, Distribution, Planning, Equities, Fixed Income, Health Insurance

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

Chief Financial Officer - 20 Years of Experience - Near 46814

CAREER SUMMARY Financial executive with significant experience with high quality companies. As a manager and leader developed extensive experience and expertise including: Financial & Managerial Reporting Debt Financing Insurance and Risk Management Loan Workout Operations Review Investment Strategies Partnership Structuring Disposition of Assets Capital Planning Cash Management Employee Benefits Property Management Acquisi...

Tags for this Online Resume: Accounting, Finance, Banking Relationships, Payroll, Employee Benefits, Financial Analysis, Audit, Real Estate, Budgeting, Forecasting, Financial Statements, Insurance

Medical Sales Representative - 15 Years of Experience - Near 46160

Summary Dynamic Sales and Business Development executive with an extensive record of achieving and exceeding stated corporate objectives. Specializes in course correcting organizations and products to create highly successful commercial enterprises. Outstanding strategist, adept at problem solving complex issues. Excels at identifying process improvements through establishing performance matrix. Known for inspiring both int...

Tags for this Online Resume: Sales Management, Marketing Management, executive management, Point-of-Care Diagnostics, Business Develoment, Distribution Management, Medical device

Financial Specialist - 5 Years of Experience - Near 60611

SUMMARY A dedicated and analytical finance professional with demonstrated experience in investment sales, new business development, client service, needs assessments, and presentations, with proficiency in capital markets. Leverages practical experience with exceptional communication skills to build strong working relationships and gain comprehensive understanding of client objectives. Possesses a proven track record of mee...

Tags for this Online Resume: Management, Sales, Sales Support, Support, Wealth Management, Asset Management, Benefit Plans, CIO, Defined Contribution, Investment Opportunities

Executive Director - 20 Years of Experience - Near 77494

SUMMARY: Over 30 years of senior management experience in construction and industrial equipment. Experience in sales, marketing, product support, and rental both at the distributor and manufacturing level. Results driven with a verifiable record of increasing market penetration, customer satisfaction, process improvements and profitability in various business areas. sales and marketing. Established dealer sales Responsible ...

Tags for this Online Resume: Management, Claim Processing, Failure Analysis, Publications, Support, Material Handling, Business Development, Construction, Distribution, Inventory

Jack of All Trades - 11 years of Experience - Relocating to Washington D.C.

I am an 11 year veteran in Commercial Real Estate with a diverse background that includes: leasing (tenant and landlord representation), research and financial analysis, construction and development, investment sales, marketing, property management and site selection. I started my career in the Philadelphia market and am now relocating to the Washington D.C. area. If you need a team player that can do anything I am the Wrig...

Tags for this Online Resume: Market Research, Research, Advertising, Salesperson, Capital markets, Microsoft Excel, Real Estate, Retail, Sales, Financial Analysis, Site Selection, Research Analyst, Property Management, Marketing, Office, Investment Sales, Tenant Representation, Landlord representation, Google Earth, Video Production, Construction, Development, Leasing, Industrial, Lease Abstraction, Data Analysis

Senior Investment Sales Director - 19 years experience - Growing new markets

Create and build market share for a dynamic product line, ideally within the financial services sector.

Tags for this Online Resume: Sales Manager, Financial Services, Executive Sales, Presenter, MBA, Finance