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Online Resumes with "mutual fund processing"
Team Coordinator of mutual fund processing. 11 years
To
Administrative Assistant
Ideal Companies: Law Offices, Call Centers, Retail Stores
Tags for this Online Resume: customer Service
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
Financial Specialist - 18 Years of Experience - Near 28273
I'm a Brokerage professional who has 18 years experience in New Accounts, Annuties and Mutual Funds processing. Also have expreiance analyzing data and front desk administration.
Financial Specialist - 5 Years of Experience - Near 07306
Qualifications Summary MBA graduate, with a degree in Organizational Leadership and Management, and a bachelor's degree in Finance and Management. More than ten years of increasing levels of responsibility in the financial industry. A dedicated top performer and trustworthy team player, who discretely safeguards the confidentiality of company data, works closely with clients and co-workers to clarify and resolve problems, m...
Tags for this Online Resume: Management, Complaints, Distribution, Compliance, ACH, Documentation, Financial, Accounting, Acquisitions, Fund Accounting, client services, investor relations, mutual funds, client relations, wealth management services, investor services, compliance, mutual fund processing
