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Online Resumes with "mutual funds"
Proven Global & Domestic Key Account Specialist supporitng all major Banks and Brokerage houses.
To improve client relations through clear lines of communication, to reduce any areas of complication within the business and the expectations of clients and their requests. Implementation of proven business practices that increase clients, profits, and client retention which is paramount to growing any business.
Ideal Companies: Financial institutions
Tags for this Online Resume: Accounts, Management, Relationships, Marketing, Sales, Leader, Charismatic, Problem solving, streamlining
Warehouse Clerk - 6 Years of Experience - Near 92544
Qualifications: 14 years in customer service. Computer knowledge in Microsoft Excel, Microsoft Word and explore the Internet. I can operate a copier, fax machine, pc and multiple telephone lines. I am a motivated and enthusiastic person about developing good relations with customers and co-workers. Demonstrate ability to meet the needs of customers. Maintain confidentiality, act in a professional manner when dealing with se...
Tags for this Online Resume: Customer Service, Blue Prints, Blueprints, Critical Care - Vascular, Data Entry, Etching, Fax Machine, Filing, Internet, Inventory, Lasers, Microsoft, Microsoft Excel, Microsoft Word, Mutual Funds
Director, Business Development - 20 Years of Experience - Near 90275
Goal-Driven Business Executive who focuses on operational financial performance and return on investment. Achieve value by strategically aligning an organization with ever-changing market conditions, penetrating target markets at the lowest marginal cost, and applying key resources to meet customer needs. Build a workplace culture of excitement and passion for every member on the team while developing employees for professi...
Ideal Companies: BNY Mellon, Wells Fargo, United Capital
Tags for this Online Resume: Management, Sales, Integrate, Investment Management, Leadership, Leadership Development, Wealth Management, Budgeting, Consulting, Financial, Sales Team Management, Financial Services Management, Nonprofit Management, Business Consulting
Financial Services Sales Agent - 6 Years of Experience - Near 97214
& N OTABLE C ONTRIBUTIONS
Tags for this Online Resume: Mutual Funds, Management, Customer Relationship Management, Investment Management, Asset Management, Banking Industry, Financial, Networking, Sales, Sales Training
Senior Purchasing Manager
QUALIFICATIONS Leadership: Coordinate purchasing assignments and agreements for purchasing team. Ability to create contractual agreements and conduct detail presentations to the departments involved in contracts. Negotiations: A skilled negotiator with over 20 years of experience in producing contracts with foreign and domestic business allies and suppliers. Experienced in government and private sector negotiations. Profici...
Tags for this Online Resume: Pricing, Product Development, Purchasing, Research, Research and Development, Mutual Funds, Dos, Linux, Lotus, Lotus 1-2-3, Microsoft Office, Excel, Quick Books
Customer Service Manager - 20 Years of Experience - Near 45157
Professional Summary Accomplished and highly trained Financial Services Representative with 20+ years of experience combining management and customer service in a high volume environment. Licensed 6 & 63 in all 50 states.
Tags for this Online Resume: Benefits, Management, Services, Back Office, Computer Aided Software Engineering, Team Lead, Bonds, Mutual Funds, Customer Service, Inventory
Compliance Officer - 20 Years of Experience - Near 19137
To be the CHIEF COMPLIANCE OFFICER(or at least a senior level Legal or Compliance Officer)of a SECURITIES BROKER DEALOR, investment advisor, investment company/mutual fund
Tags for this Online Resume: Securities Industry, attorney, compliance professionalionalchief AML Officer, chief compliance officer IND.Broker-Dealer, Investment Adviser, Compliance, Financial, Financial Statement, Financial Statements, Fixed Income, Fraud, Management, Philadelphia, PA, Equities, Council, Financial Services, Banks
Manager - 19 Years of Experience - Near 76051
Accomplishments Directed and guided the application development methodology of a large organization from a traditional waterfall methodology to an Agile methodology. Benefits included an increase of developer productivity, reduced time to market for software and created a culture of continuous learning and engagement of the application development teams Served as the JPMorgan Chase Hub Technology Leader for the Dallas area,...
Tags for this Online Resume: Cobol Programming Language, Custody, HyperText Markup Language, IBM DB2 Database, Insurance, Java Programming Language, Microsoft, Microsoft .Net, Mutual Funds, Oracle
Credit Analyst - 15 Years of Experience - Near 06824
SUMMARY Accomplished senior credit analyst with experience in High Yield, Investment Grade and Convertible Bonds. Core credit skills include fundamental analysis, generating relative value and capital structure arbitrage opportunities and covenant analysis.
Tags for this Online Resume: Consumer Products, Income Statement, Securities, Bonds, Mutual Funds, Automotive, Due Diligence, Balance, fixed income, credit, high yield, investment grade, convertibles
Quality Assurance Specialist - 17 Years of Experience - Near 10018
EXPERIENCE SUMMARY * Strong business knowledge of 12 years in Broker Dealer Industry involving US, European and Canadian Equities, Options, Fixed Income and Mutual Funds in Front Office - Order Management Systems, Middle Office - Trade Allocations & Ticketing systems and Back-office - Trade Settlement, Reporting & Clearing systems involving Fixed Income products using Pershing, MSRB and TRACE. * 14 years of Experience as QA...
Tags for this Online Resume: Order Entry, Automation, Quality, Quality Assurance, Test, Test Scripts, Connectivity, Equities, Order Entry, Automation, Quality, Quality Assurance, Test, Test Scripts, Connectivity, Equities
Vice President - 11 Years of Experience - Near 78613
SKILLS SUMMARY * Management: Deliver comprehensive wealth management and fiduciary administration by staffing, training and leading highly successful Trust, Estate and Operations teams in the administration, distribution and termination of trust and estate accounts within a fluid, dynamic and complex model. * Financial Services: Excellent track record leading Austin teams to score #1 nationally identifying new sales opportu...
Tags for this Online Resume: Customer Service, Distribution, Fraud, Fraud Prevention, Policies and Procedures, Referrals, Legal, Accounting, ACH, Audit, Trust Management, Tax, Operations Management, Estate Management, Writing and Editing
Financial Specialist - 9 Years of Experience - Near 11510
Highly motivated, achievement driven individual, with outstanding financial analysis, leadership, communication, time management, and analytical skills seeking an opportunity to utilize my training and knowledge learned in the Financial Services industry.
Tags for this Online Resume: Financial, Annuity, Benefits, Financial Analysis, Financial Statements, Integrate, Mutual Funds, Audit, Management, Cash Management
