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Online Resumes with "mutual funds"
Financial Specialist
Skills Summary Offering more than 20 years of experience in customer service, specializing in problem solving, working within a team environment, and oral and written communications to finish multiple projects with efficiency. Computer literate in Microsoft Word, Excel and Outlook and looking to increase knowledge with new software.
Tags for this Online Resume: Customer Service, Mutual Funds, Documentation, Policies and Procedures, Securities, Computer Literate, Data Analysis, Email, HTTPs, Marketing Management
Insurance Sales Representative - 8 Years of Experience - Near 01568
A position that will enable me to utilize my finance, customer service, and sales experience to enhance the productivity of the organization. !
Tags for this Online Resume: Accounts Payable, Coding, Financial Industry, Payroll, Reconciliations, Mutual Funds, Pc, Personal Computer, Sales, Sales Reports
Financial Services Sales Agent - 20 Years of Experience - Near 11235
PROFILE * New Business Development * Consultative Sales Approach * Budget Oversight & Reporting * Strategic Account Planning * Staff Leadership & Training * New & Recurring Revenue * Marketing Performance * Competitive Analysis * Client Relationships * Strategic Negotiations * Accomplished Sales Leader, Bonafide Million Dollar Producer for over 20 years with an innovative approach to achieving significant business growth. D...
Tags for this Online Resume: Cold Calling, Infrastructure Building, Leadership, Mutual Funds, Sales Management, Fund Raising, Recruiting, Retirement planning, Venture Capital, Due Diligence, Cultural Change, Million Dollar Producer
Dynamic Corporate Trainer - Sales and Management Development
Management or Training position in an organization that values quality training, successful human relations and teamwork, utilizing proven management, training, selling and interpersonal skills to develop workforce competencies, improve employee acquisition and retention, and manage sales training to drive profitability.
Ideal Companies: Chase, Edward Jones, Merrill Lynch,
Tags for this Online Resume: Insurance, Training, Financial, Financial Services, Services, Planning, Retirement planning, Sales, Retention, Product Development
Financial Specialist - 20 Years of Experience - Near 48070
Tags for this Online Resume: Equities, fixed income, Capital Markets, Equity, Fixed Income, Mutual Funds, Series 4, High Net Worth, Financial, Hedge Fund, Series 24, Series 7, Trading, Options Trading
Financial Analyst - 11 Years of Experience - Near 02184
Summary Financial service professional with extensive experience in accounting and mutual fund operations. Strong technical, leadership, communication, and organizational skills. Demonstrated ability to resolve problems and achieve results.
Tags for this Online Resume: Account Manager, Accounting, Compliance, Distribution, Budgeting, Financial, Financial Statement, Financial Statements, Integrate, Internal Auditor
Financial Specialist - 4 Years of Experience - Near 11231
Tags for this Online Resume: Security, Financial, Management, Mutual Funds, Security Systems, Accounting, ADM, Custody, Distribution, Lotus
Personal Financial Advisor - 13 Years of Experience - Near 44122
award-winning Relationship Management Professional Energetic with ability to identify business opportunities deliver effective proposals and presentations and provide stellar client relationship care.
Tags for this Online Resume: Insurance, Mutual Funds, Banking Industry, Cash Management, Management, Account Management, Business Development, Deposits, Financial, Financial Statements
Accountant - 20 Years of Experience - Near 07631
PROFESSIONAL SUMMARY: Skilled professional with over 34 years of varied accounting experiences in small and medium sized firms and non-profit organizations including an academic institution.
Tags for this Online Resume: Financial, Financial Statements, Insurance, Mutual Funds, Financial Statement, Inventory, Lotus, Monthly Financial Statements, Reconciliations, Accounting
Credit Analyst - 20 Years of Experience - Near india
Qualifications: 1. B.com (bachelor of commrce) 1976 graduate degree 2. M.com (master of commerce) 1979 post graduate degree 3. PGDBA post graduate diploma in business Administration (one yr course) 1989 Other certificatesqualifications 1. Completed coaching for intermediate company Secretaryship course of ICS! In 1981 2. Completed about 1 month training on project Appraisal and follow up conducted by RBI in 1980 3. Passed S...
Tags for this Online Resume: finance, Cash Flow, Scheduling, Audit, Financial Industry, financial reporting, Management, staff/general, finance,accounts,administration,management,loans,credit, sheets
Personal Financial Advisor - 20 Years of Experience - Near 75238
SUMMARY Strong Work Ethics, Values, Trust, Impeccable Character (always looking for "Win :Win"), Punctual, Determined, and My Personality, all benefit relationships with clients and team members. At the core of all my experience, has been a genuine enjoyment of working with people, earning their loyalty and trust, and solving many of their financial concerns, for their present and future needs. PROFESSIONAL My Professional ...
Tags for this Online Resume: Commodities, Equities, Fixed Income, Mutual Funds, Financial, Investment Services, Planning, Services
Financial Manager
Tags for this Online Resume: Closer, Ambassador, Leader, Performing, Developement, Sales, Bonds, Financial, Insurance, Mutual Funds