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Online Resumes with "mutual funds"
Financial Services Sales Agent - 12 Years of Experience - Near 30328
Summary Outstanding Client Relationship Management skills. High profile and diversified achievement in the Financial Services Industry in asset gathering, team leadership, territory management, relationship building, presentation skills, consultative selling, and business development. Developed and executed marketing plans that expanded fee-based business and recurring revenue. Strong record of success in educating sales pr...
Tags for this Online Resume: Distribution, Forecasting, High Net Worth, Real Estate, Sales, Statutory, Alternative Investments, Annuity, Asset Gathering, Asset Management, sales, business development, sales representative, account manager, customer service
Director
Tags for this Online Resume: Sales, Health Care Industry, Maestro (Job Scheduler), Procurement, SAN (Storage Area Network), Surgical, Purchasing, Insurance, Insurance Sales, Mutual Funds
Department Manager
Summary Related with customers and vendors to match industrial products to applications. Able to analyze deficiencies and propose solutions to enhance performance. Broad understanding applied to implement applications of industrial machinery. Initiated projects through to completion, utilizing various disciplines to achieve predetermined goals. Combining leadership skills with in-depth manufacturing experience, created acce...
Tags for this Online Resume: Documentation, Sales, Manufacturing, Distribution, Engineering, Industrial Engineering, Instrumentation, Inventory, Inventory Control, Packaging
Customer Service Supervisor
Tags for this Online Resume: Distribution, Mutual Funds, Advertising, Compensation, Consulting, Employee Relations, HR, Human Resources, People Soft, Recruiting
Portfolio Administrator/Trade analyst- 15 Years of Experience - Near 91504
Tags for this Online Resume: Settlements, Back Office, Purchasing, Real Estate, Bonds, Equities, Fixed Income, Long Term Care, Mutual Funds, Sales, finance, investment
Financial Specialist - 20 Years of Experience - Near 10541
SUMMARY A financial services professional experienced in sales, marketing and client services. A team player that excels at building successful relationships with internal and external clients to achieve mutual growth. Accomplished performer with demonstrated proficiency in cross-selling products and services resulting in asset growth and retention.
Tags for this Online Resume: Insurance, Mutual Funds, Call Center, Infrastructure, Financial, Financial Services, Planning, Retirement planning, Services, Asset Growth, Series 7
Financial Manager, Branch or Department
Tags for this Online Resume: Referrals, Annuity, Insurance, Life Insurance, Management, Long Term Care, Mutual Funds, Network Services, Networking, Sales
Manager
Skills Summary Project Management: SDLC / Waterfall Project estimation Risk assessment and mitigation Program Management /PMO IT Strategy Development Acquisition/Integration Some Agile Experience IT Project Lifecycle: Requirements Analysis Costing & Budgeting Project Scheduling Testing/QA/Rollout/Support Value-Added Leadership: Strong Financial Services background. Retirement products and strategy. Trading (Mutual Funds, Eq...
Tags for this Online Resume: Management, Business Requirements, Investment Management, Microsoft Project, MS Project, Support, Cobol Programming Language, Budgeting, Disaster Recovery, Equity
Lawyer - 10 Years of Experience - Near 06831
An enthusiastic and dedicated Attorney with experience in asset management financial compliance compliance risk management and regulatory and statutory interpretation. Skilled in collaborating with business units and legal offices to monitor identify analyze and report on internal and external trends and risks. Possesses excellent interpersonal communication and liaison skills.
Tags for this Online Resume: Asset Management, Management, Documentation, Mergers, Mutual Funds, SEC, SEC filings, Securities, Securities and Exchange Commission (SEC), Filing
Insurance Sales Manager
Tags for this Online Resume: Insurance, Property and Casualty Insurance, Book of business, Long Term Care, Mutual Funds, Financial, Financial Services, P&C, Sales, Series 6
Computer Programmer
Accomplished Senior Mainframe Systems Analyst and Developer with broad experience in the financial and insurance industries. Leader in the development and implementation of enterprise (3/n-tier) mission-critical business applications known for establishing technical project strategy and vision. Confident facilitator and communicator skilled in defining business requirements and collaborating with executives stakeholders and...
Tags for this Online Resume: Integrate, Mutual Funds, Scheduling, Extensible Markup Language (XML), Java Programming Language, Management, NDM, Order Entry, Product Management, Project Management
Insurance Underwriter
To obtain an underwriting / brokerage position within a dynamic company that will enable me to utilize my diverse experience and education, gain accelerated professional development and potential for advancement within the insurance industry.
Tags for this Online Resume: Management, Commissions, Financial, Financial Services, Investment Management, Mutual Funds, Services, Real Estate, Rehabilitation, Retail
