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Online Resumes with "stocks bonds"



Investment Manager and Investor Relations Professional

Financial sector professional with over 4 years of experience and deep knowledge of the industry. Background includes working as a portfolio manager: managing more than 200M $ for private and business clients- stocks and bonds picking, analyzing micro and macro trends, specializing in daily trading in the Israeli market, NYSE, NASDAQ, writing a daily analysis and articles for the well-known financial website "Bizportal", re...

Tags for this Online Resume: New York, Investment Management, Investor Relations , Market Research , Strategic Planning , Financial Analysis , Portfolio Management , Investment Banking , Global Management , Public Relations , Data Analytics, Decision Making , Professional Journalism Writing , Communication Skills, Presentation Skills, Social Skills, Problem Solving, Wealth Management

Financial Specialist - 10 Years of Experience - Near 11215

Summary: Results oriented professional with over fifteen years account management, relationship and project management, client service and lead qualification experience. A highly motivated self-starter with excellent communication and interpersonal skills, allowing me the ability to deliver measurable value in response to clients' needs. Demonstrated focus and success in client relationship management, and customer satisfac...

Tags for this Online Resume: corporate actions, dividends, reorganization, internation tax reclaims, ADR ORDS, stocks and bond redemption, High Net Worth, Management, Entitlements, Securities, Accounts Payable, Acquisitions, Bankruptcy, Equity

Featured Profile

Experienced Credit Manager/Analyst; Excellent Financial Analyst, MBA

To begin a career at a medium to large sized firm with a St. Louis presence that would allow me to draw upon my prior experience to begin a new career. I am searching for a long-term career perhaps until retirement. I enjoy working in banking, but would like to broaden my scope of opportunities to include working for a corporation as a financial analyst reporting on variances, looking for trends, performing budgetary work...

Ideal Companies: Edward Jones, Scottrade, Commerce Bank, ConAgra Foods, US Bank, Wells Fargo, Enterprise Rent A Car, TD Ameritrade, Fidelity, Express Scripts, Northern Trust

Tags for this Online Resume: Forecasting, Project Management, Analysis, Communication, Credit, Finance, Banking, Management, Leadership, Proforma, Spreads, Ratio Analysis, Variance Analysis, Microsoft Office, Presentations

Featured Profile

Change Management - 22 Years of Experience - Near 40361

• Extensive experience in creating compelling materials that capture attention and change behavior. • Experienced in project management and functional analysis of proprietary software. • Creative and versatile individual with software training, implementation and communications experience. • Experienced at simplifying procedures, and incorporating innovative solutions. • Ability to quickly gain a solid understanding a...

Ideal Companies: Xerox, Lexmark, Toyota

Tags for this Online Resume: Communications, Analyst, Software Training, Documentation, Management, Change Management

Financial Planner - 20 Years of Experience - Near 28273

My goals and objectives are to continue to utilize my previous training and past success in the area of financial planning. I believe everyone should have a personal financial plan in place at all times;many small business and couples require personal pension creation and continual management to achieve financial goals. Whether one utilizes stocks, bonds,ETF's,variable products ,and Life Insurance;what always proves essenti...

Tags for this Online Resume: concerned, thoughtful, researcher, intuitive, family , experienced, planning , next generation

Office Clerk - 10 Years of Experience - Near 90032

Accomplished office clerk seeking entry-level position that will leverage background in operational planning, client needs assessment, financial, marketing, sales support, accounting, insurance, office management, receptionist, customer service, communication experience, written and oral and office skill environment.

Ideal Companies: I love in our company is co- worker and help out in customer services.

Tags for this Online Resume: Dedicated, Energetic, Multi-Task, Experience, Communication, Bilingual, Self Motivated, Dependable, Reliable, Computer Skill, Problem Solver, Efficient, Team Player, Acknowledge Office Duties, Acknowledge Office Duties, Distribution, Voice, Accounting, Call Center, Email, Filing, Data Entry

Budget Analyst

I am going to create a new avenue for my clients to make wise business decisions when their finances are concern. This plan would make sure that They wouldn't go into debt. My is to their money out of their stocks and bonds for their needs such as bills for their homes,scholarships for their kids and point them investing their money for their future.

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

Change/Project Manager - 20 Years of Experience - Near 48708

QUALIFICATIONS OVERVIEW Solid record of accomplishment in organizational change management including developing and maximizing new business and marketing strategies. Demonstrated expertise in setting up organizing and optimizing operational efficiency. Record of delivering cost effective, high performance solutions to meet challenging business demands. Visualize client's goal and objectives, operational procedures, annual b...

Tags for this Online Resume: Change Management, Microsoft Change Management, Joint Ventures, Management, Advertising, Publications, Equity, Research, Strategic Initiatives, Bonds, management

Customer Service Representative - 12 Years of Experience - Near 07748

on My responsibilities for Customer Service for the Department of OFT/ Disbursing Manager, was for Commercial Banks, U.S. Treasury Department, D.C. Schools, D.C. Stocks and Bonds, Pay and Retirement Heads and Department Officials. Return checks from banks on a CD disk, and original check for bank officials. Customer Service for D.C. Vendors checks, Social Security Heads and Department Heads, and service for FBI Agents for i...

Tags for this Online Resume: Accounts Payable, Government, Purchasing, Management, Data Management, Medicare, Procurement, Airlines, Budgeting, Telecommunications

Financial Specialist - 20 Years of Experience - Near 11554

AREAS OF EXPERTISE & SKILL * Investment Strategies * Market Trending & Analysis * Portfolio Management * Tax Knowledge * Financial Modeling/Analysis * New Business Development * Risk Management * Entrepreneurial Initiate * Client Acquisition and Retention * Supervisory Oversight * Stocks/Bonds/Mutual Funds/Options/ETF's * Industry Knowledge Compliance * Restricted Stock/144/10B51 Plans * Internal Audit * Financial Trading *...

Tags for this Online Resume: Account Reconciliation, ACH, Audit, Cash Management, Financial, Financial Services, Front Office, Internal audit, finance