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Online Resumes with "trust administration"
General Manager - 20 Years of Experience - Near 48307
Investment Services, Inc. Rosemont, IL NatCity Investments, Cleveland OH Fifth Third Securities, Cincinnati OH * Extensive experience with investment solutions for retirement planning as well as other financial goals. Worked collaboratively with licensed bankers and other customer service liaisons to achieve sales goals and cross-sell services. Implemented new investment services programs in various markets. Retail Bank Man...
Tags for this Online Resume: Accounting, Banking Industry, Certified Financial Planner, CFP, Financial, Planning, Strategic Planning, management, assistant manager
Life Insurance agent, worked for growing estate planning and probate practice seeking a job as a Financial Advisor/ Wealth Manager - will bring book of business
Objective: to grow a strong client base through education and collaboration with local estate planning attorneys and healthcare providers. Already maintain strong referral base and have clients ready to transfer to new financial institution. PROFESSIONAL SUMMARY ACCOMPLISHMENTS Obtained and Maintained Florida Life, Health and Variable Annuity License (FL 215). Will have 65 license by end of 2017. Member of many estate pl...
Tags for this Online Resume: Real Estate, Capital Expenditures, Estate planning, Planning, Accounting, Annuity, Customer Service, Financial, Financial Statements, Firepond Answer, finance, wealth managment, financial advisor, life insurance
Financial Manager - 20 Years of Experience - Near 10312
Summary of Qualifications Eighteen years of experience in Corporate Trust with expertise in restructured assets, tender option bonds, asset - backed securities, commercial paper, corporate securities and municipal derivative products. Successful track record of identifying and providing business solutions for highly sensitive, large revenue-generating clients. Ability to manage projects, provide product and sales support, d...
Tags for this Online Resume: Sales, Cash Flow, Cash Flow Analysis, Derivatives, Insurance, Interest Rate, Liquidity, Swaps, Management, Product Management, management, manager
Tax Preparer
QUALIFICATIONS Hot Docs Individual Tax Return MS Office Problem Solver Tax Law Analysis Estate Tax Return MS Word Detailed Oriented Tax Planning Fiduciary Tax Return MS Excel Fiduciary Accounting Legal Research Gift Tax Return MS Power Point Trust Administration
Tags for this Online Resume: High Net Worth, Probate, Legal, Research, Securities, Tax Research, Accounting, Certified Public Accountant, Distribution, Estate planning
Administrative Representative
SUMMARY Broad range experience in general accounting from general ledger through financial statements. Specialized experience in cash management, financial data processing, mutual fund pricing, exception processing, trust administration and financial planning. Skilled in analyzing data and research.
Tags for this Online Resume: Cash Flow, Financial, Accounts Receivable, Fund Accounting, Pricing, Retail, Administrative Assistant, Custody, Microsoft Office, benefits, Benefits, accounting, accountant, Excel, Audit, Tax
Financial Services Sales Agent - 15 Years of Experience - Near 18040
Result-oriented, intelligent, organized, and motivated individual is seeking an available management position with a growing company in an effort to utilize years of experience to fulfill the company's strategic requirements.
Ideal Companies: The ideal company is the company which provides a healthy, fair and motivated environment to their employees and give best opportunities to enhance their career. The ideal job is the job where the employee gets more benefits and opportunities to prove themselves. So where these conditions are present that is the best location for me.
Tags for this Online Resume: Management, Estate planning, Planning, Sales, Financial, Insurance, Annuity, Cash Management, Investment Opportunities, Legacy, Training and Development, Coaching, Consulting for Business start up and development, Program development and coordination, fund raising, Human services, Public Administration, Investment, Executive assistance
Proven Human Resources Leader
Looking to put my experience and skills to work in an environment than believes its employees are their greatest asset. I want to work to improve employee relations by creating a climate that demonstrates how it values and respects employees through training, compensation, inclusivity, a pleasant work environment, and fairness. Professional development and challenges to grow as a part of the executive team.
Ideal Companies: Ikea, Quest Diagnostics, Kansas City Kansas Public Schools, Chewey
Tags for this Online Resume: Leader, Strategic, Diversity, Coaching/mentoring, Benefit Management, Leadership Development, Onboarding, Inclusivity, Succession Planning, Recruitment, Orientation, Performance Management, Grievances/Investigations, Labor Relations, Employee Relations, Investigations
Executive Vice President - 10 Years of Experience - Near 76248
Tags for this Online Resume: Front Office, Book of business, Equities, Financial, Fixed Income, SEC, Securities and Exchange Commission (SEC), Asset Management, Litigation, Management
