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Online Resumes with "wealth management services"
Loan Officer - 20 Years of Experience - Near 34747
Personal, dynamic and goal oriented Business Development Officer with sixteen years of service to the Central Florida business community. Versatile background includes expertise in commercial lending, deposit gathering, portfolio management and credit analysis, gained while serving in International, Corporate, Commercial, Branch Management and Private Banking at SunTrust Bank. Proven success in providing guidance, insight...
Tags for this Online Resume: MBA, Bilingual, Formal Credit Training, 20 Years Banking Experience, Relationship Manager, Commercial Lender, Business Banker
Financial Analyst - 2 Years of Experience - Near 11416
• Market and sell appropriate investment products, financial and wealth management services/products to clients. • Ability to create a sales and marketing strategy for new client relationships
Ideal Companies: JP MORGAN CHASE , Investment Banking Department
Tags for this Online Resume: Financial Analyst, Account Manager, Financial Adviser
Business Analyst - 8 Years of Experience - Near 90503
Summary * 8+ years of experience as a Business System Analyst/Data Analyst in industry domains including Mortgage, Capital Markets, Wealth Management, Retail Banking, e-Commerce and Insurance. * 3+ years of experience in Guidewire Policy Center and Guidewire Claims Center for Property & Casualty Insurance. * Strong understanding of Retail Banking, including Credit Card, Mortgage, Account Transactions, Wire Transfers, Bill P...
Tags for this Online Resume: Microsoft Visio, Unified Modelling Language, VISIO, Agile, Management, Oracle, Business Requirements, Integrate, Quality, Email
Insurance Sales Representative - 20 Years of Experience - Near 02864
Summary Experience Financial Services Representative 12/2015 - present TD Wealth Management Services Mansfield, MA Owner/Principal Member 06/2013 to present
Tags for this Online Resume: Financial, Financial Services, Services, Business Development, Business Development Manager, Wholesale, Dba (Database Admin), Management, Wealth Management
Customer Service Manager - 19 Years of Experience - Near 08854
Accomplished Management Professional with significant experience in the planning organization execution and leadership of functions projects operations and personnel achieving a broad range of objectives in areas including productivity profitability business growth and risk management. Core competencies include: ( Strategic Planning ( Financial Analysis ( Regulatory Compliance ( Branch Banking Operations ( Internal Audit/Co...
Tags for this Online Resume: Strategic Initiatives, Audit, Banking Industry, Best Practices, Business Development, Coaching, Complaints, Compliance, Cost Control, customer service, customer service representative
Financial Analyst - 6 Years of Experience - Near 33437
• Sold primarily clients on defensive financial planning (LTC, Disability, Term - Whole Life and Annuity Programs). • Schedule regular follow-ups with active clients and offering new products. • Built an active database of over 100 regular life insurance clients. • Assisted in developing marketing material for group presentations. • Initiated an aggressive campaign of cold calling, actively pursuing referrals and participa...
Tags for this Online Resume: Annuity, Budgeting, Cold Calling, Customer Service, customer service skills, Database, Financial, Insurance, Insurance Sales, Internet, finance
Financial Specialist - 5 Years of Experience - Near 07306
Qualifications Summary MBA graduate, with a degree in Organizational Leadership and Management, and a bachelor's degree in Finance and Management. More than ten years of increasing levels of responsibility in the financial industry. A dedicated top performer and trustworthy team player, who discretely safeguards the confidentiality of company data, works closely with clients and co-workers to clarify and resolve problems, m...
Tags for this Online Resume: Management, Complaints, Distribution, Compliance, ACH, Documentation, Financial, Accounting, Acquisitions, Fund Accounting, client services, investor relations, mutual funds, client relations, wealth management services, investor services, compliance, mutual fund processing
Project Manager - 13 Years of Experience
Career Summary * 12+ years of sound technical knowledge in the areas of ASP, C++, MFC and .NET MVC, WebAPI, Entity Framework, AngularJS, SQL for Wealth Management Services in one of the US Financial Institutions. * Played roles across the solution life cycle from requirement to deployment with key technical contributions on all projects delivered so far. * Possess deep technical background in designing, developing and imple...
Tags for this Online Resume: Microsoft Windows, Software, Audit, Local Area Network, Microsoft Foundation Classes, Security, Services, Test, AngularJS, Application Support
Project Manager
Tags for this Online Resume: Audit, Legacy, Middleware, Banking Industry, Green Belt, Investment Banking, Process Improvements, Financial, Financial Services, Forecasting
Veteran business development professional
I am motivated and driven by success. Career and job satisfaction are driven through meaningful accomplishments. This is what I pursue in any role with an employer. I have a wide breadth of skills and experience with technology sales as well as financial services. My past success has often leveraged my understanding of the sales process, ability to execute, assess opportunities and close business. I look for a position and ...
Ideal Companies: Financial Services, Digital transformation provider, Analytics provider
Tags for this Online Resume: Sales, Business Development, Financial, Lead Generation, Automation, Consulting, Equity, Infrastructure, Marketing Management, Middleware, Digital transformation, Data analytics, Marketing automation, Consultative selling, Solution Selling, Content marketing, Enterprise Software sales, SaaS
Manager
Tags for this Online Resume: Equity, Insurance, Bonds, Distribution, Mutual Funds, Life Insurance, Management, Sales, Accounting, Purchasing
