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Seeking executive position in financial services.
Ideal Companies: Financial services company
Tags for this Online Resume: Annuity, English Language, Financial Services, French Language, German Language, Health Insurance, FINRA Series 6, FINRA Series 63, FINRA Series 65, Financial Advisor, IAR, Long Term Care, Disability Insurance, Life Insurance, Executive, Team leader
Highly-skilled financial and strategic business professional with extensive experience. Expertise focus on financial compliance and regulatory risk exposures with regards to Anti-Money Laundering (AML), Know Your Customer (KYC), quarterly Regulatory Filings with the Municipal Securities Rulemaking Board (MSRB), revenue forecasting, account reconciliation and month end closings.
Tags for this Online Resume: Management, Research, Distribution, Ad hoc analysis, Advertising, Aml (Macro Lang), Banking Industry, Compliance, Documentation, Due Diligence, MS Word, MS Excel, MS Power Point, MS Out Look, KYC, Financial Forecasting, Account Reconciliation, Client Onboarding, Risk Assessment, Business Reporting and Analysis
As an agent, I was working closely with partner company vendors/wholesalers like AXA, Lincoln Financial, Voya, Prudential, and others. I have enjoyed those relationships and now after 15 years with Allstate and a successful sales career of over 22 years in Financial Advising I am looking to share those skills and talents with others as a sales leader, Field Sales Rep, Regional Manager or even vendor. I feel I can help a b...
Tags for this Online Resume: Facilitator, Planning, Real Estate, Retirement planning, Wholesaler, Sales, Regional, Planner, Land Development, Business Development, Sales Manager, Senior Executive, Microsoft, Government, Assistant Director
Meticulous Treasury Management Professional, who undertakes complex assignments, meets tight deadlines and delivers superior performance. Illustrates tactical and strategic planning knowledge in Treasury Management and Corporate Finance. Utilizes Treasury Management expertise and strong analytical knowledge to inform management of key trends to reduce expenditures and create efficiencies. Operates with a strong sense of ...
Background consists of a diverse career (20years+) in Core Accounting, Corporate Accounting and Consulting with 5 years at the managerial level. A strong people skill, analytical, planning & organizational skills, detail-oriented, a strong work ethic, creative and problem-solving skills.
Tags for this Online Resume: Accounts Payable, Data Entry, Oracle Parallel Server, Payroll, Quick Books, Quickbooks, Structured Query Language, Account Management, Account Reconciliation, accounting, Human Resource, Benefits, Journal Entries, Budget, Month End Close
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.
A position in CRE Finance utilizing my 30 + years of experience in the industry. My experience covers all areas including; sourcing, origination, underwriting, credit approval, closing, servicing, asset management, and workout. I have held executive positions with supervisory oversight of a staff of up to 40. I have overseen pipeline management of a unit that produced over 200 Loans and $1.3 billion in annual underwritings...
Tags for this Online Resume: Underwriter, Management, Asset Management, Book of business, Due Diligence, Policies and Procedures, Sourcing, Origination, Relationship Management, Workout, Servicing, Pipeline Management, Commercial Real Estate, Director of CRE Dept. (all aspects), Special Asset Management
Experienced Master’s level accountant, financial analysis and contract/project management professional.
Highly focused and diligent accountant with an excellent employment record of accuracy and client satisfaction. Exceptionally discreet and ethical financial manager across a variety of businesses. Able to work well independently or as part of a financial management team.
Tags for this Online Resume: Management, Data Management, SAP, Audit, Billing, Services, Commissions, Financial, Manufacturing, Oracle, Contract Management, Order Manager, Bookkeeping, A/P, A/R, analysis, salesForce, DocuSign
Tags for this Online Resume: Management, Risk Management, Securities, Settlements, Bloomberg, Budgeting, Event Management, Marketing Management, Microsoft Excel, Microsoft Outlook, Equities, Collateral Management, Relationship Management, Client Success, Team Leadership, Client Onboarding, Training & Development, Regulatory Compliance, International Trading, Project Management, Reconciliations, Social Media Marketing, Corporate Hospitality, Trading, Middle Office, Pirum, Equilend, DTC, Crest