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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
Performance-driven, strategic, and process-focused Financial Product Management Professional with 25+ years of transferable experience in performing, reviewing, and analyzing P&L; conducting reconciliation processes; escalating and resolving funding issues; Possess a proven track record of accomplishment in improving financial efficiency; designing and documenting new controls; and optimizing the operating effectiveness of ...
Tags for this Online Resume: P&L Management, Project Management, Treasury Management and Operations, Swaps/Options/Bonds, Continuous Process Improvement, P&L Analysis and Commentary, Conflict Resolution and Mediation, Change Management, Financial Reporting, Performance Management, Financial Risk Managment, Regulatory Compliance, Cross Cultural Communications, Relationship Building, Stakeholder Engagements, Interal Audit and Assurance
Tags for this Online Resume: Accounting, Asset Backed Securities, Equity, Fund Accounting, Futures, Interest Rate, Private Equity, Securities, Swaps, Audit, operations, Bank Loans, Allocation, Vendor Management, Month End Close, KYC
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 ...
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
to work at the executive level or consultant
Ideal Companies: virgin industries
Tags for this Online Resume: investments