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Financial Specialist Online Resumes
Financial Specialist
Financial Specialist
Financial Specialist - 9 Years of Experience - Near 28202
Financial Specialist
Financial Specialist
Financial Specialist
Tags for this Online Resume: Finance, Customer service, Sales, Finance manager, Baltimore, Towson
Senior Accountant
Dedicated, intelligent, ability to work unsupervised
Ideal Companies: Fortune 500
Financial Specialist
Financial Specialist - 20 Years of Experience - Near 75701
Developed and closed $210 Million in new fixed income discretionary investment assets by providing depth of bond market knowledge and presentation skills. Produced an additional $3 Million in net additional revenue. * Met quarterly with $32MM $30MM and $80MM account holders. * Primary contact with $6MM $8MM and $190MM non-profit accounts. Conducted semi-annual board presentations for these accounts as well as phone calls to...
Tags for this Online Resume: Management, Portfolio Management, Equity, Fixed Income, Fixed Income Investments, Budgeting, FACETS, Business Development
Financial Services Professional/ Relationship Manager
Tags for this Online Resume: Financial Services, External Wholesaler, External Wholesaler, Financial Advisor, Financial Advisor, Transaction Advisor, M&A, M&A, Broker Dealer, Broker Dealer
Financial Specialist - 20 Years of Experience - Near 30144
Tags for this Online Resume: Bookkeeper, Deposits, Reconciliations, Billing, Payroll, sheets, Vendor Invoices, Accounts Payable, Accounts Receivable, Cash Flow
Financial Specialist
Tags for this Online Resume: Excel, ERP, Entrepreneur