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Online Resumes with "American Funds"
Dedicated and fiercely loyal. Resourceful and a teamplayer. A follower as well as a leader when the situation calls for either. People lover and easy to get along with.
Well orgainized, multi task individual.
Resourceful, creative, loyal. Highly motivated self-started.
PATRICE D. KENDRICK 8116 N. Payne Road (317) 706-3246 W Indianapolis, IN 46268 (317) 876-9690 H SUMMARY Dedicated, people-focused professional seeking an opportunity that will utilize excellent customer service skills, ability to work with figures, and cooperate with others to achieve goals. Recognized for excellent work ethic, attention to detail and commitment to accuracy/quality. Personable, approachable and w...
Hard-working, dedicated, quick learner with communication and social skills.
Ideal Companies: open
Represent an Investment Advisory Firm and interract with existing clients as well as with Financial Advisors who can refer clients to the firm. Work with a Bank in their Wealth Management Division/have responsibility for specific client relationships. Experienced in development of new business sources within wirehouse and regional brokerage firms Strong Presentation Skills
Ideal Companies: Nuveen Investments, Merrill Lynch, Mellon Bank, BB&T, , PNC, US Trust, Guggenheim, Lord Abbett, BlackRock, Eaton Vance, Ivy Funds, NWQ, Santa Barbara Advisors, Lazard, Pimco, Vanguard, Fidelity, Goldman Sachs, American Funds
Tags for this Online Resume: Investment Advisory Firm, Relationship Manager- Institutional and Individual Clients, High Net Worth /Customized portfolios, Portfolio Mgr/Client Liaison, Management Responsibility, Experienced in Interraction with Wirehouse and Regional Brokerage Firm's Wrap Fee Programs, Portfolio Management, Financial Services periodicals and novels, Sales, management, top producer, management responsibilities, Portfolio/Client Relationship Manager, Management of High Net Worth and institutional clients Fully Licensed, Outside Sales, Customer Relationship Manager, Customer Relations, CIMA Designation, Self-Starter/ Flexible, Money Management, High Net Worth Customer Relationships, Top Producer in Annual Assets Gathered, Effective Leader of Team, Proficient Microsoft Word, Excel and Powerpoint, Salesforce Software for Use in Tracking and Management of Client and Leads information, Offers Consultative Solutions to Financial Advisors and their clients.
I am an experienced external wholesaler aggressively looking for a job where I can share my wealth of knowledge in the financial services industry as well as make an immediate impact to the success of the firm.
Drives Sales and leads others planning and budgeting I am very Analytical
Dear Haring Manager: I would like to apply as Financial Analyst in your company. I am sure that I have skills and knowledge to apply this job. I am certain that my abilities are suitable with your requirements in the advertisement. I have knowledge in financial statement analysis, business valuation, forecasting and risk management. I have worked in Fox Fund in Temple University as a Financial Analyst. I was responsible...
Ideal Companies: The Vanguard Group, JP Morgan, BlackRock, UBS, PIMCO, Credit Suisse, AXA, Allianz, Acadian Asset Management, Acadian Asset Management, AdvisorShares, AllianceBernstein, American Century Investments, American Funds, American International Group, Ameriprise Financial, Aviva Investors, Bain Capital, Baltimore-Washington Financial Advisors, The Bank of New York Mellon, Bear Stearns, BlackRock, The Boston Associates, Bridgewater Associates, Calamos, Capital Group Companies, Charles Schwab, Citigroup, Clarium Capital, Columbia Management Group, Cordiant Capital Inc., Covestor, Crossroads Group, Dimensional Fund Advisors, Dodge & Cox, Dreyfus Corporation, Eaton Vance, Edward Jones Investments, Evergreen Investments, Federated Investors, Fidelity Investments, First Command Financial Planning, First Republic Bank, Firstrade Securities, Fisher Investments, Franklin Templeton Investments, Fremont Group, GAMCO Investors, GBC Asset Management, Gluskin Sheff, Goldman Sachs, Guardian Capital Group, Harbert Management Corporation, HarbourVest Partners, The Hartford, Interactive Brokers, Invesco, J. & W. Seligman & Co., Jadda Capital Management, Janus Capital Group, Jefferson National, J.P. Morgan Asset Management, Knight Vinke Asset Management, Legal & General, Legg Mason, Lloyd Bancaire, Lind-Waldock, Merrill Lynch, MFS Investment Management, Morgan Stanley, Neuberger Berman, New York Life Investment Management, Northern Trust, Nuveen Investments, PIMCO, Pioneer Investments, Prudential Financial, PTI Securities & Futures, Putnam Investments, Ruane, Cunniff & Goldfarb, Russell Investments (Northwestern Mutual), Sageview Capital, Stanford Financial Group, State Farm Insurance, State Street Global Advisors, Stifel, T. Rowe Price, TCW Group, TIAA–CREF, Tsai Capital, Value Line, The Vanguard Group, Virtus Investment Partners, Waddell & Reed, Walden Asset Management, Wellington Management Company, Wells Fargo, William Blair & Company, Wilshire Associates, WisdomTree Investments