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Online Resumes with "Fund Companies"
Business Systems Analyst - Team member involvement in project planning and implementation. Transfer Agent representative for mutual fund name changes and CUSIP changes, coordinating with internal and external business partners to ensure timely and accurate changes across all necessary systems. Reconcile and pay mutual fund dividends, plan administration, revenue sharing, networking, and 12b1 fees, to include balancing these...
Ideal Companies: Financial Services
Tags for this Online Resume: Series 7
Ideal Companies: Baird & Warner William Blair Hedge Funds Companies
My ability to prioritize, multi-task, and manage my time effectively, as well as my strong communication skills both verbal and written have provided me many opportunities and advancement in the past. I have a very strong accounting and administrative background and enter all tasks with professionalism and enthusiasm.
Tags for this Online Resume: Bookkeeping Office Manager
Hard working professional with sales, management, and communication experience
Ideal Companies: open
I have great organizational skills, good communicater, resourceful, and helpful. I can adapt to change easily.
An opportunity to apply my strong financial and risk analytical skills to help a company better understand its current and future financial situation, and to arrive at and manage the decisions needed to allow for sustained future growth.
Ideal Companies: Top tier institutional and/or mutual fund company
Tags for this Online Resume: Financial Advisor
Results-oriented, detailed professional with comprehensive financial analysis and accounting experience and knowledge.
I am enthusiastic about securing a flexible position that utilizes my previous experience, while being challenged in a new environment.
A CEO that leads by giving team members the tools they need to do their work effectively and support them in their efforts. Responsible for networking & outreach to state and federal entities and funders in order to keep the company growing.
Motivated, dedicated, solutions-driven, and analytical financial services professional with 11 years’ combined experience in operations, compliance and sales, coupled with 3 years’ experience working in the National Financial Services’ clearing firm environment. Detail-oriented and organized with a strong customer service orientation. Effective in establishing and maintaining business relationships to ensure compliance and...
Tags for this Online Resume: Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills
Looking to secure a position as a National Account Manager with a major asset management firm, mutual fund company or annuity carrier. I am an accomplished Financial Services professional with over twenty years of industry experience. I am a committed team player that has an extensive background in annuities, managed accounts and mutual funds. My versatility and demonstrated success across all distribution channels make me...
Tags for this Online Resume: Series 7
To secure a leadership position with a stable and well funded company, developing, implementating and monitoring their customer acquisition strategies and tactics.