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Online Resumes with "Morningstar"



Featured Profile

Senior Vice President Chief Financial Officer, Treasurer

Mission Statement I possess over 30 years of unique experience in Long Term Care and Real Estate operations, strategic planning, sales, information technology & financing for corporate and tax-exempt institutions. I am a seasoned senior executive with a lot of accomplishments, but, most importantly my accomplishments reflect 22 year of contributions and executive leadership at The Osborn transformed an antiquated 80 year...

Ideal Companies: Long term care facilities (health care), , Applewood Estates Freehold NJ http://www.applewood, estates.com, Arbors of Hop Brook Manchester CT http://www.arborsct., com, Asbury Atlantic, Inc. dba Springhill Senior Living Erie PA http://www.springhil, lerie.org, Asbury Methodist Village, Inc. Gaithersburg MD http://www.asburymet, hodistvillage.org, Asbury Solomons, Inc. dba Asbury Solomons Island Solomons MD http://www.asburysol, omons.org, Beaumont at Bryn Mawr Bryn Mawr PA http://www.beaumontr, etirement.com, Bethany Village Retirement Center Mechanicsburg PA http://www.bethanyvi, llage.org, Brittany Pointe Estates Lansdale PA http://www.ACTSretir, ement.com, Broadmead, Inc. Cockeysville MD http://www.broadmead, .org, Buckingham's Choice Adamstown MD http://www.buckingha, mschoice.org, Canterbury Woods Williamsville NY http://www.canterbur, ywoods.org, Carroll Lutheran Village Westminster MD http://www.clvillage, .org, Cathedral Village Philadelphia PA http://www.cathedral, village.com, Cokesbury Village Hockessin DE http://www.actsretir, ement.org, Collington, A Kendal Affiliate Mitchellville MD http://www.collingto, n.kendal.org, Concordia Lutheran Ministries Cabot PA http://www.concordia, lm.org, Crosslands Kennett Square PA http://www.kcc.kenda, l.org, Duncaster, Inc. Bloomfield CT http://www.duncaster, .org, Elim Park Baptist Home, Inc. Cheshire CT http://www.elimpark., org, Evergreen Woods North Branford CT http://www.evergreen, woods.com, Fairhaven, Inc. Sykesville MD http://www.fairhaven, ccrc.org, Fort Washington Estates Fort Washington PA http://www.ACTSretir, ement.com, Friendship Village of South Hills, a Lifespace Community Upper Saint Clair PA http://www.friendshi, pvillagepa.com, Ginger Cove Annapolis MD http://www.gingercov, e.com, Glen Meadows Retirement Community Glen Arm MD http://www.glenmeado, ws.org, Granite Farms Estates Media PA http://www.ACTSretir, ement.com, Green Ridge Village Newville PA http://www.greenridg, evillage.org, Gwynedd Estates Ambler PA http://www.ACTSretir, ement.com, Heron Point of Chestertown Chestertown MD http://www.actsretir, ement.org, Homestead Village, Inc. Lancaster PA http://www.homestead, village.org, Ingleside at King Farm Rockville MD http://www.ingleside, kingfarm.org, Jewish Senior Life Rochester NY http://www.jewishsen, iorlife.org, Kendal at Ithaca Ithaca NY http://www.kai.kenda, l.org, Kendal at Longwood Kennett Square PA http://www.kcc.kenda, l.org, Kendal on Hudson Sleepy Hollow NY http://www.kohud.ken, dal.org, Kirkland Village Bethlehem PA http://www.kirklandv, illage.org, Landis Homes Retirement Community Lititz PA http://www.landishom, es.org, Lima Estates Media PA http://www.ACTSretir, ement.com, Longwood at Oakmont Verona PA http://www.longwooda, toakmont.com, Masonicare at Ashlar Village Wallingford CT http://www.masonicar, e.org, McAuley Center, Inc. West Hartford CT, Methodist Country House Wilmington DE http://www.actsretir, ement.org, Methodist Manor House Seaford DE http://www.actsretir, ement.org, Monroe Village, a Springpoint Community Monroe Township NJ http://www.monroevil, lageonline.org, Morningstar Senior Living, Inc. Nazareth PA http://www.moravian., com, Normandy Farms Estates Blue Bell PA http://www.ACTSretir, ement.com, Peconic Landing at Southold, Inc. Greenport NY http://www.peconicla, nding.com, Pennswood Village Newtown PA http://www.pennswood, .org, Presbyterian Village of Hollidaysburg Hollidaysburg PA http://www.hollidays, burgretirement.org, Redstone Highlands Greensburg PA http://www.redstoneh, ighlands.org, Roland Park Place Baltimore MD http://www.rolandpar, kplace.org, Seabury Community Bloomfield CT http://www.seaburyli, fe.org, Sherwood Oaks Retirement Community Cranberry Township PA http://www.sherwood-, oaks.com, Southampton Estates Southampton PA http://www.ACTSretir, ement.com, Spring House Estates Lower Gwynedd PA http://www.ACTSretir, ement.com, Springpoint at Crestwood, Inc. Whiting NJ http://www.crestwood, manoronline.org, Springpoint at The Atrium Red Bank NJ http://www.atriumatn, avesink.org, Springpoint Senior Living at Meadow Lakes, Inc. East Windsor NJ http://www.meadowlak, esonline.org, St. Andrew's Village Indiana PA http://www.standrews, village.org, Stonebridge at Montgomery, a Springpoint Community Skillman NJ http://www.stonebrid, geatmontgomery.org, Tel Hai Retirement Community Honey Brook PA http://www.telhai.or, g, The Estaugh T/A Medford Leas Medford NJ http://www.medfordle, as.org, The Evergreens Moorestown NJ http://www.evergreen, s.org, The Highlands at Pittsford Pittsford NY http://www.highlands, atpittsford.org, The Lutheran Home at Hickory Commons at Hollidaysburg Hollidaysburg PA, The Lutheran Home at Johnstown Johnstown PA, The Oaks at Pleasant Gap Pleasant Gap PA, The Osborn Rye NY http://www.theosborn, .org, Ware Presbyterian Village Oxford PA http://www.warepresb, yterian.org, Waverly Heights, Ltd. Gladwyne PA http://www.waverlyhe, ightsltd.org, Westminster Village - Allentown Allentown PA http://www.wmvallent, own.org, Westminster Village - Dover Dover DE http://www.wmvdover., org, Westminster Woods - Huntingdon Huntingdon PA http://www.westminst, erretirement.org/, White Horse Village, Inc. Newtown Square PA http://www.whitehors, evillage.org, Whitney Center, Inc. Hamden CT http://www.whitneyce, nter.com, William Hill Manor Easton MD http://www.williamhi, llmanor.org, Winchester Gardens at Ward Homestead Maplewood NJ http://www.wincheste, rgardens.com, Windy Hill Village Philipsburg PA http://www.windyhill, village.org

Tags for this Online Resume: Outlook Exchange, REPS, Navision, Helthmedix, word, excel, Soneto, PowerPoint

Featured Profile

Management and sales of intangible financial products.

A uniquely gifted individual who can effectively combine creative, empathic ability with a disciplined will to achieve corporate goals. A natural leader who will produce quality work with an honorable work ethic and a background of success.

Ideal Companies: Investment Banks (Charles Schwab), , Traditional Banks, Savings & Loans

Tags for this Online Resume: superior sales skills, experienced branch management, highly competitive work ethic, extremely comprehensive financial products training, university and law school graduate, investment broker vp, portfolio manager, sucessful original strategic/tactical planning/organizational skills, consistent/continual upward career path and responsibilities, experienced financial products presentation/delivery, trusted fiduciary duties

Counselor - 19 Years of Experience - Near 31707

Hard working, dependable, educated, and experienced worker with excellent communication skills (oral and written)

Ideal Companies: Morningstar, GA SAFE

Tags for this Online Resume: social services, counselor, clinician, mental health professional, behavior specialist, recruiter, clinical coordinator, intake specialist

Audio & Video Equipment Technician

Navy - 20 Years of Experience - Near 89406

Financial Specialist - 2 Years of Experience - Near 53546

CAREER HIGHLIGHTS Founder of a successful cross college campus bicycle recycle program that has provided over 500+ bicycles to students in need of cheap transportation. Introduced a re-run process that effectively reduced accounting errors and increased efficiency of documentation process from 40% to 80%, for receivable payments that range from $1 million to $ 2 million dollars per week. Created innovative, distinctiv...

Tags for this Online Resume: Bloomberg, Financial, Accounting, Management, Account Management, Adobe, Advertising, Apple MacIntosh

Qualified Plans/Mutual Funds - 20 Years of Experience - Near 11596

Tags for this Online Resume: Morningstar, Fiduciary Review, Competitive Analysis, Fund Analysis, Asset allocation, Employee education, FI 360

Not Listed

Professional Summary Solutions-driven, detail-oriented Analyst, with 4+ years of experience in impacting decision-making with keen understanding of business intelligence, analytics, and data modeling Qualifications * Series 7 & 66 Licensed * SAP Business Objects, SAS, Oracle, MS SQL, MySQL, Sequel Pro, NetSuite, DOW, Morningstar, Bloomberg, WMW, PeopleSoft, Salesforce, Planview, Tableau, Access, Qlikview, TIBCO Spotfire, IB...

Tags for this Online Resume: Business Intelligence, Data Management, Database, Financial Model, SQL, Strategy, Operations, Analyst, Associate, Product, Corporate

Financial Specialist - 20 Years of Experience - Near 53045

Tags for this Online Resume: Marketing, Project Coordinator, High Net Worth, Investment Services, Mutual Funds, Milwaukee, Morningstar Advisor Workstation, Performance Reporting, Data Analysis/Validation

Financial Analyst - 1 Years of Experience - Near 80231

Summary of Qualifications * BSBA dual major Finance and RMI graduate relevant coursework includes Financial Markets & Institutions, Business Capital, Investment Portfolio Management, Introduction to Commodities, Financial & Commodity Derivatives, Accounting * Financial modeling experience and advanced Excel skills, including Pivot Tables Goal Seek and Solver LOOKUP and IF Function knowledge of trading and investment analysi...

Tags for this Online Resume: Accounting, Arabic Language, Bloomberg, Commodities, Customer Service, customer service skills, Derivatives, English Language, Financial, Financial Industry, audit, finance, excel

Administrator - 16 Years of Experience - Near 14203

I am a executive level manager with team building and change management skills. I am seeking a positon that requires strategic planning and communication skills. I have short and long term budget forecasting and prioritization skills. I am an adept and effective leader and problem solver.

Tags for this Online Resume: change management, executive director, budget acumen, communications, team building, strategic planning, problem resolution, community relations, executive management, organizational skills, flexibility and resiliency

Financial Specialist - 15 Years of Experience - Near 94403

Career Highlights * Noted by Charles Schwab's "Key Contributor Program" as Managing Director/Portfolio Manager enhanced hybrid Excel model by integrating macro/global factors and achieved Fund Morningstar Return Ranking of 4 Stars. * Developed a new tradable investment product for Global Real Analytics utilizing Mortgage Backed Securities, including establishing underwriting criteria, providing risk rating, and presenting a...

Tags for this Online Resume: INVESTMENT, PORTFOLIO, Business Development, Cdo, CMBS, Development Initiatives, Microsoft, Microsoft Excel, New Business Development, SAN (Storage Area Network)