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Online Resumes with "Series 24"
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
Seeking an opportunity to apply my vast experience and knowledge at a company with dedication to increasing suitable sales of financial products to their client base.
My vision, skill set, and talent lie in rainmaking. Love to meet new people and court them into a business relationship. I am also a leader; I am looking to develop profit centers, recruit and train new representatives, and manage the performance of sales teams.
To attain an executive-level position in the field of Compliance.
I am looking for something stable yet challenging. I would prefer to stay in financial services as a corporate recruiter or recruit for an profession across many industries
To become a manager in financial firm that I can impact, with my knowledge and experience.
Seeking a regional or management position.
Tags for this Online Resume: Series 7, Financial Advisor, Branch Manager, Sales Manager, Retirement, Compliance, Series 24, CFP, CLU, CRPC, customer service, regional, insurance, recruit, sales director, annuities, mutual funds, chfc, operations manager
financially motivated, friendly, ethical, superb problem solver, good at delegation