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Online Resumes with "TA2000"

Business Analyst

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

Sr. Mutual Funds/Corporate Securities Representative

Achiever, Persistant, Goal orientated, Diligent, persevering, methodical, organized, understanding, flexible.

Ideal Companies: Mutual FundSmith Barney, Wells Fargo, etc.

Operation & Project Manager

I am a self-motivated team leader with years of experience at several major financial institutions. I am proficient at handling multiple priorities and achieving challenging operational goals. I have well developed interpersonal communication skills with an exceptional ability to build rapport with diverse groups. Iā€™m a critical thinking, hands-on leader who can quickly develop expertise and make immediate contributions ...

Tags for this Online Resume: Access, Infomaker (power select), Excel, TA2000, LotusNotes

Featured Profile


PROFESSIONAL SUMMARY Highly successful, productive and multi-talented, client-centered and technically superior Team Leader, brings an outstanding record of accomplishment in meeting the needs of investment fund customers for understanding their portfolios, produce flawless documentation or motivate team members, brings an excellent skill set to this position that includes superior client relations, problem-solving and r...

Ideal Companies: Cerner, HR Block, Hallmark, Sprint, Waddell and Reed, JP Morgan Chase, Google, ATT

Tags for this Online Resume: Windows, Microsoft Office Suite, Tech Support, Help Desk, Turbo Tax, Quicken, TA2000, AS 400, NT Desktop, Java

In Between

PROFESSIONAL SUMMARY Oversee all operations including purchasing and inventory. * Liaison with vendors, provided customer service, placed and received orders by phone, fax, and electronic means. * Ensured orders were delivered on time and accurately. * Reviewed and maintained appropriate levels of inventory managed adjustments coordinated annual physical inventory. * Developed and maintained continual education - procedures...

Tags for this Online Resume: Customer Service, Human Resources, Inventory, Inventory Control, ISO, ISO 9001, Policies and Procedures, Purchasing, Operations Management, Quickbooks