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Online Resumes with "mutual funds"
Organized, Thorough, Eager to Learn, Fast Learner, Honest, Committed
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
Various positions of increasing responsibility in management. Coaching and mentoring team members to evolve in their careers
Ideal Companies: Any Company that understands its position as a leader for social values, employees are empowered and engaged in building the buisness and understands that customer need drives the business
Tags for this Online Resume: budgeting
Finance and Operations Professional
I have eight years working in branch and brokerage operations working with margin, checks federal funds retail credit, guarantee and guarantor accounts, reorganization items,dividends, cost basis, statement requests mutual funds, and hedge fund processing.
Series 7 / 63 financial professional with exceptional interpersonal skills and positive work ethic.
Ideal Companies: Lehman Brothers Goldman Sachs
Analytical, results-oriented professional, with effective problem-solving skills. Strong financial analysis background includes financial research, quantitative analysis, statistical modeling and project management. Excellent follow through and communication skills. Motivated self-starter with the ability to learn quickly. Complete bilingual English and Spanish fluency. Technical proficiency in MS Word, PowerPoint, and...
Highest level of customer service in several industries. Detail oriented team player.