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I am looking for an opportunity in the corporate/transaction banking (This is where I have worked for the last 10 years)or the corporate treasury department
Tags for this Online Resume: Accounting, Asset Backed Securities, Equity, Fund Accounting, Futures, Interest Rate, Private Equity, Securities, Swaps, Audit, operations, Bank Loans, Allocation, Vendor Management, Month End Close, KYC
Account Management Strategic Planning
Tags for this Online Resume: Management, Risk Management, Account Management, Equity, Payment Processing, Planning, Process Improvement, Creativity, Account Growth, Accountability, Leader, Product Management, Salesforce CRM, Data-Based Analysis
Portfolio management, Foreign Exchange and Interest Rate/ Yield Curve Management
Accomplished financial sales professional with over 20 years of experience driving revenue across wholesale institutional and retail markets for leading international wealth management firms. Advanced expertise fueling value-added sale of products including equity, fixed income, mutual funds, ETFs, SMAs, funds of Hedge funds, and sub-advisory portfolios. Talent for building profitable relationships with financial advisor...
Continue my career as a highly experienced individual in client relationships, with demonstrated success in organizational support, finance and marketing. Focused on prioritizing client's and business' financial lives to pursue their goals, along with a strong degree of intellectual curiosity to further both personal and professional development.
Ideal Companies: Any company
Meticulous Treasury Management Professional, who undertakes complex assignments, meets tight deadlines and delivers superior performance. Illustrates tactical and strategic planning knowledge in Treasury Management and Corporate Finance. Utilizes Treasury Management expertise and strong analytical knowledge to inform management of key trends to reduce expenditures and create efficiencies. Operates with a strong sense of ...
Looking to continue in a forward facing role working with individuals looking to get educated on how to prepare for retirement. Being able to continue to use my bilingual, Spanish, skills to work with the Latino market as well.