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Online Resumes with "Retirement Investing"
Motivated and ambitious with committment to excellence. Eager to provide outstanding customer service and product delivery.
A professional communicator, an intermediary, a creator of solutions with an awesome ability to unite people. A quick study works well independently with a true sense of order, responsibility and respect for authority. Takes pride in achievements, self-motivated yet thrives on “recognition” almost as much as monetarily. Enthusiastic, passionate, creative and dedicated whereby; promoting confidence and loyalty.
Senior Financial Services Executive with over 15 years experience in the retirement and investment managment industries.
Counseling position with families, that will include mental health as well as financial support ( referrals to companies that can help with mortgage, retirement, and investment.)
Certified Financial Planner - 25 years experience. Specializing in retirement, investment and college planning.
Currently seeking a relationship management-type of position within the financial services industry.
I am looking for advancement, tuition reimbursement, health benefits, retirement, invest money in company stock, college contribution for child
Tags for this Online Resume: customer service
Capital Markets and Financial Analyst with more than three years experience in financial modeling, investment analysis, market research, portfolio management and valuation analysis.
My career goal is to own and operate a Venture Capital/Private Equity firm. I want to work with high dollar investments in real estate, start-ups, M&A's and any venture I can make money on.
Ideal Companies: JPMorgan Chase & Co., Wells Fargo, Bank of America Securities, UBS, Paine Webber, Citi Bank, Goldman Sachs, Northrop Grumman, CBRE Group, CIM Group, Arenda Capital Management, Caltius Equity Partners, Clear Capital Advisors, Ocean Park Advisors, Ares Management, JUMP Investors, CREO Capital Advisors, Luminous Capital, Capital Group, Pacific Coast Capital Partners, Welshire Associates, Certera Financial Gourp, Intrepid Investment Bankers, Marina Capital Partners, Saybrook Capital and Tiger Group LLC
Tags for this Online Resume: Financial Modeling, Quantitative Analysis, Qualitative Analysis, Financial Valutaion, Expert in MS, Financial Analysis, Expert in MS Excel, Market Research, Portfolio Management, SQL, VBA
Investment advisor/bank branch manager with more than 20 years of experience planning, developing and implementing financial solutions for clients. An accomplished financial advisor with a bachelor degree in economics and a broad-based diverse background in financial industry products.
Ideal Companies: Financial institutions are my background but I am willing to work in management at any industrial, manufacturing, energy or any large corporations. I am really interested in a geographical area more than a certain company to work for.
Tags for this Online Resume: Sales, Management, Financial products, Investment Licenses, Risk Management, Financial Solutions, Investment Advisor, Compliance, Analysis, Florida, North Carolina, South Carolina, Business, Economics, Finance
Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.
I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.
Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator
Summary of Qualifications 20+ years of payroll and human resources experience 8+ years of finance reporting Calculating time cards, timesheets, retroactive pay, commissions, bonuses, severance pay, overtime, salaries, wages, employee reimbursements, holiday pay and benefit time such as vacation, sick and personal days. Duties include making payroll deductions from employees' wages for taxes, wage garnishment, health and lif...
Tags for this Online Resume: Commissions, Policies and Procedures, Ultipro, ACH, Complaints, Distribution, Human Resources, Insurance, Integrate, Integration Testing, finance, accounting, audit, tax, excel
A fully bilingual Client Service Administrator/Relationship Manager with over 16 years of professional experience in the 401K, IRA, Retirement, Investments, Financial Services and Client Service Administration Industry specializing with assisting Clients with Plan Administration, Sales, Investments, Securities, and Financial Planning seeking and pursuing a position as a Managing Director, Client Service Relationship Manage...
Tags for this Online Resume: ft, worth , 401k, ira, relationship managment, client services, investments, retirment, Financial, Financial Industry, Benefits, Facilitator, Bilingual, Bonds, Customer Service, customer service skills, human resources, customer service, ADMINISTRATION, RETIREMENT PLANS, BILINGUAL, management, manager, assistant manager