Not exact matches
Kim Peters and Tabitha Russell are vice president and certification program
manager, respectively, at Great Place to Work, the longtime research partner
for Fortune's annual list of the 100 Best Companies to Work For and other best workplaces lists, including the Best Workplaces in Financial Services & Insuran
for Fortune's annual list of the 100 Best
Companies to Work
For and other best workplaces lists, including the Best Workplaces in Financial Services & Insuran
For and other best workplaces lists, including the Best Workplaces in
Financial Services & Insurance.
Joshua has also led more than 50 due diligence projects
for financial and corporate sponsors, including a radiation oncology provider, a hospitalist physician practice management
company, a workers» compensation specialty benefits
manager, a small pharmacy benefit
manager (PBM), a population health management
service provider, a large integrated medical group / independent practice association (IPA), a regional payer, a health insurance brokerage, an occupational health / worksite clinic provider, a skilled nursing facility (SNF) and specialty benefits
managers in the workers» comp and commercial spaces.
We had a multiple Restaurant owner, a
manager for a fortune 500
company, a multiple business owner, a Hollywood production engineer, a former banker, an insurance agent, another former banker, and another former banker, a resort and hotel owner, and a person in
financial services.
The race
for Harris County district clerk pits Marilyn Burgess, chief
financial officer
for a fastener
company and a past executive director of the Texas PTA, against Roslyn «Rozzy» Shorter, an international
service manager.
After years of working as a senior
manager for KPMG's
Financial Services Group, primarily working with risk
managers and insurance
companies, Randy bring risk management to the realm of investment management in the form of the DRS.
Before then, Mr. Swan was a CPA and senior
manager for KPMG's
Financial Services Group, primarily working with insurance
companies and risk
managers.
Our
Financial Regulation team provides regulatory advice for a wide range of financial institutions, including government bodies, banks, securities firms, investment managers, alternative asset managers, custodians, building societies, life and non-life insurance companies, reinsurers, electronic trading platforms, stockbrokers, corporate financiers, retail intermediaries, pension houses, payment services firms and peer - to - peer lendi
Financial Regulation team provides regulatory advice
for a wide range of
financial institutions, including government bodies, banks, securities firms, investment managers, alternative asset managers, custodians, building societies, life and non-life insurance companies, reinsurers, electronic trading platforms, stockbrokers, corporate financiers, retail intermediaries, pension houses, payment services firms and peer - to - peer lendi
financial institutions, including government bodies, banks, securities firms, investment
managers, alternative asset
managers, custodians, building societies, life and non-life insurance
companies, reinsurers, electronic trading platforms, stockbrokers, corporate financiers, retail intermediaries, pension houses, payment
services firms and peer - to - peer lending firms.
James has acted
for life and general insurers investment
managers,
financial advisers, brokers and other
financial services companies and regulators on regulatory, distribution, risk transfer, product development, funds and outsourcing matters as well as mergers and acquisitions.
Following his undergraduate education, Rajah worked
for more than a decade in the information technology industry, including three years in software development and seven years as an Information Systems and Technology
manager at both a major telecommunications
company and at a
financial services company.
The
company belongs to Aditya Birla
Financial Services Group (ABFSG) and is the investment
manager for Birla Sun Life Mutual Fund.
Customer
service managers are often responsible
for managing teams of customer
service representatives, handling queries or complaints that have been escalated, handling
financial transactions like refunding customers, and ensuring that the
company's best practices
for customer
service are being met.
Purchasing Executives acquire a wide range of products and
services for their
companies and help
managers attain the organization's
financial goals.
Basic # 60k OTE 125k uncapped Recruitment Team Leader /
Manager - Technology - London (PERM) The Role &
Company: • Exceptional and rare opportunity
for a Team Leader Principle Consultant to join a market leader within
Financial Services Technology sector.
Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year
for excellent customer
service, noted by consistent name references in customer reviews • Educated customers on
financial services, computer account access, and mobile apps
for their convenience • Recommended relevant bank products and
services when appropriate, setting a record in
service referrals and exceeding the
company's promotion profit goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head
manager with daily cash supply orders to maintain sufficient funds
for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other branch locations
Software Development Lead — Hightower
Financial Services, Portland, OR — 5/2012 — Present • Serve as the team lead
for group of six developers tasked with updating current corporate programs as well as creating new applications to help improve operations • Meet with ops directors and department
managers on a regular basis to understand the challenges employees encounter in their daily workflow to determine where new opportunities
for development may be • Coordinate with supervisors and their staff members to map out current processes and create re-engineering proposals to be shared with executive team • Manage the development of new applications, along with the testing of beta - version programs to help develop final - version programs prior to rollout dates • Received recognition by
company management (along with team members)
for role in developing software solutions that have contributed to net increase of 42 percent in
company - wide productivity
But some clients have found that potential employers do nt see it their way.
For example, an entrepreneur who was seeking upper management / executive opportunities after he recently wound down his
financial services company, was answering job postings
for managers with 5 - 10 years experience.
Accounts
Manager • Deployed numerous cost saving protocols that resulted in a 15 % cost reduction
for the benefit of the
company • Managed, led and motivated a group of eight
financial professionals and managed eleven high budget projects while working together with my team, that landed successfully in time, exceeding the
financial targets • Provided transactional support
for service allocations to internal and external clients
Tags
for this Online Resume: Recruiting
Manager, Employee Relations
Manager, HR Generalist, Compensation, EEO - 1, Vets 100, Affirmative Action Plan, Federal Contracting Experience, Healthcare experience, Software
Company Experience,
Financial Services Industry experience, Arizona, Investigations, Staffing, Talent Management, Change Management, Department of Defense Contractor, FMLA, Training and Development, EEOC Complaint resolution
Successful Assistant Store
Managers are responsible
for providing leadership to ensure the store delivers outstanding customer
service, meets all operating objectives, sales, and
financial goals, and follows
company policies and procedures.
International Business
Manager & Consultant — Duties & Responsibilities Serve as international business development consultant
for a network of global clients Facilitate and coach projects in relationship development, marketing, and
financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives
for clients such as Intel and Nokia Establish and manage a children's developmental toy production
company with sales in 40 + countries Responsible
for strategic planning, business plan, marketing / sales initiatives, and client development Oversee
financial operations including
company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer
service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead
financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon
Human Resource
Manager — Duties & Responsibilities Direct human resource operations and support staff ensuring efficient and effective operations Responsible
for benefit administration including employee leave, 401 (k)'s, and insurance Oversee payroll, departmental budgets, accounts payable, and accounts receivable Recruit, interview, and hire new employees with input from senior leadership Conduct staff orientation regarding acceptable attire,
company brand, policies, and employment law Implement professional development program to enhance team skill sets and employee value Oversee employee recognition program to highlight notable achievements and boost team morale Review employee performance and recommend promotion or disciplinary action as appropriate Resolve disputes between staff members in a fair, professional, and timely manner Ensure
company compliance will all applicable employment law and industry best practices Negotiate and confirm contracts with vendors, partners, employees, and clients Create and present
financial reports and purchasing proposals to senior management Build and strengthen long term relationships with clients, vendors, and community leaders Direct purchasing and licensing of information technology equipment and software Assist students and families with
financial aid application process Provide additional administrative support including data entry, phones, and customer
service Utilize proficiencies in English and Spanish to effectively serve clients of varied backgrounds Perform all duties in a positive, professional, and courteous manner
Sales
Manager — Duties & Responsibilities Provide operational support across a wide variety of industries Responsible
for product inventory, pricing, sales, and logistics Oversee
company financials through QuickBooks and Point of Sale Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Interact with support staff and
company resources effectively to create the best consumer experience Conduct buying operations to locate and secure quality materials at affordable prices Negotiate and execute contracts with C - Level decision makers Train staff ensuring they understand the brand and adhere to
company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Plan and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry, and reception as needed Perform legal research assisting attorneys with varied caseloads Represent
company brand with poise, integrity, and positivity
IT Project
Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects
for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer
service, marketing, sales, and
financial management software Responsible
for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst
for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application
for financial banking Institution using crystal reports to reduce the
company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation
for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access
for Miami internal databases Write over 200 SQL stored procedures from access databases
for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis
for Kennedy Space Center Recognized by colleagues and superiors
for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity
Business
Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer
service, and finances
for multiple establishments Hire, train, and direct large staffs ensuring they understand that brand and adhere to corporate protocols Responsible
for multimillion dollar inventory, facility, and professional food preparation equipment Set
company budgets, maintain profit / loss statements, and ensure overall
financial health Determine employee schedules, responsibilities, and dress code Increase sales through effective marketing and customer
service Cut operational costs through efficient inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Ensure compliance with all applicable health and safety regulations Enforce corporate food and beverage quality standards Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and
company loyalty Develop a loyal client base through excellent customer
service and a quality product Build and strengthen relationships with clients, staff, vendors, and community leaders Perform administrative duties such as data entry, filing, faxing, and phones as needed Fluent in Albanian, English, and Spanish.
My clients are a well known
financial services company now expanding the team and looking to recruit a Data Analyst You will be responsible
for the extraction of information from SQL Server and MySQL database, developing T - SQL Stored procedures and working with the
managers on reports and integration...
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer
service activities
for multiple
financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project
financial institutions Oversee
company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent
company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to
company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations
Manager • Managed all daily operational tasks
for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and
financial statements, and coordinating with CPA firm
for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality
service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all
company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee /
company insurance audits • Obtained necessary certificates
for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate
company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation
for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and
financial reports, including budget projections and cost monitoring
for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls
for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact
for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support
for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility
for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
Business
Manager — Duties & Responsibilities Direct daily restaurant operations, marketing, customer
service, and finances
for multiple locations Hire, train, and direct large staffs ensuring they understand that brand and adhere to corporate protocols Responsible
for multimillion dollar inventory, facility, and professional food preparation equipment Set
company budgets, maintain profit / loss statements, and ensure overall
financial health Determine employee schedules, responsibilities, and dress code Increase sales by 5 % each year through effective marketing and customer
service Cut operational costs through efficient inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Ensure compliance with all applicable health and safety regulations Enforce corporate food and beverage quality standards Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and
company loyalty Develop a loyal client base through excellent customer
service and a quality product Build and strengthen relationships with clients, staff, vendors, and community leaders Completed management training program through Fatburger corporate university Certified in ServeSafe food handling procedures Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent brand with positivity, dedication, and professionalism
Project
Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity
financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to
company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze
financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support
services Track and maintain detailed records of all compliance inquiries Direct and contribute to special
company projects as needed Responsible
for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various
company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent
company brand with poise, integrity, and positivity
Hospitality Sales
Manager — Duties & Responsibilities Direct all daily operations, sales, customer
service, and finances
for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to
company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and
company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and
services Set
company budgets, maintain profit / loss statements, and ensure overall
financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and
company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent
company brand with poise, integrity, and positivity
International Business
Manager & Consultant — Duties & Responsibilities Serve as international business development consultant
for a network of global clients Facilitate and coach projects in relationship development, marketing, and
financial management Utilize significant international business experience and education to offer executive level training Manage global advertising initiatives
for clients such as Intel and Nokia Establish and manage a children's developmental toy production
company with sales in 40 + countries Responsible
for strategic planning, business plan, marketing / sales initiatives, and client development Oversee
financial operations including
company budgets, sales projects, P&L statements, etc.. Recruit, train, and direct sales, customer
service, and management staff ensuring profitable operations Direct product development, pricing, distribution, and branding over varied product lines Oversee import, export, warehousing, and inventory operations ensuring efficient logistical operations Lead
financial growth to $ 14 million in annual revenue with clients such as Toys R Us, Target, and Amazon Graduate of a Forbes Magazine «Top 20 Schools
for International Business»
Golfsmith International (Duluth, GA) 1/2005 — 6/2006 General
Manager • Executed all relevant retail operations and
financial administration
for a high - profile store, successfully increasing sales versus both plan and LY regularly while competing in and winning
company sales programs • Earned selection as 1 of 3 GM's to evaluate, revise, and implement the Selling &
Service Program to entire firm, training regional and general
managers in the selling solutions program and providing guidance to underperforming store
managers • Assisted management with various other duties as assigned
Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch
Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and
service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded
financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award
for setting
company best in product sales • Delivered excellent customer
service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations
Account Representative — Duties & Responsibilities Experienced
manager with a background in purchasing, inventory, customer
service, accounting, and sales Recruit, train, and direct staff ensuring they understand the brand and adhere to
company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through networking, in personal sales, and other tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Oversee $ 8.9 million
company inventory, supply, and purchasing operations Achieve fill rate performance of 95.7 % in 2010 Oversee varied material purchasing while constantly analyzing market and pricing trends Review proposals, negotiate prices, select suppliers, and oversee purchasing / delivery logistics Responsible
for forecasting, requirements analysis preparation and execution, RFP processes, bid analysis, negotiations, and contract awards in accordance with
company guidelines Provide
financial oversight of accounts receivable, payable, and general ledger ensuring profitable operations Serve as departmental liaison
for corporate Diversity and Inclusion initiative Represent
company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pe
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and
financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pe
financial advisors ensuring professional operations Responsible
for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client
financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pe
financial health to senior leadership Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and
services Direct sales operations
for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent
company brand with positivity, professionalism, and dedication Consistently recognized and promoted
for excellence in management,
service, and performance
Resort
Manager — Duties & Responsibilities Directed all daily operations, customer
service, personnel, and finances
for multiple hotels and resorts Increased Guest
Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts Planned and executed successful community events which enhanced brand awareness Responsible
for multimillion dollar inventory, facility, and professional food preparation equipment Set
company budgets, maintained profit / loss statements, and ensured overall
financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer
service and a quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed
Professional Duties & Responsibilities Served as operations
manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures
for trading, marketing, and new account operations increasing
company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes
for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting
for numerous funds Generated significant new client accounts and provided quality customers
service ensuring repeat business and customer satisfaction Created marketing and sales collateral
for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury
for money laundering in the
Financial Crimes Enforcement Network
Professional Duties & Responsibilities Directed all daily operations, customer
service, personnel, and finances
for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible
for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant
managers, hosts, waiters, and kitchen staff Set
company budgets, maintained profit / loss statements, and ensured overall
financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and
company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer
service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed