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New York, NY
... MS-Office Suite, Salesforce Professional Experience: Independent Insurance Broker (January 2023 - Present) NY • Licensed Insurance Agent/Broker for Health, Life & Accident, licensure in 33 States • Commision based sales from home office, selling via ...
- Feb 21
Little Falls, NJ
... Most recent significant accomplishments: ●Program Project Manager for the development and successful rollout of Broker-Dealer Clearance products, which service 165+ institutional clients including all 24 Primary Broker-Dealers, with an average daily ...
- Feb 20
Uniondale, NY, 11553
... Interstate National Dealer Services 1999-2012 AR Bookkeeper Reinsurance Accounting ● Formatted and funded creation of new Reinsurance Accounts with Financial broker markets. ● Prepare individual spreadsheets that cross reference with the daily bank ...
- Feb 11
Parsippany, NJ
... Census and Broker relations ●Workman’s comp claims and processing from time of incident until claim resolved and closed. Year-end OSHA-300 filing, ACA reporting. ●Maintain all employee data, benefits open enrollment process, implementation of ...
- Feb 11
Brooklyn, NY
... hiring and current employee issues such as payroll and scheduling Continental Broker Dealer Corp., Carle Place, NY Financial Consultant, February, 1998 – August, 2000 Open new accounts, and contributed to transition of new clients into the firm. ...
- Feb 10
Bergenfield, NJ
... - Served as General Counsel to four (4) separate broker-dealer subsidiaries of parent organization. - Directly involved with all aspects of securities and corporate law, including supervision of legal staff in the preparation and filing of ...
- Feb 08
Plainfield, NJ
... Sumitomo Mitsui Banking Corporation - New York November 2020- April 2022 Business Analyst This project was a capital market Broker-to-Broker Trading System: This project was to develop a system to help facilitate the trading of securities between ...
- Feb 07
Roslyn, NY
... in Communications New York Real Estate Institute New York, NY Licensed Real Estate Salesman since December 2008 New York Real Estate Institute New York, NY Licensed Real Estate Broker since December 2013 References available upon request
- Feb 07
Scarsdale, NY
... for accounting portfolio platform’s (software/hardware) for Fiserv APL, which included managed accounts UMA, SMA, MMA utilizing APL, Web APL, for large asset & wealth management firms including retail & institutional banks, and broker dealers. ...
- Feb 06
Newark, NJ
... The above product can be sold via in PRISM, SPP and Introducer Internet (Broker portal) Responsibilities: As a Quality Analyst task involved: Test Plan preparation, issue resolution & status reporting. Successfully handled multiple changes and ...
- Feb 06