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Resumes 71 - 80 of 411 |
Huntington Station, NY
... Extensive interaction with Broker Dealer senior management. Mapped extensive database of investor accounts to support integration within the firm’s technology platform. Implemented an augmented workflow procedure to increase overtime efficiencies ...
- 2020 Jun 12
Manhasset, NY
... - Paramus, NJ May 1994 – Feb 1998 Director of Sales, Tri-State Region ● Responsible for servicing a dealer base consisting of approximately 700 dealers. Developed and implemented comprehensive sales and marketing strategies for targeted automotive ...
- 2020 Jun 08
Greenlawn, NY
... Brookville Capital Partners, Uniondale, NY Sep 2010 – Dec 2015 AML Representative/ Chief Compliance Consultant Spearheaded compliance pertaining to retail and institutional transactional broker-dealer., tested system and procedures. Implemented new ...
- 2020 May 30
Weston, CT
... 1989 to 1994 Chief Financial Officer Inter-Broker Financial Services Company CFO of this boutique broker dealer, dealing in many interest rate derivatives, foreign exchange and debt instruments. As CFO, began a corporate finance group for client ...
- 2020 May 28
Stamford, CT
... ASG Diamonds and Consulting, NYC, NY Wholesale Diamond Dealer / Business Consultant (2006 to 2015) Worked towards purchasing goals, creating a positive working atmosphere to combine individual strengths to enhance company’s performance. Estimated ...
- 2020 May 27
Stamford, CT
... independent oversight Profit/Loss calculations and schedules work done for clients ●Over 9 years of analytical and technical experience in financial services, insurance, banking, broker/dealer services, accounting, investments, swaps, futures, ...
- 2020 May 22
Port Washington North, NY, 11050
... Jun 2016 – Dec 2016 -- Aston Carter, Consultant to JPM Chase Document Management Operations Group, NYC Business analysis in support of the Bank’s Broker-Dealer Merger Initiative. The program transferred the document metadata of the demised entity ...
- 2020 May 18
White Plains, NY
... assisted clients in opening and closing accounts with Broker-dealer. Managed Accounts Receivables/Payables. 2011 – 2019 Horizon Planning Inc, Financial Planning, New York, NY Client liaison managed financial planning database, seamless integration ...
- 2020 May 02
Freeport, NY
... to clients within company defined criteria to ensure minimum risk 1997-2003 Lease Service Consultant Reduced Market Value Loss by selling leased vehicles to the original lessee’s dealer, and third parties as close to the residual value as possible. ...
- 2020 Apr 24
Massapequa, NY
... Territory Management Global Account Growth Mentor New Hires Professional Experience: RELIABLE OFFICE SOLUTIONS, (Canon Products Dealer) 2016 to Date - Branch Sales Manager Direct responsibility for company expansion into the NY/Tri-State Area. ...
- 2020 Apr 06