Please upgrade your web browser

These pages are built with modern web browsers in mind, and are not optimized for Internet Explorer 8 or below. Please try using another web browser, such as Internet Explorer 9, Internet Explorer 10, Internet Explorer 11, Google Chrome, Mozilla Firefox, or Apple Safari.

AdvisorNet

Seeking to re-enter financial services

Veteran

William Biggs Thomasville, GA

Hello!

I performed mutual fund accounting with State Street and have since increased my education, skills, and potential. I desire to become a traveling bank examiner, portfolio analyst, compensation analyst, or similar. I hope to complete a data analyst in R certificate soon. Thank you.

24 April 2019 7 replies Career Advancement

Answers

Advisor

Bill Garrison Lake Wales, FL

You may want to contact Omni Financial Corp, 341 Union Street, Suite 6 | Clarksville, TN 37040.
They give loans to vets and are a great company to work for. Good luck.

26 April 2019 Helpful answer

Advisor

Accursio Marciante Union, NJ

Hello William and Go Navy! Financial industry is up my alley and the hot spots are the NYC tri-state area. If you are looking to move here then there are plenty of opportunities here as examiners and on the funds side with fund managers and hedge funds. Operations is also heavy in North Carolina, Florida and Texas with some growth in Arizona.

Indeed.com is a quick fire way to search jobs by zip code and description with little fuss.

Good luck and let us know what part of the country you are willing to settle into.

Best regards...

Accursio

Veteran

James Harper Cave Creek, AZ

I absolutely agree with Don Gentry with his advice on ACFE. I am a member here in Phoenix and we have monthly professional development meetings which are quite good and you can get meet 100s of contacts in the profession. I now work at Bank of America in Debit Fraud Claims but our back office staff often has openings for a job like you are describing. Just adjust your expectations on salary; I took a serious pay decrease from my Army career.

Advisor

Louis Schwarz Somerville, NJ

Hi Bill. A different idea. The workers compensation insurance industry has auditors that examine policy holders records and calculate audit premiums, after the fact, for large companies. This is a traveling job and is in the financial industry. Check on workers compensation auditor companies for opportunities. The is in the commercial insurance space. You can do this..

Advisor

Don Gentry Acworth, GA

William -

Thank you for your service.

If you are interested in accounting, data analysis and are intrigued by the prospect of investigating financial misdeeds, consider the Association of Certified Fraud Examiners (acfe.com). There are opportunities with public and private companies as well as the opportunity to establish your own consultancy business. Good luck to you!

Don

Advisor

Les Dunaway Acworth, GA

William
Thanks for your service. I'm on the client-facing side of the business - investment advisor with Transamerica Financial Advisors.
However, here's some headhunters I've dealt with and know to be honest:

http://www.ngastaffing.com/

https://www.randstadusa.com/jobs/search/georgia/

http://www.ashtonstaffing.com/

https://www.expresspros.com/mariettaga/ <<<< This is big good national

https://www.adeccousa.com/

Best of luck
If you're in Marietta, come by for coffee - 1870 The Exchange, Suite 250, Atlanta, GA 30339

Les

Advisor

Kathleen Dunn New York, NY

Hi William,

Thanks so much for using ACP AdvisorNet and for your service. ACP AdvisorNet has thousands of Advisors from all around the country! As you seek to re-enter the financial services industry, take a look at our Community page.

The Community section of the site is a way for veterans to build a network in their local area, a particular industry or within a specific company. On that section of the site, you’re able to search for Advisors by industry, zip code, level of experience and company. You’re then able to privately message these Advisors for guidance and networking opportunities.

You can view the Community section here: https://acp-advisornet.org/community/advisors

If you have any questions, please feel free to reach out to me directly.

Best,
Kathleen

Your Answer

Please log in to answer this question.

Sign Up

You can join as either a Veteran or an Advisor.

An Advisor already has a career, with or without military experience, and is willing to engage with and help veterans.
Sign Up as an Advisor.

A Veteran has military experience and is seeking a new career, or assistance with life after service.
Sign Up as a Veteran.