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Columbus, OH
... Private Enterprise Experience Corporate Investment Mergers & Acquisitions, Columbus, OH Founder Co-Owner Founded and established business brokerage that sold consumer services, wholesale distributors, and manufacturing concerns. Evaluated seller’s ...
- 2023 Sep 20
Columbus, OH
... SELF EMPLOYED Insurance Agent in North Carolina 01/2002 – 08/2010 Contacting prospects for Fixed Annuity sales for American Equity Investment Life Insurance Company. Retirement Account education and enrollment of plan participants. Bank of America – ...
- 2023 Sep 15
Columbus, OH
... Planning Committee Member for the Columbus Urban League’s National Night Out (non-profit) Planner. Philanthropist, help raised over $400,000 for Volunteers of America (non-profit).
- 2023 Sep 13
Columbus, OH, 43215
... May 2009 – January 2011 Service Advisor Dennis Autopoint Columbus, OH Service consultant responsible for a team of 5 technicians for three different lines of automobiles. Maintained a high customer satisfaction rate through service repairs. Reviewed ...
- 2023 Aug 31
Columbus, OH
... Investment; Management; International Settlement EXPERIENCE Clovers Kitchen Woburn, MA Marketing Research Analyst Sep - Dec 2022 ● Analyzed F&B market data to search for potential customers and found new retail channels for Clovers’ own products ● ...
- 2023 Aug 12
Columbus, OH
... Worldpay 12/2018 - 06/2020 ● Inbound Call Center Financial Advisor to various banks and their customers to service their banking inquiries and needs. Citibank, Florence, KY 12/2013 – 5/2016 Customer Service Representative ● Provided superior ...
- 2023 Aug 08
Columbus, OH
... curriculum - Held parent-teacher conferences twice a year - Member of Visiting Author committee - Choose to Lead Student Advisor - IAT (Intervention Assistance Team) member - Attended annual professional development seminars for all subject areas - ...
- 2023 Aug 03
Columbus, OH
... as technology advisor to NY Hedge Fund in technology acquisition of salvage- yard auction businesses focused on state insurance law and market trends - Gerson Lehrman Group, multiple consulting engagements with US Investment Banks, Hedge Funds ...
- 2023 Aug 03
Columbus, OH
... Care - Columbus, OH April 2003 to May 2006 Customer service Scheduling appointments Confirming appointments Faxing Copying Receiving payments Organizing and pulling medical records Data entry Investment/ portfolio management Mail Room Clerk U.S. ...
- 2023 Aug 01
Westerville, OH
... relationships with clients 2/2 ● Liaison of referrals for estate management, financial planning advisory, retirement & investment planning EDUCATION University of Cincinnati, Cincinnati, Ohio - BBS, Marketing/Management Capital Law School, Bexley, ...
- 2023 Jul 25