Bothell, WA
... I work with Schwab as a custodian, address any client inquiries, and schedule client reviews with the advisor when needed. Client Relationship Manager, Prevail Wealth Management, LLC Kirkland, WA 7/2018 to 3/2023 Worked for Independent Financial ...
- Apr 16
Kansas City, KS
... effectively ● ● Rebilt Homes LLC ● Real Estate and Credit Advisor Assistant Sept 2021 - Dec 2021 ● Provided administrative ... ● Placed orders for centers and reconciled wholesale financial discrepancies by collecting and analyzing account information ...
- Apr 16
Springfield, PA, 19064
... Worked with outside the company Advisor sites setting up IPSEC/VPN tunnels back to Wachovia’s network. Assistant Vice ... This function was under my control to perform when CoreStates acquired new buildings or merged with other Financial ...
- Apr 16
Tuscaloosa, AL
... Participated as a technical advisor on all technical projects to ensure security standards were adhered to. Implementation: ... approved budget, ensures maximum resource utilization, and maintenance of the organization in a positive financial position. ...
- Apr 16
Queens, NY
... (2008) Matriculation In Science (Pre-medical) Work Experience Peer Advisor LaGuardia Community College · Full-time On-site ... 2012 - May 2018) Financial Secretary ● Kept records and updated financial spreadsheet with daily transactions, Prepared ...
- Apr 16
Monterey, CA
... Expertise in feasibility analysis, P&L, budgeting, financial reporting, vendor oversight and equity sources. ■ Negotiator and Advisor to high-profile developments of significant environmental, community, and financial impact; accustomed to ...
- Apr 15
Largo, FL
... Advisor Developed an enterprise strategy roadmap and detailed componentized projects to move the organization to maturity and increase regulatory compliance with the New York Department of Financial Services (NYDFS) (23 NYCRR 500) ISO 27001:2013. ...
- Apr 15
Cleveland, OH
... ensuring financial accounting policies & procedures are adhered to ●Responsible for funding streams for programs & services; ... at Law 2002 ●Event management – Family-owned business (current) AFFILIATIONS Order of the Eastern Star – Youth Advisor
- Apr 15
Sharon Hill, PA
... on the basis of race, color or national origin in programs or activities receiving Federal financial assistance. ... An interactive online USERRA Advisor can be viewed at https://webapps.dol.gov/elaws/vets/userra If you file a complaint with ...
- Apr 15
Columbus, OH
... success Diligently maintained project budget forecasts and ensured financial accountability throughout the project lifecycle ... 5/7/2020) FIRM: Objectwin Technology, Inc – IT Project Manager Advisor – Dublin, OH Successfully executed multiple Waterfall ...
- Apr 15