Financial Advisor Resumes

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Substance Abuse Health

Evans, GA map
... I provided psycho educational groups (life Skills Training, Nutrition, Health education and Financial Management and other ... at Georgia Southern University Graduate Intern/ Retention Advisor Worked 600 hours as a graduate intern Counseled, advised ... - Nov 27

Financial Advisor

San Diego, CA map
... financial planning meetings. • Supported operational procedures and compliance requirements. • Assisted and resolving clients’ inquiries regarding trades and transactional details on their accounts. Merrill Lynch, Great Neck, NY Financial Advisor ... - Nov 27

Manager Accounting

Marietta, GA map
... As trustee, increased employee participation 100% and access to funds without jeopardizing financial stability plan. Provided financial and strategic guidance to CEO that led to 90% increase revenue; key advisor with financial reports, sales reports ... - Nov 25


Indianapolis, IN map
... use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results. Fifth Third Securities, Indianapolis, IN 2008 - 2012 Registered Investment Advisor ... - Nov 25

Customer Service Manager

India, Bengaluru, Karnataka map
... Private Limited Quality Advisor – May 11– Dec-11 Roles & Responsibilities: -Audit inbound calls for AT&T process -Grade calls based on pre-defined parameters -Ensure timely feedback to agents -Coach agents on SLA’s 4. R.M.Financial Services (Kochi) ... - Nov 25


Safety Harbor, FL map
... Financial Advisor, 2002 to 2006 AXA Advisors – Tampa, FL Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs. Provided wealth management solutions that accounted for $ 15 million in ... - Nov 25

Customer Service Financial

Canada, Toronto, Ontario map
... I am keen to pursue a career as a Certified Financial Analyst and have expressed my interests through workshops and presentations. My interest in finance and management stemmed from my experience as a Certified Financial Advisor for Primerica ... - Nov 24

Accounts Payable Accounting

Bonner Springs, KS map
... Financial accounting systems; Docketing software; Strong organizational, analytical and proofreading skills; Detail oriented ... Electronic billing on four programs, Litigation Advisor, Legal Precision, Tymetrix and Visibillity. 1/2000 to 4/2001 W. ... - Nov 24

Sales Management

New York, NY map
... Veracity Research Company 2014 – Present Serve as a trusted advisor and consulting expert in the areas of risk and claim ... targeting the company’s board, major Wall Street players, potential investors, and financial houses on multiple continents. ... - Nov 24

Sql Server Database

Alpharetta, GA map
... Queries using Database Engine Tuning Advisor, Client/Server Connectivity, Database consistency checks using DBCC Utilities. ... systems Knowledge in creating multiple reports (SSRS) in Drill mode using tables, financial tables, crosses tabs and charts. ... - Nov 24
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