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Resumes 11 - 20 of 1075 |
Hauppauge, NY
... Responsibilities also included various functions for DLG Wealth Management LLC, Etico’s affiliated investment advisor. The aforementioned responsibilities included, but were not limited to, various AML reviews and electronic correspondence review. M ...
- Apr 25
West Islip, NY
... East Islip & Smithtown, NY April 2014 – September 2019 Clinical Senior Advisor • Working alongside a physician, oversaw patient care and created a unique health and wellness environment for incoming patients creating a worldclass client experience; ...
- Apr 23
Holbrook, NY
... Proficient software skills using Microsoft Excel, Microsoft Outlook, Microsoft Dynamics 365, and Supply Chain Advisor. Outstanding with maintaining professional relationships. Adapts well to new situations and comfortable working within a team in a ...
- Apr 22
Long Beach, NY
... •Mentored sales operations in Trusted Advisor method development. •Mentored sales staff, channel sales, and Vars’ •Developed tailored pre-sales training tools addressing client needs. •Collaborated and coordinated retention initiatives. •Navigated ...
- Apr 17
Bohemia, NY
... PROFESSIONAL EXPERIENCE OMA CONSULTING, LLC 2018 – present Consultant / Advisor: Provide hands-on CFO, controlling, accounting, tax, financial reporting, business strategy and management services, including ERP system implementation and control and ...
- Apr 17
Queens, NY
... (2008) Matriculation In Science (Pre-medical) Work Experience Peer Advisor LaGuardia Community College · Full-time On-site (Aug 2023 – Nov 2023) Queens, United States · Security Officer Allied Universal · Part-time On-site (Sep 2022 -Dec 2023) Lenox ...
- Apr 16
Queens, NY, 11426
... 03/2013 to 10/2019 Beauty Advisor/Front of House Team Member/Janitorial Worker Walgreen's Pharmacy Assisted customers in selecting correct products to fit skincare regimen or makeup routine. Encouraged customers to try new products through personal ...
- Apr 15
Queens, NY
... Matched tax payers with the best Tax advisor according to their needs. Scheduled clients according to their preference ensuring whether remotely, in-person or drop off appointment. Processed payments with accuracy of financial transactions. Faxed, ...
- Apr 10
White Plains, NY
... Hawk soft, QQ Word, Excel most carrier portals EXPERIENCE OneGroup Inc- Malverne, NY July 2022- current date Senior Client Advisor & Business Placement Specialist Manage $10 million income book of Social Services, Non-Profit, Law Firms, Substance ...
- Apr 02
Miller Place, NY, 11764
... Create reports for payments, emails, mailing letters to patients, clients process claims missing information from insurance, follow up, Tax Advisor Intuit turbo tax 01/2023 - 04/2023 Answer inquiries, advice the best way for file taxes with Intuit ...
- Mar 23