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Portland, OR, 97229
... V Passed all the three levels of CFA (Chartered Financial Analyst) exams successively in two and half years all by the first attempt; V Twice Asia Outstanding Employee Award by Air Products Co., Ltd and once Star Team awarded by Michelin (China) ...
- 2010 Nov 01
Beaverton, OR, 97007
... Member of Chartered Management Institute (UK). Various training courses including Management and Leadership Essentials, Finance for Operations, Customer Service Skills, Project Management, Safety Management, Managers and the Law. Proficient in the ...
- 2010 Oct 03
Portland, OR, 97236
... CERTIFICATIONS Series 7 & 66 Licenses Insurance License Chartered Retirement Planning Counselor (CRPC) Chartered Financial Analyst (CFA) Level II Candidate EXPERIENCE Financial Advisor, October 2007 - Present Merrill Lynch, Portland, OR . Manage ...
- 2010 Sep 14
Beaverton, OR, 97007
... Chartered Financial Consultant (ChFC ) . Series 7 and 66 licenses. . Life & Health Insurance license . Registered Tax Preparer with the State of California PROFESSIONAL EXPERIENCE Manager of Financial Planning 2007 - Present Tax & Financial Group ...
- 2010 Sep 07
Beaverton, OR, 97007
... Level 1 candidate in Chartered Financial Analyst (CFA) Program. Advanced technical knowledge and experience with Microsoft Office, PerTrac, Oracle, Crystal, Bloomberg, Adobe Acrobat Professional, and other company-specific proprietary software, ...
- 2010 Sep 03
Portland, OR, 97217
... Events included, but not limited to planning group fishing trips, weddings, birthday parties, Christmas in July, excursions to local tourist spots, chartered boat tours of the Thousand Islands. Responsible for menu planning to include, but not ...
- 2010 Jun 05
Beaverton, OR, 97007
... > Prepared quarterly and year end tax returns for a variety of businesses and individuals QUALIFICATIONS 2003 - Qualified Financial Advisor (with merit) 2001 - Association of Certified Chartered Accountants (ACCA) 1997 - National Association of ...
- 2010 Mar 09
Portland, OR, 97229
... * Enrolled diverse employee representatives into a participative leadership team that identified and chartered over $41 million dollars of profit improvement opportunities. * Co-sponsored a joint union/management re-design team that created a self- ...
- 2010 Mar 09
Portland, OR, 97224
... Chartered to position the company for divestiture, acquisition, merger, or closure. > Designed and established financial, accounting and others fiduciary controls for start up organization including: Great Plains Dynamics, ADP Payroll, Employee ...
- 2010 Mar 09
Lake Oswego, OR, 97035
... EDUCATION AND PROFESSIONAL TRAINING • AMCT (Association of Corporate Treasurers, London) • ACMA (Chartered Institute of Management Accountants, London) • ACIB (Chartered Institute of Bankers, London) COMPUTER SKILLS • SAP 4.6C - Treasury Modules • ...
- 2010 Mar 09