Clients or Financial or Advisor resumes in Ashburn, VA, 20149

Herndon, VA
... Financial / Business projects effectively and efficiently. Capably expressed IT processing and results to financial / business users clarifying financial / business rules for comprehension of IT professionals. Good communication skills understanding clients ... - May 08

Washington, DC
... • Gathered information from internal and external databases and from attorneys involved to conduct factual research on prospective clients or involved parties and to determine the status of relevant matters to establish whether a conflict of ... - May 08

Rockville, MD
... Edward Jones Financial Advisors, Gaithersburg MD (February 2019 – June 2022) Financial Advisors Create and implement financial plans to assist clients in meeting their long-term goals. Recommend tax efficient diversified portfolio of quality ... - May 08

Arlington, VA
... The service we also provide to clients is a semi managed service for administering their Service desks that has been implemented. This includes various administration tasks within Service desk software. Created Buttons and context menus both on form ... - May 08

Washington, DC
... Use DEA UFMS database to efficiently input financial data in order to maintain accurate purchasing records, process commitment forms, and process invoices for State and Local Task Force Agencies. Keep an accurate record of processed Task Force ... - May 08

Herndon, VA
... Educated clients on best practices for packing and organizing their belongings prior to the move, leading to less confusion upon arrival at the new location. Assisted clients with furniture disassembly and reassembly, ensuring proper setup at the ... - May 08

Washington, DC
... profitable relationships ● Foster existing client relationships to identify future needs and provide assistance as needed ● Profiled prospects and clients to identify additional financial needs and refer to appropriate financial partners Marc A. ... - May 07

Potomac, MD
... Environment: SQL Server 2016/2014/2012 SQL Server Reporting Services (SSRS) Microsoft Visio SQL Profiler Database Engine Tuning Advisor Visual Source Safe - May 07

Washington, DC
... Facilitated comparative purchase request with budget to ensure compliance with financial forecasting. - May 07

Ashburn, VA
... and establishing target state systems processes and workflows for enterprise systems Support Enterprise Architecture (EA), IT governance, and capital planning and investment control (CPIC) by supporting business clients with the development of ... - May 07