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Financial Advisor resumes in Dallas, TX, 75225

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Project Management Product

Addison, TX
... for Merger/Acquisition (Financial Merger) with 2 technical platforms to be migrated and provide uniform for Charles Schwab. ... Portfolio Rebalance platform), also worked with Investment banking, Capital market/Fin Tech area for Advisor services. ... - May 02

Power Bi Data Quality

Dallas, TX, 75225
... Payroll Cost Report and Labor Payroll Cost Report •Created Financial reports for Finance - Account Manager Purchase Ledger ... by running Database Engine Tuning Advisor when required, creating Clustered and Non-Clustered Indexes wherever necessary. ... - Apr 27

Sr. IT Program / Project Management

Dallas, TX, 75225
... including a depth of experience in Banking with specific expertise in Credit Card and Financial Services technology. ... Thomas Aquinas Catholic Church, Troop 43 Boy Scouts of America (Jan 2011 – Present) • 02/2017 – Eagle Scout Advisor / ... - Apr 23

Senior Information Technology Professional

Dallas, TX, 75225
... including a depth of experience in Banking with specific expertise in Credit Card and Financial Services technology. ... Thomas Aquinas Catholic Church, Troop 43 Boy Scouts of America (Jan 2011 – Present) • 02/2017 – Eagle Scout Advisor / ... - Apr 22

Emergency Management Property Adjuster

Dallas, TX, 75225
... Gathering, analyzing, or presenting financial or insurance information for Economic Injury Disaster Loan (EIDL) Covid ... Ability to effectively make decisions in an independent manner and availability as a resource advisor for all staff. Strong ... - Apr 20

Enterprise Sales Solution

Dallas, TX, 75254
... Strategic thought leader with a multitude of trusted advisor C-level relationships. Consistently meet and exceed shareholder ... built extensive financial models to determine economic value / TCV and potential customer ROI; also held interim Executive ... - Apr 19

Chief Operating Officer / Chief Strategy Officer

Dallas, TX, 75225
... Additionally, I have served as a COO Advisor for Private Equity at Endeavor Capital Management, held the position of former ... manufacturing, technology, pharmacy, DME, blockchain, cryptocurrency, AI, telecom, SaaS, financial services, and payments. ... - Apr 18

Cash Management Chief Financial

Plano, TX, 75026
Shamla Naidoo Experience ****–Present Executor/Trustee of Virginia Clark Estate Philanthropy • Director/Founder Simon Foundation 2013–2020 Chief Financial Officer • Alum Cloud 2006–2012 Financial Advisor • Independent Contractor 2006–2012 District ... - Apr 13

Scrum Master Project Management

Plano, TX
... Employment History Evernorth Accountable Care (Cigna): US SAFe SCRUM MASTER ADVISOR February 2023 — January 2024 Evernorth ... and payer/client relationship management to pave the way for ENAC to achieve its financial and strategic objectives. ... - Apr 09

Customer Service Front Office

Mesquite, TX
... record keeping and maintaining relevant financial information; managing scheduling & allocating staff based on skill level. ... Service Advisor September 1973 – October 1975 Kazmier Lincoln Mercury DeThomaso, Lombard, IL Service Advisor, ... - Apr 09
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