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Financial Advisor resumes in Dallas, TX, 75225

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Customer Service Office Manager

Arlington, TX
... Deposits Inventory counting/submitting Customer service advisor Answer all phone calls Call vendors to check on parts. ... • Quality control • Financial services Certifications and Licenses ASE Certification EPA 609 Certification Driver's License - Jan 12

Customer Success Program Management

Dallas, TX
... Emerging Technologies CMT-Telecom Services, CRM, Banking and Financial Services, Payments, Retail, Insurance, Marketing, ... with multiple awards and case studies • Trusted advisor/ Chief of staff for C-Level executives and help defining ... - Jan 11

Project Management Organizational Development

Dallas, TX
... connector, and relationship focused executive leader / advisor with global, multi-industry experience, specializing in ... Dal-Tile for Logistics, Stores, Plants, and Sales locations regarding Sales, Distribution, Financial, HR, and IT functions. ... - Jan 09

Scrum Master Product Owner

Forney, TX
... with the Release Train Engineer Established welcomed and trusted advisor on agile transformation to managers, scrum masters, ... 08/20 – 01/2021 SAFE Scrum Master Remotely managed a SAP financial system software upgrade Worked closely with a third ... - Jan 08

Customer Service Sales Agent

Mesquite, TX
... Licensed Benefits Advisor Willis Towers Watson Aug 2020 – Sept 2020 Analyzed customers’ needs to determine eligibility and ... Insurance Agent Five Rings Financial 2018 – 2020 Developed base for long-term sources of clients by using referrals, ... - Jan 06

Administrative Support Loan Analyst

Rowlett, TX
... Loan Coordinator December 2022 - Current This job entails various components related to financial analysis of real estate. ... CoreLogic, LexisNexis, Fannie Mae Early Check, Desktop Underwriter, Loan Product Advisor, Sage, Buildium, Buildtopia. ... - Jan 06

Vice President Project Management

Dallas, TX
... Business Solutions Financial Advisor Montgomery, AL 10/2005 to 09/2012 Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning. Assisted in the preparation of ... - Jan 06

Warranty Administrator Data Entry

Dallas, TX
... administered from Porsche, Saab, and Audi: warranty manager, booker, dispatcher, service advisor, and service administrator. ... 1 year) • Title Processing (1 year) • Office Management (1 year) • Financial Report Writing • Bookkeeping (10+ years) • Bank ... - Jan 03

Business Execution Risk Management

Dallas, TX
... of professionals and managers across multiple lines of business and serve as an experienced advisor to the leadership. ... Performs detail financial analysis and prepare credit assessments of domestic and foreign institutional and streetside ... - 2023 Dec 31

Business Analyst Operations Manager

Keller, TX
... Keller, TX 76248 Cell Phone 817-***-**** E-Mail ad2buy@r.postjobfree.com SUMMARY Douglas Wood is a creative servant-hearted leader, Financial Advisor, Brokerage Operations Manager, Business Analyst, and Risk Manager. I have strong business expertise ... - 2023 Dec 30
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